Complex contentious restructuring and family disputes
Advising one branch of a family in relation to a complex, contentious restructuring and family disputes involving over thirty trusts that hold a large industrial company and assets in a number of jurisdictions. Following multiple hearings over a six-year period, negotiations have covered the future corporate governance structure, tax sharing arrangements, funding and dividend policy, trust drafting and we have advised on the implementation of the approved restructuring.
Complex international estate
Acting for beneficiaries of a complex international estate in relation to UK and international tax issues, claims against third-parties, and in relation to a successful application for removal of an administrator in order to secure efficient wind-down of the estate and to preserve claims.
Court of Protection proceedings
Advising the spouse of a very successful entrepreneur with dementia in relation to long-running and contentious Court of Protection proceedings regarding various challenges to the validity of lasting powers of attorney granted by our client’s spouse and the conduct of our client and their children in their role as attorneys.
Planning during fluctuating capacity
Advising a businessman and philanthropist on wide-ranging estate planning matters whilst managing fluctuating capacity issues, which has required collaboration with medical specialists, management of an attorneyship for property and financial affairs, and drafting an urgent deputyship application during a period of incapacity to allow for ongoing management of the client’s complex and valuable assets and affairs.
Trustees of a charity
Acting for the trustees of a £500m+ charity in litigation concerning the application of the cy-près jurisdiction to the charity in circumstances where its original purpose has failed.
Litigation in the Supreme Court
Acting for a member of a charitable company in litigation in the Supreme Court over the nature of their role and duties.
Misattribution of a painting
Acting for a UHNW individual in relation to a dispute over the misattribution of a painting purchased from a UK-based art dealer, which was successfully resolved
Financial services client
Assisted a financial services client with a complex data protection matter.
Director indemnification and D&O insurance
Advising various corporations in respect of director indemnification and D&O insurance including Alchemy Partners, Harrods Bank, Vision Capital and Jane Street.
Catalina Holdings
Advising Catalina Holdings in connection with the reconstitution of its investor base.
Legal & General
Advising Legal & General in connection with a £900m longevity risk reinsurance and associated back-to-back reinsurance.
VIVAT N.V.
Advising VIVAT N.V. in respect of a Solvency II mass lapse risk reinsurance.
Legal & General
Advising Legal & General in connection with a £900m collateralised longevity swap for the pension scheme of a major financial institution, including simultaneously in respect of the reinsurance with a third party reinsurer.
Mulsanne Insurance
Advising Mulsanne Insurance on its purchase of the insurance service provider business of Key Claims Administration Services Ltd.
SCOR Global Life SE
Advising SCOR Global Life SE respect of a collateralised reinsurance of multiple bulk annuity contracts of Pension Insurance Corporation.
Legal & General
Advising Legal & General in respect of a buy-in of pensions of its own existing retirees and documenting historic bulk annuity policies on new terms.
Investec Bank plc
Advising Investec in respect of retained risks and liability under a bulk annuity contract.
ICI Pension Trustees
Advising ICI Pension Trustees in respect of its innovative phased multi-billion buy-in programme with Legal & General and Prudential, including negotiation of longevity risk transfer "umbrella" documentation.
Guardian Assurance
Advising Guardian Assurance in respect of a longevity swap with RGA Global Reinsurance hedging longevity risk associated with a portfolio of annuities acquired from Phoenix Life.
Bishopsgate Long Term Property Fund
Advising Bishopsgate Long Term Property Fund on the re-financing of their property portfolio and sale of properties within the porfolio.
L&G
Advising L&G on the lettings at its new development in Newhall Square.
Genting
Advising Genting on the sale of the Metropolitan Hotel, Mayfair.
Realstar
Advising Realstar on its forward funding acquisition of developments at Merrick Road, Colindale and Wembley, London.
Various lenders
Advising various lenders including AIG, ING Bank, Postbank, OCBC and Venn Partners in connection with investment and development loans secured on a variety of real estate assets and consent applications.
Verizon Communications
Advising Verizon Communications on its acquisition of Vodafone’s interest in Verizon Wireless for $130bn.
Alcoa
Advising Alcoa on its €1.2bn investment in a joint venture vehicle with Chinalco and the joint venture’s acquisition of a $14bn stake in Rio Tinto.
Legal & General
Advising Legal & General on its first streamlined longevity insurance arrangement for a smaller defined benefit pension scheme covering around £300m of liabilities. The firm also assisted with the associated back-to-back reinsurance with global reinsurer SCOR.
Sixth Street Partners
Advising Sixth Street Partners in connection with its acquisition of Credit Suisse's US Distressed Credit business.
OpCapita
Advising OpCapita on the tax structuring aspects of its acquisition of the Football Pools business.
Cognita
Advising the global management team of Cognita, the leading international schools group on its sale to Jacob Holding.
Adrian Binks
Advising Adrian Binks, the executive chairman and significant shareholder in global energy and commodity price reporting agency Argus, on Argus’ strategic partnership with leading global growth equity firm General Atlantic.
Visa Inc.
Advising Visa Inc. on the structuring of its acquisition of Visa Europe for a total value of €21.2bn.
Dana Inc
Advising Dana Inc on its proposed $6.2bn merger with GKN plc's Driveline business, as part of GKN’s (ultimately unsuccessful) defence against Melrose Industries’ hostile takeover.
Hogg Robinson
Advising Hogg Robinson on its simultaneous takeover by Amex GBT and class 1 disposal of its Freadom division.
Regional REIT
Advising Regional REIT on its IPO and entry into the UK’s REIT regime following the merger of two commercial property funds managed by Toscafund and London & Scottish Investments.
Fenchurch Advisory Partners LLP
Advising Fenchurch Advisory Partners LLP on its entry into a strategic partnership Natixis S.A.
Hayfin
Advising Hayfin on the tax structuring of a number of its equity investments including Eurotax group, Paradigm Spine and West Rigel.
Alchemy
Advising Alchemy on the tax structuring of a number of its equity investments.
Warwick Capital
Advising Warwick Capital on the tax structuring of a number of its equity investments including Ideal Care, Finalbion and GoDevelop.
GHO Capital
Advising GHO Capital on the tax structuring of various European investments, including Quotient, Alcaliber and Linimed.
Charme
Advising Charme on the tax structuring aspects of its acquisition of Witherslack.
Silverfleet
Advising Silverfleet on the tax structuring aspects of its acquisition of Lifetime.
A FTSE 100 company
Advising a FTSE 100 company on options for relocating its headquarters outside the UK, including the feasibility of the restructuring steps which would be required.
An international technology company
Advising an international technology company on the relocation of its ultimate holding company through a cross-border merger of the existing UK holding company and a new Luxembourg holding company to improve post-Brexit dividend flows through the group structure.
Alchemy
Advising Alchemy on the tax and structuring aspects of its fundraisings including its fourth special opportunities fund.
Hayfin
Advising Hayfin on the tax and structuring aspects of its fundraisings including its third direct lending fund.
Alcentra
Advising Alcentra on the tax and structuring aspects of a number of its fundraisings including its third direct lending fund.
Novalpina
Advising Novalpina on its establishment and on the raising of its debut private equity fund.
Canada Pension Plan Investment Board
Advising Canada Pension Plan Investment Board on its £1bn acquisition of the Liberty Living student accommodation portfolio, and subsequent acquisition of Student Castle portfolio.
Realstar
Advising Realstar on its purchase and forward funding of 166 new homes for private rent in Southall, West London.
Legal & General Investment Management
Advising Legal & General Investment Management on the establishment of their £600m build-to-rent fund.
Patron Capital
Advising Patron Capital, a pan-European investor, on the tax aspects of the sale of its stake in Cala Homes, one of the UK’s largest house-builders to joint owner Legal & General Capital.
A number of large listed groups
Advising a number of large, listed groups on the impact of far-reaching changes to the UK corporation tax regime in the light of the OECD’s BEPS project.
Superfund vehicle
Advising on the establishment of a high-profile pension "superfund" vehicle (the first of its kind) for consolidating assets of a number of defined benefit pension schemes.
A well-known charity
Advising a well-known charity on the availability of VAT exemption for admission fees it charges to members of the public.
REIT
Advising a REIT on its successful application to register for VAT and secure a backdated repayment of VAT. Included handling all discussions with HMRC.
Hogg Robinson Group PLC
Advising Hogg Robinson Group PLC on the impact on its four employee share schemes of its recent simultaneous class one disposal and takeover.
The share plan aspects
Advising on the share plan aspects of the £620m offer for e2v by Teledyne Technologies.
International Game Technology plc
Advising International Game Technology plc on amendments to the remuneration paid to executive and non-executive directors.
Stonehage Fleming Family and Partners Limited
Advising Stonehage Fleming Family and Partners Limited on incentive issues arising on the acquisition of a significant minority stake in the client by an investor.
Selling shareholders
Advising selling shareholders on the valuation of earn-out rights on the sale of a pan-European fund management business.
Sponsor licence application
Submitting a successful sponsor licence application to the Home Office for a start-up moving their headquarters to the UK and subsequent applications under Tier 2 General to bring their teams from all over the world to London.
Immigration aspects of company acquisition
Advising on the UK immigration law implications of the acquisition of a large pensions advisory company and the transfer of hundreds of employees.
Sponsor licence compliance
Successfully challenging a Home Office decision to revoke the sponsor licence of a client found to have significant compliance issues which placed a key member of staff at risk.
Investor visa application
Assisting an Investor visa applicant with their successful initial entry clearance application after they has been refused on two previous occasions and advised and submitted a successful extension application for their family.
Investment firms and asset managers
Advising several investment firms and asset managers with the implementation of the FCA’s new renumeration rules under IFPR
Listed companies
Assisting listed companies with corporate governance and remuneration report disclosure compliance, including providing training for the company secretary and HR team on recent legislative and investor guideline changes;
SCOR Global Life SE
Advising SCOR Global Life SE in respect of a collateralised reinsurance of multiple bulk annuity contracts of Pension Insurance Corporation.
A leading litigation funder
A leading litigation funder in relation to financing a portfolio of international litigation and the monetisation of EU judgments.
Goldman Sachs Private Capital
Advising Goldman Sachs Private Capital in relation to a £90m private securitisation, backed by bridging loans originated by Together Financial Services, trading as Together.
Pillar Two
Assisting a multinational technology group with its Pillar Two impact analysis, including advising on various issues concerning the application of the rules.
Treaty issues
Advising an international energy business on tax treaty issues including the applicability of non-discrimination provisions.
Sovereign investors
Advising a foreign government pension scheme on the UK’s proposals to reform sovereign immunity, and on its eligibility for pension scheme tax relief.
HMRC enquiries
Representing an investment management firm in an HMRC enquiry relating to executive remuneration.
Sterling Pharma Solutions
Advising Sterling Pharma Solutions on its acquisition of Novartis Ringaskiddy Limited, a specialist pharmaceuticals manufacturing plant in Ireland.
Weight Partners
Advising private investment business, Weight Partners, on various acquisitions and joint ventures in the retail and leisure sectors.
Exponent Private Equity
Advising Exponent Private Equity on its investment in the Xeinadin Group, the UK’s leading provider of accountancy services and business advice for SMEs.
Legal & General’s Industrial Property Investment Fund
Advising Legal & General’s Industrial Property Investment Fund on its acquisition of a number of self storage assets.
MES Environmental Limited
Advising MES Environmental Limited, the French owned waste-to-power generation business, on the sale of its Midlands-based operations.
PJT Partners
Advising investment banking company PJT Partners in connection with the recommended cash offer for Horizon Therapeutics plc by Amgen Inc.
Bourne Leisure
Advising the management team of Bourne Leisure on new MIP arrangements in connection with the acquisition by Blackstone.
Hovis
Advising the management team of Hovis on its sale by London-listed Premier Foods and American investor The Gores Group to British private equity firm Endless.
Moonpig / Photobox
Advising the management teams of Photobox and Moonpig on their MIP arrangements with Exponent and subsequently the Moonpig management team in connection with its IPO.
Huntsworth
Advising the management team of Huntsworth plc on a management equity plan following its take private by CD&R.
Azzuri Group
Advising the management team of Azzurri on new MIP arrangements in connection with the acquisition by Towerbrook Capital Partners.
Ocado Group
Advising Ocado Group on its investment in British autonomous driving software company Oxbotica.
Exponent Private Equity
Advising Exponent Private Equity on the acquisition of KPMG’s pensions advisory business.
The Ritz Hotel Group
Acting for a Qatari investor on the purchase of the holding company of the Ritz Hotel, London.
AlpInvest Partners
Advising AlpInvest Partners on fund secondary transactions, co-investments, and GP-led secondary transactions.
Legal & General
Advising Legal & General on £1.6bn buy-in with the National Grid UK Pension Scheme.
BC Partners
Funds investing alongside BC Partners to acquire and take private Italian machinery maker IMA Industria Macchine Automatiche SpA, in a deal valuing the company at €2.9bn.
Alchemy Special Opportunities Fund IV
Advising Alchemy Special Opportunities Fund IV on its £80m investment in White Bear Capital, the parent company of Blenheim Syndicate 5886 at Lloyd's of London.
Lone Star
Advising the management team on Lone Star’s acquisition of BASF construction chemicals unit for €3.17bn.
Venn Capital Partners
Advising Venn Capital Partners on its sale of a majority stake to ARA Asset Management.
Epiris
Advising Epiris on its acquisition of the IFG Group.
NortonLifeLock Inc.
Advising NortonLifeLock Inc. on its $9.2bn merger with FTSE 100 company Avast plc.
Siris Capital Group
Advising Siris Capital Group on its £673m public-to-private takeover of Equiniti Group plc.
XPO Logistics
Advising XPO Logistics Inc. on the acquisition of the UK technology and e-commerce, beverage and food service contract logistics business of Kuehne + Nagel.
Various clients
Advising Inward passporting banks, depositaries, and fund managers on the steps necessary to continue doing business with clients in the UK after Brexit.
A leading wealth manager
Acting as an FCA “skilled person” in the review of the client money arrangements for a leading wealth manager.
Private equity managers
Advising private equity managers on the acquisition of investment in FCA and PRA authorised institutions, including JC Flowers and Bain Capital in their joint investment in the Co-Operative Bank and Alchemy in its acquisition of a majority stake in Countrywide.
Wirecard AG
Advising the administrators of Wirecard AG on the regulatory aspects of the administration of Wirecard Card Solutions, including advice on FCA processes and rules on safeguarding of funds under the E-Money Regulations.
Investment managers
Advising investment managers on distribution and product governance issues under UK and EU rules implementing the AIFMD, IDD and MiFID II, including EU and UK fund managers looking to access the UK and EU, respectively, after Brexit.
Family offices and other private investors
Advising family offices and other private investors, on investments in crypto-assets and regulated and unregulated crypto institutions on their obligations to register with the FCA.
Jazz Pharmaceuticals plc
Advising Jazz Pharmaceuticals plc, a biopharmaceutical company based in Ireland, on financing aspects of its acquisition of GW Pharmaceuticals plc for a total consideration of $7.2bn, announced in February 2021.
Venn Partners LLP
Advising ARA Venn on its appointment as delivery partner and subsequent establishment of a £3bn bond programme for the Affordable Homes Guarantee Scheme.
Fund finance facilities
Advising a number of credit funds in relation to their fund finance requirements, particularly in relation to investor call bridge facilities.
Various insurers and reinsurers
Advising on complex and cross-jurisdiction collateral structures for reinsurance transactions (including asset reinsurance).
US/UK structuring
Reorganising a longstanding trust and foundation structure for the benefit of a family with members based in both the US and UK.
US/UK structuring
Advising on the tax treatment of a US investment structure for UK residents, including co-ordinating UK and US tax treatment to optimise the clients’ position.
International structuring
Advising an ultra-high-net-worth individual on the restructuring of their substantial real estate portfolio as well as on their UK tax affairs.
International trust structuring
Advising the trustees of two multi-billion euro family trusts on a number of UK and cross-border matters.
UK tax advice
Advising an ultra-high-net-worth individual on their UK tax affairs.
International estate administration
Co-ordinating and advising in relation to an international multi-billion dollar probate.
Pre-arrival planning
Advising an international businessman in relation to becoming UK resident and purchasing a property in London.
Cross-border refinancing
Advising on a cross-border refinancing of a client’s international residential property portfolio.
International structuring
Advising a dual US/UK resident client on the creation of structures to hold US investments.
Residence status advice
Advising a non-UK resident client on the impact of Covid-related travel restrictions on their residence status.
HMRC enquiry
Advising a client on an HMRC enquiry into their residence status under the US/UK Double Tax Treaty.
UK structuring
Advising the family office of a wealthy Middle Eastern family on the UK tax implications of various UK real estate and business investments.
International trust litigation
Advising on international trust litigation involving a multi-billion pound trust structure.
Application to vary trust
Advising trustees on an application to court to vary the trust under the Variation of Trusts Act 1958, to ensure that the trust had modern flexible provisions.
Cy-près application
Advising trustees of a major charitable trust on an application to court for a cy-près scheme as the existing charitable purposes of the trust had failed.
Real estate tax advice
Advising a Swiss charity on the UK tax consequences of receiving and using UK property for their charitable purposes.
UK trust structuring
Advising trustees on the trust and tax issues in terminating and distributing a significant trust in contentious circumstances. The trust held a complex international corporate structure, which was liquidated as part of the termination.
Will dispute
Advising executors on settling a dispute about the proper construction of the deceased’s will, including advising on mitigating the potential tax consequences of the settlement.
Offshore trust dispute
Advising on a long-running dispute between current and former trustees of a multi-billion dollar trust, including providing litigation support.
Acquisition of UK residential property
Advising on the purchase of UK residential property, enveloped through offshore companies, worth tens of millions of pounds.
Multi-billion dollar family trust
Acting to regularise the tax position of the trust and the beneficiaries in multiple jurisdictions in the context of deep family tensions.
Trust company due diligence
Conducting a remote due diligence exercise on the seller of a fiduciary and corporate services business.
Removal of personal representative of an estate
Advising the respondents in the successful application to remove a personal representative of an estate worth in excess of £100m.
US charity
Advising a US educational charity in a dispute with its trustee leading to the recovery of $80m from the trust.
Worldwide Disclosure Facility
Advising on an application under the WDF (an HMRC voluntary disclosure scheme in respect of unpaid tax relating to offshore matters) including successfully engaging with HMRC on the application of the penalties regime.
Trust variations
Advising on the variation of multiple trusts including applications to court to vary the beneficiaries and administrative provisions.
UK estate planning
Advising on the use of partnerships and family investment companies as estate planning vehicles.
Family office creation, governance and succession planning
Advising a UK-resident non-domiciled individual on the establishment of a family office, family governance, and succession planning.
Pre-arrival planning
Advising a Hong Kong resident on a proposed move to the UK.
Mixed funds remittances
Advising a Chinese domiciled individual resident in the UK on the UK tax consequences of remittances of mixed funds.
International estate and succession planning
Advising an individual resident in Monaco with assets in five jurisdictions on estate and succession planning.
International trust structuring
Advising on the UK tax consequences of restructuring the family’s ownership of a UK family business, currently held through a non-UK resident trust structure, and the UK tax treatment associated with different options in holding the family’s interests going forward.
UK tax advice
Advising a non-domiciled entrepreneur resident in the UK on the UK tax treatment of his investment portfolio.
Trust restructuring
Advising a long-established family trust with a high-value international asset portfolio on a complex trust restructuring involving multi-jurisdictional tax and trust law issues. This involved establishing a new long-term dynastic trust structure which will operate as a multi-generational succession planning vehicle.
International structuring
Advising the family of a high-profile entrepreneur and their family holding company on the transfer of the holding company structure outside of the UK and the relocation of the family members to jurisdictions other than the UK.
HMRC investigations
Advising individuals and trustees in relation to tax investigations and disclosures relating to complex offshore structures.
Trustees and beneficiaries
Advising in connection with a long-running dispute between trustees and beneficiaries of a substantial offshore trust concerning both the historic administration of the trusts and disputes between beneficiaries about their respective interests.
Tax reporting and compliance for foundation
Advising on tax reporting and compliance issues in connection with a Liechtenstein foundation.
International structuring
Advising on establishing a novel foundation structure in the Middle East to hold a large multinational conglomerate, taking into account Shari’a issues and local ownership restrictions.
Trust and tax advice
Advising the trustees of an international high-value trust structure on various cross-border issues, including the application of the FATCA and Common Reporting Standard automatic information exchange regimes, as well as co-ordinating a multi-jurisdictional team of advisers.
International trust structuring
Establishing a trust structure for an international mobile family, including working closely with the family office and their international advisers, as well as focusing on issues including complex checks and balances between power holders.
Pre-arrival planning
Advising families who are considering moving to or leaving the UK.
Wills and estate planning
Advising high-net-worth individuals in relation to their personal wills and estate planning.
International estate administration
Preparing a detailed analysis of the succession law applicable to assets located in the UK, Belgium, Switzerland, Singapore and the BVI on the death of an individual whose domicile and habitual residence at the date of death were contested.
Inheritance tax advice
Preparing an inheritance tax account for the trustees of an excluded property trust on the death of the life tenant including drafting a domicile statement and agreeing the inheritance tax position with HMRC.
International estate administration
Co-ordinating the administration of the multi-jurisdictional estate of an ultra-high-net-worth individual involving aspects of Shari’a law.
Estate administration
Preparing inheritance tax accounts for executors containing claims for Business Property Relief and Agricultural Property Relief and performing complex calculations to apportion the reliefs.
International estate administration
Drafting an affidavit of English succession law to be used to assist with the administration of the deceased’s assets located in Israel.
Cross-border succession planning
Advising an ultra-high net worth international family with significant assets in multiple jurisdictions on the succession law and tax aspects of their estate planning arrangements, including preparing wills covering assets in seven jurisdictions and co-ordinating advice from a team of international lawyers on these arrangements.
UK tax advice
Advising on the private client, UK tax aspects of a £100m fundraising by N Brown Group plc.
Pre-deemed domicile planning
Advising a UK resident, non-UK domiciled client on the tax aspects of a complicated trust and corporate structure in advance of becoming deemed domiciled in the UK for tax purposes.
Public Trustee v Cooper application
Advising in connection with a Public Trustee v Cooper style court application in Jersey by the trustees of a Jersey discretionary trust to obtain the blessing of the court for an extremely substantial distribution.
International trust work
Advising on the creation of testamentary trusts for a US/UK/Switzerland based family to hold very substantial assets, which involved particularly complex, bespoke succession provisions drafted with input from US counsel.
UK estates and trusts
Advising a UK based client on the tax and succession planning elements of a very significant inheritance connected with the family business, and on various UK trusts.
Cross-border succession planning
Advising an ultra-high-net-worth British national on cross-border succession and will planning in respect of an estate spanning numerous jurisdictions in Europe, the Middle East and Africa.
Trust management
Advising trustees in relation to ongoing trust management and distribution of trust assets amongst beneficiaries.
International asset structuring
Advising ultra-high net worth non-domiciled client in relation to asset structuring and personal tax.
International trust structuring
Advising on family trusts in the context of a divorce.
Relocation to Switzerland
Advising in relation to a potential relocation to Switzerland and associated asset structuring.
Inheritance tax advice
Advising in relation to historic UK inheritance tax liability and ongoing structuring.
International trust structuring
Co-ordinating the termination of a non-UK family trust to separate the trust fund and bring elements onshore to the UK. The project included liaising with the trustees, Guernsey lawyers and Australian lawyers to implement the reorganisation of the trust assets.
Pre-arrival planning
Providing pre-arrival advice to a non-UK resident, non-UK domiciled individual including how to establish UK residence status and the options available to them upon arrival.
Estate planning
Advising a UK resident, non-UK domiciled client on their tax and estate planning before obtaining deemed domiciled status, including advice on Business Investment Relief, the structure of existing non-UK resident trusts and the establishment of a new non-UK protected trust.
Trust administration
Assisting with the ongoing administration of a UK resident trust, including making provisions for the main beneficiary and liaising with a number of different parties, including investment bankers, Mauritian lawyers and the trustees.
Court of Protection
Successfully securing the appointment of two deputyship applications at the Court of Protection during the Covid-19 lockdown.
International estate administration
Assisting with the administration of an intestate estate where the testator was domiciled in France but had UK and French assets. Advice was required on the Double Tax Treaty and the succession regulation to ensure the two countries could work collectively.
International trust and corporate restructuring
Advising a UK resident, non-UK domiciled entrepreneur in relation to the international restructuring of his significant trading business.
Personal tax residence and family governance advice
Advising a client in relation to his UK tax residence position and family governance, with particular regard to his significant trading business.
Pre-arrival planning
Assisting a non-domiciliary in relation to the UK incorporation of his business as an artist prior to his arrival in the UK.
Cross-border succession planning
Establishing an estate planning structure in Europe and Hong Kong for a non-UK domiciled client in advance of a significant realisation event.
Legal opinion regarding a tax enquiry
Preparing a legal opinion concerning the UK tax treatment of trusts containing approximately €400m, subject to an investigation from the Italian tax authorities.
Pre-arrival planning
Advising a non-UK domiciliary in relation to their pre-arrival planning, with particular regard to their family owned real estate business.
US/UK estate planning
Working with US counsel regarding the estate planning of a US citizen resident in the UK.
Pre-arrival planning
Advising an international businessman on a complex reorganisation of several trusts and investment portfolios.
Creation of family office and foundation
Advising a fund manager on the creation of a new family office and charitable foundation.
Ongoing trust structuring advice
Providing ongoing advice to the trustees of a series of family trusts which have been advised by the firm for over 20 years, including advice on the day-to-day administration and the ongoing UK tax treatment of the trusts.
Pre-arrival planning
Advising an individual on the UK tax analysis arising from their proposed move to the UK from South Africa and the reorganisation of a number of structures.
International estate administration
Advising the executors of a large international probate matter, including preparing and filing an inheritance tax account and assisting with the administration of the estate.
International trust restructuring
Advising on the UK tax consequences of restructuring the family’s ownership of a UK family business, currently held through a non-UK resident trust structure, and the UK tax treatment associated with different options in holding the family’s interests going forward.
International estate administration
Advising the executors of an international probate matter with assets located in the UK, Switzerland, the Netherlands and Indonesia, including analysis on the applicable succession law considerations and administration of the estate.
HMRC enquiry and Tribunal proceedings
Advising a non-UK domiciled individual in respect of an investigation conducted by HMRC, which covered complex points of international taxation and which culminated in Tribunal proceedings.
HMRC COP 8 enquiry
Advising a UK domiciled individual on a Code of Practice 8 Enquiry conducted by HMRC.
UK family and family trusts
Acting for a family whose wealth derives from a large family business in the UK and which is held between multiple family trusts. Advising the family and trustees on their legal and tax position.
Pre-marital asset protection
Advising a non-UK domiciled client on asset protection and estate planning issues in light of their upcoming marriage and advising on the establishment of multiple non-UK trusts, including advice on cross-border UK/US issues.
UK tax issues on divorce
Advising a non-UK domiciled client on UK tax issues arising on their divorce. Including advice on cross-border UK/US issues and advice on complex assets including carried interest.
Charity law advice
Advising a corporate foundation (a UK registered charity which operates in numerous jurisdictions) on charity law issues, in particular those arising from its relationship with its corporate founder.
Court of Protection
Advising the relatives of a HNW individual in litigation in the Court of Protection regarding, amongst other things, the validity of various powers of attorney.
Children of a wealthy deceased businessman
Advising the children of a wealthy deceased businessman in relation to various pieces of litigation in the Chancery Division and the Court of Protection relating to their late father's estate.
Next generation
Trust structuring and estate planning for the next generation of an internationally mobile family with a history of entrepreneurship and wealth creation.
Estate planning and philanthropy
Estate planning for a highly successful UK businessperson with an interest in supporting charity and a range of other causes.
Cross-border estates and succession
Estate planning for a prominent entrepreneur with a particular focus on establishing a family partnership for the financial education and participation of the next generation.
Trusts: domestic and international
Domestic and international trust and estate planning. Due to the age and special circumstances of some of the trusts, this required a strong working knowledge of historic trust legislation.
Family office and professional trustees
Assisting in the provision and co-ordination of corporate tax, corporate and M&A, financial services and trust advice to a large and active family office and professional trustees.
Cross-border philanthropy and trusts
Planning and structuring advice for the migration of a long-establish charitable trust between two international financial centres.
Trust dispute
Advising on the settlement of a long-running dispute between the trustees and beneficiaries of a complex non-UK trust structure concerning both the historic administration of the trusts and disputes between family members about their respective interests.
Trust partition and governance
Advising on the partitioning of a complex non-UK trust structure that owns a significant family business between three main family branches.
Digital assets
Advising on the taxation of digital assets (including digital currency interests and non-fungible tokens).
Beneficiary challenge
Advising a non-UK charity in their capacity as the beneficiary of a trust about how to challenge the administration of the trust by the current trustees.
