|Apr 2018||Undisclosed||Advising Cabot Square Capital on the sale of LDF to White Oak Global Advisors|
|Dec 2017||Undisclosed||Advised London and Country Mortgages on the sale of a 25% stake in the business to Experian.|
|Feb 2016||Undisclosed||Advised Openwork LLP on the renegotiation of Zurich’s equity and debt investments in Openwork.|
|Dec 2015||Undisclosed||Advised Oakley Capital on the sale of Broadstone to Livingbridge.|
|Mar 2014||Undisclosed||Advised Primary Group on the sale of Lorica Employee Benefits to Aon.|
|Feb 2014||Undisclosed||Advised Sanlam on the sale of its shareholding in Intrinsic Financial Services to Old Mutual Wealth.|
|Oct 2013||Undisclosed||Advised Investec Specialist Bank on the sale of the Investec Trust Group to Salamanca Group.|
|Sep 2013||Undisclosed||Advised AXA on the sale of Bluefin Personal Consulting to Towry.|
|Apr 2012||£50 million||Advised AXA on the sale of Bluefin to Capita.|
|Mar 2011||Undisclosed||Advised Openwork LLP on its capital restructuring with Zurich.|
|Jul 2010||£38 million||Advised the Kyte Group on the sale of a majority stake to GFI Group.|
|Jun 2009||Undisclosed||Advised the partners of Drydens, a debt litigation law firm, on the sale of the firm to a private buyer.|
|Mar 2007||Undisclosed||Advised Liverpool Victoria on the sale of its financial advice business, LVFAS, to Lighthouse Group.|
|Nov 2006||£2.7 billion||Advised London Stock Exchange on the successful defence against an unsolicited offer from NASDAQ.|
|May 2006||Undisclosed||Advised Yorkshire Building Society on its acquisition of Abbey National’s Sharesave Scheme.|
|Apr 2006||Up to £40 million||Advised Cube Financial on its sale to Fimat.|
|Dec 2005||£1.5 billion||Advised London Stock Exchange on the successful defence against an unsolicited offer from Macquarie.|
|Dec 2005||£37 million||Advised Henderson Group on its sale of Towry Law to JS&P and Palamon Capital Partners.|
|Dec 2004||Undisclosed||Advised London Stock Exchange on the successful defence against unsolicited offers from Deutsche Borse and Euronext.|
|Feb 2004||£40 million||Advised Xchanging on its acquisition of RebusIS|
|Feb 2003||£20 million||Advised BWD Securities on the sale of its Administration Services Division.|
|Jul 2002||Undisclosed||Advised Intertrust on its sale to Fortis.|
|Apr 2001||£1.1 billion||Advised Cazenove on its incorporation.|
|June 2000||£305 million||Advised MG Group plc on its acquisition by Enron.|
|Nov 1999||£10 million||Advised Yorkshire Building Society on its sale of YorkSHARE to TD Waterhouse.|
|Jan 1998||£300 million||Advised Hambros on the sale of its investment bank to Société Générale.|
|May 1995||£860 million||Advised SG Warburg Group Plc on the sale of its investment bank to Swiss Bank Corporation.|
Fenchurch is pleased to be advising Cabot Square Capital on the sale of LDF to White Oak Global Advisors.
LDF is one of the largest independent finance providers for SMEs in the UK, catering to over 10,000 clients across a diversified set of industries.
Richard McDougall, Partner at Cabot Square Capital, commented: “Fenchurch fielded an experienced, highly committed and knowledgeable team with a good understanding of the industry and market participants. They provided high quality advice throughout the process and took a thoughtful approach to positioning the LDF business and the structure of the sale process, which resulted in a great outcome for the business and its shareholders.”View / Download PDF >
Fenchurch is pleased to have advised the Openwork LLP on the renegotiation of Zurich’s equity and debt investments in the Openwork network. The Openwork LLP represents some 600 adviser firms and 3,000 advisers.
Under the terms of the agreement, Zurich will dispose of its 25% stake in Openwork by March 2020, by transferring it to the Openwork LLP, which is already the major shareholder.
The agreement provides a path to full ownership for the partners and staff, whilst at the same time protecting the network by retaining the capital and commercial support of one of the world’s largest insurers.View / Download PDF >
Fenchurch is pleased to have advised Oakley Capital on the sale of Broadstone to Livingbridge.
Broadstone is a leading, mid-market employee benefits consulting firm based in London.
Broadstone provides pensions, employee benefits, actuarial and investment consulting advice to small and medium sized employers, pension scheme trustees and individual pension scheme members.
View / Download PDF >
Fenchurch is pleased to have advised Sanlam on the sale of its stake in Intrinsic Financial Services to Old Mutual Wealth for an undisclosed sum.
Intrinsic is one of the UK’s largest networks with c.3,000 restricted and independent financial advisers.
Lukas van der Walt, Chief Executive of Sanlam UK, commented: “We engaged Fenchurch to help us evaluate our options in the context of an approach for our stake. We were very pleased with the framework they developed and the final terms that we secured.”View / Download PDF >
Fenchurch Advisory is pleased to announce that it advised AXA on the sale of Bluefin Personal Consulting to Towry for an undisclosed sum.
BPC offers financial planning and wealth management services to individuals from its offices in London, Cardiff, Telford and Knutsford. It currently advises around 1,500 clients with assets of £500 million.
Fenchurch previously advised AXA on the sale of its employee benefits business, Bluefin Corporate Consulting, to Capita in 2012.
Paul Evans, Group Chief Executive of AXA UK, commented: “Fenchurch’s strong sector relationships helped to identify an ideal partner for BPC, ensuring a high degree of continuity for clients and employees. We were impressed with the depth of commitment and quality of advice that Fenchurch provided over an extended period.”
View / Download PDF >
Note – includes transactions advised on by Fenchurch team members at predecessor firms