Transactions

Advising Wendel on the acquisition of a 75% stake in Monroe Capital.

Advising Hargreaves Lansdown plc on the recommended cash offer from a Consortium comprising CVC, Nordic Capital and ADIA.

Advised Oaktree, and its portfolio company atomos, on the sale of a minority stake in atomos to WTW.

Advising Cinven on its acquisition of a co-control stake in Policy Expert from ADIA.

Advising Natixis Investment Managers on the sale of MV Credit to Clearlake Capital.

Advising Rivage on the sale of a 20% equity stake to AXA IM Prime.

Advising Caisse d’Epargne Hauts de France, part of Groupe BPCE, on the acquisition of Bank Nagelmackers.

Advising Cardano on its sale to Mercer.

Advised Co-operative Bank on its sale to Coventry Building Society.

Advised AXA and AXA Life Europe (“ALE”) on the reinsurance of ALE’s variable annuities to Munich Re.

Advised Trinity Street Asset Management on the sale of a minority stake to iM Global Partner.

Advising Protective Life Corporation on the acquisition of ShelterPoint Group.

Advised M&S in the negotiation of a new financial services partnership with HSBC UK.

Advised Hiscox on strategic investment into Coterie.

Advising Lloyds Banking Group on the sale of the Scottish Widows £6bn bulk annuity business to Rothesay.

Advising Mattioli Woods on the recommended cash offer from Pollen Street Capital.

Advising Probitas 1492 on its sale to Aviva.

Advising Nucleus on its acquisition of Third Financial.

Advised Ancala on the sale of a significant minority stake to Vontobel.

Advising Charlesbank on its acquisition of Perspective Financial.

Advised Post Office in the negotiation of the amendments to its financial services partnership with Bank of Ireland.

Advised SCOR in relation to the transfer of shares to BNP Paribas Cardif.

Advising R&Q Insurance Holdings on the sale of its program management business, Accredited, to Onex Corporation.

Advising Ardonagh on the merger of its UK personal lines business, Atlanta, with Markerstudy.

Advising Nationwide Building Society on the transfer of its financial advice business and establishment of an introducer agreement with Aegon UK.

Advised AXA on its acquisition of Laya Healthcare from Corebridge, a subsidiary of AIG.

Advised Vanquis Banking Group on the acquisition of Snoop.

Advised DWF Group Plc on the recommended cash offer from Inflexion Private Equity Partners.

Advising Munich Re and ERGO on the sale of their UK legal expenses business, DAS, to ARAG.

Advising Zurich on the sale of its annuity business in Chile to Ohio National Seguros de Vida S.A., a subsidiary of Constellation Insurance, Inc.

Advising Aegon on the sale of its UK individual protection portfolio to Royal London.

Advised Samsung Life on the acquisition of a minority equity stake in Meridiam.

Advised Investec on the all-share combination of Investec Wealth & Investment UK and Rathbones.

Advised Numis Corporation Plc on the recommended cash offer from Deutsche Bank.

Advised By Miles Group Limited on its sale to Direct Line Group.

Advised Munich Re and ERGO on the sale of its international PMI business, Globality, to Foyer.

Advised Ageas on the disposal of its French activities (Ageas France) to Carac.

Advised AlbaCore Capital on the sale of a majority stake to First Sentier Investors.

Advised Curtis Banks on the recommended cash offer from Nucleus.

Advising Groupe BPCE on the acquisition of leasing group Eurolocatique by BPCE Lease.

Advised R&Q on the successful defence against shareholder Phoenix Asset Management Partners’ attempt to requisition management changes.

Advised Sun Life Financial on the sale of Sun Life UK and long-term strategic partnership with Phoenix Group.

Advising AXA on the sale of a closed life and pensions portfolio in Germany to Athora.

Advised Nordic Capital on the acquisition of Ascot Lloyd.

Advised CNP Assurances on the sale of its Spanish life insurance subsidiary, CNP Partners, to Mediterráneo Vida.

Advised Fluent Money Group on the sale of a 75% stake in the Group to Mortgage Advice Bureau.

Advised Epiris and Nucleus on the sale of a majority stake in Nucleus to HPS.

