Transactions

Undisclosed

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

Ongoing
United Kingdom

Undisclosed

Advising Europ Assistance on the sale of its UK insurance and assistance business to management

Ongoing
United Kingdom

Undisclosed

Advising Groupama on the sale of its UK healthcare insurance business to Simplyhealth

Ongoing
United Kingdom

Undisclosed

Advised Norwich & Peterborough Building Society on its merger with the Yorkshire Building Society

Nov 2011
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

Undisclosed

Advised Openwork LLP on its capital restructuring with Zurich

Mar 2011
United Kingdom

£45 million

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

Jan 2011
United Kingdom

£165 million

Advised Bupa on the sale of Bupa Health Assurance Limited, its individual protection and group risk business, to Resolution

Oct 2010
United Kingdom

£138 million

Advised Standard Life on the sale of Standard Life Healthcare to Discovery / PruHealth

Jul 2010
United Kingdom

Undisclosed

Investment banking adviser to the independent valuer

Ongoing
United Kingdom

£100 million

Advised Brightsea EOL (managed by F&C REIT) on the repurchase of a First Mortgage Debenture Stock

Apr 2010
United Kingdom

£412 million

Advised Rensburg Sheppards plc on the recommended offer from Investec plc

Mar 2010
United Kingdom

Undisclosed

Advised Yorkshire Building Society on its merger with the Chelsea Building Society

Dec 2009
United Kingdom

£226 million

Advised Barclays on its acquisition of Standard Life Bank

Oct 2009
United Kingdom

£230 million

Advised Langholm Capital on the sale of its majority shareholding in Just Retirement

Sep 2009
United Kingdom

£195 million

Advised Sun Life Financial on its acquisition of Lincoln National’s UK operations

Jun 2009
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