Transactions

Undisclosed

Advising Dalton Strategic Partnership on the acquisition by partners of equity from the Dalton family

Ongoing
United Kingdom

Undisclosed

Advised LV= on the outsourcing of asset management to Threadneedle Investments

Oct 2011
United Kingdom

£55 million

Advised Principal Global Investors on the acquisition of a majority stake in Origin Asset Management

Oct 2011
United Kingdom

Undisclosed

Advised Finisterre Capital on the sale of a majority stake to Principal Global Investors

Jun 2011
United Kingdom

Undisclosed

Advised BMO Financial Group on its acquisition of Lloyd George Management

May 2011
Hong Kong and UK

£45 million

Advised Investec on the sale of Rensburg Fund Management to Franklin Templeton

Jan 2011
United Kingdom

Undisclosed

Advised Sun Life Financial on the sale of SLFC Unit Managers (UK) Limited

Sep 2010
United Kingdom

£412 million

Advised Rensburg Sheppards plc on the recommended offer from Investec plc

Mar 2010
United Kingdom

£235 million

Advised Insight’s senior management on BNY Mellon’s acquisition of the business from Lloyds Banking Group

Jun 2009
United Kingdom

Undisclosed

Advised Bank of China on its strategic partnership with LCF Rothschild

Nov 2008
France

Undisclosed

Advised F&C on the combination of its property business with REIT to form F&C REIT

Jul 2008
United Kingdom

Undisclosed

Advised Bank of Montreal on its acquisition of Pyrford International

Nov 2007
United Kingdom

Undisclosed

Advised Legal & General on its partnership arrangement with Hermes in relation to £22 billion of indexed assets

Sep 2007
United Kingdom

Undisclosed

Advised Insight on the sale of its Channel Islands business to Syndicate Asset Management

May 2007
United Kingdom

£520 million

Advised Hellman & Friedman on the recapitalisation of Gartmore

May 2007
United Kingdom

£80 million

Advised Eureko on its asset management strategy and sell-down of its stake in F&C

May 2007
United Kingdom

$140 million

Advised Schroders on its acquisition of NewFinance Capital

May 2006
United Kingdom

£77 million

Advised Cazenove Group on its demerger of Cazenove Capital Management

Dec 2005
United Kingdom

Undisclosed

Advised CI Funds on its pre-conditional offer for AMVESCAP PLC

Aug 2005
United Kingdom

£260 million

Advised Aberdeen Asset Management on its acquisition of certain fund management businesses of Deutsche Asset Management

Jul 2005
United Kingdom

£188 million

Advised Rensburg on its acquisition of Carr Sheppards Crosthwaite from Investec

Apr 2005
United Kingdom

£1.1 billion

Advised ISIS Asset Management Plc on its merger with F&C Group

Jul 2004
United Kingdom

Undisclosed

Advised Gartmore on the sale of its back and middle office operations to HSBC

Jan 2004
United Kingdom

Undisclosed

Advised Hermes in relation to Edinburgh Fund Managers

Sep 2003
United Kingdom

Undisclosed

Advised Gartmore on its acquisition of Govett Investments

Sep 2003
United Kingdom

Undisclosed

Advised Martin Currie on the merger of its Private Client business with Thornhill

Nov 2002
United Kingdom

Undisclosed

Advised GE Capital on the outsourcing of its UK fund management portfolio to State Street

Sep 2002
United Kinddom

Undisclosed

Advised Old Mutual on the restructuring of Pilgrim Baxter’s revenue share interests

Mar 2002
United Kingdom

£86 million

Advised Aberdeen Asset Management on its acquisition of £5.5 billion of fund management contracts from LAHC

Apr 2001
United Kingdom

€670 million

Advised HVB on the sale of F&C to Eureko

Mar 2001
United Kingdom

£140 million

Advised Friends Ivory & Sime on its acquisition of the Unit Trust and Managed Pension Fund businesses of Friends Provident

Feb 2001
United Kingdom

£150 million

Advised Old Mutual on its sale of Murray Johnstone to Aberdeen Asset Management

Dec 2000
United Kingdom

£1.1 billion

Advised Perpetual plc on its sale to AMVESCAP

Oct 2000
United Kingdom

$50 million

Advised Lexington Global Asset Managers on its sale to Reliastar Financial Corp

Jun 2000
United States

$120 million

Advised Stewart Ivory on its sale to Colonial

Feb 2000
United Kingdom

Undisclosed

Advised Intersec Inc on its sale to Deutsche Bank

Nov 1999
United States

Undisclosed

Advised Carlson Investment Management on its sale to Skandia

Oct 1999
Sweden

$700 million

Advised Global Asset Management (GAM) on its sale to UBS

Jul 1999
Bermuda

£1.9 billion

Advised Prudential on its acquisition of M&G Group plc

Apr 1999
United Kingdom

£55 million

Advised Investec on its acqisition of Guinness Mahon Holdings

Feb 1999
United Kingdom

Undisclosed

Advised Nicholas Applegate on the sale of its non-US business to Colonial First State

Feb 1999
Singapore

$225 million

Advised AXA Investment Managers on its acquisition of The Barr Rosenberg Group

Oct 1998
United States

£40 million

Advised Friends Ivory & Sime on its acquisition of London & Manchester Asset Management

Oct 1998
United Kingdom

£369 million

Advised AMP on its acquisition of Henderson plc

Apr 1998
United Kingdom

Undisclosed

Advised Guiness Flight Hambro on the sale of its management stake to Investec

Feb 1998
United Kingdom

£132 million

Advised Ivory & Sime on its acquisition of Friends Provident Asset Management

Feb 1998
United Kingdom

£1.6 billion

Advised Invesco on its acquisition of AIM Corporation

Feb 1997
United Kingdom

£91 million

Advised Dunedin Fund Managers on its sale to Edinburgh Fund Managers

Feb 1996
United Kingdom

£1.25 billion

Advised Mercury Asset Management on its demerger of 75% from SG Warburg

May 1995
United Kingdom