RECENT TRANSACTIONS

Sell side adviser – mid-tier Sydney CBD charted accounting business

SELL SIDE ADVISER – MID-TIER SYDNEY CBD CHARTED ACCOUNTING BUSINESS

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.

Sell side adviser for an institutional shareholder wanting to divest a non-core asset.

SELL SIDE ADVISER FOR AN INSTITUTIONAL SHAREHOLDER WANTING TO DIVEST A NON-CORE ASSET.

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

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)

Buy side adviser to the principal of a financial planning business to complete a management buyout

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 Piersbridge Wealth business based in Perth FUA $350m

CHASE ADVISES PIERSBRIDGE WEALTH 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)