Advised Cinven on its acquisition of International Financial Group Limited.

Advised BGL on the sale of its insurance distribution business, BGLi to the Markerstudy.

Advised River and Mercantile on its recommended all-share acquisition by AssetCo.

Advised Ardonagh on a major new investment in the Group.

Advised Greencoat Capital on its sale to Schroders.

Advised J.C. Flowers on the sale of interactive investor to abrdn.

Advised Canaccord Genuity Wealth Management UK on the acquisition of Punter Southall Wealth.

Advised AXA on the sale of a Belgian traditional life insurance portfolio to Monument Re.

Advised River and Mercantile on the sale of its Solutions business to Schroders.

Advised Cinven on its acquisition of a majority stake in True Potential.

Advised Apollo on the sale of its Italian life insurance business, Amissima Vita, to Athora.

Advised InfraRed Capital Partners on the sale of its real estate asset management business to ARA Asset Management.

Advised Embark Group on its sale to Lloyds Banking Group plc.

Advised Phoenix Group on the sale of Ark Life to Irish Life.

Advised AÉSIO mutuelle on the sale of its minority stake in Mutex to Groupe VYV.

Advised TwentyFour Asset Management on the sale of the remaining 40% stake in the business to Vontobel.

Advised ThinCats on its £160 million strategic investment from Wafra Capital Partners.

Advised Saunderson House on its sale to Rathbones.

Advised Samsung Life Insurance on the acquisition of an initial 25% stake in Savills Investment Management, alongside the establishment of a strategic investment alliance.

Advised Julian Hodge Bank on the sale of a portfolio of equity release assets.

Advised Standard Life Aberdeen on the sale of Parmenion to Preservation Capital.

Advised Direct Line Group on the buy-out of the lease of its Bromley head office from M&G, as part of the company’s office site property strategy review.

Advised Hodge Group on the sale of its life insurance business, Hodge Life Assurance Company to RGA.

Advised Groupe BPCE on its public tender offer to the minority shareholders of Natixis.

Advised James Hay and Epiris on the recommended cash offer for Nucleus Financial Group plc.

Advised IG Group on its acquisition of tastytrade.

Advised Gravis Capital Management on the sale of a 70% stake to ORIX.

Advised AJ Gallagher on the sale of its U.K. Wealth Management operations to Hurst Point Group.

Advised L&G on the sale of a c.£6bn book of retail investment products to Fidelity International.

Advised Vibe on the sale of Inceptum to Randall & Quilter.

Advised Hastings on the recommended cash offer from a consortium of Sampo and RMI.

Advised Charles Taylor on the sale of its Isle of Man life insurance platform to Monument Re.

Advised AXA on the sale of the U.K. investment business of Architas to Liontrust.

Advised Ardonagh on its group refinancing including a combination of both private and public instruments.

Advised Royal London on the sale of its platform business, Ascentric, to M&G plc.

Advised Hurley Partners on its sale to Mattioli Woods.

Advised Jupiter Fund Management on the acquisition of Merian Global Investors.

Advised Natixis on the sale of a 29.5% stake in Coface to Arch Capital Group.

Advised Saga on the sale of its specialist motorcycle insurance broker, Bennetts, to Ardonagh.

Advised APRIL on the sale of Axeria IARD, its commercial P&C insurance company, to Watford Holdings.

Advised Sun Life Financial on the acquisition of a majority stake in InfraRed Capital Partners.

Advised Natixis on the combination of the insurance related activities of Ostrum Asset Management and La Banque Postale Asset Management.

Advised Swiss Re on the sale of ReAssure to Phoenix Group.

Advised Investec on the demerger of its Asset Management business (rebranding to Ninety One).

Advised Casden Banque Populaire (Groupe BPCE) on the sale of its minority stakes in Maif Vie and Filia Maif to Maif Group.

Advised Premier Asset Management on its recommended all-share merger with Miton.

Advised Post Office in the negotiation of the amendments to its financial services partnership with Bank of Ireland.

Advised Legal & General on the sale of its general insurance business to Allianz.

Advised Societe Generale on its sale of Inora Life to Monument Re.

