RECENT TRANSACTIONS
BUY SIDE ADVISER TO THE PRINCIPAL OF A FINANCIAL PLANNING BUSINESS TO COMPLETE A MANAGEMENT BUYOUT
Parkside Investor Solutions ($300m FUA) – Acted as the buy side adviser to the principal of a financial planning business to complete a management buyout of an institutional shareholder so as to retain 100% ownership of the business.
CHASE ADVISES LARGE RISK/PLANNING BUSINESS BASED IN PERTH FUA $350M
Chase advises large Risk/Planning business based in Perth FUA $350m, which was successfully acquired by AMP. (ASX: AMP)
CHASE ADVISES ON FINANCIAL PLANNING BUSINESS BASED IN MELBOURNE FUA $310M
Chase advises on Financial Planning Business based in Melbourne – FUA $310M, which was succesfuly acquired by Shadforth Financial Group (ASX: SFG)
CHASE ADVISES A BOUTIQUE ACCOUNTING PRACTICE BASED IN MELBOURNE
Chase advises a boutique Accounting practice based in Melbourne which was successfully acquired by Shadforth Financial Group (ASX: SFG)