Family office
Advising a family office on the on-going administration of a complex family trust structure spanning seven jurisdictions.
HMRC investigation
Advising on the conduct of HMRC investigations into the affairs of both UK resident and non-UK resident individuals.
Carried interest taxation
Advising on the taxation of carried interest for founders of a significant private equity management business.
Taxation of financial products
Advising the tax departments of international private banks on the UK tax treatment of investment products and structuring investment portfolios for UK resident non-UK domiciled individuals.
Binderholz
Advising Binderholz, the Austrian-headquartered timber and sawmilling company, on its acquisition of BSW Group, the UK’s largest integrated forestry and sawmilling business from private equity firm Endless LLP.
Domicile advice
Advising ultra-high-net-worth, non-UK domiciled clients on structuring their affairs in light of the post-2017 deemed domicile regime, including implications of becoming deemed domiciled for clients’ non-UK trust and asset-holding structures, and ensuring that trusts retain protected settlement status.
Supermarket Income REIT
Advising Supermarket Income REIT on the £73.1m acquisition of a Tesco supermarket in Sheffield.
AIG
Advising on development financing of £138 million from AIG with Homes England for the redevelopment of Station Hill in Reading.
Legal & General Investment Management
Advising on the sale of 101 St Martin’s Lane in London’s West End for £56 million.
New build purchase
Acting on the purchase of a new build house on the boundary to a Royal Park and the necessary new build warranties for mortgage.
Development structuring and sales
Acting for a developer on the development structuring and subsequent sale of prime and super prime central London apartments.
Purchase of the freehold
Acting for a tenant participating in a collective enfranchisement to buy the freehold of a prime central London residential building, including advising on both participation as a tenant and investment in the investment company.
Sale for development
Advising trustees on the sale of a farm to a developer conditional on the buyer and the land promoter obtaining planning permission.
Tenants’ rights of first refusal
Advising a company on the sale of the ground rents from several mixed use buildings and guiding them through the tenants’ rights of first refusal.
Development restructuring and developer exit
Acting for a developer on its exit from a completed super prime residential development and the handover to the tenant owned management company.
Resolution of defective title for leasehold property
Acting for an individual in the purchase and mortgage of a leasehold property and resolving a significant defect in title.
Charity purpose application
Advising the trustee of a charity in a successful High Court application to amend the purposes of the charity.
Libyan Investment Authority
Advising the Libyan Investment Authority in relation to a successful Court of Appeal decision.
State Immunity
Representing an international private client in relation to claims based on state immunity.
Administration of an estate
Advising an individual in litigation relating to the administration of an estate by a Court appointed Administrator.
High-value asset tracing
Acting for corporate entities in a high-value asset tracing and recovery claim arising out of Ukraine and spanning multiple jurisdictions including Cyprus, USA, BVI and Belize.
Worldwide freezing injunction
Advising a high-net-worth individual in relation to a worldwide freezing injunction and jurisdictional challenge in the Commercial Court in England with parallel proceedings in Hong Kong, Russia, Isle of Man and Guernsey.
Sovereign state conspiracy claims
Acting for a sovereign state bringing multi-billion-dollar unlawful conspiracy claims which include a conspiracy to manipulate the exchange rate of its currency.
Expedited contractual dispute
Representing a global travel technology company in an expedited claim against a NYSE listed corporation to enforce an SPA relating to a $1.7bn sale. The decision is one of a small number of English authorities to consider Material Adverse Effect provisions in the context of Share Purchase Agreements and Covid-19.
Proprietary freezing injunction
Advising a group of Caribbean companies and Liechtenstein Foundations in relation to a proprietary freezing injunction and claims in England, Saint Vincent and the Grenadines and Liechtenstein regarding the ownership of valuable assets within the corporate structure brought against them by the joint trustees in bankruptcy of a HNW individual.
Privy Council appeal
Advising a group of respondents in a Privy Council appeal of a Trinidad & Tobago judgment relating to the sale of company shares.
Claims against trust assets
Advising the Swiss trustee of multiple UK and BVI trusts on the administration of the trusts against a complex international background, including claims against trust assets by third parties in multiple jurisdictions.
Guernsey trust administration
Acting for a Guernsey trustee administering a family trust with a complex and contentious background.
Assets in an estate
Advising the executor of an estate on the assets comprised in the estate, including historic arbitration actions under an international treaty.
Family estate dispute
Acting for a UK individual in relation to debt claims against an estate, against a contentious family backdrop. We prepared a claim in the high court and defended fraud proceedings against our client.
Bermudian proceedings
Acting for a Bermudian trustee of a multi-billion dollar trust in a long running series of litigation, which involved claims of misappropriation of assets against the director of a former trustee. We advised as specialist trust counsel to the trustee in proceedings in the Supreme Court and Court of Appeal in Bermuda which included an application for the setting aside of a previous order appointing our client as trustee.
Offshore contentious trusts advice
Advising a high-net worth beneficiary in relation to a series of Public Trustee v Cooper blessing applications in Bermuda.
Contentious probate advice
Advising a high-net-worth beneficiary of a will in relation to a dispute as to the validity of the will and working to achieve a successful settlement of the dispute through without-prejudice negotiations with multi-jurisdictional parties.
Group litigation
Advising a FTSE 100 company in relation to a group litigation order involving c.300 claimants with respect to the VAT treatment of certain supplies and their compliance with EU law.
Contentious probate advice/rectification application
Advising the executors of a high-net worth individual’s estate on settling a dispute about the proper construction of the deceased’s will, including considering the merits of a rectification application and a potential professional negligence claim against the deceased’s former lawyers.
Offshore contentious trusts advice with a regulatory background
Advising an offshore trustee in relation to the day-to-day administration of its trusts in the context of a regulatory investigation.
Litigation funding
Advising a high-net-worth client in relation to a litigation funding opportunity.
Multi-billion dollar trust dispute
Advising the trustee of an offshore trust worth several billion US dollars in relation to allegations of breach of duty and fraud.
Swiss family and estate dispute
Advising a Swiss family on a dispute over a £500m estate, including proceedings in multiple jurisdictions and allegations of tampering with documents.
Financial services firm
Advising a financial services firm on a multi-billion pound dispute arising out of a fraudulent investment scheme.
Middle Eastern corporate restructuring
Advising on the risks to a proposed restructuring of a flagship corporate structure in the Middle East.
High-profile individuals
Advising on allegations of lobbying and a judicial review into the award of government contracts.
Multi-billion pound family trust
Advising the trustee of a multi-jurisdictional family trust regarding their tax affairs and a dispute over the status of children born through surrogacy.
Trust Company
Advising the trustee of a complex multi-jurisdictional structure who has become involved in regulatory investigations.
High-net-worth individuals
Advising high-net-worth individuals in relation to their interests in valuable and complex trusts, including both variation applications and contentious proceedings.
Public Trustee v Cooper applications
Advising trustees as to Public Trustee v Cooper applications in various jurisdictions.
Settlor of a trust
Advising the settlor of a trust in an application to set aside that trust on the grounds of equitable mistake.
Court of Protection
Advising the relatives of a wealthy individual in litigation in the Court of Protection regarding, amongst other things, the validity of various powers of attorney.
Offshore trustee company
Advising an offshore trustee company in relation to a dispute as to the validity of a trust and the ownership of assets in various offshore jurisdictions.
Offshore trustee company
Advising an offshore trustee company in proceedings against it for breach of trust, including allegations of negligent supervision of a financial adviser.
Protectors of a family trust
Advising the protectors of a family trust in an application asserting the invalidity of their appointment.
Children of a wealthy deceased businessman
Advising the children of a wealthy deceased businessman in relation to various pieces of litigation in the Chancery Division and the Court of Protection relating to their late father’s estate.
Corporate disputes
Advising on a broad range of corporate disputes including claims for breach of contract and breaches of directors’ duties.
LCM Partners
Advising LCM Partners on the acquisition of a minority strategic interest in Link Financial Group by Brookfield Asset Management.
Epiris
Advising Epiris on an investment by global investment firm HPS Investment Partners into its portfolio company Nucleus.
abrdn
Advising abrdn on its acquisition of investing insights platform, Finimize.
abrdn
Advising abrdn on its acquisition of specialist logistics real estate fund manager, Tritax.
M&G
Advising global investment manager M&G on the acquisition of a majority stake in sustainable housebuilder Greencore Construction.
Asda
Advising management of Asda on new MEP arrangements following the acquisition by TDR and the Issa brothers.
Bourne Leisure
Advising management of Bourne Leisure on new MEP arrangements in connection with its acquisition by Blackstone.
Planet Payment
Advising management of Planet Payment on its sale to Eurazeo and Advent.
Huntsworth
Advising management of Huntsworth on MEP arrangements following its take private by CD&R and acquisition of UDG Healthcare.
Virgin
Advising Virgin on the spin out of the Virgin Atlantic Flying Club loyalty business and the establishment of a new Virgin wide loyalty platform.
Argus Media
Advising Argus Media in connection with investments by General Atlantic and Hg Capital.
William Pears Group
Advising William Pears Group in connection with its acquisitions of QDQ Media and Verdant Leisure.
SV Health Investors
Advising SV Health Investors on the raising of its first dedicated biotech fund which closed at its hard cap of $265m
Legal & General
Legal & General on a variety of fund launches.
Premium listed company
Advising a premium listed company on the design and implementation of a new value creation plan.
Epiris
Advising private equity firm Epiris on the sale of TI Media, the large UK publisher previously known as Time Inc. UK, to Future plc.
Prysmian
Advising Prysmian in connection with various sets of follow-on damages claims before the English High Court and Competition Appeal Tribunal arising from the European Commission’s Power Cables cartel decision.
Hain Celestial
Obtaining Phase I merger control clearance from the UK Competition and Markets Authority for Hain Celestial’s acquisition of Yorkshire Provender, combining it with Hain Celestial’s New Covent Garden soup business.
Legal & General Assurance Society Limited
Advising Legal & General Assurance Society Limited on its c.£650m buy-in for the members of the Mitchells & Butlers Executive Pension Plan
Partners Group and Duke Street
Advising Partners Group and Duke Street on their sale of specialist care provider Voyage Care to Wren House.
The Instant Group
Advising The Instant Group on its merger with workspace network IWG plc’s digital businesses.
Kathea Communications Solutions
Advising the shareholders and management of Kathea Communications Solutions, a South African-based communications and workspace technology distributor, in the disposal of Kathea to an IT service management company listed on the Johannesburg Stock Exchange, for a published purchase price of c. ZAR90m.
A South African-based digital consumer finance business
Advising a South African-based digital consumer finance business in two rounds of funding of, in aggregate, c. ZAR50m, comprising an initial investment from offshore investors alongside management structured as combination of convertible debt and equity funding, and a subsequent equity investment from a South African-based black economic empowerment investor.
Heineken
Advising Dutch-headquartered multinational brewing company Heineken, in its entry into the South African craft beer market through the acquisition a number of local craft breweries.
An Austrian-headquartered global manufacturer
Advising an Austrian-headquartered global manufacturer of flexible packaging solutions, in the disposal of its non-core African-based businesses pursuant to a series of transactions involving assets across Kenya, Mauritius and South Africa.
Radius Payment Solutions
Advising UK-headquartered global business services and technology company Radius Payment Solutions, acting as local counsel in its acquisition of a stake in the South African business of Key Telematics, a global vehicle tracking and asset management company with a sizeable African footprint.
Sea Harvest Group Limited
Advising a black economic empowerment consortium led by Sea Harvest Group Limited, a seafood and branded fast-moving consumer goods agri-business listed on the Johannesburg Stock Exchange, in its landmark acquisition of the Viking Group of companies (with assets situated across South Africa, Namibia and Mozambique), for a published purchase price of c. ZAR885m.
Circularity Capital
Advising circular economy growth investor Circularity Capital on its latest fund, Circularity European Growth Fund II, which closed at €215m.
Expedited processing
Successfully assisting on the expedited extension of an individual’s visa to remain in the UK as the representative of an overseas business. This was time sensitive as the employee had extensive business travel plans but there was no priority filing option for this application. We liaised with the Home Office to ask them to expedite the application, obtaining success within two working days.
Emergency assistance
An employee had been held in detention after attempting to enter the UK legally with an expired residence card. Our assistance involved detailed negotiations with the Chief Immigration Officer of the airport entry. The employee was granted entry to the UK with their status restored.
Sponsor licence compliance
A company had been threatened with the revocation of their sponsor licence due to non-compliance with a number of Sponsor duties and responsibilities. We liaised with senior contacts at the Home Office to ascertain the action required to lift the suspension. We then worked with the client to put in place the necessary policies and processes to ensure its ongoing compliance with UK immigration law. This led to the Home Office lifting its suspension and reinstating the licence.
Exceptional talent
Assisting a Saudi Arabian actress and film director with the submission of a Tier 1 (Exceptional Talent) application. She is an important figure in the global film industry and has been instrumental in paving the way for other Saudi Arabian women looking to enter the field. The visa enabled her to take on a role with one the UK’s largest domestic broadcasters.
Investor offering
Prior to the closure of the Investor category to new applicants, we assisted a number of private banks and wealth managers on the development of a Tier 1 (Investor) portfolio offering. We reviewed the proposed investments and advised on the best way to operate the investment portfolio so that it was able to meet the relevant criteria. This involved working closely with senior policy contacts at the Home Office to obtain clarifications on a number of issues associated with the investment proposal.
Discretionary applications
Successfully obtained Tier 1 (Investor) visa extensions and indefinite leave to remain for clients who do not meet the requirements of the UK immigration rules. We liaised with our senior contacts at the Home Office to submit a discretionary application and the applications were successfully approved. In certain circumstances, this has been achieved on an expedited basis.
Naturalisation with excessive absences
Assisting a client who had significant absences from the UK - well above the permitted threshold - which threatened his application for naturalisation. The client had significant business interests both inside and outside of the UK which led to frequent international travel. We successfully argued that his ties to the UK plus the significant investment he made in the UK were strong grounds for the Home Office to exercise discretion in his favour.
British subject without citizenship
Our client had a peculiar status of “British Subject” based on nationality law dating back to 1948, the particular circumstances of his birth and the transition of the British Empire to the British Commonwealth. This extremely rare status went unnoticed for many years and came to light when he took a second citizenship. He inadvertently lost his status in the UK by taking this second citizenship and we worked to resolve the issues. Due to changes in the law dating back to 2002, we were able to file an application to grant him full and secure British citizenship.
Stanhope plc
Advising Stanhope plc on its joint venture with Canadian real estate developer Cadillac Fairview and Thomas White Oxford Limited (the development arm of St John’s College of the University of Oxford) to build a £700m new global innovation development, consisting of approximately 939,000 square feet of laboratory, workspace and amenity space.
Supermarket Income REIT
Advising Supermarket Income REIT on the acquisition, financing and management of the majority of their supermarket portfolio, some of which involved corporate acquisitions, splitting shopping centres in complicated transfers of part, high value lease regears and redevelopment opportunities.
KPS Capital Partners
Advising American private equity firm, KPS Capital Partners, on the English law aspects of its acquisition of the European tinplate business of New York-listed Crown Holdings Inc in a transaction valuing the business at €2.25bn.
Industrial Property Investment Fund
Advising Industrial Property Investment Fund on the purchase of several sites including: the acquisition of twelve strategically important industrial sites with an aggregate price of £116m and some of which involve future redevelopment; and the sale of a portfolio of a separate nine industrial estates with an aggregate price of £52.5m.
Legal and General
Advising Legal and General on the acquisition, forward funding and letting of two student accommodation development projects for the University of Lincoln.
Joint venture
Advising a confidential client on a joint venture for the investment of £150m in a range of retail, office, industrial and logistics property across the UK, together with a related asset management agreement.
The Government of Singapore
Advising The Government of Singapore’s sovereign wealth fund (GIC) on its pan-European student accommodation joint venture with GSA.
McAleer and Rushe
Advising McAleer and Rushe on the acquisition, leaseback and proposed redevelopment of Cannon Park Shopping Centre, Coventry.
Wall Street investors
Obtaining worldwide freezing orders for $180m on behalf of Wall Street investors arising out of a fraud concerning an Eastern European privatisation programme involving co-ordination of a number of pieces of litigation in numerous jurisdictions.
Family owners of valuable international corporate entities
Advising beneficiaries in trust litigation in Liechtenstein arising out of a substantial dispute between the family owners of valuable international corporate entities whose shares are held in Liechtenstein trusts.
“Blessing” application
Advising the beneficiaries of Bermuda trusts holding a valuable company worth billions of dollars in relation to a “blessing” application in the Bermuda Court for the approval of a partition of the trusts between branches of the family.
Partition of interests
Advising offshore trustees on the partition of its interest in a financial institution worth billions of dollars between philanthropic purposes and the family, resulting in a staged “blessing” application.
Contentious probate
Advising trustees in a probate dispute concerning a £100m estate in which there were conflicts between the various applicable succession laws and allegations of undue influence, testamentary capacity and proprietary estoppel.
Saudi Arabian family
Advising a Saudi Arabian family in relation to a substantial probate fraud, jurisdictional dispute involving issues of succession under Shari'a law and conflicts of laws.
Breach of trust and trustee removal
Advising beneficiaries in relation to a breach of trust and removal application against their offshore trustees in the context of a bitter family dispute concerning the trustee’s proposals for distribution of trust assets between the branches of the family.
Fiduciary duties in charitable structure
Advising a fiduciary power holder in a charity structure on the exercise of powers to approve the resolution of a dispute which resulted in the proceedings which went to the Supreme Court.
Beneficiary of a trust
Acting for a beneficiary in securing the first judgment in Mauritius confirming the ability to revoke dispositions made by mistake, successfully persuading the court to follow the English legal position on this issue.
Employment aspects of acquisition
Advising an Irish biopharmaceutical company in relation to the employment aspects of the acquisition of a leading cannabinoid-based medicine development business, with a particular focus on the implementation of a US Change in Control and Severance Plan in respect of the UK executives of the acquired business, together with advising on new executive service agreements for those executives.
Ministry of Sound Group
Advising Ministry of Sound Group on mixed use takeover of House of Fraser store at Westfield London.
Tarsus Group
Advising Tarsus Group on a £560m recommended takeover by Charterhouse Capital Partners LLP.
Sportradar v FDC, Betgenius and Genius Sports
Acting for Betgenius and Genius Sports in the complex, interwoven competition claim by Sportradar against FDC, Betgenius and Genius Sports and counterclaims by Betgenius and FDC against Sportradar and a representative group of Sportradar’s scouts for breach of confidence, trespass and conspiracy to injury by unlaw means. These claims were jointly case managed and heard together across the Competition Appeal Tribunal and High Court in a five week trial (which settled mid-way through the trial), and gave rise to novel procedural issues.
Greater Gabbard Offshore Windfarm Limited v Prysmian
Acting for Prysmian in a follow-on damages claim concerning an alleged overcharge on the high voltage submarine power cables procured for the Greater Gabbard offshore windfarm.
A multinational hotel group
Acting for a foreign domiciled hotel group in a High Court claim concerning contractual interpretation and repudiatory breach of contract claims.
A PFI project
Advising a project company in a PFI project and its directors in relation to various allegations of defective works.
17Capital
Advising long-standing client 17Capital on its fifth fund, 17Capital Fund 5, which closed at its hard cap of $2.9bn.
KLAR Partners
Advising KLAR Partners on its first fund, Klar Partners I, which closed at its hard cap of €600m.
CBPE Capital
Advising CBPE Capital on the structuring of a number of their private equity funds, including on the fundraising of its latest fund, CPBE Capital Fund X, which closed at its hard cap of £561m.
Mayfair Equity Partners
Advising Mayfair Equity Partners on its backing of Access Partnership’s management buyout.
Epiris
Advising Epiris on an investment by global investment firm HPS Investment Partners into its portfolio company Nucleus.
Exponent
Advising Exponent on its acquisition of H&MV Engineering Limited.
Alchemy
Advising Alchemy on its acquisition of Brasserie Bar Co, which owns the Brasserie Blanc and White Brasserie Co brands founded by chef Raymond Blanc.
Partners group
Advising Partners Group and Duke Street on the sale of Voyage Care to Wren House.
J.C. Flowers & Co.
Advising J.C. Flowers & Co on the sale of its shares in direct-to-consumer investing platform Interactive Investor to abrdn for approximately £1.49bn.
Waterland Private Equity Investments
Advising Waterland Private Equity Investments on its acquisition of Priory Group from Acadia Healthcare Company Inc.
KPS Capital Partners
Advising KPS Capital Partners on the €2.25bn acquisition of European tinplate business from Crown Holdings Inc.
Caledonia Investments plc
Advising Caledonia Investments plc on the sale of its stake in BioAgilytix as part of the investment into the business by Cinven, and then on the reinvestment of a portion of the proceeds of that sale back in BioAgilytix alongside Cobepa (the current majority investor) and consortium of other sponsors.
Mayfair Equity Partners
Advising Mayfair Equity Partners on the financing aspects of its backing of Access Partnership’s management buyout.
Mayfair Equity Partners
Advising Mayfair Equity Partners on its backing of Access Partnership’s management buyout.
17Capital
Advising 17Capital on its fifth fund, 17Capital Fund 5, which closed at its hard cap of $2.9bn.
Epiris
Advising Epiris on an investment by global investment firm HPS Investment Partners into its portfolio company Nucleus.
KLAR Partners
Advising KLAR Partners on its first fund, Klar Partners I, which closed at its hard cap of €600m.
The management team of Azzuri
Advising the management team of Azzuri on new MIP arrangements in connection with the acquisition by Towerbrook Capital Partners.
Goldman Sachs and AlpInvest
Advising Goldman Sachs and AlpInvest on their investment in the IQ-EQ continuation fund managed by Astorg, in a c.€1.3bn transaction.
Exponent
Advising Exponent on its acquisition of H&MV Engineering Limited.
The management team of Hovis
Advising the management team of Hovis on its sale by London-listed Premier Foods and American investor The Gores Group to British private equity firm Endless.
Glendower Capital
Advising Glendower Capital in relation to its participation in the €700m continuation fund for DomusVi Group, sponsored by Intermediate Capital Group.
Synova
Advising Synova as its fifth fund, Synova V, closes at its hard cap of £875m (exceeding its target of £750m).
Alchemy
Advising Alchemy on its acquisition of Brasserie Bar Co, which owns the Brasserie Blanc and White Brasserie Co brands founded by chef Raymond Blanc.
CBPE Capital
Advising CBPE Capital on the structuring of a number of their private equity funds, including on the fundraising of its latest fund, CPBE Capital Fund X, which closed at its hard cap of £561m.
J.C. Flowers & Co
Advising J.C. Flowers & Co on the sale of its shares in direct-to-consumer investing platform Interactive Investor to abrdn for approximately £1.49bn.
August Equity
Advising August Equity on the financing for their acquisition of Anderson Anderson & Brown.
Caledonia Private Capital
Advising Caledonia Private Capital on the financing for their acquisition of Liberation Pubs and bolt-on acquisition of Wadworths Pubs, the acquisition and disposal of Park Holidays, and the acquisition of Seven Investment Management and bolt-on acquisitions of TCAM and others.
Charme Capital
Advising Charme Capital on the financing for their acquisition of Witherslack Group and its disposal.
Epiris
Advising Epiris on the financing for their acquisitions of Start Turner Limited, Sharps Bedrooms, Casual Dining Group, Time Media UK and the public-to-private acquisitions of IFG Group and Nucleus, the demerger of James Hay and Saunderson House and disposal of Sanderson House and refinancing and disposal of FirstPort, and related refinancings and bolt-on acquisitions.
Exponent Private Equity
Advising Exponent Private Equity on the financing for their acquisitions of Big Bus Group, Leisure Pass Group (now known as Go City), Isio Group (KMPG’s pensions advisory business) and H&MV Engineering, and related refinancings and bolt-on acquisitions;
Graphite
Advising Graphite on the financing for their acquisition of the Hawksmoor Group.
Preservation Capital Partners
Advising Preservation Capital Partners on refinancing for their acquisition of BMS Group.
Silverfleet Capital
Advising Silverfleet Capital on the financing for their acquisitions of Sigma Components, Lifetime and Collectia and refinancings for Riviera Travel.
Siris Capital
Advising Siris Capital on the financing for their acquisition of Travelport Group, and for the public-to-private acquisition of Equiniti Group.
Hyve
Advising Hyve on its acquisition of 121 Group, a market leading omnichannel meetings programme organiser focused on the mining sector across EMEA, North America and APAC.
Siris
Advising Siris on the £673m recommended public-to-private takeover of Equiniti Group plc.
Aberdeen Asset Management plc.
Advising Aberdeen Asset Management plc on their acquisition of Finimize, an investment information platform.
Exponent
Advising Exponent on its acquisition of H&MV Engineering Limited.
Stonehage Fleming
Advising Stonehage Fleming on its acquisition of the private client services business of Maitland International Holdings plc.
The founders of Greencoat
Advising the founders of Greencoat on the sale of a majority stake in the business to Schroders.
Littelfuse Inc
Advising Littelfuse, Inc. an industrial technology manufacturing company, on its proposed all-cash acquisition of C&K Switches from an affiliate of global private equity firm Sun Capital Partners, Inc. for an enterprise value of $540m.
The BBC and Digital UK
Advising the BBC and Digital UK in relation to the merger of the Digital UK and Freesat operations and the admission of Channel 5 as a member.
Genius Sports Group
Advsing Genius Sports Group on a number of acquisitions including the acquisition of Spirable, a leading creative performance platform.
Ocado
Advising Ocado on its investment in British autonomous driving software company Wayve Technologies Limited.
Graphite Capital
Advising Graphite Capital on the sale of YSC Consulting.
Graphite Capital
Advising Graphite Capital on the sale of YSC Consulting.
Mayfair Equity Partners
Advising Mayfair Equity Partners on its backing of Access Partnership’s management buyout.
Mayfair Equity Partners
Advising Mayfair Equity Partners on the financing aspects of its backing of Access Partnership’s management buyout.
Mayfair Equity Partners
Advising Mayfair Equity Partners on the financing aspects of its backing of Access Partnership’s management buyout.
Mayfair Equity Partners
Advising Mayfair Equity Partners on its backing of Access Partnership’s management buyout.
Mayfair Equity Partners
Advising Mayfair Equity Partners on its backing of Access Partnership’s management buyout.
Exponent
Advising Exponent on its acquisition of H&MV Engineering Limited, an Irish-headquartered business specialising in high voltage electrical engineering.
Graphite Capital
Advising Graphite Capital on the sale of YSC Consulting.
Graphite Capital
Advising Graphite Capital on the sale of YSC Consulting.
Graphite Capital
Advising Graphite Capital on the sale of YSC Consulting.
Supermarket Income REIT
Acting for Supermarket Income REIT on a considerable number of transactions including its IPO on the specialist fund segment as a blind pool REIT, 9 subsequent equity fundraises, raising approximately £1bn in aggregate, the establishment of placing programmes, the company’s move from the specialist fund segment to the Main Market, over 30 real estate acquisitions and a number of debt facilities.
Supermarket Income REIT
Advising Supermarket Income REIT on its migration from the Specialist Fund Segment of the London Stock Exchange to the premium segment of the Official List of the Financial Conduct Authority and to trading on the premium segment of the London Stock Exchange’s Main Market for listed securities.
Supermarket Income REIT
Advising Supermarket Income REIT on its £200m fundraise by means of a placing and offer for subscription, substantially exceeding the maximum initial target for the raise of £100m.
Supermarket Income REIT
Advising a joint venture backed by Supermarket Income REIT plc on the acquisition from Aviva of a 25% stake in one of the UK's largest portfolios of supermarket properties for £115m.
Regional REIT
Acting for Regional REIT on its IPO, which involved the conversion of four existing funds into a REIT and on a number of further transactions, including equity fundraises, a bond issue and acquisitions.
Horner REIT
Acting for Horner REIT on its listing on the International Stock Exchange as a private REIT.
Prime London Capital Fund
Acting for Prime London Capital Fund on a proposed residential REIT.
PAIF
Acting on a proposed new REIT, to be seeded from an existing PAIF portfolio, with a rollover option for existing PAIF holders. This project presented a number of complex issues particularly on the duties of the ACD around conflicts of interest, valuation to investors, and investor engagement issues.
Overseas clients
Advising various overseas clients such as banks, insurers and fund managers on continuing to do business with clients in the UK post-Brexit.
Private equity managers
Advising private equity managers on the acquisition of investment in FCA and PRA authorised institutions, including JC Flowers and Bain Capital in their joint investment in the Co-Operative Bank
Family offices
Providing perimeter advice to family offices and other private investors.
Key regulatory developments
Assisting a number of firms in their implementation of key regulatory developments such as the SMCR and IFPR.
Investment managers
Advising investment managers on distribution and product governance issues under UK and EU rules implementing the AIFMD, IDD and MiFID II.
