RECENT TRANSACTIONS

CHASE ADVISES SHADFORTH FINANCIAL GROUP ON THE ACQUISITION OF LACHLAN PARTNERS (ASX: SFG) TRANSACTION VALUE: $40 MILLION

Chase successfully completes the sale of Lachlan Wealth Management to Shadforth Financial Group (ASX: SFG)

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE SALE OF DOMANE FINANCIAL ADVISERS TO AZ NEXT GENERATION ADVISORY GROUP. FUA $230M

Chase Corporate Advisory successfully completes the sale of Domane Financial Advisers to Wise Planners, part of the AZ Next Generation Advisory Group. FUA $230M

CHASE SUCCESSFULLY ADVISES EQUITAS PARTNERS ON THE SALE TO PRIVATE WEALTH PARTNERS

Chase successfully advises Equitas Partners on the sale to Private Wealth Partners

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE TRANSACTION FOR FOCUS FINANCIAL TAKING ITS FIRST EQUITY POSITION IN AN AUSTRALIAN WEALTH BUSINESS

Chase Corporate Advisory completes the transaction for focus financial & MW Lomax.

CHASE ADVISES SFG ON THE ACQUISTION ON LIFE WEALTH & FINANCIAL PLANNING BASED IN MELBOURNE FUA $310M

Chase advises on the acquisition of Life Wealth & Financial Planning Business based in Australia – FUA $310M, which was successfully acquired by Shadforth Financial Group (ASX: SFG)

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.