Transactions

Fenchurch has built a reputation as the long-term trusted adviser to blue-chip clients across the financial services industry, having advised on some of the highest profile and most complex transactions of the last 20 years.

Undisclosed

Advising Protective Life Corporation on the acquisition of ShelterPoint Group.

Undisclosed

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

Undisclosed

Advised Hiscox on strategic investment into Coterie.

£6 billion

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

£432 million

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

£242 million

Advising Probitas 1492 on its sale to Aviva.

Undisclosed

Advising Nucleus on its acquisition of Third Financial.

Undisclosed

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

Undisclosed

Advising Charlesbank on its acquisition of Perspective Financial.

Undisclosed

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

c. €250 million

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

$465 million

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

£1.2 billion

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

Undisclosed

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

€650 million

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

Undisclosed

Advised Vanquis Banking Group on the acquisition of Snoop.

£342 million

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

Undisclosed

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

Undisclosed

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.

Undisclosed

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

Undisclosed

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

£839 million

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

£410 million

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

£242 million

Advised Curtis Banks on the recommended cash offer from Nucleus.

Undisclosed

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

Undisclosed

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

£248 million

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

c.€660 million

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

Undisclosed

Advised Nordic Capital on the acquisition of Ascot Lloyd.

Undisclosed

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

£95 million

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

Undisclosed

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

Undisclosed

Advised Cinven on its acquisition of International Financial Group Limited.

Undisclosed

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

£99 million

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

$7.5 billion

Advised Ardonagh on a major new investment in the Group.

Up to £637 million

Advised Greencoat Capital on its sale to Schroders.

£1.49 billion

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

$7.5 billion

Advised Ardonagh on a major new investment in the Group.

c.£170 million

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

Undisclosed

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

£230 million

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

£390 million

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

€230 million

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

Undisclosed

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

Undisclosed

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

£160 million

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

Up to £157.5 million

Advised Saunderson House on its sale to Rathbones.

£64 million

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

Undisclosed

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

Up to £102 million

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

£108 million

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.

Undisclosed

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

€3.7 billion

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

£145 million

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

$1 billion

Advised IG Group on its acquisition of tastytrade.

Undisclosed

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

£1.7 billion

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

Undisclosed

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

Up to £75 million

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

£2.5 billion

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

Undisclosed

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

£25.6 million

Advised Hurley Partners on its sale to Mattioli Woods.

£370 million

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

€480 million

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

£26 million

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

Undisclosed

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

£375 million

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

Undisclosed

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

£3.25 billion

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

£1.9 billion

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

Undisclosed

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

£271 million

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

Undisclosed

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

£242 million

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

Undisclosed

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

Undisclosed

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

£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.

£578 million

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

Undisclosed

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

£50 million

Advised Palmer Capital on its sale to Fiera Capital.

Undisclosed

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

£102 million

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

£165 million

Advised Ardonagh on the acquisition of Swinton from Covéa.

Undisclosed

Advised The Clear Group on its investment from ECI Partners.

Undisclosed

Advised ACPI Investments on its sale to Union Bancaire Privée.

Undisclosed

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

£410 million

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

Undisclosed

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

£3.24 billion

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

£1.02 billion

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.

Undisclosed

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

Undisclosed

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

£80 million

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

£478 million

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

£340 million

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

Undisclosed

Advised Lark on its merger with Aston Scott.

£12 billion

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

Undisclosed

Advised Reliance Mutual on its demutualisation and sale to LCCG.

Undisclosed

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

Undisclosed

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

£28 million

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

£295 million

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

Undisclosed

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

Undisclosed

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

£375 million

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

Undisclosed

Advised AXA on the sale of Elevate to Standard Life.

Undisclosed

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

£45 million

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

Undisclosed

Advised Oakley Capital on the sale of Broadstone to Livingbridge.

Undisclosed

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

Undisclosed

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

£258 million

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

Undisclosed

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

£1.7 billion

Advised Just Retirement on its merger with Partnership Assurance.

Undisclosed

Advised Wesleyan on its acquisition of DPAS.

Undisclosed

Advised LV= on its acquisition of Wealth Wizards.

£32 million

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

£34 million

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

Undisclosed

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

€771 million

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

£155 million

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

Undisclosed

Advised Engage Mutual on its merger with Family Investments.

£181 million

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

Undisclosed

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

Up to $200 million

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

Undisclosed

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

Undisclosed

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

£390 million

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

Undisclosed

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

Undisclosed

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

Undisclosed

Advised Permira on its acquisition of Bestinvest from 3i.

£1.1 billion

Advised Just Retirement on its initial public offering.

Undisclosed

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

Undisclosed

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

£180 million

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

£175 million

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

£84 million

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

Undisclosed

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

£40 million

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

Undisclosed

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

£55 million

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

Undisclosed

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

Undisclosed

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

$166 million

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

Undisclosed

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

Undisclosed

Advised Openwork on its capital restructuring with Zurich.

£45 million

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

£165 million

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

Undisclosed

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

£412 million

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

£230 million

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

£195 million

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

£235 million

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

Undisclosed

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

Undisclosed

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

£62 million

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

Undisclosed

Advised Bank of Montreal on its acquisition of Pyrford International.

Undisclosed

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

Undisclosed

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

£80 million

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

£520 million

Advised Hellman & Friedman on the recapitalisation of Gartmore.

Undisclosed

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

Undisclosed

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

£2.7 billion

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

$140 million

Advised Schroders on its acquisition of NewFinance Capital.

Up to £40 million

Advised Cube Financial on its sale to Fimat.

Undisclosed

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

£77 million

Advised Cazenove Group on its demerger of Cazenove Capital Management.

£37 million

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

Undisclosed

Advised the founders on the formation of Intrinsic Financial Services.

£110 million

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

Undisclosed

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

£275 million

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

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