Alchemy
Advising Alchemy on the sale of the Inn Collection Group (ICG) to a newly-formed company backed by the Harris family and Kings Park Capital.
abrdn
Advising abrdn on its acquisition of investing insights platform Finimize.
Planet
Advising the management team of integrated payment services company, Planet, on its sale to Advent International with existing investor, Eurazeo, reinvesting to share co-control of Planet going forward.
Affirmative Investment Management
Advising Affirmative Investment Management (AIM) on its sale to New York listed MetLife Inc’s investment management business, MetLife Investment Management (MIM).
Affirmative Investment Management
Advising Affirmative Investment Management (AIM) on its sale to New York listed MetLife Inc’s investment management business, MetLife Investment Management (MIM).
Affirmative Investment Management
Advising Affirmative Investment Management (AIM) on its sale to New York listed MetLife Inc’s investment management business, MetLife Investment Management (MIM).
Affirmative Investment Management
Advising Affirmative Investment Management (AIM) on its sale to New York listed MetLife Inc’s investment management business, MetLife Investment Management (MIM).
Graphite Capital
Advising Graphite Capital on the sale of YSC Consulting.
Graphite Capital
Advising Graphite Capital on the sale of YSC Consulting.
Global wealth manager
Advising a global wealth manager with licensed firms in multiple jurisdictions across the world on the disposal of part of its business and on its acquisition of another wealth manager. We coordinated a large team of regulatory lawyers in order to achieve all requisite regulatory approvals in advance of the long stop date, providing a "one stop shop service".
Asset managers
Acting as a “skilled person” reviewing a firm’s systems and controls and governance in connection with compliance with the FCA Client Asset Sourcebook and advising numerous asset managers on section 166 skilled persons reviews in response to compliance issues identified by the FCA.
Asset management group
Advising a large institutional asset management group on its optimisation project, involving the restructuring of the group’s vertically integrated operations and its corporate entity structure to improve efficiency and reduce duplication.
Investment Firm Prudential Regime
Advising on the impact of the FCA's new Investment Firm Prudential Regime including in the context of transactions, advising on the regulatory capital impact of a transaction at group and solo firm level.
Brexit
Advising a range of firms, on Brexit related issues including perimeter advice to large EU banks on the scope of their regulated activities in the UK and obligations under the UK's temporary permissions regime for EEA firms.
Alchemy
Advising Alchemy on the regulatory aspects of a number of transactions including its participation in a proposed fundraising by Countrywide plc, the largest property group in the UK, which will involve Alchemy acquiring at least 50.1% of the enlarged share capital of Countrywide; and its $90m investment in Apollo Group Holdings Limited, the Lloyd’s specialist insurance and reinsurance group.
The State of Qatar
Advising the State of Qatar in a multibillion-dollar conspiracy claim for manipulation of the markets in Qatari Riyal and Qatari bonds.
The Libyan Investment Authority
Advising the Libyan Investment Authority in successful Commercial Court and Court of Appeal proceedings concerning constitutional law issues of international importance, with related proceedings in several foreign jurisdictions.
US growth equity firm
Advising a US growth equity firm on potential litigation, regulatory action and reputational issues following the insolvency of an investment.
US financial services firm
Advising a large US investment management and financial services firm defending claims under the GDPR and for misuse of private information following a data breach, with related proceedings in the US.
US investment bank
Advising a US investment bank on a claim for breach of contract against a client in the financial technology sector.
Motorsport team
Representing a major motorsport team in multiple High Court claims involving employment law issues, breaches of confidence, and applications for third party disclosure.
Shareholder dispute
Advising a shareholder in a joint venture dispute concerning an international cryptocurrency business.
Muzinich & Co
Advising Muzinich & Co on the launch of several credit funds including its range of ELTIF products.
Hayfin Capital Management
Advising Hayfin Capital Management on various funds and managed accounts, including the raising of its third Special Opportunities fund, which closed with commitments of over €2bn.
abrdn
Advising abrdn (formerly Aberdeen Standard Investments) on the successful fundraising of its second European core infrastructure fund, which closed at €669m.
Quilter
Advising Quilter Investors on the launch of the Quilter Investors Timber Equity Fund which aims to achieve capital growth by investing in companies which support sustainable forestry and timber practices.
Quilter
Advising Quilter Investors on the launch of the Quilter Investors Timber Equity Fund which aims to achieve capital growth by investing in companies which support sustainable forestry and timber practices.
Global investment bank
Advising a global investment bank on a review process for an incoming senior executive.
Global banking group
Advising a global banking group on its LIBOR transition strategy and implementation.
UK trade association
Advising a UK trade association on proposed revisions to UK and EU laws relating to ESG and securitisations.
Global asset manager
Advising a global asset manager on its acquisition of a FCA authorised collateral manager firm.
Enra Specialist Finance
Advising management in connection with the sale of Enra Specialist Finance to Elliott Advisers and a new management equity plan.
CD&R
Advising the management team in connection with a new management incentive plan following the acquisition of Morrisons by CD&R.
Arrow Global
Advising senior management in connection with a new management incentive plan following Arrow Global’ s acquisition by TDR Capital.
Castiglion del Bosco Hotel, Winery and Golf Club
Advising on the acquisition of the Castiglion del Bosco Hotel, Winery and Golf Club from Massimo Ferragamo.
Qatar Sports Investments
Advising Qatar Sports Investments on a range of matters including investments in football, padel tennis and F1.
London’s Ritz Hotel
Advising on the acquisition of London’s Ritz Hotel from the Barclay family.
Terminix Global Holdings, Inc.
Advising Terminix Global Holdings, Inc. on its $6.7bn cash and stock combination with Rentokil Initial plc.
Littelfuse, Inc.
Advising Littelfuse, Inc. on its $540m acquisition of C&K Switches from global private equity firm Sun Capital Partners.
Searchlight Capital Partners
Advising Searchlight Capital Partners on its $2bn acquisition of Mitel Networks, a global leader in business communications.
Arcmont Asset Management
Advising Arcmont Asset Management on its sale to Nuveen, the investment manager of the Teachers Insurance and Annuity Association of America Fund (TIAA).
Arcmont Asset Management
Advising Arcmont Asset Management on its sale to Nuveen, the investment manager of the Teachers Insurance and Annuity Association of America Fund (TIAA).
Arcmont Asset Management
Advising Arcmont Asset Management on its sale to Nuveen, the investment manager of the Teachers Insurance and Annuity Association of America Fund (TIAA).
Arcmont Asset Management
Advising Arcmont Asset Management on its sale to Nuveen, the investment manager of the Teachers Insurance and Annuity Association of America Fund (TIAA).
Arcmont Asset Management
Advising Arcmont Asset Management on its sale to Nuveen, the investment manager of the Teachers Insurance and Annuity Association of America Fund (TIAA).
Glendower Capital
Advising Glendower Capital on the purchase of a stake in Liberty department store.
A Norwegian company and its subsidiaries and former senior management team
Advising the clients in respect of a High Court claim for conspiracy and intellectual property infringement.
A Belgian individual
Advising a Belgian national in respect of claims in the High Court arising from the demise of a joint venture with a Turkish counterparty.
A series of international individuals and entities
Advising the potential defendants to substantial BVI litigation in respect of matters of service and jurisdiction in relation to an underlying claim involving allegations of fraud and breach of contract arising from a failed joint venture.
Non-UK individual
Advising a non-UK individual in respect of an LCIA arbitration against his former employer for breach of contract.
Glendower Capital
Advising Glendower Capital on the c.€400m Lion Capital continuation fund for Picard and Authentic Brands Group.
Arcmont Asset Management
Advising on its sale to Nuveen, the investment manager of the Teachers Insurance and Annuity Association of America Fund (TIAA).
GMP equalisation
Advising various trustees on the implementation of GMP equalisation, including advice on the use of GMP conversion and associated tax issues.
Business divestiture
Advising a multi-national pharmaceutical company on the pension issues arising in relation to the divesture of part of its business, including the proposed transfer of a share of liabilities to a newly established pension scheme.
Dividend sharing agreement
Negotiating a dividend sharing agreement on behalf of trustees as part of the triennial actuarial valuation.
Business acquisition / Pensions Regulator engagement
Advising the trustees of a multi-billion pound pension scheme on the acquisition of their sponsoring employer by a private equity consortium, including strategy for engaging with the Pensions Regulator.
Beckmann liabilities / Pensions Ombudsman
Advising a power company on the calculation and payment of Beckmann liabilities and a subsequent complaint to the Pensions Ombudsman.
Buy-in of pension scheme liabilities
Advising various trustees on the buy-in of their pension scheme liabilities.
Establishing, winding up and transferring administration of international pension plans
Advising various multi-national employers on their international pension plans, including helping a bank to establish a pension scheme in the Philippines, winding-up a plan in Jersey in order to release surplus, and advising on the transfer of the administration of plans based in Guernsey and the Isle of Man to new third party providers and trustees.
Business sale / pension trustee engagement strategy
Advising a private equity firm on the pension aspects of the sale of one of its investments, including the strategy for engaging with the trustees.
Swaps and repurchase agreements
Advising various trustees on the use of swaps and repurchase agreements as part of their liability driven investment programme.
Acting for liquidators
Acting for the liquidators of a company in relation to the pursuit of claims against a former director for fraudulent breach of duties and a third party for dishonest assistance.
Acting for a high-net worth individual
Advising on a shareholder dispute relating to the future and management of a prominent business, including allegations of unfair prejudice and wrongdoing by the directors.
A FTSE 100 company
Advising a FTSE 100 company in relation to group litigation involving claims for breaches of EU law, restitution and unjust enrichment arising from the VAT treatment of certain supplies.
Investor in growth companies
Advising an investor in growth companies in respect of claims relating to their investments, including claims for breach of warranty, misrepresentation claims and fraud claims.
Acting for a Middle Eastern investment bank
Advising a Middle Eastern investment bank in relation to a potential claim arising from fraudulent investments, including allegations of bribery and money laundering.
Investor in growth companies
Advising a fund manager in relation to claims of carried interest following the departure of certain members.
SFO investigation
Acting for a large corporate who was raided by the SFO following a multi-jurisdictional investigation into fraudulent contracts.
Sanctions advice
Advising multiple clients in relation to the interpretation and application of financial sanctions.
HMRC investigation
Representing an individual in an HMRC investigation into alleged tax fraud.
FCA investigation
Advising a senior executive in an FCA investigation into financial and non-financial misconduct.
Compliance programme
Undertaking an AML and sanctions review for a corporate.
Developers - cladding fire safety defects
Advising numerous developers on claims relating to cladding fire safety defects and the impact of the Building Safety Act.
Investment managers
Advising various firms on a number of claims being brought by HMRC in relation to the taxation of management fees, the application of the salaried member rules and the taxation of remuneration arrangements.
Residence
Successfully defending an individual against a claim by HMRC that he was resident for tax purposes in the UK.
Domicile
Advising a number of high-net-worth individuals in relation to their domicile status, including bringing an appeal before the Tax Tribunal.
Clearance application
Applying for judicial review in relation to a VAT clearance obtained by a multinational business.
HMRC criminal investigation
Acting for a senior executive in relation to proceedings in which HMRC asserted fraud.
Regulatory investigations
Acting for financial institutions in relation to complex, cross-border transactions that were the subject of regulatory investigations.
Energy sector clients
Advised a group of European and UK Corporates and entrepreneurs operating in the energy sector who were facing allegations from a competitor of fraud, conspiracy, breach of contract and misuse of intellectual property rights.
A Middle Eastern bank
Advising a Middle Eastern bank in relation to a $800m fraud claim. Pursuing claims of fraud in respect of multiple high value bond investments as well as advising to protect the bank's global assets across multiple jurisdictions in the US and EMEA.
A financial institution
Defended a financial institution in relation to claims concerning disputed trades in financial instruments involving matters of contractual interpretation and mistake.
A shareholder dispute
Defended a claim involving allegations of a concerted campaign to exclude the minority shareholders from participating in the management of the company and to acquire the shares of the minority at an undervalue.
A US-based global technology company
Acted for a global technology company seeking to enforce a portion of a $79m US judgment in a long running transatlantic dispute.
A media, marketing and corporate communications company
Successfully prevented litigation in a matter involving claims of professional negligence.
An expedited public takeover related dispute
Advising a listed company in a public takeover scenario that included an expedited court process in respect of contested company law and Takeover Code issues.
An expedited public takeover related dispute
Advising a listed company in a public takeover scenario that included an expedited court process in respect of contested company law and Takeover Code issues.
Offshore litigation proceedings
Advising a number of defendants on jurisdictional issues in high-value offshore litigation proceedings arising from a joint venture dispute in the energy sector.
Company investigations
Acting for an AIM listed business following its shares being suspended due to financial irregularities.
Sanctions advice and representation
Acting for a German State authority in relation to the impact of sanctions on an entity under German liquidation and dealing with OFSI.
Risk assessment
Acting for a large port operator on the requirements of the Criminal Finance Act and helping to undertake the risk assessment process.
Private damages actions / collective proceedings
Advising a major international bank in relation to private damages actions and collective proceedings brought against a number of Defendants arising out of alleged anti-competitive conduct in relation to foreign exchange.
Private damages actions / collective proceedings
Advising a client in relation to private damages actions and collective proceedings brought against a number of Defendants concerning EC Decision AT.39824 (Trucks).
International pharmaceutical
Acting for a claimant in a cross-border breach of contract dispute in the High Court.
Breach of warranty
Acting for a potential claimant in successfully negotiating the settlement of a complex breach of warranty dispute.
Sports data multinational
Acting for a defendant to a abuse of dominance claim in the Competition Appeal Tribunal with counterclaims for breach of confidence running concurrently in the High Court.
State immunity
Challenging the jurisdiction of a claim brought against a private client on the basis of state immunity.
Foreign national bank
Advising a foreign national bank in respect of the risk of enforcement action against its portfolio of assets in multiple jurisdictions.
Firth Rixson Group
Successful representation of Firth Rixson in the landmark interest rate swaps litigation with Lehman Brothers International (Europe), both at trial and in the Court of Appeal.
Standard Bank
Socimer International Bank v. Standard Bank: representing Standard Bank throughout its successful defence of a claim relating to the discretionary valuation on close-out of emerging markets bonds under forward sales transactions, involving two trials and proceedings in the Court of Appeal.
Global Investment Bank
Advising the Bank in relation to a high profile overseas criminal investigation into allegations of bribery and money laundering in connection with military contracts.
Shareholder dispute: unfair prejudice
Successfully pursued unfair prejudice proceedings, in LCIA arbitration, for the minority shareholder of a tech company. The issues involved breaches of a shareholders’ agreement, the articles of association and breaches of directors’ duties under the Companies Act due to excessive and unauthorised remuneration and unauthorised loans and false accounting.
Post M&A claim alleging fraudulent misrepresentation, breach of confidence and conspiracy
Advising a private equity fund LLP on the defence of a High Court claim for breach of confidence, fraudulent misrepresentation and conspiracy arising out of a corporate transaction through which our clients acquired the assets of two businesses following a prepack administration process. Losses claimed stand at £150m.
Formula 1: minimum terms
Pursuit of speedy trial relief for the enforcement of minimum term employment contracts to protect trade secrets and confidential information.
Joint venture and breach of fiduciary duties
Defending a claim for breach of fiduciary duties arising out of alleged diversion of corporate interests connected to two limited partnerships, two companies and an LLP created for the pursuit of a joint venture worth potentially £2bn.
CIGA 2020 Monitorship: contention insolvency
Successfully representing the appointed monitor of a restaurant chain defending a challenge to their appointment in the first case to consider the interpretation of CIGA 2020.
Corporate disputes
A dispute regarding extensive breaches of warranty in the context of a private equity investment, involving a significant accounting investigation process and engaging issues of fraud and unlawful means conspiracy.
Competition disputes
Sportradar v Football Betgenius and Genius Sports: Acting for Betgenius and Genius Sports in relation to a competition law infringement claim regarding live sports betting data and High Court counterclaims for breach of confidence and unlawful means conspiracy.
Commercial disputes
A breach of contract claim regarding a loan repayment and ancillary counterclaims dealing with contractual interpretation and injunctive relief.
Partnership / employment disputes
Various disputes between partners of an LLP in relation to wide-ranging misconduct allegations, breach of duty and disciplinary issues, and mediation of those matters.
Trust/offshore disputes
Investec & anor v Glenalla & ors: Defending claims in Guernsey and the Judicial Committee of the Privy Council regarding allegations of breach of trust in relation to the complex underlying corporate structure, and subsequently bringing claims dealing with creditor priority from the insolvent trust.
Group litigation
Representing major construction firms in relation to high-profile group litigation in the High Court concerning data privacy, conspiracy and defamation, as well as in ancillary contribution proceedings.
PFI disputes
Acted as part of the litigation team that secured an important judgment in favour of a project company in complex litigation proceedings in the Technology and Construction Court.
Building Safety Act 2022
Advising a number of clients throughout the supply chain on the implications of the Building Safety Act on their strategic operations.
Contractual implications of insolvencies
Advised multiple employer clients on the contractual implications of insolvencies in the supply chain, including on contractual rights to terminate.
Global travel technology company
Representing a global travel technology company in an expedited claim against a NYSE listed corporation to enforce an SPA relating to a $1.7bn sale. The decision is one of a small number of English authorities to consider Material Adverse Effect provisions in the context of SPAs, and the Covid-19 pandemic.
Sportradar v FDC, Betgenius and Genius Sports
Acting for Betgenius and Genius Sports, a global sports data and technology business, in a standalone competition claim by Sportradar and counter breach of confidence claims by Betgenius and FDC. The claim was jointly case managed and heard together across the Competition Appeal Tribunal and High Court.
Fraud and joint venture dispute
Representing a private client in in a four-week trial of fraudulent misrepresentation and breach of joint venture agreement claims.
HNW individual
Advising a HNW individual in relation to a worldwide freezing injunction and conspiracy claims in the Commercial Court in England with parallel proceedings in Hong Kong, Russia, Isle of Man and Guernsey.
Public Law
Successfully advising and acting on a number of judicial reviews and high profile State Immunity Act cases.
Libyan Investment Authority
Guiding the Libyan Investment Authority to success in the Commercial Court and the Court of Appeal regarding the chairmanship of the LIA.
A multinational financial services and asset management company
Advised a multinational financial services and asset management company in disputes concerning defects in the renovation of a listed commercial building.
A data centre operator
Advised a data centre operator in disputes concerning variations, extensions of time, and loss and expense.
PFI project companies
PFI project companies in disputes concerning defects in education facilities.
NHS Foundation Trust
Advising an NHS Foundation Trust in disputes concerning fire-stopping defects in a hospital facility.
A multinational conglomerate
Advising a multinational conglomerate in the redevelopment of a landmark building into a five-star hotel.
Binderholz
Advising Binderholz, the Austrian-headquartered timber and sawmilling company, on the acquisition by its wholly owned subsidiary, BSW Timber Limited, of Scott Group Investments Limited from the Scott brothers, John and Norman.
Arcmont Asset Management
Advising Arcmont Asset Management on its sale to Nuveen, the investment manager of the Teachers Insurance and Annuity Association of America Fund (TIAA).
AIM-listed company
Advising an AIM-listed company in connection with a dispute against its former directors.
Contentious advice to an alternative investment manager
Advising a creditor on the implications of a foreign judgment issued against an English debtor group, in the context of debt restructuring.
Enforcement of foreign judgment
Co-ordinating advice on the enforcement of foreign proceedings against a high-net-worth individual.
FTSE 100 Company
Advising a FTSE 100 Company in relation to a group litigation order with respect to the VAT treatment of certain supplies and their compliance with EU law.
Judicial review
Advising a company in relation to a claim for judicial review.
Film Financing Schemes
Acting for advisors in respect of claims by investors in various film financing arrangements.
Corbin & King
Advising the joint monitors of the Corbin & King group of companies in relation to the first contested appointment of a monitor under Part A1 of the Insolvency Act 1986.
German insolvency administrator
Advising the German insolvency administrator of a corporate defendant to proceedings before the English Court of Appeal in an application for a declaration that the English proceedings were subject to an automatic stay as a result of the commencement of German insolvency proceedings in relation to the defendant.
Wrongful trading
Advising the joint liquidators of an investment management company in relation to claims against its director for breach of duty and wrongful trading.
Guernsey administration
Acting for the joint administrators of a Guernsey-based mining company in relation to a wide range of issues arising in the administration, including issues arising as a result of a $2bn arbitration award being made against the company.
Buzz Group Limited and Buzz Entertainment Limited
Advising Buzz Group Limited and Buzz Entertainment Limited, the UK's biggest omni-channel bingo business, in relation to issues arising in connection with a proposed CVA.
Tulip Oil Holding B.V.
Advising Tulip Oil Holding B.V. on the sale of its 90% stake in German oil and gas company, Rhein Petroleum GmbH, to Beacon Energy plc.
Major international bank
Advising a major international bank on parallel private damages actions (including collective proceedings) arising out of alleged anti-competitive conduct in relation to foreign exchange.
Cartel leniency application
Advising a confidential client on its cartel leniency application to the UK’s Competition and Markets Authority.
Train operating company
Advising a train operating company in relation to the first collective standalone claim in the UK before the Competition Appeal Tribunal concerning alleged abuse of dominance. (Experience gained at another firm).
Financial institution
Advising on an FCA enforcement investigation in relation to potential systems and controls failings in the financial services sector.
Formula 1
Acting on two speedy trials in the High Court for the enforcement of minimum term employment contracts to protect trade secrets and confidential information.
PFI hospital High Court success
Securing substantial damages for a PFI project company against a building contractor and facilities management contractor in relation to defects and deficiencies in Europe's largest teaching hospital.
Fire safety and cladding
Advising investors, developers, landlords and commercial and residential tenants and occupiers in relation to the Grenfell Tower Inquiry, the Hackett Report and the Building Safety Act.
Data centre developments
Acting for several owners and developers in relation to disputes arising from the design, construction and refurbishment of state-of-the-art data centres across Europe.
Residential developers
Working with engineers and acoustic experts to advise a number of developers about structural issues and wind-induced noise and vibration in high-rise residential towers.
PFI payment mechanisms
Acting for a number of PFI project companies in relation to disputes with public sector counterparties arising from the operation of the payment and deductions mechanisms in project agreements.
Electronic communications
Advising building owners and occupiers in relation to the Electronic Communications Code and the installation and maintenance of electronic communications infrastructure.
Sanctions
Advising corporates and individuals on the financial sanctions regimes in the UK and EU.
Investigations
Advising an AIM-listed company on an internal investigation into financial irregularities.
Financial institutions
Acting for an independent investment banking boutique in a High Court dispute against an Italian bank.
HNW individual
Advising a HNW individual in relation to a worldwide freezing injunction and conspiracy claims in the Commercial Court in England with parallel proceedings in Hong Kong and Russia.
Brydell Partners
Advising private UK real estate investment firm Brydell Partners on its third fund which closed at £267m.
Advising trustee of EBT of leading financial service provider
Advising the trustee of an EBT worth over £100m in a dispute against the employer in relation to historic taxes.
Privy Council
Acting as Process Agent in relation to a BVI claim in which the Privy Council confirmed the roles and duties of directors and registered agents.
International enforcement proceedings
Advising on a claim to register and enforce an EU judgment in the UK.
Successful jurisdiction challenge in high-value fraud case
Acting in a successful jurisdiction challenge before the English Commercial Court and Court of Appeal in one of the most significant and high value pieces of international fraud litigation currently before the English courts.
Canaccord Genuity
Acting for Canaccord Genuity in professional negligence litigation brought by multiple investors in relation to various film financing arrangements.
Betgenius and Genius Sports
Acting for Betgenius and Genius Sports in a standalone claim before the Competition Appeal Tribunal relating to the collection and supply of live football betting data, and jointly case-managed High Court proceedings for breach of confidence and unlawful means conspiracy.
Double taxation treaties
Advising on the application of double taxation treaties and other international conventions.
Employment and partnership taxation disputes
Advising in relation to various employment and partnership taxation disputes, including in relation to the application of salaried member rules and issues arising out of settlement agreements.
PJT Partners
Advising PJT Partners in respect of $28bn take-private of Horizon Therapeutics plc by Amgen Inc.
Private prosecution
Prosecuting a high-profile and politically-connected individual accused of perverting the course of justice.
SFO investigation
Acting on an SFO investigation into bribery and corruption concerning contracts in the Middle East. The matter involved a Crown Court trial and negotiations as to immunity from prosecution under the Serious Organised Crime and Police Act 2005.
Sanctions licences
Successfully obtaining sanctions licences from the UK Government on behalf of a large European financial institution, and advising on the application of those licences in the course of business.
INTERPOL Red Notice
Representing an individual subject to an INTERPOL Red Notice in proceedings with the Commission for the Control of INTERPOL's Files.
Compliance policies and procedures
Drafting a full suite of compliance policies and procedures, including money laundering, fraud, bribery and financial sanctions procedures for a new UK pension fund.
Judicial review
Representing a company subject to raids and document seizures by the NCA via Mutual Legal Assistance requests from the United States, including a High Court judicial review of the validity of the warrants underpinning the seizures.
Travelport Limited
Acting for a fintech business in a speedy trial relating to the operation of a Material Adverse Effect clause as a result of the Covid-19 pandemic in a Share Purchase Agreement.
A satellite communications business
Acting for a satellite communications firm in confidential arbitration proceedings regarding pricing under a long-term commercial contract.
JD Williams & Co Limited.
Acting for JD Williams in relation to a substantial commercial dispute with an insurer regarding the allocation of liabilities in respect of a substantial consumer insurance redress scheme.
A state immunity dispute
Advising an UHNW individual in relation to issues of state immunity arising under the State Immunity Act 1978.
A cryptocurrency business
Acting for the founder of a cryptocurrency business in relation to disputes concerning the ownership and ongoing governance of the business venture.
A biotech company
Acting for the liquidators of a biotech company in substantial fraud claims against a former director and a leading international law firm. Claims backed by a litigation funder.
A metals conglomerate
Acted in a major shareholder dispute concerning the ownership and control of a large metals conglomerate.
An investment bank
Assisted a leading international investment bank with an investigation concerning serious whistleblower allegations and related regulatory disclosures.
A Formula 1 team
Advised a Formula 1 team on the restructuring of its workforce following the implementation of the 2021 F1 cost cap.
A gulf state
Advised a gulf state in relation to conspiracy claims against various banks.
A multi-national corporate
Advising a large multi-national corporate in the manufacturing sector in follow-on competition law infringement litigation before the English courts.
An individual
Advising an individual and his companies in the diversified property holding sector against fraud allegations.
Claims for breach of contract
Advising various clients in the financial services, satellite services and hospitality industries in claims for breach of contract.
PGA European Tour
Continuing to advise the PGA European Tour on the competition law aspects of its dealings with members who have joining the competing LIV tour, including pending arbitration proceedings.
PRS
Advising the collecting society PRS for Music on a number of matters, including its dealings with the European Commission and certain confidential litigation matters in the UK.
CHC
Advising global helicopter services operator CHC on its acquisition of the Oil and Gas services business of Babcock and the resulting merger investigation by the CMA (including the operation of a hold separate structure) and the divestment process of the UK part
of the business.
Challenging the CMA and other regulators
Advising more generally (and confidentially) on a number of potential challenges to the jurisdiction and decisions of the CMA and other regulators over a numbers of years.
White Collar Defence
Advising a private UK company in the energy sector to respond to an investigation by the Serious Fraud Office into potential bribery, fraud and money laundering. This involved responding to multiple "Section 2" notices and preparing submissions on behalf of the company. The company and its employees are no longer suspects in the SFO's investigation.
Investigations and Self-Reporting
Acting for a private, international company to investigate allegations of bribery overseas. This included preparing and submitting a suspicious activity report and a corporate self-report to the Serious Fraud Office, by which the company obtained consent to proceed under POCA and a notice of no further action from the SFO.
AML Compliance
Assisting a corporate client to prepare and implement anti-money laundering policies and procedures, including assisting with the drafting of new policy documents, providing training to a newly-appointed MLRO and communicating and training broader staff on the new policies and procedures.
Investigations
Acting for a listed company to investigate allegations of bribery by an employee, including conducting an internal investigation into the alleged misconduct, advising the company on its reporting obligations under the listing rules and advising the company on responding to potential civil litigation arising out of the alleged misconduct.
AML Advisory
Advising multiple corporate clients in the investment management industry on compliance with the Proceeds of Crime Act and Money Laundering Regulations and the requirement to submit Suspicious Activity Reports in respect of holdings and trading in cannabis-related businesses.
UK’s leading luxury holiday parks
Advising one of the UK’s leading luxury holiday parks in respect of a £55,000,000 facility made in connection with its property portfolio.
An international bank
Advising an international bank on a £240,000,000 facility made in connection with the acquisition of a portfolio of student accommodation and buy-to-rent properties across the country.
The State of Qatar
Advising the State of Qatar in a multi-billion dollar High Court conspiracy claim against financial institutions and individuals for manipulating the markets in Qatari currency and securities.
