Advised L&G on the sale of Cofunds to Aegon.
Advising Nordic Capital on the acquisition of Ascot Lloyd.
Advising Epiris and Nucleus on the sale of a majority stake in Nucleus to HPS.
Advised Hastings Group plc on the recommended cash offer from a consortium of Sampo and RMI.
Advised Groupe BPCE on its public tender offer to the minority shareholders of Natixis.
Advised Fluent Money Group on the sale of a 75% stake in the Group to Mortgage Advice Bureau.
Advised J.C. Flowers on the sale of interactive investor to abrdn.
Advised IG Group on its acquisition of tastytrade, Inc.
Advised AÉSIO mutuelle on the sale of its minority stake in Mutex to Groupe VYV.
Advised the Co-operative Group on the sale of its insurance underwriting business to Markerstudy and agreement of a 13-year distribution agreement for home and motor insurance.
Advising Sun Life Financial on the sale of Sun Life UK and long-term strategic partnership with Phoenix Group.
Advised Legal & General on the sale of its general insurance business to Allianz.
Advised Standard Life plc on its recommended all-share merger with Aberdeen Asset Management plc.
Advised R&Q on the successful defence against shareholder Phoenix Asset Management Partners’ attempt to requisition management changes.
Advised Swiss Re on the sale of ReAssure to Phoenix Group.
Advised BGL Group on the sale of its insurance distribution business, BGLi to the Markerstudy Group.
Advising CNP Assurances on the sale of its Spanish life insurance subsidiary, CNP Partners, to Mediterráneo Vida.
Advised Standard Life Aberdeen on the sale of its insurance business and long-term strategic partnership with Phoenix Group.
Advised Premier Asset Management on its recommended all-share merger with Miton Group.
Advised Investec on the demerger of its Asset Management business (rebranding to Ninety One).
United Kingdom & South Africa
Advised Sun Life Financial on the acquisition of a majority stake in InfraRed Capital Partners.
Advised Embark Group on its sale to Lloyds Banking Group plc.
Advised The Ardonagh Group on its group refinancing including a combination of both private and public instruments.
Advised Jupiter Fund Management on the acquisition of Merian Global Investors.
Advising Cinven on its acquisition of International Financial Group Limited.
Advised Hermes Investment Management on the sale of a 60% stake to Federated Investors.
Advised Canaccord Genuity Wealth Management UK on the acquisition of Punter Southall Wealth.
Advising AXA on the sale of a closed life and pensions portfolio in Germany to Athora.
Advised Groupe BPCE on the acquisition of a 50.1% stake in Oney Bank and entering into a long term strategic partnership.
Advised LV= on the sale of its remaining 51% stake in LV= General Insurance to Allianz.