Chase expands further into advice M&A

Specialist corporate advisory firm Chase Corporate Advisory (Chase) has bolstered its senior ranks to capture growing demand from the medium to large financial services sector (financial planning and accounting) for M&A and related transaction services expertise.

The firm today announced the appointment of Greg Quinn as Director – Advice, to lead the growth of its Advice practice (Financial Planning & Accounting). Greg Quinn was previously the Regional General Manager Partnering & Acquisitions at ipac Securities Limited, a wholly owned subsidiary of AMP Limited.

Whilst at ipac, Greg was responsible for growing its national advice footprint via acquisition. In a decade Greg and his team completed more than 75 advice acquisitions, representing in excess of $8 billon of funds under advice.

Mr Greg Quinn said: “I am pleased to join an industry leading team, with deep experience in the rapidly evolving Financial Services and Private Equity sectors. This is an exciting time in the industry where many of our clients are seeking to either grow via acquisition or to divest non-core assets, to streamline their respective businesses. I look forward to working with them through this process.”

Chase is a boutique corporate advisory and M&A business focussed on financial services, private equity, financial planning and accountancy practices sector. The firm acts on behalf of vendors or entities looking to sell, change ownership structure or merge, and also provides significant experience on ‘buy-side’ advisory mandates such as advising Financial Index Wealth Accountants in its recent $130 million acquisition of Centric Wealth from Champ Private Equity. Financial service entities include financial planning practices, licensees, fund managers and superannuation funds and private equity.

Greg Quinn was the lead adviser at Chase to the board of Strategic Wealth Solutions ($500m FUA), that was recently acquired by PSK Financial Services.

PSK Financial Services Managing Director and Co-founder, Paul Aspros said: “Dealing with people who understand advisers and advice businesses makes sometimes tricky transactions run more smoothly. Certainly Greg’s knowledge and background was a key part of PSK being able to complete the SWS acquisition.”

Chase Founder and Managing Director, Jeff Singh, said: “We are excited to welcome Greg to Chase. He brings over 20 years’ experience in financial planning M&A, with experience on both buy- and sell-side of transactions in this niche market. Greg’s appointment will significantly expand our mid-market client reach, broaden our transaction scope and add value to existing clients as they seek to grow via vertical integration or via consolidation.”