Shareholder dispute: unfair prejudice
Acting for an individual shareholder in a substantial unfair prejudice petition raising serious conduct allegations over multiple decades.
LCIA arbitration: satellite dispute
Representing a satellite connectivity provider in a strategically important satellite pricing dispute.
Litigation funder
Acting for a listed litigation funder in a substantial arbitration concerning the conduct of a funded SPV, arising out of an underlying misselling dispute.
Joint venture dispute
Advising a private equity client in respect of a substantial joint venture dispute, including insolvency claims and allegations of fraud.
Judicial review proceedings against HMRC
Our tax investigations and disputes team has successfully pursued judicial review proceedings against HMRC at the same time as tax appeal proceedings.
Advising developers
Our construction and engineering disputes team are advising developers on judicial review proceedings about decisions made by the Department for Levelling Up Housing and Communities in connection with the Building Safety Fund.
High Court challenge
Bringing a judicial review and High Court challenge in relation to the attempted rescission by HMRC of a long-running and substantial settlement with a high-profile individual.
Appeal to the Tax Tribunal
Bringing a judicial review challenge and appeal to the Tax Tribunal with respect to HMRC’s approach to the taxation of certain Enterprise Zone arrangements.
Global financial institution
Representing a global financial institution in defending very significant private and class actions in the High Court and Competition Appeal Tribunal arising out of alleged FX manipulation.
Prysmian
Representing Prysmian in connection with various sets of follow-on damages claims before the High Court and Competition Appeal Tribunal arising from the European Commission’s power cables cartel decision.
Car parts
Representing a range of car parts suppliers in respect of damages claims brought by OEMs relying on regulatory findings of the European Commission.
Genius Sports
Representing Genius Sports in their claims to protect their supply of live sports data to customers and defending a counterclaim alleging anti-competitive sourcing of said data.
Generics pharmaceutical company
Advising a generics manufacturer of various litigation risks in light of adverse regulatory findings with respect to originator patents.
AIM listed company
Undertaking an internal investigation into financial irregularities at an AIM listed company and advising on relative action following its suspension of shares due to financial irregularities.
Large corporate
Acting for a large corporate who was raided by the SFO following a multi-jurisdictional investigation into fraudulent contracts.
SFO and US Department of Justice
Acting for a corporate in relation to a bribery issue including assisting with a self-report to the SFO and US Department of Justice.
INTERPOL Red Notice
Acting for an individual subject to a high-profile INTERPOL Red Notice before the INTERPOL CCF in Lyon.
Crypto ETFs
Advising an investment manager on a dispute regarding the distribution and promotion of crypto ETFs under an exclusivity arrangement.
Tokenised assets
Advising in relation to the contentious dissolution of a joint venture to develop and promote tokenised assets, including related disputes in multiple jurisdictions.
A cryptocurrency exchange
Advising a cryptocurrency exchange in relation to the enforcement of an arbitration award arising from a dispute concerning market maker agreements.
Crypto-assets
Advising in relation to the enforcement of an injunction enforceable against a cryptocurrency exchange arising from the fraudulent misappropriation of crypto-assets.
State of Qatar
Advising the State of Qatar on claims against Banque Havilland SA (a Luxembourg incorporated bank controlled by the Rowland family) and one of its employees, Abu Dhabi Commercial Bank PJSC and Emirates NBD Bank PJSC alleging a conspiracy to manipulate the Qatari riyal and associated financial instruments.
An ultra high net worth individual
Advising a UHNW individual in relation to issues of state immunity arising under the State Immunity Act 1978.
Libyan Investment Authority
Instructed by the Chairman of the Libyan Investment Authority, appointed by the UN-backed Government of National Accord, whose position was recognised by HM Government on the basis of the ‘one voice’ principle.
A former government minister
Acting for a former government minister in defending claims on the basis of state immunity and diplomatic immunity.
A state-owned bank
Instructed by a state-owned bank in the defence of claims on the basis of state immunity.
A leading businessman
Advising a leading businessman in relation to an inaccurate and potentially damaging article published in a widely-read newspaper.
A former head of state
Advising the former head of state of a G7 country who had been asked to give evidence as a witness in a defamation dispute.
A corporate client
Representing a corporate client in responding to notification from a national newspaper of its intention to publish misleading information which would have jeopardised an ongoing independent investigation. The newspaper did not proceed with their planned publication, apparently accepting that it would not be in the public interest to do so.
A head of a venture capital fund
Advising the head of a venture capital fund in relation to allegations about their private life proposed to be published by several national newspapers.
A hedge fund manager
Advising a hedge fund manager in connection with a threat to take control of the fund’s website and publish the manager’s private WhatApp messages on the website. We assisted in securing the website and ensuring the material was not published.
Hyve Group plc
Advising Hyve Group plc, a next-generation global events business, on a recommended takeover bid for it by funds advised by Providence Equity. The takeover values Hyve at approximately £320m and is expected to be implemented by way of a court-approved scheme of arrangement.
Fire safety and cladding
Advising investors, developers, landlords and commercial and residential tenants and occupiers in relation to the Grenfell Tower Inquiry, the Hackett Report and the Building Safety Act.
Grove Developments Limited
Representing Grove Developments in two separate successes in the Court of Appeal, the first against S&T(UK) Ltd in one of the most significant construction law cases of recent years concerning “smash & grab” adjudications, and the second on a circa £25m claim by Balfour Beatty concerning the design and construction of the Intercontinental Hotel linked to the O2 Arena.
An airport project
Acting for a Middle Eastern government in relation to a circa $300m ICC arbitration claim brought under an amended FIDIC contract by a contractor following the termination of their employment on an airport project, involving issues of extensions of time, defective work, civil engineering and valuation.
Data centre developments
Acting for several owners and developers in relation to delay, disruption and valuation disputes (in adjudications, the High Court and the Court of Appeal) arising from the design, construction and refurbishment of state-of-the-art data centres across Europe.
Residential developers
Working with engineers and acoustic experts to advise a number of developers about structural issues and wind-induced noise and vibration in high-rise residential towers.
A FTSE 100 company
Successfully resisting claims against a FTSE 100 company by way of a group litigation order involving approximately 300 claimants, with respect to the VAT treatment of certain supplies and their compliance with EU law.
Judicial review
Bringing a judicial review challenge (which has now been determined in the taxpayer’s favour) and substantive appeal with respect to HMRC’s approach to the taxation of certain Enterprise Zone arrangements.
Tax Tribunal appeal
Successfully appealing at the Tax Tribunal, a claim by HMRC against a high net worth individual that he was resident for tax purposes in the UK.
Advising on claims raised by HMRC
Advising a number of firms on various claims raised by HMRC with respect to the taxation of management fees, the application of the salaried member rules and the mixed member rules and the taxation of remuneration arrangements more generally.
A multinational group
Advising a multinational group with respect to matters concerning transfer pricing and the application of the diverted profits tax.
Electronic communications
Advising various developers, freeholders and leaseholders in relation to the Electronic Communications Code and the erection, operation, maintenance and removal of electronic communications equipment and networks.
Developers
Advising a number of large national house builders and other developers in relation to disputes regarding forward funding, development/construction obligations, option agreements and the calculation of overage payments.
Commercial landlords and tenants
Advising a tenant concerning various disputes with its landlord arising from construction works carried out to an adjoining property, including enforcement of lease covenants and the provision of services pursuant to the service charge.
Real estate transactions
Acting in a £20m dispute concerning the validity of a number of linked land sale contracts and debentures, including allegations of fraud.
Claims against solicitors
Advising a tenant on a £2m negligence claim against solicitors relating to the exercise of a lease break clause.
Healthcare
Advising a number of PFI project companies in disputes with NHS Trusts, building contractors and facilities management contractors in relation to fire safety and design, construction and maintenance failures. Recent successes include St James’ Oncology, where we secured substantial damages for a PFI project company (St James’s Oncology SPC Ltd v Lendlease Construction (Europe) Ltd (2022) EWHC 2504 (TCC).
Education
Acting for PFI project companies in disputes with local authorities, building contractors and facilities management contractors in relation to design, construction and maintenance defects in schools constructed under the Building Schools for the Future investment programme.
Housing/ accommodation
Advising a number of PFI project companies on disputes with universities, building contractors and facilities management contractors in relation to the design, construction and maintenance of student accommodation.
Road and rail
Acting for Aggregate Industries UK Limited in a substantial dispute concerning works carried out on the Sheffield Streets Ahead PFI project, involving several adjudications and litigation (Amey LG Ltd v Aggregate Industries UK Ltd (2019) EWHC 3488 (TCC)).
Waste/energy
Representing PFI project companies in disputes concerning liability for defects in waste to energy facilities.
Corbin & King
Advising the monitors on the first ever reported case of CIGA moratoria, providing certain companies within the group with breathing space from creditors, ultimately allowing them to avoid a value destructive insolvency.
Creative Artists Agency
Advising on the acquisition of part of the business of insolvent Global Brands Group from an existing joint venture with CAA.
A derivatives and commodities broker
Advising on contingency planning for a special administration as a result of the LME suspending nickel trading, averting the collapse of the broker within a two week period.
Foreign exchange
Acting for a major international bank in defending two collective proceedings in relation to alleged manipulation of foreign exchange markets.
Trucks
Acting for a leading automotive manufacturer in defending two collective proceedings in relation to the European Commission’s Decision in relation to trucks.
Power cables
Acting for a worldwide power cables manufacturer in defending a collective proceeding in relation to the European Commission’s Decision in relation to the power cables cartel.
Construction industry vetting information group litigation
Acting for eight leading construction companies in defending over 1000 claims in relation to unlawful means conspiracy, breach of confidence, breach of the Data Protection Act and misuse of private information.
Personal injury
Advising in relation to one of the largest personal injury group litigation claims ever brought before the English Courts, with some 29,600 claims, in relation to an act of environmental damage.
Long-running dispute
Advising an UHNW individual in relation to the settlement of a long-running dispute between the trustees and beneficiaries of a complex non-UK trust structure concerning both the historic administration of the trusts and disputes between family members about their respective interests. This has included multiple applications to the Bermuda courts over five years.
Complex family trust partition
Advising trustees in relation to a complex family trust partition in order to process in order to split shares of a family business between four branches of the family, which has included balancing tax considerations across multiple jurisdictions, complex negotiations with the independent board of underlying companies and incorporating bespoke non-compete and intellectual property protections.
Beneficiary of a UK estate
Acting for the beneficiary of a UK estate in relation to litigation with the administrators of that estate and a dispute with a co-beneficiary, including complex historic property law and tax issues.
Challenging a forged will
Acting for the administrator of an estate in successfully challenging a forged will.
Claims under the Inheritance (Provision for Family and Dependents) Act 1975
Acting for individuals and estate administrators in relation to numerous claims brought under the Inheritance (Provision for Family and Dependents) Act 1975, including in relation to court proceedings and mediations concerning such claims.
Wide-ranging estate planning
Advising a businessman and philanthropist on wide-ranging estate planning matters whilst managing fluctuating capacity issues, which has required collaboration with medical specialists, management of an attorneyship for property and financial affairs, and drafting an urgent deputyship application during a period of incapacity to allow for ongoing management of the client’s complex and valuable assets and affairs.
Challenging the validity of an LPA
Advising a prominent businessman, who is an attorney under an LPA for property and financial affairs in the UK, in relation to an application that has been made in the Court of Protection challenging the validity of the LPA and our client’s suitability as an attorney. The applicant is also challenging the validity of an LPA for health and welfare, the donor’s capacity to litigate proceedings and the contact arrangements in place between the donor and the applicant.
Advising a litigation funder on a client’s loss of capacity
Advising a litigation funder on approaching and managing a situation where their funded individual had lost capacity to manage their property and financial affairs, in particular in the context of the appointment of a professional deputy and a potential change in litigation friend.
Large international trust structure
Advising the settlor of a large international trust structure in circumstances where private trustee companies have raised questions about the settlor’s capacity, which included assessing our client’s capacity to litigate and supporting them in how to respond to questions raised about their capacity.
Consumer Duty
Advising numerous firms on the Consumer Duty.
Numerous clients on FCA/PRA applications
Numerous clients on FCA/PRA change in control, authorisation, rule waiver, and variation of permission applications.
Coutts & Co
Advising on a variety of different regulatory matters including its collaboration with BlackRock on six fund launches.
A financial conglomerate
Advising on the restructuring and rationalisation of its UK businesses.
Coutts & Co
Advising on a variety of different regulatory matters including its collaboration with BlackRock on six fund launches.
Coutts & Co
Advising on a variety of different regulatory matters including its collaboration with BlackRock on six fund launches.
Investec
Acting for Investec on an all-share combination of Investec Wealth & Investment Limited and Rathbones Group plc to create the UK’s leading discretionary wealth manager, with an implied equity value of approximately £839 million for Investec W&I Limited.
UK private equity firm
Advising a UK private equity firm on its £350m capital call facility for its latest fund.
A hotel owner
Advising a hotel owner and operator in relation to the investment and development of two of its key assets in London.
M&G
Advising M&G’s Luxembourg capital fund on their $150m investor call bridge facility with MUFG.
Ares Management
Advising Ares Management on its provision of financing to Unavets, a leading veterinary healthcare group majority-owned by US fund manager Oaktree.
Quilam Capital
Advising Quilam Capital on its £35 million mezzanine and working capital facility to Propel, a UK asset finance lender.
Alchemy
Advising Alchemy on both the initial acquisition and subsequent sale of the Inn Collection Group to a newly-formed company backed by the Harris family and Kings Park Capital.
Alchemy
Advising Alchemy on the acquisition of Brasserie Bar Co, which owns the Brasserie Blanc and White Brasserie Co brands founded by chef Raymond Blanc.
Alchemy
Advising Alchemy in connection with the proposed investment in, and funding of, the DNA Payments group, a payment systems provider.
Weight Partners Capital
Advising Weight Partners Capital on its tax and share incentives structuring in relation to its acquisition of the Grosvenor Health and Social Care group, which operates a leading domiciliary care business in the UK.
ARA Venn
Advising ARA Venn on the establishment of a new £3bn bond programme for the Affordable Housing Guarantee Scheme.
Investec
Advising Investec, a leading bank and wealth manager, on an all-share combination of Investec Wealth & Investment Limited and Rathbones Group plc to create the UK’s leading discretionary wealth manager.
Investec
Advising Investec, a leading bank and wealth manager, on an all-share combination of Investec Wealth & Investment Limited and Rathbones Group plc to create the UK’s leading discretionary wealth manager.
Investec
Advising Investec, a leading bank and wealth manager, on an all-share combination of Investec Wealth & Investment Limited and Rathbones Group plc to create the UK’s leading discretionary wealth manager.
Power cables
Representing one of the world’s largest cable manufacturers in its appeal before the Court of Justice in Luxembourg and in defending multiple damages claims - both collective proceedings and individual claims - in relation to the Commission's decision in respect of the power cables cartel.
Foreign exchange
Acting for a major international bank in defending damages claims - both collective proceedings and individual claims - in relation to alleged foreign exchange manipulation.
Automotive parts
Acting for a number of clients in defending damages claims arising from alleged anti-competitive infringements in the supply of car-parts.
Pharmaceuticals/ unfair pricing
Overturning the Competition & Markets Authority's first ever decision finding a stand-alone unfair pricing abuse and (before the Supreme Court) overturning the Court of Appeal's judgment in relation to recovery of costs arising from successful appeals of CMA decisions.
Betting and gaming
Advising one of the world's leading sports technology and betting companies in connection with stand-alone competition claims alleging breach of competition law through exclusive licensing of betting data.
PGA European Tour
Representing PGA European Tour in securing the dismissal of high-profile disciplinary appeals by 12 pro golfers on the grounds of restraint of trade, breach of competition law, and procedural unfairness.
Global financial institution
Representing a global financial institution in defending multi-billion dollar claims in the High Court and Competition Appeal Tribunal arising out of alleged FX manipulation.
Arcus Infrastructure Partners
Advising Arcus Infrastructure Partners on its acquisition of Workdry International Limited.
BMS Group
Advising independent specialty insurance and reinsurance broker BMS Group on an agreement with Eurazeo for an additional investment which values the business at £1.75bn.
Liberation Group
Advising Liberation Group, a PE-backed pub, restaurant and drinks business on its combination with Cirrus Inns.
Brydell Partners
Advising private UK real estate investment firm Brydell Partners on its third fund closing at £267m.
Partners Group
Advising Partners Group, a leading global private markets firm and Duke Street, a leading European mid-market private equity group on the sale of Voyage Care, a provider of specialist care in the UK, to Wren House, the London-based global infrastructure investment manager.
Apache Capital Partners
Advising property investment firm Apache Capital Partners in relation to the establishment of a joint venture with KKR to create a UK build-to-rent (BTR) multi-family housing platform.
Credit funds
Advising various credit fund lenders on acquisition financing and corporate lending transactions.
Berkeley Homes plc
Acting on the acquisition of National Grid’s 50% interest in St William Homes LLP for £412.5m together with the acquisition of 19 regeneration sites for £500m. Tania has worked for St William Homes LLP for many years acquiring and developing various former gasworks sites across London, including Beckton Gasworks for residential-led mixed use development.
Stanhope Plc and its funding partner Cadillac Fairview
Advising on the acquisition of 70 Gracechurch Street in the City of London for c.£300m.
St George plc
Acting on the £40million acquisition and redevelopment of part of the Ram Brewery, Wandsworth.
Supermarket Income REIT
Acting on the acquisition and financing of eight additions to its supermarket portfolio.
Link Fund Solution
Advising Link Fund Solutions on the funds aspects of entering into a definitive agreement to sell the business and certain assets of its independent UK authorised fund management business to the Waystone Group.
Link Fund Solution
Advising Link Fund Solutions on the funds aspects of entering into a definitive agreement to sell the business and certain assets of its independent UK authorised fund management business to the Waystone Group.
Link Fund Solutions
Advising Link Fund Solutions on the funds aspects of entering into a definitive agreement to sell the business and certain assets of its independent UK authorised fund management business to the Waystone Group.
Investec
Advising Investec, a leading bank and wealth manager, on an all-share combination of Investec Wealth & Investment Limited and Rathbones Group plc to create the UK’s leading discretionary wealth manager.
Realstar Group
Advising Realstar Group on its forward funding acquisition of a build to rent scheme in Leeds, comprising 488 build-to-rent homes.
Supermarket Income REIT plc
Advising Supermarket Income REIT plc on its acquisition of a Tesco store in Bishops Cleeve, Cheltenham, comprising a 29,501 sq ft net sales area supermarket located on a 4.0-acre town centre site with 245 car parking spaces.
Stanhope plc
Advising developer Stanhope plc on real estate matters relating to its joint venture with Canadian real estate developer Cadillac Fairview and Thomas White Oxford Limited (the development arm of St John's College of the University of Oxford) to build a £700m new global innovation development known as Oxford North, consisting of approximately 939,000 sq ft of laboratory, workspace and amenity space.
Supermarket Income REIT plc
Advising long-standing client Supermarket Income REIT plc on its acquisition of the Willow Brook Centre, Bristol for £84m.
Epiris
Advising Epiris LLP on all real estate aspects of the acquisition of The Casual Dinging Group (Cafe Rouge, Bella Italia, Las Iguanas) by Epiris Fund II.
Marex Spectron
Advising Marex Spectron on their expansion of their HQ offices at 155 Bishopsgate.
Sale of Avant
Advising on all real estate aspects of the sale of Avant Homes to Berkeley DeVeer.
J.C. Flowers & Co.
Advising J.C. Flowers & Co on its investment into Solomon Capital Holdings, a consolidator formed to carry out investments in the UK independent financial advice market.
NortonLifeLock
Advising NortonLifeLock Inc., a NASDAQ-listed provider of consumer Cyber Safety solutions, on its recommended cash and stock merger with FTSE 100 company Avast plc, a leading global cybersecurity provider, in a transaction attributing an enterprise value to Avast of up to $9.2bn.
Berkeley Group
Advising Berkeley Group on its acquisition of a £412.5m interest in St William joint venture from National Grid.
Ferrari
Advising Ferrari N.V. with its offering of €650m 1.5% notes due 27 May 2025.
Global Private Equity Firm Headquarters Expansion
Advising a global private equity firm on the expansion of its prime central London headquarters.
The Berkeley Group plc
Advising The Berkeley Group plc on the acquisition of National Grid’s 50% interest in its St William Homes LLP joint venture for £412.5m, together with a further c.£500m of land payments over the next 10 years.
Derwent London
Representing Derwent London on its letting and asset management work across varies properties within its portfolio, including White Collar Factory, Morelands, Blue Star House, Charlotte Building and Farringdon Road.
Global IT Company Headquarters Relocation
Acting for a global IT company in connection with its central London headquarters relocation.
Affidea Group
Advising Affidea Group, the leading European provider of diagnostic imaging, outpatient and cancer care services, on its acquisition of the UK's largest orthopaedic group Fortius Clinic.
Apache Capital
Advising UK-based Apache Capital Partners (Apache Capital), a leading private real estate investment management firm, on a new project funding partnership to support Moda Living’s £302 (€344m) Great Charles Street scheme in Birmingham.
Apache Capital
Advising UK-based Apache Capital Partners, a leading private real estate investment management firm, on a new project funding partnership to support Moda Living’s £302m Great Charles Street scheme in Birmingham.
ARA Europe
Advising the commercial real estate business of investment management firm ARA Europe on its latest dedicated commercial real estate debt fund, Venn European Credit Real Estate Fund II, which closed at €360m.
Apache Capital
Advising Apache Capital on a new project funding partnership to support Moda Living’s £302m Great Charles Street scheme in Birmingham.
Mayfair Equity Partners
Mayfair Equity Partners on its backing of Access Partnership’s management buyout.
Capital One
Advising Capital One Financial Corporation, a Fortune 500 financial holding company, on its acquisition of Velocity Black, a leading digital concierge company that delivers travel, entertainment, shopping and dining offerings to consumers globally.
Capital One
Advising Capital One Financial Corporation, a Fortune 500 financial holding company, on its acquisition of Velocity Black, a leading digital concierge company that delivers travel, entertainment, shopping and dining offerings to consumers globally.
Capital One
Advising Capital One Financial Corporation, a Fortune 500 financial holding company, on its acquisition of Velocity Black, a leading digital concierge company that delivers travel, entertainment, shopping and dining offerings to consumers globally.
Capital One
Advising Capital One Financial Corporation, a Fortune 500 financial holding company, on its acquisition of Velocity Black, a leading digital concierge company that delivers travel, entertainment, shopping and dining offerings to consumers globally.
Capital One
Advising Capital One Financial Corporation, a Fortune 500 financial holding company, on its acquisition of Velocity Black, a leading digital concierge company that delivers travel, entertainment, shopping and dining offerings to consumers globally.
Ascot Lloyd
Advising Ascot Lloyd on the launch of its new adviser platform with SS&C.
Virgin Group
Advising Virgin Group on its brand licensing arrangements with a number of licensees, including Virgin Atlantic, Virgin Australia, Virgin Media and Virgin Orbit.
Maybourne Hotel Group
Advising Maybourne on various F&B, concession and other key partnerships relating to Claridge’s, The Berkeley and The Connaught hotels.
James Hay
Advising James Hay on its technology outsourcing arrangements with FNZ.
Alchemy
Advising Alchemy on its partnership with Step Partners in relation to the acquisition and management of European hotel assets.
Private clients
Advising various high-profile individuals on their media, publishing, sponsorship and other contractual arrangements.
Civil fraud claim in the Court of Appeal
Advising a security business in a civil fraud dispute involving s.994 Unfair Prejudice and conspiracy, in multiple proceedings, and including in the Court of Appeal.
Worldwide freezing order and Arbitration
Acting for the Claimants/ Applicants in an LCIA arbitration, with a High Court worldwide freezing order and ancillary disclosure relief.
Realstar
Advising Realstar on the sale of a £750m portfolio of eight build-to-rent (BTR) and student accommodation properties to QuadReal Property Group. Macfarlanes also advised Realstar on joint venture arrangements with QuadReal in respect of these assets.
NatWest Pension Trustee Limited
Advising NatWest Pension Trustee Limited (NWPTL), the trustee of the NatWest Group Pension Fund, on a 15-year Inspired Villages joint venture with financial services company Legal & General. The joint venture will invest £500m of equity to build net zero carbon, later living communities which will be developed and operated by Inspired Villages, with the aim of developing a portfolio of 34 sites, with around 5,100 homes and 8000 residents.
Legal & General
Advising Legal & General on the sale of office building Central Saint Giles, which includes more than 408,000 sq ft of office space and more than 100 residential apartments, to multinational technology company Google for $1bn.
Sadel Group
Advising the Sadel Group on its corporate reorganisation and funding arrangements, including operational management agreements for its temperature controlled warehouse group Magnavale.
Brookfield
Canadian investment firm Brookfield on securing £300m in financing for the expansion of Harwell Science and Innovation Campus.
Overseas Investment Fund
Advising an overseas investment fund on the acquisition of a portfolio of light industrial properties in the Midlands.
London Property Owner
Advising a London property owner on the refinancing of multiple West End properties.
Overseas investment fund owner
Advising an overseas investment fund on the acquisition of a portfolio of light industrial properties in the Midlands.
Various private equity sponsors/credit fund lenders
Advising various private equity sponsors/credit fund lenders on acquisition finance and corporate lending transactions.
Ares
Advising Ares in relation to their fund finance requirements, particularly in relation to leverage and subscription line facilities.
Falcon Coffee
Advising Falcon Coffee in relation to their borrowing base facilities.
Gemcorp Capital Management
Advising Gemcorp Capital Management as lender on a project financing.
Bank of America and Macquarie Capital
Acted for the underwriters Bank of America and Macquarie Capital and other lenders in relation to certain funds senior secured term and revolving financing commitments supporting CVC Capital’s acquisition of Gaming One.
GHO Capital Partners
Advising GHO Capital Partners on its term loan B financing for its acquisition of Envision Pharma Group, including a tap to support the bolt-on acquisition of Two Labs; the unitranche financing package for its acquisition of X-Chem; and the unitranche financing package for its acquisition of Validant and subsequent term loan B tap financings to support certain bolt-on acquisitions.
Arsenal Capital
Advised Arsenal Capital on a dividend recapitalisation financing in connection with a public to private acquisition by its portfolio company Value Demonstration Holdings LLC of Cello Health plc.
Avista Capital Partners
Advised Avista Capital Partners on the unitranche financing arrangements for its joint acquisition with VHC Investco of Vision Healthcare.
Goldman Sachs
Advised Goldman Sachs in connection with a funded €200 million senior bridge facility agreement for Nordic Capital’s portfolio company, Lindorff.
3i Group plc
Advised 3i Group plc in connection with the bank club refinancing, and dividend recapitalisation relating to its investment in Audley Travel.
Highly leveraged clients
Advised highly leveraged clients in relation to amendments and waivers under their financing documents.
MM Capital Partners
Advising MM Capital Partners on its acquisition of an interest in Queen Alexandra Hospital (Portsmouth).
Legal & General
Advising long-standing client Legal & General on the provision of a £265m debt facility for its Build to Rent Fund with a lender club including Lloyds, NatWest and ING.
High end residential developments
Advising on construction contracts and funding arrangements for large scale high end residential developments in Kensington, Mayfair and Belgravia.
Legal & General
Advising Legal & General on the acquisition and forward funding of a mixed-use scheme consisting of 519 residential units with ancillary commercial and amenity space at Bargate Quarter in Southampton.
Stanhope and Cadillac Fairview Joint Venture
Advising Stanhope and Cadillac Fairview on their joint venture acquisition of 163 Cambridge Science Park.
Legal & General
Advising Legal & General’s Suburban BTR arm on its forward funding acquisition of a suburban BTR scheme in Great Haddon, Peterborough, to deliver 117 BTR homes.
Stanhope
Advising a Stanhope led joint venture on the ongoing management of the Media Village site in White City Place following its acquisition of the site from the BBC.
Canary Wharf Group
Advising Canary Wharf Group on its financing arrangements for its development at Wood Wharf, London (a district to the east of Canary Wharf comprising over 3,000 residential units and 2.8m sq ft office and retail space).
Supermarket Income REIT plc
Advising long-standing client Supermarket Income REIT plc on various property acquisitions.
Stanhope
Advising Stanhope and its joint venture partners, Mitsui Fudosan and AIMCO, on the sale of White City Place to Cadillac Fairview for £230m.
Derwent London
Advising Derwent London on the sale of its 63,170 sq ft freehold interest in 19 Charterhouse Street, EC1 for £54m.
Stanhope
Long-term advice to Stanhope and its joint venture partners, Cadillac Fairview and Thomas White Oxford Limited (the development arm of St John’s College of the University of Oxford) in relation to the ongoing project at Oxford North, a £700m new global innovation development.
US-based investment fund
Advising a US-based investment fund on the acquisition, financing and disposal of a Central London office building.
