RECENT TRANSACTIONS

CHASE CORPORATE ADVISORY COMPLETES THE ACQUISITION OF PRIORITY LIFE TO PERPETUAL LIMITED. (ASX:PPT)

Chase Corporate Advisory successfully completes the sale of Priority Life to Perpetual Limited. It was a great pleasure to work with Perpetual again and assist on this acquisition.

CHASE SUCCESSFULLY COMPLETES THE MYSTATE WEALTH MANAGEMENT SALE (ASX: MYS)

Chase Corporate Advisory successfully completes the sale of the MyState Wealth Managment.(ASX: MYS) which was purchased by Fiducian Financial Services.(ASX: FID)

CHASE CORPORATE ADVISORY SIGNS NEW MANDATE WITH LARGE PE FIRM TO ACQUIRE ASSETS IN THE FOOD & BEVERAGES SECTOR.

Chase Corporate Advisory is pleased to work with a large PE firm based in Sydney looking to continue their growth plans in acquiring successful businesses in the Food and Beverages sector.

CHASE SUCCESSFULLY COMPLETES THE SALE OF NO MORE PRACTICE (NMP) TO ONEVUE HOLDINGS LIMITED (ASX: OVH)

Chase Congratulates No More Practice Education (NMP) on the successful sale to OneVue Holdings Limited. Chase Corporate Advisory advised the founders on the deal and wish them every success in the future.

CHASE SUCCESSFULLY COMPLETES THE PARTIAL SALE OF DAINTREE CAPITAL TO PERENNIAL INVESTMENT MANAGEMENT LIMITED

Chase Corporate Advisory successfully completed the capital raise and partial sale of Daintree Capital to Perennial Investment Management Limited.

LATEST NEWS

Chase acts for BIP Wealth (US) on the new equity partneship with Chicago based CWC

ATLANTA, GA — February 23, 2026 — BIP Wealth, a Registered Investment Advisor (RIA) headquartered in Atlanta with over $5.5B in assets under management has partnered with Constellation Wealth Capital (CWC) to receive a strategic investment to support BIP’s continued growth. Recently named to Financial-Planning.com’s 2025 Top 150 RIA Fee-only Firms List, as well as the top 3 on the Atlanta Business Chronicle’s 2025 Best Places to Work List for medium-sized companies, BIP Wealth focuses on holistic wealth management and sophisticated planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans. CWC is a partner to growing wealth management firms and known for its flexible, long-term, minority investments. CWC’s deep advisory expertise supports the partner firm’s management team scale effectively, while preserving independence.

Chase has now acted for and on behalf of more then US$5.9 billion of Capital deployed.

in the last 15 years, we have completed more than 110 deals across various sectors with over AUD$205 Billion of Assets under Management, and more than US$5.9 Billion of Capital deployed.