Harvey’s Chartered Accountants ($3.5m accounting fees) – Acted as sell side adviser for the for the principal of a mid-tier Sydney CBD charted accounting business. This accountancy business was sold into another larger mid-tier multi partner accounting firm, where the principal remains as a non equity partner, until the he chooses to eventually retire.
Genesys Hobart ($200m FUA) – Acted as the sell side adviser for an institutional shareholder wanting to divest a non-core asset.
Chase advises on Financial Planning Business based in Melbourne – FUA $310M, which was succesfuly acquired by Shadforth Financial Group (ASX: SFG)
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.