Legal & General
Advising Legal & General on the development and forward funding of a BTR scheme at Hockley Mills, Birmingham.
St William Homes
Advising St William Homes on the acquisition and development of a number of former gasworks sites.
Real Estate Finance
Representing various lenders in connection with investment and development loans secured on a variety of real estate assets including offices and student accommodation.
St George Homes
Advising St George Homes on the acquisition and development of a mixed-use site in north London.
Berkeley Homes
Advising Berkeley Homes on the development of various residential developments.
Development financing
Advising an asset management firm in connection with the mezzanine financing of a new garden village development.
Derwent London
Advising Derwent London on letting and asset management work.
Supermarket Income REIT plc
Advising Supermarket Income REIT plc on the acquisition and financing of an addition to its supermarket portfolio.
Stanhope, Mitsui and AIMCo consortium
Advising the Stanhope, Mitsui and AIMCo consortium on the mixed use redevelopment of BBC Television Centre including pre-lets of part of its office and retail facilities.
UK asset manager
Advising an asset manager in relation to an asset management agreement covering one of the largest retail centres in the UK.
Global private equity firm
Advising a global private firm on the sale of an international logistics portfolio for in excess of $4bn.
Joint Ventures between Stanhope Plc and Cadillac Fairview
Advising Stanhope Plc and its Canadian funding partner Cadillac Fairview on the acquisition of 70 Gracechurch Street in the City of London for c. £300m.
Whitewood Gateway
Advising a joint venture on a pre-let to L'Oreal at the Gateway site in White City, London.
A major international bank
Advising a major international bank on its £455m term facility to re-finance the acquisition of a prime London asset.
Specialty finance facility
Represented an alternative asset manager on a specialty finance facility made available for the purpose of funding and refinancing SME Loans in Sweden, Denmark and Finland.
Siris Capital
Acting for Siris Capital on the financing for their acquisition of Travelport Group and on the public-to-private acquisition of Equiniti Group.
Restructuring of a secured note programme
Advising a group of noteholders in connection with the restructuring of an existing secured note programme backed by certain receivables following the insolvency of one of the counterparties.
European financial services group
Representing a leading European financial services group in relation to a fund leverage facility made available to a French fund.
Subscription line facilities
Advising a leading private debt asset management firm on subscription line facilities for its unlevered and levered funds.
Asset reinsurance
Acting for an insurer in relation to a cross border asset reinsurance deal.
A leading insurance group
Representing a leading insurance group on a refinancing of its syndicated senior facilities.
A lender
Representing a lender on a leveraged financing of the acquisition of a global environmental consultancy business.
An international funder
Advising an international funder on development facilities for the development of purpose-built student accommodation.
A European fund
Advising a European fund on subscription line facilities for its unlevered and levered funds.
Legal & General
Advising Legal & General on the provision of a £270m debt facility for its Wandsworth BTR Scheme.
Ares Management
Advising Ares Management on its provision of financing to Titan Wealth Holdings.
European Private Equity Firm
Advising a B2B tech portfolio company of a large European private equity firm in relation to an ARR leveraged finance facility.
Large UK pub business
Advising a large pub chain in relation to its revolving facilities agreement with several clearing banks.
Private equity firm
Advising a private equity firm specialising in financial services in relation to the term and revolving facilities agreement for a investment management portfolio company.
Legal asset investor
Advising an investor specialising in legal finance in relation to its funding of a new boutique law firm.
Asset Management Firm
Advising an asset management firm in relation to multiple fund finance facilities.
Credit fund work – Hayfin – Chemidex
Advising a credit fund in relation to a leverage finance facility it provided to a multinational pharmaceutical business.
Hartwood Collection
Advising Hartwood Collection on obtaining £85m in financing from OakNorth Bank plc to grow and develop its pubs and restaurants business.
A leading cold storage facility owner and operator
Advising a leading cold storage facility owner and operator as borrower on c.£180m senior and c.£105m mezzanine facilities to finance the development of a number of cold storage facilities in the UK.
A London based private asset management firm
A London based private asset management firm as lender on a c.£43m mezzanine facility to finance the acquisition of a site in the Midlands for mixed-use development.
An international asset manager
An international asset manager as borrower on the c.£64m refinancing of a 1,000 bed+ student accommodation project in Birmingham.
A private equity special opportunities fund
A private equity special opportunities fund as borrower on a c.€85m facility to finance the acquisition and development of a portfolio of hotel sites in Germany.
A UK-based buyout fund
A UK-based buyout fund as borrower on a c.£255m senior secured capital call bridge facility.
A multinational banking and financial services institution
A multinational banking and financial services institution as lender on a c.£100m senior secured capital call bridge facility.
Global investment manager
Advising a global investment manager on the leverage facilities for two of its direct lending funds.
Global investment manager
Advising a global investment manager on the financing aspects of its joint venture with an international bank to purchase a portfolio of European non-performing loans.
Global investment manager
Advising a global investment manager on a number of subscription line and fund leverage facilities for a separately managed account and several of its direct lending funds.
European investment manager
Advising a European investment manager on its subscription line and leverage facility for one of its funds.
Global investment manager
Advising a global investment manager on its investments in several significant risk transfer transactions.
Institutional lender
Advising an institutional lender on the fund leverage facility which it is making to a large sovereign wealth fund.
A club of lenders
Advising the club of lenders on their facilities for the refinancing of acquisition of The Scalpel by Ho Bee Land Limited.
Constellation Hotels
Advising Constellation Hotels on a £340m long-term facility to refinance The Connaught and The Berkeley hotels.
ARA Europe
Advising ARA Europe as investment manager to senior debt funds, on facilities to refinance a portfolio of self-storage properties in Germany and a portfolio of PBSA properties in Spain.
Supermarket Income REIT
Advising Supermarket Income REIT on its five facilities, with aggregate commitments of up to £535m in respect of its current portfolio of over 30 supermarkets and shopping centres.
ARA Venn
Advising Ara Venn on the long-term acquisition financing, provided under the UK government backed Private Rented Sector Housing Guarantee Scheme, of the £400m+ acquisition of three BTR developments by German real estate investor, ECE.
A club of international banks
Advising a club of international banks on the £240m facilities made in connection with the refinancing of a portfolio of BTR and student properties in the UK.
A club of international banks
Advising a club of international banks on a £275,500,000 facility to a global real estate development and investment company in connection with the acquisition of a portfolio of office buildings in England and Scotland.
LW Theatres Group
Advising LW Theatres Group on its term loan and revolving refinancing facilities.
Region overview
Preparing a detailed overview of the Asia credit fundraising environment with a spotlight on South Korea.
Investor spotlight – German insurers
Preparing a deep-dive report on the German insurer market and considerations for GPs when marketing a private fund.
South African fundraising
Analysis of key regulatory changes for South African pension funds and the impact on fundraising opportunities.
Middle East fundraising
Preparing an overview of the Middle East credit fundraising environment with a focus on Sharia structures and Kuwait, Qatar, Oman and Bahrain.
Investor spotlight – US pension schemes
Producing a series on US pension fund allocations to private debt including mapping ESG sentiment across different states.
Jurisdiction deep dive
Preparing a research report on the new fundraising opportunities within South Africa’s largest institutional investors following regulatory changes.
Silverfleet Capital
Advising Silverfleet Capital on its leveraged buyout of Sigma Components, an aerospace manufacturing business, from AIM listed Avingtrans plc.
The Royal Bank of Scotland plc
Advising The Royal Bank of Scotland plc and other financial institutions in connection with the borrowing base facilities to the Aura Finance group.
Simplifydigital
Advising Simplifydigital, the UK’s largest digital broadband, TV and home phone switching business on its sale to Dixons Carphone, Europe’s leading specialist electrical and telecoms retailer and services company.
Shawbrook Bank
Advising Shawbrook Bank and a number of other lenders in relation to borrowing base facilities to finance consumer loan portfolios.
The Royal Bank of Scotland plc
Advising The Royal Bank of Scotland plc on investor call and pre-close bridges, fund leverage and various other investment fund financing transactions.
Ares Capital
Advising Ares Capital in relation to a recent loan portfolio acquisition.
Kew Green Hotels group
Advising on a number of distressed and portfolio acquisitions for the Kew Green Hotels group, the owner and operator of over 50 hotels and the largest Holiday Inn franchisee in Europe, its subsequent large-scale debt restructuring and its ultimate sale by Goldman Sachs and TPG to HK CTS Metropark Hotels Co Ltd, a Chinese travel and leisure group.
OpCapita
Advising OpCapita on its acquisition of the UK business and assets of GAME Group and on its exit by way of flotation.
Delay and defects disputes
Advising a developer in relation to numerous delay and defects disputes arising from the design and construction of a £150m development comprising a casino, a hotel, a cinema, a spa, restaurants, bars and shops.
Multinational mechanical engineering company
Acting for a multinational mechanical engineering company based in Germany in relation to a high-value dispute with a newspaper producer regarding the allegedly defective design and installation of commercial printing presses.
Lulu Group International
Advising Abu-Dhabi based retail, hospitality and property conglomerate Lulu Group International on a deal with Galliard Homes to convert Great Scotland Yard into a luxury 5-star hotel.
Arora Group
Advising Arora Group in relation to the development of its Fourth World Business Centre Complex at Heathrow Airport, a 145,000 sq ft office scheme and its pre-letting to Amadeus Services. This is the first standalone office development at the Airport for a decade.
Westmont Hospitality Group
Advising Westmont Hospitality Group in connection with the acquisition and disposal of a number of hotels and hotel portfolios in the UK and Europe including: the iconic Brooklands Hotel (Weybridge), the Lowry Hotel (Manchester), the Eton portfolio and the Double Tree Hilton Westminster.
Ekistics Property Advisors
Advising real estate investment firm Ekistics Property Advisors on its acquisition of Greater Manchester-based office scheme Exchange Quay from Canadian investment fund manager AIMCo and Hunter Real Estate Investment Managers.
St Edward Homes
Advising Berkeley Homes’ joint venture with Prudential Assurance Company, St Edward Homes, in relation to its proposed residential redevelopment of Hartland Park, a 135 acre site in Pyestock, Fleet.
Centros / Delancey
Advising Centros / Delancey on the completion of the development and subsequent disposal of the arc shopping centre in Bury St Edmunds, its 271,000 sq ft town centre retail and residential scheme.
Access Development Partnership and Build to Rent Fund
Advising the Access Development Partnership and Build to Rent Fund on its build to rent developments at Bath, Bristol and Leeds.
Alcentra
Advising Alcentra on European direct lending funds and strategic credit funds, as well as managed account vehicles.
Warwick Capital
Advising Warwick Capital on the launch of its second European opportunities credit fund.
Octopus Investments
Advising Octopus Investments on the launch of its range of UK commercial real estate debt funds and related syndication structures.
Gemsstock
Advising Gemsstock on the restructuring and relaunch of its global macro hedge fund and on ongoing fund and management issues.
Palmerston Capital
Advising Palmerston Capital on the launch of its management structure and its first open-ended credit fund.
Long / short equity hedge fund manager
Advising on the launch of a new long / short equity hedge fund manager spinning out from Goldman Sachs, and its first fund.
GHO Capital
Advising GHO Capital on the fundraising of its first healthcare private equity fund.
Regulated firms
Advising on the impact of CRD IV for a number of regulated firms.
New businesses
Advising a number of new businesses on obtaining authorization.
UK-headquartered international asset management houses
Advising two major UK-headquartered international asset management houses on their obligation under the FCA’s client money regime.
International succession planning
Co-ordinating a team of lawyers in five different jurisdictions to develop an integrated succession plan for an entrepreneur with a large European trading business.
International trust structuring
Co-ordinating a significant distribution from a family trust to a charitable foundation, including a Court application to approve the transaction under the principle in Public Trustee v Cooper.
International trust structuring
Advising a family on business assets owned through a series of trusts and companies in multiple jurisdictions and reorganising those structures following recent UK legislative changes affecting UK resident family members.
Friends Life Limited (Aviva)
Advising Friends Life Limited (Aviva) in connection with its participation in the Houghton Regis Development Consortium which is in the process of redeveloping the Houghton Regis North Site 1, a housing-led sustainable urban extension comprising up to 5,150 new homes and 202,500 sq m of mixed use development; it will also include four schools, community and leisure facilities and 78 hectares of green infrastructure.
Muse Developments
Advising Muse Developments on the negotiation of an umbrella development agreement to regenerate the £200m Basing View Scheme in Basingstoke town centre and the development and disposal of the first phase (a combined John Lewis at home and Waitrose superstore) to John Lewis.
J.C. Flowers & Co.
Advising J.C. Flowers & Co. on the English law aspects of its sale of 50.1 per cent of its equity interest in Cabot Credit Management Limited to Encore Group Capital, Inc. for £128m.
SWIP / Aberdeen Asset Management
Advising SWIP / Aberdeen Asset Management on the redevelopments of Mannington Retail Park, a retail development anchored by John Lewis at home in joint venture with Kier Property Developments, Beck Retail Park Wakefield and Enfield Distribution Park (340,000 sq ft of B1, B2 and B8).
Hain Celestial
Obtaining an early Phase I merger control clearance from the UK CMA for Hain Celestial’s acquisition of Yorkshire Provender, combining it with their New Covent Garden soup business.
Pallinghurst
Advising Pallinghurst on the sale of its shares in Fabergé, the luxury jewellery brand, to Gemfields, the coloured gemstone mining company, in an all-share deal which values the company Fabergé at £89m.
Vision Capital
Advising Vision Capital in relation to its investments in Fletchers Bakeries, Park Cakes and Pork Farms.
Darwin Private Equity
Advising Darwin Private Equity on its acquisition and subsequent sale to GSK of Maximuscle, the leading sports nutrition company.
Next Wave Partners
Advising Next Wave Partners in relation to its investment in Petainer, including in relation to the recent investment by KKR.
Management
Advising management on the acquisition of Ogier Fiduciary Services by Electra and Vacant Property Services by PAI.
International commodities trader
Advising an international commodities trader on its disposal of a 20 per cent stake in a mid and downstream oil company to a producer of petroleum and natural gas.
Mid and downstream oil company
Advising a mid and downstream oil company on the proposed acquisition of another downstream oil company (involving due diligence on operations in Kenya, Uganda, Tanzania, Rwanda, the Democratic Republic of Congo, Ethiopia, Zimbabwe and Zambia).
Actavis UK / Auden Mckenzie
Advising Actavis UK / Auden Mckenzie in connection with the CMA investigation into alleged excessive and unfair pricing of hydrocortisone tablets and a related alleged anti-competitive agreement.
Prysmian
Advising Prysmian in connection with various sets of follow-on damages claims before the English High Court arising from the European Commission’s power cables cartel decision.
Qantas
Advising Qantas in connection with the co-ordination of its defence to multiple follow-on damages claims before the English High Court, arising from the European Commission’s airfreight cartel decision, and parallel proceedings in Germany and The Netherlands.
Energy and oil group
Acting for an energy and oil group in LCIA arbitration proceedings in relation to a number of breach of warranty claims following their acquisition of several companies based in Sub-Saharan Africa.
BBC
Advising the BBC in connection with the spin-off of its production business into a new commercial subsidiary, BBC Studios, and ensuring compliance with state aid and fair trading rules.
Large construction groups
Acting for a number of large construction groups to defend a High Court group action brought by several hundred individuals related to allegations of historic blacklisting in the construction industry.
Multi-national chemical group
Representing a multi-national chemical group in a high value (c. >£65m) dispute in the Commercial Court in relation to claims under an environmental indemnity covering sites in several jurisdictions.
Global mining group
Advising a global mining group defending ICC arbitration proceedings brought by a purchaser of a subsidiary group in which numerous allegations of breaches of warranty, misrepresentation and fraud were made.
Property development company
Advising a property development company on an expert determination of a delay dispute with contractors concerning a multi-million pound refurbishment of a property in central London.
BVI company
Acting for a BVI company in relation to claims against an architect and structural engineer for complex construction defects in refurbishment works at a prime central London private residence.
Associated British Foods plc
Obtaining merger control clearances for a number of acquisitions by Associated British Foods plc, including Phase II clearance from the European Commission for the acquisition of GBI Yeast and Phase I clearance from the UK CMA for the acquisition of Dorset Cereals, combining it with their Jordans Ryvita cereals business.
e2v Technologies plc
Advising e2v Technologies plc on the share schemes aspects of its £620m+ sale to Teledyne.
Appleby
Advising Appleby on the Employee Benefit Trust aspects of the sale of its fiduciary business to private equity firm Bridgepoint.
GAME Digital plc
Advising GAME Digital plc, the leading omni-channel specialist retailer of video games in the UK and Spain, on the incentives aspects of its £340m flotation on the main London market.
BATS Global Markets
Advising BATS Global Markets on the share schemes implications of its acquisition of Chi-X.
Arrow Generics, Actavis UK
Advising on the first ever cases in the EU finding that patent settlement agreements constitute a restriction of competition, namely: 1) Arrow Generics re: citalopram, currently before the Court of Justice in Luxembourg; and 2) Actavis UK re: paroxetine, currently on appeal before the UK Competition Appeal Tribunal.
Collins Stewart Hawkpoint
Advising Collins Stewart Hawkpoint on the share schemes aspects of its takeover by Canaccord Financial.
Large oil company
Advising a large oil company in relation to the implementation of a jointly-owned share plan, which had to replicate the terms of an LTIP used in key jurisdictions across Europe.
Hogg Robinson Group plc
Advising Hogg Robinson Group plc in relation to its share schemes, including an SAYE scheme in over 20 jurisdictions which he helped establish.
The CEO of a leading supermarket chain
Advising the CEO of a leading supermarket chain on their personal incentive and reward arrangements.
Joint venture
Advising on a joint venture between Queensgate Investments Limited, AEG and a number of other partners, on the development of a 450 room Intercontinental Hotel and residential tower directly adjoining the O2 (with direct access into the O2) on the Greenwich Peninsula fronting the Thames.
European investment manager
Advising a European investment manager on its bridge facility for its latest fund.
Various Arora Family Trusts
Advising various Arora Family Trusts on the development funding and disposal of several Premier Inn and Travelodge Hotels (including the 600 room Premier Inn at Gatwick Airport) to institutions including the Prudential and Aviva.
AXA managed fund
Advising an AXA managed fund on the acquisition, development funding and subsequent disposal of a speculative development at Innova Park, Enfield.
Acquisition, development and pre-sales
Advising on the acquisition, development and pre-sales of a major development of ultra-prime apartments on Grosvenor Square adjoining the US Embassy.
Major office letting
Advising on the major office letting at Bankside, Southwark Street, comprising two towers totaling about 370,000 sq ft, for the Omnicom Group.
Guy's and St Thomas' Charity
Advising Guy’s and St Thomas’ Charity in relation to their portfolio of property in and around the hospitals, including the redevelopment of a site adjoining Lambeth Palace as a residential home in a joint venture with Ronald McDonald House Charity.
UK private equity firm
Advising a UK private equity firm on its bridge facility for its latest fund.
Global asset management firm
Advising a global asset management firm on its bridge facilities for its unlevered and levered funds.
750 bedroom hotel
Advising on the development of a new 750 bedroom hotel to be twin branded as Crowne Plaza and Holiday Inn Express as a joint venture between Arora International and LJ Capital.
British retail and commercial bank
Advising a British retail and commercial bank in respect of leverage facilities for a British-based specialist asset manager and debt provider for two of its senior debt funds.
Disposal of a portfolio
Advising on the disposal of a portfolio of 44 Holiday Inn hotels for Kew Green Hotels.
Various financial institutions
Advising various financial institutions in relation to borrowing base facilities supported by a number of different consumer finance receivables.
Financial institution
Advising a financial institution in relation to its purchase of a portfolio of second charge mortgage loans.
Sub-prime lender
Advising a sub-prime lender in relation to its purchase of a portfolio of non-conforming mortgage loans.
J.C. Flowers & Co
Advising J.C. Flowers & Co on its acquisition of Cabot Credit Management, an acquirer and manager of consumer debt in the UK and Ireland and Cabot’s subsequent acquisition of Marlin Financial Group, a leading specialised debt buyer.
A FTSE 100 company
Advising a FTSE 100 company in relation to a group litigation order involving approximately 300 claimants with respect to the VAT treatment of certain supplies and their compliance with EU law.
A foreign multinational
Challenging a claim by a tax authority in Africa that a foreign multinational was trading in that country through a permanent establishment, including challenging the transfer pricing position if that were the case.
International hedge fund
Advising an international hedge fund in relation to its purchase of the mortgage servicing platform of a multinational consumer finance company in Holland and England, including the purchase of mortgages and residual interests in securitisations.
A high profile individual
Bringing a judicial review and High Court challenge in relation to the attempted rescission by HMRC of a long-running and substantial settlement with a high profile individual.
Goldman Sachs Private Capital
Advising Goldman Sachs Private Capital in relation to a £90m private securitisation, backed by bridging loans originated by Together Financial Services, trading as Together.
Enterprise zones
Bringing a judicial review challenge and appeal to the Tax Tribunal with respect to HMRC’s approach to the taxation of certain Enterprise Zone arrangements.
Real estate company
Appealing to the Tax Tribunal in respect of a claim for SDLT on the transfer of property via a Jersey Property Unit Trust.
An insurer
Advising an insurer in respect of a securitisation of its lifetime mortgages portfolio.
A number of UK football clubs
Advising in relation to claims by HMRC against a number of UK football clubs with respect to EBT / EFRBS arrangements.
Film financing arrangements
Acting for advisors in respect of claims by multiple investors concerning various film financing arrangements.
Specialist fund manager
Advising a specialist fund manager on its securitisation structure and the issuance of notes listed on the Irish Stock Exchange (ISE) and trading on the Global Exchange Market of the ISE.
Corporate criminal offence
Advising a number of corporates and partnerships with respect to putting in place procedures as required by the rules concerning the failure to prevent the facilitation of tax evasion offence.
Universities Superannuation Scheme Limited
Advising Universities Superannuation Scheme Limited, the sole corporate trustee of one of the UK’s largest pension funds, on the acquisition from Credit Suisse AG of a number of securitised middle-market fund financing facilities.
Industrial technologies company
Advising an industrial technologies company on a US $1.5bn European Commercial Paper Programme, with two large international financial institutions acting as arranger and dealer, and issuing and paying agent respectively.
Venn Partners LLP
Advising Venn Partners LLP, PRS Operations Limited and PRS Finance plc on a £265m, 1.75 per cent bond issuance, pursuant to the appointment by the Secretary of State for the Department for Communities and Local Government to operate the £3.5bn “Private Rented Sector Housing Guarantee Scheme” and the establishment of the related bond programme.
Global asset management firm
Advising a global asset management firm in respect of hybrid leverage facilities / private CLOs for its latest direct lending fund and in relation to a direct lending managed account.
Group of bondholders
Advising a group of bondholders in connection with the restructuring of project financing for a solar PV plant in Spain.
Disputes arising from PFI projects
Advising various project companies, contractors and service suppliers in relation to a number of multi-million pound disputes arising from PFI projects at government buildings, hospitals and schools across the UK.
Genting Casinos
Acting for Genting Casinos in relation to various disputes arising out of its £150m development at Resorts World in Birmingham, including extensive delay and disruption claims, the building contractor’s final account, defects in the works and related tenant claims regarding the interpretation of agreements for lease.
Al Waddan Hotel
Acting for Al Waddan Hotel in an international arbitration and related High Court jurisdiction proceedings arising out of the construction of a five star hotel in Tripoli.
Weston Homes
Acting for Weston Homes in High Court proceedings against a sub-contractor in relation to the design and construction of cladding at a prestigious commercial and residential multi-tower development in Battersea.
Sir Robert McAlpine
Acting for Sir Robert McAlpine in a multi-party High Court claim involving a housing association, architect and mechanical and electrical engineer regarding the construction of a substantial residential development as part of Arsenal Football Club’s prestigious “Arsenal on the Move” project.
GAME
Acting for GAME in relation to its retail administration and subsequent dispute with landlords in the High Court and Court of Appeal regarding the payment of rent in over 500 properties, which changed the law relating to the payment of rent as an expense of administrations.
Large national house builder
Advising a large national house builder in relation to a dispute over the calculation of an overage payment due under a sale and purchase agreement relating to a high profile development of over 800 homes in London.
Glenside Holdings
Advising Glenside Holdings in relation to a Land Registry Tribunal claim about the beneficial ownership and offshore trust structures relating to a substantial residential estate in Oxfordshire.
Universities Superannuation Scheme Limited
Advising Universities Superannuation Scheme Limited, the sole corporate trustee of one of the UK’s largest pension funds, on the acquisition from Credit Suisse AG of a number of securitised middle-market fund financing facilities.
Global asset management firm
Advising a global asset management firm in respect of hybrid leverage facilities / private CLOs for its latest direct lending fund and in relation to a direct lending managed account.
Daily dealing fund
Advising on the establishment of a pioneering daily dealing fund investing in private market investments targeting defined contribution pension scheme investors.
Regulatory implications of Brexit
Advising on the potential financial services regulatory implications of Brexit for several large global asset managers.
Direct-to-retail fund offering
Advising on the establishment of a new direct-to-retail fund offering.
Exponent
Advising Exponent on a number of transactions, including the acquisition of a majority stake in ENRA Group from management and Livingbridge.
Temasek
Advising Temasek on the establishment and launch of Astrea II, a co-investment vehicle with broadly diversified holdings in 36 private equity funds.
Rationalisation of the regulated fund range
Advising on the ongoing rationalisation of the regulated fund range of several large global asset managers.
BATS Global Markets
Advising BATS Global Markets on its joint venture with ABN AMRO, NASDAQ OMX and The Depository Trust & Clearing Corporation to form a new pan-European cash equities clearing house trading as EuroCCP.
Lexington Capital Partners
Advising Lexington Capital Partners on a number of transactions, including a tender offer under US tender offer rules to provide a liquidity solution to investors in BC European Capital IX LP, coupled with a primary commitment to BC’s new fund BCECX.
Acquisition of a stake in a financial services group
Advising on the acquisition of a stake in a financial services group comprising networks of financial advisers, various technology platforms for financial advisers and a regulated fund range.
3i
Advising 3i on a number of acquisitions and disposals, including its disposal of Bestinvest, a regulated investment management and advisory business, to Permira.
Domestic & General
Advising the individual sellers of Domestic & General on its sale by Advent to CVC.
Duke Street Capital
Advising Duke Street Capital on its tertiary buy-out of Wagamama, with outlets in the UK and the US and franchise operations in Europe, the Middle East and the Asian-Pacific region.
Numerous formations and restructurings
Advising on numerous formations and restructurings of regulated funds including “liquid alternatives”.
Mark Birley
Advising Mark Birley on the sale of Harry’s Bar, Annabel’s and other Mark Birley London Clubs to Richard Caring.
Alplnvest
Advising AlpInvest on a number of transactions, including their recent investment in the Build-Up Fund.
Updating prospectuses and investment management agreements
Advising on updating prospectuses, investment management agreements and other service provider agreements to provide for regulatory changes imposed by regimes such as UCITS V, AIFMD and MiFID II.
Epiris
Advising Epiris and management on the sale of Davies Group to HGGC.
Inspecs
Advising Inspecs on its key strategic acquisition of frame designer and manufacturer Killine Group.
Be Heard Group plc
Advising Be Heard Group plc on its admission to AIM and the raising of £5.5m through a placing in order to complete the acquisition of Agenda 21 Digital Holding Limited.
Royal Mail
Advising Royal Mail on the purchase of StoreFeeder, a privately-held UK-based technology company.
Faccenda Investments
Advising Faccenda Investments (the parent company of Faccenda Foods) on the sale of Hillesden Securities Limited (trading as dlc), a debt collection company within its portfolio, to Cabot Credit Management.
Elegant Hotels Groups plc
Advising Barbados based Elegant Hotels Groups plc on its flotation on AIM.
Exponent
Advising Exponent on the acquisition of Big Bus Tours, the UK-based global sightseeing bus tour operator.
Exponent
Advising Exponent and other selling shareholders on the sale of Gorkana Group to US-based Cision.
Altria
Advising Altria, the largest shareholder in SABMiller (holding 27 per cent) on AB Inbev’s £79bn offer for SABMiller and Altria’s investment in the new parent of both companies.
Veronis Suhler Stevenson
Advising Veronis Suhler Stevenson and management on the sale of British media company CSC Media Group to Sony Pictures Television.
Travelex
Advising the management team on the sale of Travelex, the foreign exchange group, to the owner of UAE Exchange.
Axio Group
Advising the management team of the Axio Group, a data services business, on the buy-out from UBM led by Electra.
Visa Inc.
Advising Visa Inc. on its acquisition of Visa Europe Limited for a total value of €18.25bn.
GAME Digital plc
Advising GAME Digital plc, the leading omni-channel specialist retailer of video games in the UK and Spain, in connection with its flotation on the main London market.