Advised Groupe BPCE on the acquisition of a 50.1% stake in Oney Bank and entering into a long term strategic partnership.

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.

Advised LV= on the sale of its remaining 51% stake in LV= General Insurance to Allianz.

Advised Inflexion on its minority investment in Granite Underwriting, a leading specialist motor insurance business.

Advised Palmer Capital on its sale to Fiera Capital.

Advised Wadhwani Asset Management on its sale to QMA, a PGIM company.

Advised Munich Re on the sale of MSP Underwriting to Cincinnati Financial.

Advised Ardonagh on the acquisition of Swinton from Covéa.

Advised The Clear Group on its investment from ECI Partners.

Advised ACPI Investments on its sale to Union Bancaire Privée.

Advised Munich Re on the sale of its UK group life business, Ellipse, to AIG.

Advised Hermes Investment Management on the sale of a 60% stake to Federated Investors.

Advised Cabot Square Capital on the sale of LDF to White Oak Global Advisors.

Advised Standard Life Aberdeen on the sale of its insurance business and long-term strategic partnership with Phoenix Group.

Advised LDC on the buyback of its stake in Bluestone by the company.

Advised AXA on the sale of PMI broker The Health Insurance Group to Ardonagh.

Advised Pollen Street Capital on the acquisition of Miles Smith, a leading schemes and affinities insurance broker.

Advised London and Country Mortgages on the sale of a 25% stake in the business to Experian.

Advised Groupama on the sale of insurance brokers, Carole Nash and MasterCover, to Ardonagh.

Advised LV= on the sale of a 49% stake in its general insurance business to Allianz and the creation of a joint venture in the UK general insurance market.

Advised AGER Bermuda, the holding company of Athene’s European operations, on its acquisition of Aegon Ireland plc.

Advised TDR Capital on the sale of Retirement Advantage to Canada Life.

Advised Hargreave Hale on its sale to Canaccord Genuity Group Inc.

Advised Axis Capital on its recommended cash acquisition of Novae Group.

Advised RL360 on its acquisition of Friends Provident International from Aviva.

Advised Lark on its merger with Aston Scott.

Advised Standard Life on its recommended all-share merger with Aberdeen Asset Management.

Advised Ryan Specialty on the sale of Ryan Direct Group to private equity firms HPS Investment Partners and Madison Dearborn Partners.

Advised Primary Group on the sale of UK General to J.C. Flowers.

Advised Unigestion on its acquisition of Zurich-based private equity specialist, Akina Partners.

Advised Reliance Mutual on its demutualisation and sale to LCCG.

Advised Tesco Pension Investments on the sale of its 35% stake in Greenergy Fuels to Brookfield.

Advised EFG Private Bank on the sale of its UK IFA business, EFG Independent Financial Advisers, to Bellpenny.

Advised Camellia on the sale of its wealth management business, Duncan Lawrie Asset Management, to Brewin Dolphin.

Advised AXA on the sale of its UK P&C commercial broker Bluefin to Marsh.

Advised Henderson on the sale of Volantis Capital to Lombard Odier Investment Management.

Advised AXA on the sale of its Isle of Man offshore bond business to Life Company Consolidation Group (LCCG).

Advised AXA on the sale of its UK investment, pensions and direct protection businesses to Phoenix Group.

Advised AXA on the sale of Elevate to Standard Life.

Advised Taube Hodson Stonex Partners on the sale of the business to GAM.

Advised Computershare on the acquisition of UKAR’s mortgage servicing platform and associated long-term contracts.

Advised the shareholders of Lonmar Global Risks on the sale of a majority stake to Global Risk Partners.

Advised Openwork on the renegotiation of Zurich’s equity and debt investments in Openwork.

Advised Legal & General on the sale of Suffolk Life to Curtis Banks.

Advised Oakley Capital on the sale of Broadstone to Livingbridge.

Advised Congregational & General Charitable Trust on the sale of Congregational & General Insurance to Inter Hannover.

Advised Chenavari on the sale of a minority stake to Dyal Capital Partners.

Acted as Rule 3 adviser to Jelf on the recommended cash acquisition by Marsh.

