Date | Client | Consideration | Description | Counterparty |
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Aug 2022 |
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£248 million | Advising Sun Life Financial on the sale of Sun Life UK and long-term strategic partnership with Phoenix Group. |
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Jul 2022 |
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c.€660 million | Advising AXA on the sale of a closed life and pensions portfolio in Germany to Athora. |
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Apr 2022 |
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Undisclosed | Advising Nordic Capital on the acquisition of Ascot Lloyd. |
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Mar 2022 |
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Undisclosed | Advising Epiris and Nucleus on the sale of a majority stake in Nucleus to HPS. |
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Mar 2022 |
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£95 million | Advising Fluent Money Group on the sale of a 75% stake in the Group to Mortgage Advice Bureau. |
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Mar 2022 |
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Undisclosed | Advising CNP Assurances on the sale of its Spanish life insurance subsidiary, CNP Partners, to Mediterráneo Vida. |
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Feb 2022 |
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Undisclosed | Advising Cinven on its acquisition of International Financial Group Limited. |
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Jan 2022 |
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£99 million | Advising River and Mercantile Group on its recommended all-share acquisition by AssetCo. |
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Jan 2022 |
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Undisclosed | Advising BGL Group on the sale of its insurance distribution business, BGLi to the Markerstudy Group. |
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Dec 2021 |
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Up to £637 million | Advising Greencoat Capital on its sale to Schroders. |
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Dec 2021 |
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Undisclosed | Advising AXA on the sale of a Belgian traditional life insurance portfolio to Monument Re. |
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Dec 2021 |
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$7.5 billion | Advising Ardonagh on a major new investment in the Group. |
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Dec 2021 |
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c.£170 million | Advising Canaccord Genuity Wealth Management UK on the acquisition of Punter Southall Wealth. |
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Dec 2021 |
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£1.49 billion | Advising J.C. Flowers on the sale of interactive investor to abrdn. |
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Oct 2021 |
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£230 million | Advised River and Mercantile Group on the sale of its Solutions business to Schroders. |
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Sep 2021 |
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Undisclosed | Advising Apollo on the sale of its Italian life insurance business, Amissima Vita, to Athora. |
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Sep 2021 |
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Undisclosed | Advised Cinven on its acquisition of a majority stake in True Potential. |
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Aug 2021 |
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Undisclosed | Advised InfraRed Capital Partners on the sale of its real estate asset management business to ARA Asset Management. |
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Jul 2021 |
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£390 million | Advised Embark Group on its sale to Lloyds Banking Group plc. |
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Jul 2021 |
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€230 million | Advised Phoenix Group on the sale of Ark Life to Irish Life. |
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Jul 2021 |
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Undisclosed | Advised AÉSIO mutuelle on the sale of its minority stake in Mutex to Groupe VYV. |
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Jun 2021 |
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Undisclosed | Advised TwentyFour Asset Management on the sale of the remaining 40% stake in the business to Vontobel. |
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Jun 2021 |
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Up to £157.5 million | Advised Saunderson House on its sale to Rathbones. |
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Jun 2021 |
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£160 million | Advised ThinCats on its £160 million strategic investment from Wafra Capital Partners. |
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May 2021 |
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Undisclosed | Advised Julian Hodge Bank on the sale of a portfolio of equity release assets. |
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May 2021 |
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£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. |
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Mar 2021 |
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Up to £102 million | Advised Standard Life Aberdeen on the sale of Parmenion to Preservation Capital. |
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Feb 2021 |
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£108 million | Advised Direct Line Group plc 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. |
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Feb 2021 |
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€3.7 billion | Advised Groupe BPCE on its public tender offer to the minority shareholders of Natixis. |
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Feb 2021 |
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£145 million | Advised James Hay and Epiris on the recommended cash offer for Nucleus Financial Group plc. |
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