Avant Homes
Advising Avant Homes (formerly Gladedale Capital, a Lloyds backed developer) on the sale of its portfolio of shared equity loans.
Kennedy-Wilson Holdings Inc.
Advising Kennedy-Wilson Holdings Inc. on its £1.5bn bid for Kennedy Wilson Europe Real Estate plc.
Royal Vopak, Greenergy and Shell
Advising Royal Vopak, Greenergy and Shell on the joint venture which acquired assets of the former Coryton oil refinery.
ABM Industries
Advising ABM Industries on the acquisition by its UK subsidiary, Omni Serv, of the operations of Blackjack Promotions, a specialised staffing and marketing firm.
VTB Capital
Advising VTB Capital on Sacturino’s $9bn offer for Polyus Gold.
Metric Capital Partners and Alcentra
Advising Metric Capital Partners and Alcentra on their investment in the management buy-out of a care homes business.
DDB Worldwide
Advising global advertising agency DDB Worldwide on its acquisition of London-based agency adam&eve.
Stanhope alongside Mitsui Fudosan UK and the Alberta Investment Management Corporation
Advising Stanhope alongside Mitsui Fudosan UK and the Alberta Investment Management Corporation on the purchase from the BBC, funding and future development of Media Village and the Gateway Site, West London.
Intu
Advising Intu on the acquisition of three shopping centres from Westfield for consideration of £867.8m.
Stanhope plc
Advising Stanhope plc on a public private partnership with a local authority for residential led regeneration.
Intu Properties plc
Advising Intu Properties plc on the acquisition of shopping centres at Derby and Sprucefield and a 50 per cent stake in Merry Hill from Westfield for £867.8m.
Brookfield
Advising Brookfield on its sale of 125 Old Broad Street (formerly the Stock Exchange Tower) to Blackstone.
Brit Insurance N.V.
Advising Brit Insurance N.V. on a recommended $1.3bn cash offer by Achilles Netherlands Holdings B.V., a company formed for the purpose of implementing the acquisition at the direction of, and jointly owned by, a consortium comprising Apollo Management VII, L.P. and CVC Capital Partners Limited.
Brookfield
Advising Brookfield on the sale of 125 Old Broad Street for £320m.
Tower 42 Holdings Ltd
Advising Tower 42 Holdings Ltd, supported by Ki Corporation, on the £282.5m acquisition of Tower 42 London. Also acted for the borrower on the subsequent acquisition finance from Aviva.
HeidelbergCement
Advising HeidelbergCement on its £8bn acquisition of Hanson plc by way of scheme of arrangement.
Stanhope, Mitsui Fudosan UK and the Alberta Investment Management Corporation
Advising a consortium comprising Stanhope, Mitsui Fudosan UK and the Alberta Investment Management Corporation, on the purchase, funding and future development of the iconic BBC Television Centre for £200m plus overage, as well as advising on a number of other major development projects.
Companhia Siderugica Nacional
Advising Companhia Siderugica Nacional on its £6.1bn competitive bid for Corus Group by way of a pre-conditional scheme of arrangement – the only time such a structure has been used.
Abu Dhabi Ports Company
Advising Abu Dhabi Ports Company on the proposed joint venture agreement and concession agreement for the new Khalifa Port and Taweelah, Abu Dhabi, UAE.
AIG
Advising AIG on several cross-border joint venture and funding transactions in continental Europe and Russia, including a joint venture with Orco Property Group to acquire a portfolio of 4 and 5 star city hotels and extended stay residences in Poland, Czech Republic, Hungary, Slovakia and Russia and to jointly acquire and develop further hotels and extended stay residences in Central and Eastern Europe.
British Telecommunications plc
Advising British Telecommunications plc on their disposal of the majority of their real estate portfolio in a £2.38bn outsourcing transaction.
Stefano Pessina
Advising Stefano Pessina on his £11bn joint bid with KKR for Alliance Boots.
Global Switch Limited Partnership
Advising Global Switch Limited Partnership on the formation of new limited partnership and contribution of European real estate assets into the partnership.
Pernod Ricard
Advising Pernod Ricard on its €14.2bn takeover by way of scheme of arrangement of Allied Domecq and related “back to back” agreement for the sale of €4.1bn of assets to Fortune Brands.
IPIC
Advising IPIC on the formation of an infrastructure fund for transactions in the Kazakhstan region.
Major Abu Dhabi company
Advising a major Abu Dhabi company on the acquisition and development of a hotel and convention centre in Jordan, including advising on the hotel and convention centre management agreements.
A private investor
Advising a private investor on the acquisition and financing of The Knightsbridge Estate, London.
Acquisition of Manchester City Football Club
Advising real estate aspects of the acquisition of Manchester City Football Club and the formation of Sky News Arabia, Abu Dhabi, UAE.
Multi-billion dollar international trust
Advising on a multi-billion dollar international trust restructuring which resulted in the establishment of a major philanthropic foundation. The funding of the foundation involved the transfer of a controlling interest in a significant multi-national family owned business and marked the end of decades of family control.
A trust company
Advising a trust company following the principal’s death in relation to their duties and responsibilities as trustee and in assisting the executors of the estate. This matter raised complex issues around the interaction between the trust and estate and the application of Sharia law.
Gulf clients
Advising various Gulf clients owning significant operating businesses in the region in relation to the establishment of asset holding structures (for local and international assets) and family and corporate governance structures for succession, asset protection and consolidation purposes.
International business owner and his family office
Advising an international business owner and his family office in anticipation of his relocation to the UK and on various aspects relating to the family’s relocation, such as the purchase of a high value London home involving difficult construction law issues and the new UK statutory residence test.
International trust company group
Advising an international trust company group on new user-friendly standard form trust documents and client acceptance forms.
An international family
Reviewing the existing estate and succession planning and family governance arrangements for an international family with homes, business interests and other assets in numerous jurisdictions. Working closely with the family office to devise and implement arrangements which better reflect the family’s needs and objectives.
Arora Group and LJ Group
Advising Arora Group and the LJ Group on the development of a new 750 bedroom hotel at Heathrow Terminal 4.
Stanhope and Mitsui Fudosan
Advising Stanhope and Mitsui Fudosan on a development framework agreement with Transport for London.
Derwent London
Advising Derwent London on the development of the White Collar Factory and the Featherstone Building.
Television Centre
Advising on the acquisition of Television Centre, London from the BBC and the ongoing development including the pre-letting to Soho House.
Television Centre
Advising on the £350m refinancing of Television Centre.
Intercontinental Hotel O2
Advising a joint venture on the acquisition, funding and development of the Intercontinental Hotel O2.
Arora Group
Advising the Arora Group on the acquisition of the Hilton hotel at Stansted Airport.
One Mabledon Place
Advising on the funding and letting of One Mabledon Place, London and the subsequent sale of the company which owns the property for approximately £72m.
Premier Inn site at Heathrow
Advising on the forward funding of a new Premier Inn site at Heathrow Airport to Legal & General for approximately £82m.
BBC Worldwide
Advising on the sale of premises occupied by BBC Worldwide at Television Centre for £67m.
Stanhope plc
Advising Stanhope Plc on a public private partnership with a local authority for residential led regeneration.
Visa Inc.
Advising Visa Inc. on its acquisition of Visa Europe for a total value of €21.2bn.
Altria Group Inc.
Advising Altria Group Inc., the largest shareholder in SABMiller, on the £71bn offer from rival brewer.
Verizon Communications
Advising Verizon Communications on the acquisition of Fleetmatics for $2.4bn and the subsequent integration of Fleetmatics within the Verizon group structure.
Visa Inc.
Advising Visa Inc. on its acquisition of Visa Europe Limited for €18.25bn.
Stanhope
Advising Stanhope, alongside Mitsui Fudosan UK and the Alberta Investment Management Corporation, on the purchase from the BBC, funding and future development of Media Village and the Gateway Site, West London.
Visa Inc.
Advising Visa Inc. on its acquisition of Visa Europe for a total value of €21.2bn.
Stanhope plc
Advising Stanhope plc on a number of its development projects, including the BBC Television Centre.
Brookfield
Advising Brookfield on its sale of 125 Old Broad Street (formerly the Stock Exchange Tower) to Blackstone.
Families in the Middle East
Advising various families in the Middle East on the structuring of their investments and the establishment of family offices.
Verizon Communications Inc.
Advising Verizon Communications Inc. on its acquisition of Vodafone’s interest in Verizon Wireless for $130bn.
Middle Eastern airline
Advising a major Middle Eastern airline on a strategic joint venture project for its duty free business, involving the establishment of retail and food & beverage operations at a new airport in the Middle East.
Pernod Ricard
Advising Pernod Ricard on its takeover of Allied Domecq for £7bn, its interests as a selling shareholder on the IPO of Britvic plc and on its acquisition of Swedish company Vin & Sprit, makers of Absolut vodka, for €5.6bn.
Qatari Diar
Advising Qatari Diar on the mixed use development of the 5.3 acre Shell Centre site on London’s South Bank, carried out in joint venture with Canary Wharf Group.
HeidelbergCement
Advising HeidelbergCement on its £8bn acquisition of Hanson plc by way of scheme of arrangement.
Pernod Ricard
Advising Pernod Ricard on its $14.2bn takeover by way of scheme of arrangement of Allied Domecq and related “back to back” agreement for the sale of €4.1bn of assets to Fortune Brands.
The Virgin Group
Advising the Virgin Group on the joint venture arrangements with Delta Airlines in relation to Virgin Atlantic
Ladbrokes
Advising Ladbrokes on its merger with Coral and achieving successful clearance from the CMA after a Phase II inquiry which led to a divestment requirement which was significantly below market expectation.
Major UK bank
Continuing to advise a major UK bank on its dealings with competition regulators around the world in respect of a number of global cartel investigations and follow-on damages litigation.
Vision Express
Advising Vision Express on the merger clearance process arising from its acquisition of a chain of 200 opticians from Tesco.
RBS
Successfully defending RBS from allegations of collusion by the European Commission in relation to exchange trading of Credit Default Swaps.
PPL and PRS
Successfully obtaining merger clearance for the music collecting societies PPL and PRS.
Information exchange and competition benchmarking
Advising on information exchange and competition benchmarking tools in a number of sectors including insurance and automotive.
Former owner of a debt processing and recovery business
Advising the former owner of a debt processing and recovery business on numerous breach of warranty and indemnity claims valued at over £42m arising out of alleged breaches of the Consumer Credit Act.
Prominent Indian businessman
Advising a very prominent Indian businessman in a multi-million dollar commercial dispute against a major international corporation, which also involved allegations of fraud and regulatory misconduct, UK corporate governance and listing rules issues and the protection of Indian based assets in light of action brought by Indian banks.
Oral based contracts
Advising an African client in a dispute concerning an oral commission based agreement connected to a multi-million dollar oil concession, involving allegations of breach of contract and claims in restitution.
Breach of warranty, fraud and breach of fiduciary duties
Representing a private equity client on substantial and complex accounting warranty claims, including alleged fraud. Matter included an investigation into gross misconduct by senior executives and the exercise of bad leaver provisions on their exit.
Majority shareholders and directors
Advising the majority shareholders and directors of a principal lender in an unfair prejudice complaint, commencing with a freezing injunction and involving allegations of mismanagement, excessive remuneration and unlawful loans to directors.
Thai Airways
Advising Thai Airways in a successful claim resulting in the award of over $100m concerning a breach of contract dispute against a foreign seat manufacturer for failure to deliver economy and business class seats, involving numerous complex heads of loss and the concept of mitigation.
The defendant
Advising the defendant in a dispute between two major European banks concerning the payment of EONIA on swap collateral, including issues of contractual interpretation and estoppel.
An insurance company
Advising an insurance company on a dispute with former senior executives concerning a breach of confidence and fiduciary duties, injunctive proceedings, regulatory issues and data protection concerns.
ECI
Advising ECI on its eleventh buyout fund, ECI 11, which closed within 80 days on its hard cap of £700m.
CBPE
Advising CBPE in the structuring of a number of their private equity funds, including its most recent £561m Fund X.
ICAP plc
Advising ICAP plc on multiple investments and acquisitions including the acquisition of TriOptima AB for an initial consideration of €110m and of The Link Asset and Securities Company Limited, a leading global equity derivatives broker, for £280m.
Hermes Fund Manager
Advising Hermes Fund Managers on the sale of its direct private equity business to Bridgepoint Capital and the merger of its private equity fund of fund business with Gartmore.
Darwin Private Equity
Advising Darwin Private Equity on a number of transactions, including the acquisition of Phase4, The A&A Group, Fenn Wright Manson and the £162m exit of Maxinutrition to GlaxoSmithKline.
Berkeley Homes
Advising Berkeley Homes on the establishment and operation of their joint ventures with M&G Investments, National Grid and Wellcome Trust.
Investment Fund
Advising an investment fund on its joint venture acquisition and development of two properties in Amsterdam.
Sun Capital
Advising Sun Capital on its €2bn sale and leaseback of Banco Santander’s high street portfolio across Spain.
Partners Group
Advising Partners Group in its joint venture development with Marick of 80 Fenchurch Street.
Rynda en Primeur
Advising Rynda en Primeur a French real estate fund, and its key investor GIC, on its establishment and operation.
Kennedy Wilson
Advising Kennedy Wilson on the development of a major central London office scheme.
St William Homes
Advising St William Homes on the acquisition and development of 1,900 plus homes and 15,000 sq m of commercial space at the former Gasworks at Imperial Road, Fulham.
St James
Advising St James on the acquisition and development of 85 acres of brownfield land at Southall; and on various other schemes including Riverlight Battersea and the proposed development at White City.
St Edward Homes
Advising St Edward Homes on its development financing and on various schemes such as 375 Kensington High Street, Stanmore Place.
Berkeley Group
Advising Berkeley Group on various schemes such as Ebury Square, One Tower Bridge, Kidbrooke, Vista, One Blackfriars and Albert Embankment and on its programme of ground rent disposals.
Aviva Investors
Advising Aviva Investors on the establishment and operation of its Designer Retail Outlet Centre fund and various sale and leaseback transactions and sales.
Aimco
Advising Aimco as a significant investor in the joint venture with Stanhope and Mitsui Fudosan in the redevelopment of the BBC TV Centre.
Qatari Diar
Advising Qatari Diar on a significant central London development.
Silverfleet Capital Partners LLP
Advising Silverfleet Capital Partners LLP on financing facilities for the acquisitions of Lifetime Training and Sigma group from Avingtrans plc.
Caledonia Investments
Advising Caledonia Investments on senior facilities for the acquisitions of the Liberation Pubs group and of Seven Investment Management.
Exponent Private Equity
Advising Exponent Private Equity on senior and super senior facilities for its acquisition of Big Bus Group.
Oak Hill Capital Partners
Advising Oak Hill Capital Partners on senior and mezzanine facilities for the acquisition of Pulsant Group.
Medicover Group
Advising Medicover Group in relation to senior term and revolving refinancing facilities.
Graphite Capital
Advising Graphite Capital on senior facilities for the acquisition of the Hawksmoor restaurant group.
Caledonia Investments
Advising Caledonia Investments on senior facilities for the acquisition of Park Holidays.
TA Associates
Advising TA Associates on the refinancing of the Cath Kidston group.
Hayfin
Advising Hayfin on unitranche facilities to a private equity backed healthcare business.
Paroc group
Advising Paroc group and the selling shareholders in relation to its issuance of €430m senior secured high yield notes and related super senior revolving facility and subsequent sale of the group.
A private equity sponsor consortium
Advising a private equity sponsor consortium on €1.1bn super senior, senior secured and senior unsecured revolving and bridge acquisition facilities for a leading European mobile telecoms operator.
EP Energy
Advising EP Energy in relation to €1bn senior facilities, €500m senior secured notes and €600m senior secured notes.
Lloyds, Barclays and Investec
Advising Lloyds, Barclays and Investec in relation to acquisition facilities for City & County Healthcare.
Nord anglia education
Advising Nord Anglia Education on $350m super senior facilities and senior secured notes.
A private equity infrastructure fund sponsor
Advising a private equity infrastructure fund sponsor on £1.125bn senior acquisition facilities in relation to the acquisition of a major UK regulated airport.
Acquirer of a large global business
Acting for the acquirer of a large global business from a UK bank and advising on post-closing TUPE, restructuring and union issues.
UK PLC
Advising a UK PLC on employment aspects of a reverse takeover, including related TUPE issues and collective redundancies.
UK financial services business
Successfully defending a seven figure equal pay tribunal claim for a UK financial services business.
UK Accountancy Firm
Defending a high value whistleblowing claim on behalf of a listed UK accountancy firm.
Global advertising client
Representing a global advertising client in relation to a contested TUPE global outsourcing arrangements.
Chairman of a UK bank
Acting for the Chairman of a UK bank in relation to his terms of engagement.
Corporate client
Advising a corporate client in relation to a class action for protective awards for failing to consult under TUPE.
National newspaper business
Advising a national newspaper business in relation to works council and union strike ballot issues.
ABM Industries Inc
Helping ABM Industries Inc, the listed US facilities management company, to extend awards under its share plans to UK participants.
Epic Private Equity LLP
Advising Epic Private Equity LLP with all aspects of the establishment and operation of a jointly owned share plan, operating over shares in EPE Special Opportunities plc.
UK listed financial institution
Acting for a UK listed financial institution in relation to all aspects of its involvement in the inquiries into LIBOR.
Market abuse investigations
Acting on numerous high profile market abuse investigations including insider dealing, market manipulation and "rogue trader" investigations.
Contested team moves
Acting on cases involving contested team moves, claims for breach of confidence and breach of fiduciary duty. Several leading cases, including Cantor Fitzgerald v Bird and others and William Hill v. Tucker.
Private equity firms and hedge funds
Acting on shareholder disputes, warranty claims, claims against directors and claims involving private equity firms and hedge funds.
Fraud claims
Acting on fraud claims including a complex and long-running international fraud claim involving derivatives transactions.
High-value family trusts
Acting for the trustee on a court-approved restructuring of substantial trusts balancing the settlor’s wishes, the current beneficiaries’ needs for segregated assets, and multi-jurisdictional tax issues. The restructuring resolved a number of historic issues without contested litigation.
Group of beneficiaries of a group of trusts owning a large multinational business
Advising on the settlement and court approval of a long-running dispute between trustees and beneficiaries of a series of substantial offshore trusts concerning both the historic administration of the trusts, disputes between family members about their respective interests, and the management of underlying companies.
Claims against trustees
Acting in relation to a number of claims against trustees for breach of trust relating to the management of investments in trusts worth many hundreds of millions of pounds.
The heir of a UHNW individual
Successfully acting for the heir of an international businessperson in relation to claims against other family members for misappropriation and maladministration of assets claimed by our client.
Executors of a high-value UK will
Successfully acting for executors in relation to the rectification of a will whose drafting was defective. The matter was resolved without the need for public court proceedings disclosing the identity of the family through the use of an innovative dispute resolution mechanism supported by insurance. The matter also involved professional negligence proceedings against the firm responsible for drafting the will.
Multiple sales and purchases
Acting on the sale and purchase of numerous London residential properties with individual values of more than £25m, including advice in connection with leasehold enfranchisement and extension.
Purchase of estate
Advising a private individual and his trustees in connection with the purchase of a major rural estate, including some thousands of acres, woodland and sporting rights, a mansion house, farmhouses and cottages, achieving exchange of contracts in 10 working days.
Restructuring of lease
Advising a pension fund in connection with the restructuring of a lease of mineral rights so as to extend the term of the lease and the area over which rights are granted.
Grant of options
Acting for private landowners in connection with the grant of options over their land to a national housebuilder.
Rationalisation of agricultural tenancies
Advising an institutional client in connection with the rationalisation of agricultural tenancies allowing investment in the holding by the tenant and allowing the landlord to recover possession if relevant parts are zoned for development.
Property speculator
Acting for a property speculator in connection with the acquisition and subsequent disposal of a former brickworks site for waste management and distribution centre opportunities.
Agriculture fund of a major investment house
Advising the agriculture fund of a major investment house in acquiring more than 3,000 acres of prime agricultural land.
Refinancing of loan secured by assets
Acting for trustees in connection with the refinancing of a loan secured by assets including London residential and commercial property, a rural estate, development land and a portfolio of fine art.
A challenger bank
Advising a challenger bank in relation to the CVA of a restaurant chain borrower and related financing.
OpCapita
Advising OpCapita on its loan-to-own acquisition of the UK business and assets of the retailer GAME Digital, its operational turnaround, a ground-breaking dispute with landlords and on its exit by way of flotation. We have since advised on its financing arrangements and its takeover by Frasers Group.
Epiris
Advising Epiris on its acquisition of Casual Dining Group out of administration.
Wirecard UK
Advising the insolvent parent of Wirecard UK in relation to the English law aspects of the group insolvency and the sale of the UK business.
Alchemy
Advising Alchemy on its proposed equity investment in, and refinancing of, Countrywide Group plc.
Castle Trust
Advising Castle Trust on an innovative form of scheme of arrangement which converted bonds sold to more than 20,000 retail investors into deposit balances in new bank accounts upon completion of Castle Trust’s conversion to a bank.
Buzz Bingo
Advising Buzz Group Limited and Buzz Entertainment Limited (operating as Buzz Bingo), a Caledonia investee group and the UK’s biggest omni-channel bingo business, on a restructuring process including by way of company voluntary arrangement.
ARMS plc
Representing ARMS plc (formerly Bumi plc) in relation to litigation and regulatory matters arising out of an investigation concerning allegations of irregular payments. This included a substantial arbitration in Singapore, where we successfully won a $173m award for our client.
Thai Airways
Successfully advising Thai Airways, in conjunction with Thai Lawyers Siam Premier, on a High Court breach of contract claim against a supplier, securing damages for our client in excess of $100m.
Grove Developments
Advising Grove Developments to success in a Court of Appeal judgment in a periodic payments case.
A head of state
Acting for a head of state in defending proceedings on the basis of sovereign immunity.
Liontrust Investment Partners LLP
Advising Liontrust Investment Partners LLP on a ground-breaking dispute in which the High Court decided, for the first time, that the doctrine of repudiatory breach does not apply to LLP agreements, a decision which will be welcomed by LLPs across the city and beyond.
A multinational commodity trading company
Advising a multinational commodity trading company on a personal injury litigation, the largest group litigation claim ever brought before the English Courts - some 30,000 claims were brought against our client. After nearly three years of litigation, the case settled shortly before trial was due to commence.
Brookfield Properties
Advising Brookfield Properties on the development of Principal Place, including the construction and letting of 430,000 sq ft of office space to Amazon for its new headquarters and the development of a 50 storey residential tower. The development is above incoming main lines to Liverpool Street Station so included a significant interface with Network Rail.
Legal & General
Advising Legal & General’s flagship Build to Rent Fund on the acquisition and development of various sites including real estate, construction and financing elements. We have recently advised on developments and forward fundings at Walthamstow, Bristol, Leeds, Manchester, Birmingham and Woolwich.
Arora
Advising Arora on the construction and development funding of the Intercontinental Hotel at O2, Greenwich Peninsula (including one of Europe’s largest ballrooms), a 750 key dual branded Crowne Plaza and Holiday Inn Express hotel at Heathrow Terminal 4 and a 355 key hotel directly linked to Terminal 2 at Heathrow.
Grosvenor Square Limited
Advising Grosvenor Square Limited on the redevelopment of the former US Navy Headquarters at 20 Grosvenor Square, London into 34 super-prime residential apartments.
Associated British Ports
Advising Associated British Ports on the £310m development of Greenport Hull, a wind turbine production and assembly facility for servicing the offshore market. The development involved major civil engineering works to create new berths and lay down areas at the port, plus the construction of a state-of-the-art blade factory.
Ladbrokes
Advising Ladbrokes on its merger with Coral, the largest ever retail merger in the UK (by reference to number of shops).
RBS
Advising RBS in respect of a number of competition investigations in the EU and multiple other jurisdictions worldwide.
Dixons Carphone
Advising Dixons Carphone in relation to the CMA merger control review for the merger of BT and EE, and in relation to the European Commission’s Phase 2 investigation into the merger of H3G and O2 under the EU Merger Regulation.
Prysmian
Advising Prysmian defending claims before the High Court by National Grid, Scottish Power and Vattenfall arising from the alleged power cables cartel.
Visa Europe
Advising Visa Europe in relation to the anti-trust aspects of its acquisition by Visa Inc., including during the merger control proceedings before the European Commission.
e2V technologies plc
Advising e2v technologies plc in connection with the merger control aspects of its acquisition by Teledyne Technologies Inc.
Freightliner
Advising Freightliner in relation to the merger control aspects of its acquisition of Pentalver Transport.
Mylan
Advising Mylan in connection with the investigations by the European Commission and the CMA in relation to patent settlement agreements in the pharmaceutical sector.
ADR Financing
Advising a multinational commodities trading firm in relation to financing the acquisition of ADRs representing a significant stake in a Russian company, structured through equity derivatives.
Deal-contingent forward
Advising a private equity fund in relation to a deal-contingent forward in respect of completion payment obligations in Polish Zloty under a Polish buy-out.
Managed accounts
Advising five managed account platforms, including two of the largest, on their trading documentation.
Multi-billion euro equity swap
Advising a continental bidder in relation to a multi-billion euro equity total return swap in respect of a proposed takeover target, as part of a €40bn takeover offer.
Alchemy Special Opportunities
Advising Alchemy Special Opportunities in relation to its financing of an Austrian retailer.
FRP
Advising FRP, the administrators of Fairline Boats.
Securities lending and custody arrangements
Advising funds in relation to their securities lending and custody arrangements.
Kew Green Hotels
Advising Kew Green Hotels and its shareholders in relation to its debt restructuring, lease restructuring, certain bolt-on acquisitions (including by way of a “loan-to-own” strategy) and successful £400m exit to China Travel Service.
Trading arrangements
Advising over 40 leading hedge funds in all the major jurisdictions in relation to their derivative trading arrangements under ISDA, GMRA, prime broker agreements and many others.
Bondholders
Advising bondholders in relation to the restructuring of a solar power plant in Spain.
OpCapita
Advising OpCapita on its loan-to-own acquisition of the UK business and assets of the retailer GAME Digital, its operational turnaround, a ground-breaking dispute with landlords and on its exit by way of flotation. We have since advised on its financing arrangements and its takeover by Sports Direct.
ING Bank, Eurohypo, Deutsche Hypothekenbank and Grant Thornton
Advising ING Bank, Eurohypo, Deutsche Hypothekenbank and Grant Thornton (as administrators) on the restructuring of the Britannica retail property portfolio.
Legal & General Investment Management
Advising the Build to Rent Fund, Industrial Property Investment Fund, the UK Property Income Fund II, the Bishopsgate Long Term Property Fund and the Leisure Fund, each of which is managed by Legal & General Investment Management, in relation to their financings.
Transfer of energy trading contracts
Advising a leading European utilities company in relation to the transfer of its energy trading contracts to another jurisdiction.
Realstar Group
Advising an affiliate of real estate firm Realstar Group in relation to the development and investment financing for a £100m plus mixed-use development at The Highpoint Tower in Elephant & Castle, South London.
UK equity swap
Advising the investment vehicle of a high-net-worth individual in relation to a £100m UK equity swap.
ING
Advising ING on a £108.9m facility for the acquisition of 48-50 New Bond Street.
Oak North Bank
Advising Oak North Bank in relation to its super-senior and unitranche facilities to Potensis.
Inspecs
Advising designer, manufacturer and distributor of eyewear frames, Inspecs Group plc, on the financing by HSBC in connection with its £140m IPO on the London Stock Exchange’s AIM market.
Shareholders of Monarch Airlines Limited
Advising the shareholders of Monarch Airlines Limited on the sale of the company and transfer of the Monarch Airlines Retirement Benefits Plan to the Pension Protection Fund under a “regulated apportionment arrangement”, including obtaining clearance from the Pension Regulator.
Hogg Robinson
Acting for Hogg Robinson plc in relation to a successful application to the High Court for rectification of a deed of amendment relating to the Hogg Robinson (1987) Pension Scheme and in relation to an associated claim for professional negligence against the scheme's former administrators and scheme actuary.
Arkema France
Acting for Arkema on its acquisition of Bostik from Total including a transfer of UK pension liabilities. We advised on all UK pensions aspects of the transaction including the sale and purchase agreement, the establishment of the new pension plan for which we prepared a definitive trust deed and rules, the transfer of past service benefits and the associated member communications.
ICI Pension Trustees
Advising ICI Pension Trustees in respect of its multi-billion pound buy-in programme with Legal & General and Prudential, including negotiation of longevity risk transfer “facility” documentation.
Legal & General
Advising Legal & General in connection with a longevity swap entered into with the Pilkington pension fund trustees and its back-to-back reinsurance with Hannover Re.
Guardian Assurance
Advising Guardian Assurance in respect of a longevity swap with RGA Global Reinsurance hedging longevity risk associated with a portfolio of annuities acquired from Phoenix Life.