Advised National Grid UK Pension Scheme on the sale of Aerion Fund Management and entering into a long-term contract with LGIM.

Advised Just Retirement on its merger with Partnership Assurance.

Advised Wesleyan on its acquisition of DPAS.

Advised LV= on its acquisition of Wealth Wizards.

Advised Unum on the acquisition of National Dental Plan from Capita.

Advised St. James’s Place on its acquisition of Rowan Dartington Holdings.

Advised Marsh on the acquisition of SME Insurance Services, a specialist SME commercial insurance broker.

Advised the shareholders of RFIB on the sale of a majority stake to Calera Capital.

Advised Lloyds Banking Group on the sale of Clerical Medical International, its offshore business based in the Isle of Man, to RL360°.

Advised TwentyFour Asset Management on the sale of a 60% stake to Vontobel.

Advised TA Associates and management on the sale of DNCA to Natixis.

Advised Prudential on the sale of its 25% stake in PruHealth and PruProtect to Discovery Group, based on a 100% value of £620 million.

Advised Engage Mutual on its merger with Family Investments.

Advised Ageas UK on the sale of Ageas Protect to AIG.

Advised St. James’s Place on the acquisition of the Henley Group, a Hong Kong-based wealth manager.

Advised Henderson Global Investors on the acquisition of Geneva Capital Management.

Advised Northill Capital on the acquisition of a majority interest in Longview Partners.

Advised Primary Group on the sale of Lorica Employee Benefits to Aon.

Advised Standard Life on the acquisition of Ignis Asset Management from Phoenix Group.

Advised Permira and Bestinvest on the acquisition of Tilney from Deutsche Bank.

Advised Sanlam on the sale of its shareholding in Intrinsic Financial Services to Old Mutual Wealth.

Advised Permira on its acquisition of Bestinvest from 3i.

Advised Just Retirement on its initial public offering.

Advised Investec Specialist Bank on the sale of the Investec Trust Group to Salamanca Group.

Advised AXA on the sale of Bluefin Personal Consulting to Towry.

Advised Investec Asset Management on the acquisition by senior management of a 15% shareholding, based on a company valuation of £1.2bn.

Advised Legal & General on its acquisition of the 75% stake in Cofunds which it did not already own.

Advised Standard Life on the acquisition of Newton’s Private Client business.

Advised Suffolk Life, a subsidiary of Legal & General, on the acquisition of a SIPP book from Pointon York.

Advised Palmer Capital Partners on the recommended public offer for Invista Real Estate Investment Management.

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

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

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

Advised Royal Liver on the transfer of its assets and liabilities to Royal London.

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

Advised BMO Financial Group on its acquisition of Lloyd George Management.

Advised Openwork on its capital restructuring with Zurich.

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

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

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

Advised Rensburg Sheppards plc on the recommended offer from Investec plc.

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

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

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

Advised Bank of China on its strategic partnership with LCF Rothschild.

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

Advised Suffolk Life Group plc on its sale to Legal & General Group plc.

Advised Bank of Montreal on its acquisition of Pyrford International.

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

Advised Liverpool Victoria on its acquisition of the new business operations of Tomorrow (formerly GE Life) from Swiss Re.

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

Advised Hellman & Friedman on the recapitalisation of Gartmore.

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

Advised Liverpool Victoria on the sale of its financial advice business, LVFAS, to Lighthouse Group.

Advised London Stock Exchange on the successful defence against an unsolicited offer from NASDAQ.

Advised Schroders on its acquisition of NewFinance Capital.

Advised Cube Financial on its sale to Fimat.

Advised Virgin Money on its life distribution agreement with Scottish Widows.

Advised Cazenove Group on its demerger of Cazenove Capital Management.

Advised Henderson Group on its sale of Towry Law to JS&P and Palamon Capital Partners.

Advised the founders on the formation of Intrinsic Financial Services.

Advised Britannic on its acquisition of the Life Operations of Allianz Cornhill Insurance.

Advised Virgin Money on the sale of Virgin Money Life Limited to Reassure UK Life Assurance Company Limited.

Advised Countrywide Assured on its acquisition of Friends Provident’s estate agency network and long-term distribution arrangement.