Chase Corporate Advisory, CCA Americas Inc.

Chase Corporate Advisory & CCA Americas Inc. Mergers and Acquisition advisory, Private Equity and Restructuring, specialist in Financial Services, Asset Management, and Global Private Equity. We operate across the US, Australia, Canada, and Europe and have exposure to other sectors, including Technology, Real Assets, and Private Markets. Since Chase was established 13 years ago, we have completed 105 transactions across various sectors and over AUD$198 billion in Assets under Management. We have acted for and on behalf of deploying more than US$5.1 billion of Capital. (AUD$7.5 Billion) Recent transactions in Financial Services & Asset Management; - Sale of Lachlan Wealth to Shadforth Financial Group (SFG) - Acted for Natixis Investment Managers US on the acquisitions of Investors Mutual Limited (IML) - Acted for NAB Ltd on the sale of Pengana Capital to WHSP. - Sale of Findex Wealth to KKR. - Purchase of Crowe Howarth LTD for KKR. - Purchase of Centric Wealth on behalf of KKR Special Situations Fund. - Sale of McLean Delmo Bentley to Azimut (AZNGA). - Sale of Escala Wealth to Focus Financial US. - Acted for TA Associates on acquiring the Goldman Sachs Asset Management business in APAC. - Sale of Moore Stephens Accounting business - Sale of NMP to One Vue Limited - Sale of the River Capital Liquid Credit Fund on behalf of River Capital - Acted for UBS on multiple Wealth management deals - Acted for Perpetual in acquiring Priority Insurance - Sale of Alleasing on behalf of Champ Private Equity - Sale of Certe Wealth to Azimut - (AZNGA) - Sale of IPAC on behalf of AMP Limited - Sale of SFG to Insignia Financial - Sale of MyState Wealth Ltd - Acted for Bennelong Funds Management on a Macquarie Bank Team lift-out. - Purchase of Socius Wealth by AMP Limited Chase Corporate Advisory focuses on opportunities that are not always present. We explore deeper than traditional Ibankers as we take balance sheet risk & often Co-Invest in the sponsor fund.