Turner & Newall
Advising Turner & Newall pension scheme trustee in respect of its £1.1bn buy-out.
Legal & General
Advising Legal & General in connection with a £900m longevity risk reinsurance and associated back-to-back reinsurance.
SCOR Global Life SE
Advising SCOR Global Life SE in connection with a collateralised reinsurance of multiple bulk annuity contracts of Pensions Insurance Corporation.
Curtis David Garrard
Advising the partners of UK law firm Curtis Davis Garrard on its merger with Haynes & Boone.
Sutherlands Asbill
Advising US law firm Sutherlands Asbill on its business combination with Eversheds, creating Eversheds Sutherland.
Appleby
Advising Appleby on the sale of its fiduciary business, Appleby Fiduciary & Administration, to private equity firm Bridgepoint.
Thomas Eggar
Advising Thomas Eggar on its merger with Irwin Mitchell.
Womble Carlyle Sandridge & Rice
Advising US law firm Womble Carlyle Sandridge & Rice on its merger with Bond Dickinson, creating Womble Bond Dickinson.
Liontrust Asset Management
Advising Liontrust Asset Management on a ground-breaking dispute involving an LLP vehicle.
Charme Capital Partners
Advising Charme Capital Partners on its acquisition of JD Classics, a market-leading specialist for premium classic cars.
Patron Capital
Advising Patron Capital on the raising of its €949m Fund V.
Silverfleet
Advising Silverfleet on its acquisition of Lifetime Training Group, one of the UK’s leading training providers.
Verizon Communications Inc.
Advising Verizon Communications Inc. on structuring aspects of the acquisition of Fleetmatics Group plc for US$2.4bn and subsequent group reorganisation.
Berkeley Homes
Advising Berkeley Homes (South East London) on a development agreement with the GLA in relation to a 27 acre site in West Ham, London for a residential-led development.
Altria Group, Inc.
Advising Altria Group, Inc., the largest shareholder in beer and soft drinks producer SABMiller, on the £79bn offer from rival brewer AB Inbev and Altria’s investment in the enlarged group.
Verizon Communications Inc.
Advising Verizon Communications Inc. on its acquisition of Vodafone’s 45 per cent interest in Verizon Wireless for $130bn. The transaction was implemented by way of a public scheme of arrangement. We also acted for Verizon on the acquisition of Fleetmatics for $2.4bn and the subsequent integration of Fleetmatics within the Verizon group structure.
Kennedy Wilson Holdings
Advising Kennedy Wilson Holdings on its £1.5bn public offer for the shares in Kennedy Wilson Europe that it did not own to create a $4bn combined entity.
Supermarket Income REIT plc
Advising Supermarket Income REIT plc, a United Kingdom-based, closed-ended investment company, on its IPO on the specialist fund segment of the Main Market of the London Stock Exchange, with an initial market capitalisation of £100m.
Visa Inc.
Advising Visa Inc. on its acquisition of Visa Europe Limited for a total value of €18.25bn.
GAME Digital plc
Advising GAME Digital plc, the leading omni-channel specialist retailer of video games in the UK and Spain, on its IPO on the premium segment of the Main Market of the London Stock Exchange, with an initial market capitalisation of £340m.
Improbable
Advising Improbable, a UK-based virtual simulation start-up, on the raising of $502m in its latest financing round led by Japan’s SoftBank Group Corp., with other previous investors also participating. This is the largest ever Series B investment in Europe and the biggest venture financing round by a private British company in history.
Greenergy
Advising Greenergy, a leading British fuel supplier, on a major investment by Brookfield Business Partners, part of Canadian alternative asset management group Brookfield.
Epiris Managers
Advising Epiris on its recommended offer for IFG Group Plc and its acquisition and subsequent carve-out and sale of TI Media, the large UK publisher previously known as Time Inc UK, to Future plc.
Exponent Private Equity
Advising Exponent Private Equity on the acquisition of KPMG’s pensions advisory practice, Big Bus Tours, the UK-based global sightseeing bus tour operator and the Leisure Pass Group, an online retailer of composite tourist attraction passes.
Purchases mainly for overseas buyers
Advising on purchases mainly for overseas buyers in developments such as The Knightsbridge, One Hyde Park, Holland Green and Holland Park Villas.
Financing of residential property
Acting on the financing of residential property, mainly representing borrowers, including the re-financing of a portfolio of London and country properties for £100m.
Lease extension and enfranchisement claims
Advising on lease extension and enfranchisement claims in the main London estates including the Grosvenor and Phillimore Estates and from The Wellcome Trust.
Purchasers and sellers of properties on the Crown Estate
Advising purchasers and sellers of properties on the Crown Estate and owners wishing to extend or alter those properties, including listed buildings where prior works have been carried out without the appropriate consents.
Tenants
Advising tenants on obtaining consents including a flat where alterations involved inclusion of a small area of the common parts requiring ultimately successful negotiations with the immediate landlord and freeholder as well as with other tenants who were objecting to the client’s proposals.
Heavy industrials and other manufacturing sectors
Advising household-name clients on negotiating the environmental risks in corporate and M&A transactions in the heavy industrials and other manufacturing sectors, including numerous FTSE 100 companies and international conglomerates on a variety of £bn+ acquisitions and disposals.
Alchemy and Caledonia Investments
Advising our leading investment funds clients, such as Alchemy and Caledonia Investments, and their portfolio companies, on a wide mix of transactions – for example, recently, in relation to the UK holiday parks sector, including the corporate sales of Parkdean Resorts and Park Holidays.
Legal & General and Berkeley Homes
Acting for our major commercial real estate clients, for example Legal & General and Berkeley Homes, on high profile acquisitions, disposals, investments in and developments of various brownfield sites in and around London and rest of the UK (former industrial sites, gasworks, etc.).
Significant disputes
Advising on significant disputes, including involving large infrastructure projects, for example acting as the instructing solicitor on behalf of a major UK utility at a public inquiry dealing with its test case permit appeals relating to a disputed £bn+ wastewater improvement works programme.
Long-standing advisor
Long-standing advisor to industrial site operators, commercial property managers, institutional investors and lenders and private landowners in relation to all relevant areas, for example contaminated land risk, climate change and energy efficiency regulation, noise nuisance, environmental and operational permitting, waste management and producer responsibility laws.
Regional REIT
Advising Regional REIT on its c. £300m listing on London Stock Exchange’s main market and simultaneous acquisition of assets of funds managed by Toscafund Asset Management, as well as a post IPO acquisition of a property investment portfolio and zero dividend preference shares from The Conygar Investment Company.
Liontrust Asset Management
Advising asset manager Liontrust Asset Management on a significant number of M&A transactions, including the acquisition of Alliance Trust Investments from Alliance Trust and its class one acquisition of Walker Crips Asset Management.
Revolution Bars Group
Advising Revolution Bars Group, a leading operator of premium bars in the UK, on the recommended takeover offer for it by Stonegate Pub Company Limited, valuing the company at over £100m.
Peel Hunt
Advising Peel Hunt (acting as Nomad and broker) on the IPO of Koovs, the Indian fashion e-tailer, on AIM, as well as a number of secondary share (including by way of broker options) and convertible loan note issues.
Stramongate
Advising family investment company Stramongate on its redomiciliation to Luxembourg by way of scheme of arrangement and listing on the Channel Islands Stock Exchange (now the International Stock Exchange), with an initial market capitalisation of over £200m.
Stanhope
Advising Stanhope, the real estate developer, on its landmark acquisition of BBC Television Centre and related joint venture arrangements.
J.C. Flowers & Co.
Advising selling shareholder J.C. Flowers & Co. on the initial public offering of OneSavings Bank (initial market capitalisation c. £500m), a specialist lender offering residential, buy to let and commercial mortgages, secured loans and development finance, as well as subsequent successful institutional block trade transactions to place further of J.C. Flowers’ shares.
Elegant Hotels
Advising Barbados based hotels group Elegant Hotels on its initial public offering on AIM and on subsequent bolt-on acquisitions to execute its IPO strategy.
Visa Inc.
Advising on the employment aspects of Visa Inc.’s acquisition of Visa Europe Limited to create a single global Visa business, one of the most significant corporate transactions of recent years.
High-profile retailer
Supporting a number of clients, including a high-profile retailer, in relation to compliance with the new gender pay gap reporting obligations.
Leading private equity business
Representing a leading private equity business on all of its employment needs, including a series of senior exits. These included putting into place complex arrangements dovetailing prohibitions on future competitive activity with the treatment and vesting of carried interest.
Long-standing high-profile client
Advising a long-standing high-profile client in relation to a disaffected employee with access to its most confidential information and valuable intellectual property, who was looking for a means by which to take up employment with a competitor.
Long-standing client
Advising a long-standing client in relation to a sensitive disability issue affecting one of its senior employees.
Major private equity firm
Advising a major private equity firm in relation to allegations of fraud and gross misconduct against a senior individual.
Private equity client
Supporting a private equity client on its expansion into a number of new jurisdictions. Each office opening required input from local counsel in relation to the employment and immigration aspects, as well as consideration of the regulatory implications of opening offices and employing individuals in each jurisdiction.
An international bank and a multinational life insurance company
Advising an international bank and a multinational life insurance company on facilities provided to a peer-to-peer investment trust.
Banking and financial services company
Advising a large international banking and financial services company on a receivables financing of Enterprise Finance and Aura Finance - providers of first and second charge mortgage loans and bridging finance.
Investec
Advising Investec on financing the acquisition by a financial services group of multiple portfolios of non-performing consumer loans.
The Royal Bank of Scotland
Advising The Royal Bank of Scotland on lending to Syscap (owned by Anacap) - a provider of IT leasing and professional loans.
Shawbrook and senior lenders
Advising Shawbrook and the senior lenders on a receivables financing of the Evolution Group - a provider of second charge consumer loans.
Swift Advances plc
Advising Swift Advances plc on its borrowing base facility from a syndicate of banks.
Universities Superannuation Scheme Limited
Advising Universities Superannuation Scheme Limited, the sole corporate trustee of one of the UK’s largest pension funds, on the acquisition from Credit Suisse AG of a number of securitised middle-market fund financing facilities.
A specialist fund manager
Advising a specialist fund manager on its securitisation structure and the issuance of notes listed on the Irish Stock Exchange (ISE) and trading on the Global Exchange Market of the ISE.
A global asset management firm
Advising a global asset management firm in respect of hybrid leverage facilities / private CLOs for its latest direct lending fund and in relation to a direct lending managed account.
An insurer
Advising an insurer in respect of a securitisation of its lifetime mortgages portfolio.
Stanhope
Advising Stanhope and the purchaser on the acquisition of BBC’s Media Village, including consent requirements and the potential restructuring of the related CMBS structure.
London Bridge Holdings
Advising London Bridge Holdings on the sale of the More London complex, including the unwinding of its existing CMBS structure.
Goldman Sachs Private Capital
Advising Goldman Sachs Private Capital in relation to a £90m private securitisation, backed by bridging loans originated by Together Financial Services, trading as Together.
High-profile arbitration
A high-profile arbitration brought by a group of professional golfers and members of the DP World Tour (administered by the PGA European Tour) made by the European Tour to sanction them for playing in a LIV Golf tournament in conflict with a DP World Tour Event, involving restraint of trade and competition law arguments.
Arbitration concerning an interpretation of contract
Acting for a US placement agent against a Norwegian fund in an arbitration concerning an interpretation of contract and valuation claim in respect of non-payment of different fees due following the launch of primary and secondary investment funds.
Two Chinese entities in consolidated arbitrations
Advising two Chinese entities in consolidated arbitrations commenced by a Swiss entity in respect of a $180m claim concerning a breach of sale and purchase agreement. Issues of English and Chinese law were involved, given related insolvency proceedings in China.
Curan Capital
Advising on the seeding and launch of Curan Capital, an equity long-short fund.
Stanhope plc
Advising Stanhope, backed by Mitsui Fudosan UK and the Alberta Investment Management Corporation, on its purchase of the iconic BBC Television Centre for £200m.
WHARD Stewart
Advising on the launch of WHARD Stewart's Enhanced Fund, a global macro fund.
Hayfin
Advising on the launch on the Hayfin Liquid Credit Funds, two Luxembourg SIFs.
Legal & General
Advising Legal & General on the forward funding of both a 44 storey student accommodation tower in Stratford, East London, pre-let to Queen Mary University of London (QMUL) and developed by Alumno, and a new state-of-the-art office hub in Bristol, pre-let to HMRC and developed by Salmon Harvester.
Legal & General
Advising Legal & General’s Property Income Fund in connection with the acquisition from Land Securities of the Overgate (Jersey) Unit Trust which owns the Overage Shopping Centre Dundee followed by acquisitions of the office buildings at Priory Court and Temple Court, Birmingham and First Central 200, Park Royal, London NW10.
Berkeley Homes
Advising Berkeley Homes on a number of new schemes including on the agreement with the Greater London Authority for the redevelopment of the disused 26 acre former Parcelforce Depot in Newham near West Ham Station, to include 3,500 homes and a significant number of private rental apartments.
Arora
Acting for the Arora Group in relation to the development of its Fourth World Business Centre Complex at Heathrow Airport, a 145,000 sq ft office scheme and its pre-letting to Amadeus Services; the first standalone office development at the Airport for a decade.
The Economist
Advising the weekly news, business and politics journal The Economist on its move from 25 St James’s Street, SW1 to establish new editorial headquarters at the iconic Adelphi building, WC2.
Brookfield
Advising Brookfield Office Properties on its anchor letting of 430,000 sq ft at Principal Place, London to Amazon.
Intu
Acting for Intu Properties Plc on the acquisition of three shopping centres in Derby, Sprucefield (Northern Ireland) and a 50 per cent interest in Merry Hill (West Midlands) from Westfield for a consideration of £867.8m.
More London
Advising More London on one of the largest central London development schemes undertaken in the last ten years.
Derwent London plc
Advising Derwent London plc on all legal aspects of the development and letting of White Collar Factory, Old Street Roundabout, London E1. The development comprises a combination of new and existing buildings providing 270,000 sq ft of office accommodation and 11,000 sq ft of restaurants. Tenants include Capital One, Adobe and The Office Group.
Derwent London plc
Advising Derwent London plc on the development, letting and forward sale of The Copyright Building, Berners Street, London W1. The building which is more than 100,000 sq ft is pre-let to Capita at £7.4m. The building was sold to Union Investment Real Estate GmbH for £165m.
CBRE Britannica
Advising Grant Thornton (as administrators) and ING, Deutsche Hypothekenbank and Hypothekenbank Frankfurt (as lenders) on the sale of a portfolio of eight shopping centres owned by CBRE Britannica to Kennedy Wilson for c. £250m.
A FTSE 100 company
Advising a FTSE 100 company in relation to a group litigation order involving approximately 300 claimants with respect to the VAT treatment of certain supplies and their compliance with EU law.
A corporate group
Advising a corporate group classified as "high risk" in relation to an investigation into certain financing arrangements.
Residence enquiries
Addressing residence enquiries into a number of overseas incorporated corporates.
Transfer pricing challenges
Advising in respect of transfer pricing challenges, including a US headquartered global investment management firm.
Tax authority in Africa
Challenging a claim by a tax authority in Africa that a foreign multinational was trading in that country through a permanent establishment.
A foreign tax authority
Advising in relation to a challenge by a foreign tax authority with respect to cross-border trading activities.
Exchange of information requests
Handling exchange of information requests by foreign tax authorities with respect to UK corporates.
Jersey Property Unit Trust
Appealing to the Tax Tribunal in respect of a claim for SDLT on the transfer of property via a Jersey Property Unit Trust.
Enterprise Zones
Bringing a judicial review challenge and appeal to the Tax Tribunal with respect to HMRC’s approach to the taxation of certain Enterprise Zone arrangements.
UK football clubs
Advising a number of UK football clubs in relation to disputes concerning EBT / EFRBS arrangements.
Remuneration
Appealing against claims by HMRC with respect to the remuneration of members of investment partnerships.
Film Financing
Addressing claims by investors against advisers in relation to a number of film financing arrangements.
High profile individual
Bringing a judicial review and High Court challenge in relation to the attempted rescission by HMRC of a long-running and substantial settlement with a high profile individual.
Domicile enquiries
Addressing domicile enquiries by HMRC into a number of high profile individuals.
Corporate Criminal Offence
Advising a number of corporates and partnerships with respect to putting in place procedures as required by the rules concerning the failure to prevent the facilitation of tax evasion.
Hayfin Capital Management LLP
Advising Hayfin Capital Management LLP on its special opportunities strategy, which attracted total commitments of €2.2bn and on its European direct lending strategy, gathering €3.5bn.
Alcentra
Advising Alcentra on the fundraising of its second European direct lending fund which closed at €4.3bn. We also advised Alcentra on a new managed account and on restructuring an existing fund vehicle to optimise performance-related compensation.
Muzinich & Co
Advising Muzinich & Co in relation to various current European-focused credit funds, including its pan-European private debt fund.
Cross Ocean Partners
Advising Cross Ocean Partners on its second European Special Situations fund and managed account.
Warwick
Advising Warwick on the fundraising of their second European-focused special opportunities credit fund and advising on the restructuring of their first fund of the same specification.
Beechbrook Capital
Advising Beechbrook Capital on its inaugural UK SME direct lending fund and third private debt fund.
Forum
Advising Forum on its latest Luxembourg structured European property mezzanine fund, FERI IV.
Alchemy
Advising Alchemy on the raising of its third special opportunities fund, which has closed with commitments of £600m after a short fundraising period.
Asia Resource Minerals
Advising Asia Resource Minerals plc (formerly known as Bumi plc) in respect of a series of complex and multi-jurisdictional claims involving former directors and shareholders, including an extensive internal investigation into allegations of fraud and successfully conducting an arbitration in Singapore to recover substantial sums for a former director.
Private equity client
Advising a private equity client on a complex Part 8 declaratory claim concerning a dispute over the implied and express terms of an intercreditor deed, with ancillary advice on insolvency issues.
A number of UK and foreign defendants
Advising a number of UK and foreign defendants in a claim concerning allegations of breach of warranty and indemnity, constructive trust, breach of fiduciary duty under various different laws and fraud arising out of the operation of a global business.
A principal lender
Advising the majority shareholders and directors of a principal lender in an unfair prejudice complaint, commencing with a freezing injunction and involving allegations of mismanagement, excessive remuneration and unlawful loans to directors.
Listed companies, institutions and private equity investors
Acting for listed companies, institutions and private equity investors on issues arising out of contested public takeovers and minority shareholder disputes, regularly involving dealing with issues arising in a number of jurisdictions.
Salford Capital Partners
Acting for Salford Capital Partners, a private equity firm, in dealing with a range of claims arising out of disputes with Boris Berezovsky, leading to our involvement in the Commercial Court trial between Boris Berezovsky and Roman Abramovich.
Resolution of a difficult family dispute
Successfully negotiating the resolution of a difficult family dispute over the running of a major industrial company and the entitlement of various members of the family to shares in the trusts which owned it. As well as advising on numerous pieces of contested litigation and a successful mediation, we also acted in relation to applications for blessing the implementation of the agreed settlement and related applications to vary the trusts.
Heirs of an estate
Acting for the heirs of the estate of a wealthy businessman and his wife. There was an acrimonious dispute which involved questions of capacity, theft, and trusts issues, and we have been overseeing multiple international proceedings for many years. We have advised on probate, Court of Protection and High Court proceedings. The parties recently settled the core dispute following a Beddoes application by the administrator of the estate: we played a central role in negotiations and in bringing the dispute to a conclusion.
High-profile investors
Advising high-profile investors on a fraud/asset tracing claim against a fraudster, which involved extending and defending freezing orders over a number of assets held in offshore family trusts of which the fraudster was not a named beneficiary.
Trustee of Bermudian trusts
Representing the trustee of Bermudian trusts in relation to a breach of trust claim arising out of the mistaken appointment of UK-resident trustees. We led a series of proceedings in Bermuda which successfully secured the revocation of the appointment under the Bermudian statutory Hastings-Bass jurisdiction (the first judgment of its kind) and, in addition, dealt with another transaction which needed to be revoked for common mistake.
Protector of substantial family trusts
We acted for a protector of substantial family trusts on a dispute about the validity of his appointment and subsequent acts carried out. We are also acting in proceedings in which our client was removed as trustee of very substantial trusts. Both cases concern the rights and duties of protectors and the interaction with trustees, settlors and beneficiaries; the duties of fiduciaries in difficult circumstances; the interpretation of complex trust deeds; the extent of the rights of former trustees over the trust fund; and involved questions regarding conflicts of interest.
A number of trustees
We have acted for a number of trustees whom the English court has joined or sought otherwise to involve in English matrimonial proceedings. We have advised in numerous instances on whether trustees should submit to the jurisdiction of the English court; how they should respond to requests for information; the effect of offshore “firewall” legislation designed to protect trusts from inference by courts seized with divorce proceedings; directions proceedings in offshore jurisdictions; and ways of brokering settlements.
Offshore trustees
Acting on a number of breach of trust claims against offshore trustees in relation to alleged negligent supervision of financial advisers. We have acted in relation to claims worth many tens or hundreds of millions of pounds. Such claims raise complex legal issues, including the extent of the protection provided by exoneration clauses in trust deeds and deeds of retirement and indemnity; the extent of the inherent duty of supervision of a trustee when investment management responsibility is vested in a third party; the appropriate way to calculate loss and damage in such disputes; and potential third-party claims.
Heir to an estate
Acting for an heir to an estate governed by foreign law in relation to assets which, it was claimed, were misappropriated from the estate. We successfully secured English jurisdiction over a number of the claims having coordinated a team of international lawyers and prominent members of the English bar. We have a long track record of successfully acting on such matters. This includes having acted for the Al Bassam family in relation to a claimant’s fraudulent claim to be a wife of Abdulaziz Al Bassam, in the course of which we represented the family’s interests in both the Coroner’s court and related litigation.
Vanguard
Advising Vanguard on its preparations for an offering of its investment products direct to the public.
Old Mutual Global Investors
Advising Old Mutual Global Investors on wholesale changes to the charging and pricing structure of its UK fund range as well as ongoing changes and rationalisations and the implementation of MiFID II.
Legal & General
Advising Legal & General Investment Management on a variety of matters including a wholesale rewrite of their funds’ prospectuses and trust deeds, together with various advice on new funds, structuring of share classes and other changes to existing funds.
Partners Group
Advising Partners Group on the establishment of Partners Group Generations Fund; this is the first UK regulated open-ended fund designed to specifically provide defined contribution pension plan investors with exposure to private market investments, including private equity, private debt, real estate, and infrastructure.
GAM
Advising GAM on ongoing changes to its UK fund ranges including in relation to incorporating the Taube Hodson Stonex funds following its acquisition by GAM.
Neptune
Advising on a substantial reorganisation of Neptune’s range of UK based investment funds as well as the implementation of MiFID II.
Numerous hosted authorised corporate directors
Acting for numerous hosted authorised corporate directors, such as Capita, Thesis, Smith & Williamson Fund Administration and T Bailey, on the establishment of, and changes to, regulated funds.
Marks & Spencer
Numerous changes to the Marks & Spencer range of UK authorised funds which included bringing management of some of the funds in house and changing various elements of the investment policy and charges.
Supermarket Income REIT PLC
Advising Supermarket Income REIT PLC, a UK-based closed-ended investment company, on its IPO on the specialist fund segment of the Main Market of the London Stock Exchange, with an initial market capitalisation of £100m.
Canaccord Genuity Limited
Advising Canaccord Genuity Limited (acting as Sponsor and Joint Bookrunner) and Liberum Capital Limited (acting as Joint Bookrunner) in connection with the IPO of Volution Group plc, a leading supplier of ventilation products, on the premium segment of the Main Market of the London Stock Exchange, with an initial market capitalisation of £300m.
Tarsus Group plc
Advising Tarsus Group plc, an international business-to-business media group, on its cashbox placing, raising £24m of gross proceeds.
The management of Xafinity plc
Advising the management of Xafinity plc, a corporate pensions consultancy, on its IPO on the premium segment of the Main Market of the London Stock Exchange, with an initial market capitalisation of approximately £190m.
GAME Digital plc
Advising GAME Digital plc, the leading omni-channel specialist retailer of video games in the UK and Spain, on its IPO on the premium segment of the Main Market of the London Stock Exchange, with an initial market capitalisation of £340m.
ThinkSmart
Advising ThinkSmart, a financial technology company operating in the retail point-of-sale lease finance space, on its IPO on AIM.
Venn Partners LLP, PRS Operations Limited and PRS Finance plc
Advising Venn Partners LLP, PRS Operations Limited and PRS Finance plc on a £265m, 1.75 per cent bond issuance, pursuant to the appointment by the Secretary of State for the Department for Communities and Local Government to operate the £3.5bn “Private Rented Sector Housing Guarantee Scheme” and the establishment of the related bond programme.
An industrial technologies company
Advising an industrial technologies company on a $1.5bn European Commercial Paper Programme, with two large international financial institutions acting as arranger and dealer, and issuing and paying agent respectively.
A financial services business
Creating a new dawn raid and competition compliance manual for a financial services business.
A multinational consumer goods business
Providing mock dawn raids and internal document audits for a multi-national consumer goods business.
A multinational manufacturer
Overhauling a multi-national manufacturer’s internal compliance guidelines.
One-to-one compliance interviews
Conducting annual one-to-one compliance interviews with a cross-section of a client’s employees from the CEO down to junior staff.
A major retail business
Developing an electronic compliance module for a major retail business.
Verizon Communications
Advising Verizon Communications on the acquisition of Fleetmatics for $2.4bn and the subsequent integration of Fleetmatics within the Verizon group structure.
OpCapita
Advising OpCapita on its purchase of the business and assets of Comet Group and GAME, in both cases advising on the taking over of retail leases.
Macmillan
Advising Macmillan on its agreement to lease two office buildings in the Regent Quarter Development in London’s King’s Cross.
Alchemy
Advising Alchemy in connection with the £177m buyout by the investee company the Tattershall Castle Group of a portfolio of 178 pubs from the Spirit Group. This was followed by the implementation of a restructuring in conjunction with our tax and corporate teams, involving a substantial reorganisation of the Group's property interests.
ICAP
Advising ICAP in relation to its occupational arrangements as sub-tenant at 1/2 Broadgate, London EC2 in light of the administration of its immediate landlord Lehman Brothers Limited.
CLS Holdings plc
Advising CLS Holdings plc on the sale of its mixed-use Vauxhall Square development for approximately £157m, by way of a sale of shares.
Supermarket Income REIT plc
Advising Supermarket Income REIT plc on all its acquisitions to date totalling more than £700m, including by corporate acquisition.
Arora Group and the LJ Group
Advising the Arora Group and the LJ Group on the development of a new 750 bedroom hotel at Heathrow Terminal 4.
The Economist
Advising weekly news, business and politics journal The Economist on its move from 25 St James’s Street, SW1 to establish new editorial headquarters at the iconic Adelphi building, WC2.
Derwent London
Advising Derwent London on the development and letting of the White Collar Factory.
Stanhope, Mitsui and AIMCo consortium
Advising a Stanhope, Mitsui and AIMCo consortium on the mixed use redevelopment at Television Centre including the acquisition, development, letting and asset management.
Arora Group
Advising the Arora Group on a joint venture on the acquisition, funding and development of the Intercontinenal Hotel O2.
Stanhope and AIMCo
Advising Stanhope and AIMCo on the funding and letting of One Mabledon Place, London and the subsequent sale of the company which owns the property for approximately £72m.
Stanhope plc
Advising Stanhope plc on a public private partnership with a local authority for residential led regeneration.
The Industrial Property Investment Fund
Providing asset management services for the entire Industrial Property Investment Fund. We produced standard documents and streamlined procedures to give a fast, efficient and cost effective service that was supported by an extranet set up to ensure rapid access to all relevant documents.
Various
Other clients which take advantage of our dedicated team include AXA Sun Life, the Arora International Group, Scottish Widows Investment Partnership and Invista. In addition we manage, in house at Macfarlanes, over 200 properties for private clients, private property companies and charities; providing not only legal services but also rent collection and other management services. We will call on the expertise of surveyors when required, but this in-house capability enables us to give those clients a full service and thus minimising the involvement of busy clients that do not have time to manage their property portfolios.
Stanhope
Advising Stanhope, backed by Mitsui Fudosan UK and the Alberta Investment Management Corporation, on its purchase of the iconic BBC Television Centre for £200m.
Derwent London plc
Advising Derwent London plc on all legal aspects of the development and letting of White Collar Factory, Old Street Roundabout, London E1. The development comprises a combination of new and existing buildings providing 270,000 sq ft of office accommodation and 11,000 sq ft of restaurants. Tenants include Capital One, Adobe and The Office Group.
