Financial Services M&A
Our M&A team works collaboratively with our clients and their advisers on all aspects of mid-market M&A transactions, offering technical excellence combined with a strong commercial focus and pragmatic approach.
Our industry knowledge enables us to offer a strong commercial focus on transactions, enabling us to overcome complex issues and to provide solutions which allow our clients to effectively manage key transactional risks and to get the best possible results.
Our M&A team have expertise in the following:
– Mergers & acquisitions
– Management buy-ins and buy-outs
– Distressed sales, corporate rescues and debt for equity swaps
– Leveraged transactions, both for borrowers and debt funders
– Joint ventures and strategic alliances
– Minority investments
– Private equity and venture capital investments and exits
Relevant experience includes
Advising financial services firm Fidelius Financial Holdings Ltd on its simultaneous acquisition of Chartered Financial Management (UK) from, and disposal of Parallel Investment Management to, Pacific Asset Management.
Advising an Egyptian-Kuwaiti bank on the transaction structure for the acquisition of a UK bank.
Fund acquisition advisory
Advising an international asset management firm on its acquisition of multiple Cayman Islands-domiciled funds including the novation of asset management agreements.
Private equity – management advisory
Advising the incoming management team on European financial services private equity firm Anacap’s acquisition of £2bn wealthtech platform Wealthtime.
Advising the shareholders of insurance brokerage Higos Holdings Limited on the sale of Higos to Global Risk Partners.
Seller advisory – administration
Advising the joint administrators of three debt management businesses on their sale to another licensed debt management firm.