Since formation, we have acted on some of the most complex transactions in the industry and demonstrated a sure touch in delivering success irrespective of market conditions.
We develop long-term trusted advisory relationships with our clients, supporting them throughout cycles in identifying and pursuing strategic alternatives. Our senior team is dedicated to every client assignment, fully committed to discretely providing the highest calibre of service, industry expertise and insight.
Our deep understanding of financial services and its inter-connectivity enhances our ability to execute M&A transactions for our clients – this is the foundation of our client proposition.
Our team of senior bankers is highly experienced and has worked together for more than two decades. We have managed to keep everyone challenged and maintain a simple business model. There is a tremendous amount of camaraderie within our team and we always operate as one business with a single agenda: to help our clients solve their strategic issues and exploit opportunities. This is facilitated by the full alignment of our business model with our clients’ interests.
Our firm is independently-managed with a partnership culture. Our track record of taking a long-term and independent view on behalf of our clients has meant that we have been privileged to secure an exceptional amount of repeat business.
As of June 2018, Fenchurch is an independently-managed affiliate of Natixis, part of Groupe BPCE.
Profile
“I am privileged to lead a stable group of immensely talented bankers who have built Fenchurch with exceptional teamwork. The firm has developed an excellent reputation and is well positioned to continue to reinforce our unique position as the only specialist independent adviser dedicated to financial services with an industrial scale sector capability.”
Malik Karim
Founder and Chief Executive
Case Study
Undisclosed
Advised Groupe BPCE on the acquisition of a 50.1% stake in Oney Bank and entering into a long term strategic partnership.
Feb 2019
France
£140 million
Advised L&G on the sale of Cofunds to Aegon.
Aug 2016
United Kingdom
£375 million
Advised Sun Life Financial on the acquisition of a majority stake in InfraRed Capital Partners.
Dec 2019
United Kingdom
£2.5 billion
Advised The Ardonagh Group on its group refinancing including a combination of both private and public instruments.
Jun 2020
United Kingdom
£271 million
Advised Premier Asset Management on its recommended all-share merger with Miton Group.
Sep 2019
United Kingdom
£248 million
Advising Sun Life Financial on the sale of Sun Life UK and long-term strategic partnership with Phoenix Group.
Aug 2022
UK
£3.24 billion
Advised Standard Life Aberdeen on the sale of its insurance business and long-term strategic partnership with Phoenix Group.
Feb 2018
United Kingdom
Undisclosed
Advising Nordic Capital on the acquisition of Ascot Lloyd.
Apr 2022
London
£410 million
Advised Hermes Investment Management on the sale of a 60% stake to Federated Investors.
Apr 2018
United Kingdom
£185 million
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.
Jan 2019
United Kingdom
Undisclosed
Advising Groupe BPCE on the acquisition of leasing group Eurolocatique by BPCE Lease.
Nov 2022
Paris
$1 billion
Advised IG Group on its acquisition of tastytrade, Inc.
Jan 2021
United Kingdom
£578 million
Advised LV= on the sale of its remaining 51% stake in LV= General Insurance to Allianz.
May 2019
£12 billion
Advised Standard Life plc on its recommended all-share merger with Aberdeen Asset Management plc.
May 2017
United Kingdom
Undisclosed
Advising Epiris and Nucleus on the sale of a majority stake in Nucleus to HPS.
Mar 2022
United Kingdom
£1.9 billion
Advised Investec on the demerger of its Asset Management business (rebranding to Ninety One).
Nov 2019
United Kingdom & South Africa
£3.25 billion
Advised Swiss Re on the sale of ReAssure to Phoenix Group.
Dec 2019
United Kingdom
c.£170 million
Advised Canaccord Genuity Wealth Management UK on the acquisition of Punter Southall Wealth.
Dec 2021
United Kingdom
Undisclosed
Advised R&Q on the successful defence against shareholder Phoenix Asset Management Partners’ attempt to requisition management changes.
Sep 2022
London
£95 million
Advised Fluent Money Group on the sale of a 75% stake in the Group to Mortgage Advice Bureau.
Mar 2022
United Kingdom
€3.7 billion
Advised Groupe BPCE on its public tender offer to the minority shareholders of Natixis.
Feb 2021
France
£370 million
Advised Jupiter Fund Management on the acquisition of Merian Global Investors.
Feb 2020
United Kingdom
£1.7 billion
Advised Hastings Group plc on the recommended cash offer from a consortium of Sampo and RMI.
Aug 2020
United Kingdom
c.€660 million
Advising AXA on the sale of a closed life and pensions portfolio in Germany to Athora.
Jul 2022
Germany
Undisclosed
Advising Cinven on its acquisition of International Financial Group Limited.
Feb 2022
London
£242 million
Advised Legal & General on the sale of its general insurance business to Allianz.
May 2019
Undisclosed
Advising CNP Assurances on the sale of its Spanish life insurance subsidiary, CNP Partners, to Mediterráneo Vida.
Mar 2022
Paris
Undisclosed
Advised BGL Group on the sale of its insurance distribution business, BGLi to the Markerstudy Group.
Jan 2022
London
£390 million
Advised Embark Group on its sale to Lloyds Banking Group plc.
Jul 2021
United Kingdom
Undisclosed
Advised AÉSIO mutuelle on the sale of its minority stake in Mutex to Groupe VYV.
Jul 2021
France
£1.49 billion
Advised J.C. Flowers on the sale of interactive investor to abrdn.
Dec 2021
United Kingdom
£242 million
Advising Curtis Banks Group plc on the recommended cash offer from Nucleus.
Jan 2023
London