Macfarlanes advises Investec on £839m combination of Investec W&I UK with Rathbones

The Macfarlanes team was led by corporate and M&A partner Richard Burrows, with assistance from senior associates Dennis Mok and Matilda Calvert-Barr, and associates Basra Marjan, Francesca Bird and Gurpreet Ballagun. Commercial advice was provided by partners Malcolm Walton and Will Hedges, senior associates Rosie Duckworth and Martha Campbell, and associates Cliodhna Ni Ghadhra and Charlie Burrell.  Financial services advice was provided by partner Michael Sholem, senior associate Matt Collins and associate Cy Sutherland.  Tax advice was provided by partner Jeremy Moncrieff, senior associate Shaul Steinberg, and associate Pranav Subhedar.

Additional support was provided by lawyers from across the firm including real estate advice provided by partner Tom Pedder and associate Russell Fancourt, competition advice provided by partner Richard Pepper and associate Louis Delvaux, incentives advice provided by partner Rasmus Berglund and associate Tom Ingham, pensions advice provided by partner Faye Jarvis and associate Scarlett Yu and employment advice provided by senior associate Tabitha Al-Mahdawie.

Richard Burrows comments: “Congratulations to Investec on agreeing this landmark UK financial services transaction.  This combination will establish a long-term strategic and symbiotic partnership between Investec W&I and Rathbones and enhance the overall proposition for their combined clients. It was a pleasure to work alongside the Investec business teams from across the organisation, in particular the Investec Bank plc legal team led by General Counsel Lauren Ekon and the advisory team lead by MD Chris Baird. ”