Derwent London plc
Advising Derwent London plc on the development, letting and forward sale of The Copyright Building, Berners Street, London W1. The building which is more than 100,000 sq ft is pre-let to Capita at £7.4m. The building was sold to Union Investment Real Estate GmbH for £165m.
Scottish Widows Investment Partnership
Acted for a consortium of funds managed by SWIP to redevelop Mannington Retail Park in Swindon involving an anchor letting to John Lewis. We also advised on three development joint ventures with Kier Property Developments and advised another Scottish Widows Fund on the proposed redevelopment of Ings Retail Park, Wakefield, with an anchor letting to Tesco.
Brookfield
Advising Brookfield Office Properties on its anchor letting of 430,000 sq ft at Principal Place, London to Amazon.
Arora International Hotels
Advising Arora International Hotels on the acquisition of a significant part of the Airport Property Portfolio from BAA/Morley. This was a fast track deal that we exchanged very quickly for our client whilst at the same time ensuring that we built in adequate flexibility to accommodate anticipated structuring issues and protection for lenders. The value of the deal was in the region of £300m.
More London
Advising More London on one of the largest central London development schemes undertaken in the last ten years. The nature of the project required expertise from across a number of different legal disciplines and we advised on aspects from development and investment and real estate finance through to planning, environmental and construction.
Tower 42 Holdings
Advising the buyer on the purchase of the Tower Unit Trust, the owner of the Tower 42 Estate, for £282.5m. We also acted for the borrower on the subsequent acquisition finance from Aviva Commercial Finance Ltd.
Legal & General Pensions Limited
Advising on the forward funding of a new state-of-the-art office hub in Bristol, pre-let to HMRC and developed by Salmon Harvester.
The Berkeley Group
Acting for The Berkeley Group on its appointment as the developer of 3,500 homes on a 26 acres site in Newham near to West Ham tube station. The development will include transport infrastructure, a new 1,000 pupil school as well as affordable homes and over 1,000 rental properties on a brownfield site.
Balfour Beatty Investments
Acting for Balfour Beatty Investments on the public procurement process for the regeneration of the Winstanley and York Road estates.
LGT Capital Partners
Advising LGT Capital Partners on certain secondary fund transactions.
Royal Mail plc
Acting for Royal Mail plc on the acquisition of StoreFeeder.
Hollyport Capital
Advising Hollyport Capital on acquisitions of tail-end portfolios of mature private equity assets in the secondary market.
Caledonia Investments plc
Advising Caledonia Investments plc on the sale of Amber Chemicals to ICM Products (backed by Century Park Capital Partners), the acquisition of Seven Investment Management from Zurich and Aegon, the sale of Park Holidays and the acquisition of The Liberation Group Limited, the Channel Islands' pub, restaurant and drinks business, from LGV Capital.
Ladbrokes
Advising Ladbrokes on its merger with Coral, the largest ever retail merger in the UK (by reference to number of shops).
Dixons Carphone
Advising Dixons Carphone in relation to the CMA merger control review for the merger of BT and EE, and in relation to the European Commission’s Phase 2 investigation into the merger of H3G and O2 under the EU Merger Regulation.
L-3 Technologies
Acting for L-3 Technologies on the acquisition of Thales’ civil fixed wing aircraft simulation business and the acquisition of CTC Aviation from Inflexion Private Equity.
Visa Europe
Advising Visa Europe in relation to the antitrust aspects of its acquisition by Visa Inc., including during the merger control proceedings before the European Commission.
e2v technologies plc
Advising e2v technologies plc in connection with the merger control aspects of its acquisition by Teledyne Technologies Inc.
BATS Chi-X Europe
Advising BATS Chi-X Europe on the merger of EMCF and EuroCCP (two clearing houses) and the related arrangements with ABN AMRO Clearing Bank, NASDAQ OMX and The Depository Trust & Clearing Corporation.
Freightliner
Advising Freightliner in relation to the merger control aspects of its acquisition of Pentalver Transport.
Fleming Family & Partners
Advising Fleming Family & Partners on its merger with Stonehage to create an independent multi-family office business with $43bn in assets under administration.
The Engine Group
Acting for marketing company The Engine Group on its acquisition by Lake Capital.
Vision Express
Advising Vision Express in relation to the merger clearance process for its acquisition of a chain of 206 opticians from Tesco.
The Engine Group
Acting for marketing company The Engine Group on its acquisition by Lake Capital.
Hayfin Capital
Advising on the establishment of Hayfin Capital and its subsequent fund and tax structuring matters.
Alcentra
Advising Alcentra on its most recent direct lending fund and its special opportunities fund.
Muzinich & Co
Advising Muzinich & Co in relation to a pan-European debt fund targeting €500m.
Beechbrook Capital
Advising Beechbrook Capital on its inaugural UK SME direct lending fund and third private debt fund.
GHO Capital Partners LLP
Advising GHO Capital Partners LLP on its establishment and the fundraising of its first fund.
Alchemy Special Opportunities LLP
Advising Alchemy Special Opportunities LLP on its first three Alchemy Special Opportunities Funds.
Legal & General Property
Advising Legal & General Property on its second Property Investment Fund.
Virgin
Advising Virgin on the sale of a stake in Virgin Atlantic Airways to Delta, which required tax sensitive restructuring of its global IP licencing arrangements.
1Malaysia Racing
Acting for 1Malaysia on two well-publicised High Court trade mark and passing off speedy trials with Group Lotus plc, relating to i) ownership of the mark TEAM LOTUS and the green and yellow livery and ii) the advertising and marketing association between Team Lotus and Caterham Cars.
Anheuser-Busch
Representing Anheuser-Busch, the US brewer of Budweiser beer, in its long running series of trade mark disputes with the Czech brewers of Budvar beer over the use of the Budweiser trade mark.
Comada
Acting on a copyright trial in relation to our client’s software which a consultant claimed, unsuccessfully, to have retained the rights to.
Umbro
Advising Umbro on High Court, Court of Appeal and ICC arbitration claims relating to trade mark licensing issues.
Reebok
Acting for Reebok on an LCIA arbitration, relating to a joint venture and trade mark licence in India.
Air Liquide
Advising this world leading supplier of gasses for industry, health and the environment in its deal with the Department of Health for the national procurement of medical liquid oxygen.
Caterham cars
Acting for Caterham in negotiating and drafting its 50/50 joint venture arrangements with Renault for the development and production of a new sports car.
ICAP
Advising ICAP in connection with the establishment of new trading indices for trades in natural gas. Our role included drafting all commercial documentation, including collaboration arrangements, commercial licences and various trading arrangements.
The Marketing Store
Advising the Marketing Store in connection with its new master services agreements with McDonald’s and Weetabix. Each of these arrangements saw us take the lead in negotiating and drafting the agreements.
Arora Hotels
Advising Arora Hotels in connection with the management arrangements at the new Arora London O2 Hotel, InterContinental.
Hermes
Advising Hermes on the outsourcing of middle office services to JP Morgan.
Old Mutual
Advising Old Mutual on the outsourcing of various middle and back office services to Citibank (including terminating arrangements with existing providers and consolidating existing services provided by Citibank) whilst concurrently advising on the outsourcing of TA services to IFDS.
GAM
Advising a major UK investment manager on the outsourcing of various middle and back office services to State Street in respect of new fund launches.
Vanguard
We are currently engaged by the client on an outsourcing of middle office, fund accounting and transfer agency to FNZ.
Kleinwort Benson / Société Générale
Advising Kleinwort Benson and Société Générale in relation to their outsourcing of various middle and back office services to FNZ in conjunction with the merger of their wealth management offerings.
Major US bank
Advising a major US bank on a project (ultimately aborted) to consolidate providers across fund accounting, middle office and transfer agency, including the transition from two legacy platforms to a new system offered by Capita. Project aborted for price and risk allocation reasons.
Major financial institution
Successfully advising a major financial institution in litigation from a competitor seeking to use TUPE to secure the early release of a senior executive.
Anti-competition provisions in LLP agreements
Advising on ground-breaking litigation involving anti-competition provisions in LLP agreements in the financial services sector.
A number of individuals and teams
Advising a number of individuals and teams in relation to team moves in the banking and financial sector.
Boardroom disputes
Advising on a number of sensitive boardroom disputes involving the departure of senior directors, including claims for discrimination and whistleblowing.
Financial services client
Defending a high profile financial services client on a controversial claim for uncapped compensation disability discrimination, involving complex issues of capability, mitigation and career-long loss, as well as related High Court claims for breach of contract and the manner in which a permanent health insurance claim was handled.
Dismissal of an employee
Advising on the dismissal of an employee for gross misconduct for theft of intellectual property.
Pernod Ricard S.A.
Advising Pernod Ricard S.A. in relation to systemic overpayments arising from administrative practices relating to the adjustment of pensions at GMP age. We advised on the conclusions to be drawn from the historic documentation, the options and risks and drafted a deed to augment benefits to the extent necessary to allow on-going payment of overpaid pensions at current levels.
Arkema France
Acting for Arkema, a global chemical company, in establishing a new defined benefit pension scheme following the corporate acquisition of speciality chemicals producer Bostik and the management of all related aspects including advising on trustee appointments, benefit queries and potential cross-border aspects and managing member and trade union communications.
Nationally renowned publisher
Advising on complex benefit restructurings in the light of regulatory changes to the definition of “money purchase” to reflect the company’s intended remuneration strategy. The changes we helped to formulate were part of a long-term strategy for better utilisation of the surplus in the pension scheme. We also advised on the merger of two UK defined benefit pension schemes for the group.
The trustees of the Pennon Group Pension Plan
Advising the trustees on benefit revisions sought by the employer which included a cap on pensionable pay, a change of accrual rate and an increase in the normal retirement age with options for members to purchase better terms by increasing pension contributions. We assisted the trustees in negotiating certain concessions on early retirement and death benefits, particularly in relation to the split normal retirement ages. We also advised on the application of section 67 of the Pensions Act 1995 to the benefit changes including the pensionable pay cap and the documentation of the changes.
Trustees on funding and security issues
Advising the trustees of a scheme sponsored by a leading provider of manufacturing, logistics and consultancy services on complex restructuring and funding proposals and obtaining clearance for the buy-back of shares in the sponsoring employer to be held in a special purpose vehicle for the benefit of the pension scheme.
Professional services firm
Advising the trustees of a scheme sponsored by a global professional services provider on the change of sponsoring employer including management of the section 75 debts. We have also advised on various technical issues such as the correct normal retirement date for the scheme, the correct method for calculating waiting period benefits and the application of “uniform accrual” in relation to waiting period benefits.
European outsourced service provider
Advising a market leading European outsourced service provider on managing its exposure to both private and public sector defined benefit pension schemes arising as result of its outsourcing activities. Highlights include advising on the management of section 75 debt liabilities by way of statutory “flexible apportionment arrangements” and advising on appropriate commercial protections in relation to public sector outsourcing contracts involving the Local Government Pension Scheme.
Group-wide pension scheme of a healthcare provider
Advising on the management of section 75 debts to clarify the statutory employers of the scheme following historic reorganisations and disposals.
Charities sector employer
Advising a charities sector employer that participated in a multi-employer defined benefit pension scheme on its funding obligations to the scheme in the context of legislative funding requirements and historic cost sharing arrangements agreed with other charities. We also advised on the use of escrow arrangements to fund the scheme.
Kew Green Hotels and its shareholders
Advising Kew Green Hotels and its shareholders in relation to its debt restructuring, lease restructuring, certain bolt-on acquisitions and successful exit to China Travel Service.
OpCapita
Advising OpCapita on its loan-to-own acquisitions of the UK business and assets of the retailer GAME Digital, its operational turnaround, a ground breaking dispute with landlords and on its exit by way of a floatation. We have since advised on its financing arrangements and its takeover by Sports Direct.
Pensions corporate transactions
Advising Fnac S.A. on the pensions aspects of its takeover of Darty Plc (sponsor of the Comet Pension Scheme). We advised on the pensions liabilities of Darty Plc and the risks to Fnac S.A., the value of certain guarantees and assurances sought by the trustees. We advised throughout the negotiations where the trustees sought commitments on funding and guarantees in connection with their right to issue a publishable opinion on the impact of the transaction on the Comet Pension Scheme and offers were made by a rival bidder.
Shareholders of Monarch Airlines
Advising the shareholders of Monarch Airlines on the restructuring of the group and its finances involving the introduction of £75m of new monies and then on its subsequent sale process.
Shareholders of Monarch Airlines Limited (including the Mantegazza family)
Advising the shareholders of Monarch Airlines, against the backdrop of threatened insolvency proceedings, in agreeing a “regulated apportionment arrangement” (regarded by the Pensions Regulator as only available in exceptional circumstances) for the transfer of the Monarch Airlines Limited Retirement Benefits Plan to the Pension Protection Fund without insolvency events for the sponsoring employers.
The transaction, which was cleared by the Pensions Regulator, enabled Monarch Airlines Limited to be sold to new investors (Greybull) free from pension liabilities and required negotiation with the Pensions Regulator, the Pension Protection Fund, Greybull, the Monarch Group and the trustees of the pension plan.
Ernst & Young
Advising Ernst & Young as administrators of the City Link Group of Companies.
Arkema France
Acting for Arkema on its acquisition of Bostik from Total including a transfer of UK pension liabilities. We advised on all UK pensions aspects of the transaction including the sale and purchase agreement, the establishment of the new pension plan for which we prepared a definitive trust deed and rules, the transfer of past service benefits and the associated member communications.
Visa Inc.
Advising Visa Inc. on the pensions aspects of its acquisition of Visa Europe for a total value of €18.25bn.
Alchemy Partners
Advising Alchemy Partners in relation to the restructurings of the Tattershall Castle Group and related £125m debt facilities.
European outsourced service provider
Advising on all pensions aspects of the sale of a market-leading European outsourced service provider including issues arising as a result of historic TUPE transfers into the group and the management of section 75 debt liabilities arising from the proposed sale by way of a statutory “flexible apportionment arrangement”.
Advising on the merger of European operations
Acting for a global leader in the automotive industry on the UK pensions aspects of a merger of all its European operations. We advised on the implications of the merger on the UK defined benefit pension plan which remained open to accrual for UK employees including negotiating terms with the trustees of the pension plan to address concerns on Pension Protection Fund eligibility.
Leases of a chain of bars
Advising on a restructuring of the leases of a chain of bars, which culminated in a successful IPO.
Nationally renowned building firm
Advising a national building firm on various pensions issues arising in the context of the sale process initiated following the group’s £400m+ refinancing. The group operated two legacy DB schemes, one of which had certain historical issues. We advised on setting in place a resolution process for the issues so that prospective purchasers could proceed to acquire the group on a secure footing regarding likely cost, and timing for resolving the issues.
Kestrel Acquisitions Limited
Advising Kestrel Acquisitions Limited on its company voluntary arrangement involving the compromise of approximately £250m of loan note debt.
FRP
Advising FRP as administrators of Western Bio-Mass Ltd on the trading administration of a large power-generating plant.
Various companies and groups
Advising various companies and groups, including Albemarle & Bond, Chez Gerard and Fenn Wright Manson on their preparation for an orderly formal insolvency process involving a subsequent sale of their business.
Creditors
Advising creditors on their rights in various recent, high profile, formal insolvencies and restructurings, including those of Lehman Brothers and Nortel.
Silverfleet Capital Partners
Advising Silverfleet Capital Partners on the financing for the acquisition of Sigma Precision Components, a leading aerospace manufacturing group, from Avingtrans plc and the acquisition of Lifetime Training Group, the UK’s largest apprenticeship training provider and apprentice recruitment specialist.
Universities Superannuation Scheme Limited
Advising Universities Superannuation Scheme Limited, the sole corporate trustee of one of the UK’s largest pension funds, on the acquisition from Credit Suisse AG of a number of securitised middle-market fund financing facilities.
Alchemy Special Opportunities Funds
Advising Alchemy Special Opportunities Funds in respect of various investor call bridge and acquisition finance bridging facilities.
Canary Wharf Group
Advising Canary Wharf Group in relation to the £200m infrastructure facility from the Homes and Communities Agency for the development of the infrastructure for the new Wood Wharf development in London.
Opcapita
Advising Opcapita on its loan-to-own acquisition of the UK business and assets of the retailer GAME Digital, its operational turnaround, a ground-breaking dispute with landlords and on its exit by way of flotation. We have since advised on its financing arrangements.
Venn Partners LLP, PRS Operations Limited and PRS Finance plc
Advising Venn Partners LLP, PRS Operations Limited and PRS Finance plc on a £265m, 1.75 per cent bond issuance, pursuant to the appointment by the Secretary of State for the Department for Communities and Local Government to operate the £3.5bn “Private Rented Sector Housing Guarantee Scheme” and the establishment of the related bond programme.
Goldman Sachs Private Capital
Advising Goldman Sachs Private Capital in relation to a structured credit facility, backed by bridging loans originated by Together Financial Services, trading as Together.
Multi-national advertising and marketing group
Advice in relation to the transfer of data around a multi-national advertising and marketing group and compliance with data protection rules in the UK.
Privacy and Electronic Communications Regulations 2003
Ongoing compliance advice in relation to international data transfers and new “cookies” rule following the changes to the Privacy and Electronic Communications Regulations 2003.
Drinks industry
Advice in relation to international transfers personal data within the drinks industry and compliance with relevant European and UK laws and regulations in this area.
Financial institutions
Advice in relation to GDPR implications and compliance programmes – structuring surveys, data maps, supply chain updates, contract amendments, policy updates and training – to a number of financial institutions.
Numerous confidential clients
Advice to numerous confidential clients in relation to data breaches, including one of the most high-profile data breaches in the UK to date – as a result of our involvement no further enforcement action was taken against our client by the Information Commissioner.
Cloud provision
Advice on data protection in the context of cloud provision and the establishment of a B2B cloud offering.
Employee tribunal matters
Advice on data protection (including Data Subject Access requests) in the context of employee tribunal matters.
Global investigations
Overseeing and advising a global investment bank in relation to a number of critical cross-border regulatory and criminal investigations concerning benchmark manipulation and other misconduct.
Landmark swaps dispute
Successful representation of the Firth Rixson group in a $100m dispute concerning interest rate swaps following the collapse of its swap counterparty, Lehman Brothers International (Europe), which went to trial and to the Court of Appeal.
International arbitration - multi-billion bond issues
Representing a sovereign state in regard to a multi-billion dollar dispute involving the financing of its capital markets debt obligations.
FCA Competition investigation
Advising a leading investment bank in the first ever competition investigation by the FCA under its new powers, and two leading investment banks in relation to pre-investigation enquiries.
FX Remediation Programme
Advising a leading financial institution on its work in relation to the FCA’s FX Remediation Programme, including a past business review of the firm’s Spot FX business.
Landmark mis-selling dispute
Successful representation of Roskilde Bank A/S in its defence of a claim of alleged mis-selling of its subordinated debt. The case involved two trials, before going to the Court of Appeal on both the law of misrepresentation in the context of sales in the secondary financial markets, and contractual disclaimers.
Skilled Person assignments under Section 166 FSMA 2000
We are one of very few firms of lawyers appointed to the FCA's panel of Skilled Persons for investigations and reviews under FSMA. Our recent experience includes: a review of sales of interest rate hedging products by two of the UK clearing banks to SMEs in the period 2000 to date. Our reports have been praised by the FCA for their rigour, clarity and practical recommendations.
PFI projects
Advising project companies, contractors and service suppliers in relation to a number of multi-million pound disputes arising from PFI projects at government buildings, hospitals, schools and waste management facilities across the UK.
A government in the Middle East
Acting for a government in the Middle East in a substantial ICC arbitration in relation to an international airport project.
Grove Developments
Acting for Grove Developments in a number of adjudications, in the High Court and in the Court of Appeal in relation to several substantial claims concerning the construction of a hotel and ballroom linked to the O2 arena at Greenwich peninsula.
Genting Casinos
Acting for Genting Casinos in relation to various disputes arising out of its £150m development at Resorts World in Birmingham, including extensive delay and disruption claims, the building contractor’s final account, defects in the works and related tenant claims regarding the interpretation of agreements for lease.
A Libyan developer
Acting for a Libyan developer in an international arbitration and related High Court jurisdiction proceedings arising out of the construction of a five star hotel in Tripoli.
Weston Homes
Acting for Weston Homes in High Court proceedings against a sub-contractor in relation to the design and construction of cladding at a prestigious commercial and residential multi-tower development in Battersea.
Sir Robert McAlpine
Acting for Sir Robert McAlpine in a multi-party High Court claim involving a housing association, architect and mechanical and electrical engineer regarding the construction of a substantial residential development as part of Arsenal Football Club’s prestigious “Arsenal on the Move” project.
A German mechanical engineering company
Acting for a German mechanical engineering company in relation to a multi-million pound dispute with a newspaper producer regarding the design and installation of commercial printing presses.
GAME
Acting for GAME Retail in relation to its retail administration and subsequent dispute with landlords in the High Court and Court of Appeal regarding the payment of rent in over 500 properties, which changed the law relating to the payment of rent as an expense of administrations.
A large national house builder
Advising a large national house builder in relation to a dispute over the calculation of an overage payment due under a sale and purchase agreement relating to a high-profile development of over 800 homes in London.
Glenside Holdings
Advising Glenside Holdings in relation to a Land Registry Tribunal claim about the beneficial ownership and offshore trust structures relating to a substantial residential estate in Oxfordshire.
Alchemy Special Opportunities Funds
Advising Alchemy Special Opportunities Funds in respect of various investor call bridge and acquisition finance bridging facilities.
Partners Group
Advising Partners Group in relation to various investor call bridge facilities for their funds.
A global private equity specialist
Advising a leading global, private equity specialist on a €250m financing, provided by a Luxembourg SPV to a mid-market private equity firm, in order to finance investment in their private equity funds.
Hayfin
Advising Hayfin in relation to various fund finance facilities provided by Lloyds Bank, RBS and others.
A specialist manager
Advising a specialist manager of global private equity secondary assets on all financing aspects relating to a senior secured term loan provided to a unit trust established in Jersey.
17Capital LLP
Advising 17Capital LLP on a number of its structured fund finance transactions.
Investec Bank plc
Advising Investec Bank plc in respect of various fund facilities to private equity and credit funds, including hybrid facilities, and a letter of credit fund facilities for a private equity fund, to support its bid for Club Med.
Silverfleet Capital Partners LLP
Advising Silverfleet Capital Partners LLP on acquisition financing and refinancing facilities for Lifetime Training, Sigma Group and other portfolio companies.
Caledonia Investments
Advising Caledonia Investments on acquisition financing and refinancing facilities for Liberation Pubs Group, Seven Investment Management and Park Holidays, and on the sale of Park Holidays.
Charme Capital Partners
Advising Charme Capital Partners on acquisition financing facilities for portfolio companies.
Next Wave Capital
Advising Next Wave Capital on acquisition financing and refinancing facilities for portfolio companies.
Exponent Private Equity
Advising Exponent Private Equity on acquisition financing facilities for Big Bus Group.
Oak Hill Capital Partners
Advising Oak Hill Capital Partners on acquisition financing facilities for Pulsant Group.
Graphite Capital
Advising Graphite Capital on acquisition financing facilities for the Hawksmoor restaurant group.
Alchemy Partners
Advising Alchemy Partners on the refinancing and subsequent merger of Parkdean Holidays and its subsequent sale, and on the refinancing of Inventive Leisure and the subsequent IPO of Revolution Bars Group plc on the main market of the LSE.
TA Associates
Advising TA Associates on the refinancing of Cath Kidston Limited.
Sponsor-less corporate borrowers
Advising various sponsor-less corporate borrowers on strategic leveraged and acquisition financing and refinancing facilities.
UK, European and US-based specialty lenders and borrowers
Advising various UK, European and US-based specialty lenders and borrowers on borrowing base and asset backed variable funding note facilities.
Medicover Group
Advising Medicover Group in relation to multicurrency revolving facilities in conjunction with its flotation on NASDAQ Stockholm.
Paroc Group
Advising Paroc Group and the selling shareholders in relation to the issuance of €430m senior secured high yield notes and related super senior facility and the subsequent sale of the group.
EP Energy
Advising EP Energy in relation to €1bn senior facilities, €500m senior secured notes and €600m senior secured notes.
Supermarket Income REIT plc
Advising Supermarket Income REIT plc on its £100m revolving credit facility with HSBC to finance the acquisition of properties in Thetford, Bristol and Ashford.
Wind Farm Project in South Africa
Advising the lenders on the development of the EDF EN / Innowinds sponsored multi-site Round 2 Wind Farm Project in South Africa, negotiating the EPC and O&M contracts.
A number of lenders
Advising a number of lenders in relation to Round 3 bids in the South Africa Renewable Energy Independent Power Producer Programme, negotiating EPC and O&M term sheets for wind and solar projects.
UK water company
Advising a UK water company on the procurement and contracting strategy for its £2bn five year capital delivery programme, including drafting the suite of engineering contracts.
Abbey Power Generation
Advising Abbey Power Generation on its limited recourse financed project to develop short term operating reserves for the National Grid, drafting and negotiating all project documents (including long term maintenance contracts, frameworks, generator and electrical connection supply contracts and management services agreements) and advising on structure.
Diyar Al Muharraq WLL
Advising Diyar Al Muharraq WLL (a Bahrain joint venture development company) on a major $3.2bn reclamation and town development project and advising on the primary infrastructure procurement programme and contract package.
Electrawinds
Advising Electrawinds on its EPC and O&M contracts for an on-shore wind farm in Serbia.
Ecofin
Advising Ecofin, drafting and negotiating the EPC and Port Services Agreements for a facility to export wood chip.
Abu Dhabi Ports Company
Advising Abu Dhabi Ports Company on its $1.5bn turnkey dredging and reclamation contract for the Khalifa Port infrastructure project.
MTR
Advising MTR on Train Purchase and Maintenance Agreements.
The Engine Group
Advising the Engine Group on its sale to Orc International Inc., a portfolio company of Lake Capital.
IPGL
Advising IPGL on the sale of City Index to Gain Capital Inc.
Topaz Energy
Advising Topaz Energy on its acquisition of Esso’s fuels and convenience store businesses in Ireland from ExxonMobil.
MyBucks
Advising a leading Luxembourg-based fintech company MyBucks on the acquisition of six banks in Ghana, Kenya, Mozambique, Malawi, Tanzania and Uganda from international NGO Opportunity International.
Brainworks
Advising Brainworks (a leading investment and advisory group focusing on Zimbabwe) on an equity fundraise and proposed acquisition of Telecel.
Investors
Advising investors on the sale of their interests in the Jubilee oil field off the coast of Ghana to Petro SA, the national oil company of South Africa.
Ndola Energy
Advising Ndola Energy, a Zambian power company, in relation to its restructuring and expansion.
Air Liquide S.A.
Advising Air Liquide S.A. on a number of domestic and overseas acquisitions and investments.
Push Button
Advising the co-owners of interactive digital design and build agency Push Button on the sale of Push Button to Amazon.com.
Shareholder dispute
Advising on a shareholder dispute relating to the future and management of a prominent business, including allegations of unfair prejudice and wrongdoing by the directors.
Breach of warranties
Advising in respect of claims for breach of the warranties in investment agreements, including investments made by private equity houses and growth capital funders.
Operation of shareholders' agreements
Advising on the operation of shareholders’ agreements, the bringing or defending of unfair prejudice petitions in the Companies’ Court, the removal of directors and alternative forms of dispute resolution.
The operation of a company's articles of association
Advising on a dispute about the operation of a company’s articles of association, and a claim in the Companies’ Court for rectification of the register of members.
Complex securitisation transaction
Advising on a dispute about the effect of a complex securitisation transaction in light of one party’s insolvency, governed by the LCIA Arbitration Rules and involving foreign applicable law.
Disability, sex discrimination and whistleblowing claims
Advising in connection with disability, sex discrimination and whistleblowing claims in the Employment Tribunal and the Employment Appeal Tribunal, as well as advising on bonus disputes and team moves.
Conspiracy claim
Successfully challenging a world wide freezing order and advising in respect a conspiracy claim involving a jurisdiction challenge, foreign applicable law and allegations of judicial corruption in foreign jurisdictions.
Fixed income fund manager
Advising a leading fixed income fund manager on the trading documentation for the launch of a hedge fund investing in mortgage-backed securities.
Major institutional fund manager
Advising a major institutional fund manager on legal implications of derivative products adapted for restricted Asian markets.
Regulated firm
Advising a regulated firm on the implications and course of action to take with stakeholders following regulatory action being taken against employees.
Hedge fund manager
Advising a leading hedge fund manager on the trading documentation for a high-profile launch of a multi-prime broker fixed income hedge fund.
Hedge fund manager
Advising a leading hedge fund manager on structured market access equity derivative transactions.
Sovereign wealth fund
Advising a significant sovereign wealth fund on documentation for an internal hedge fund.
Number of institutional managers
Advising a number of institutional managers on their documentation requirements to comply with EMIR and AIFMD.
Hayfin Capital Management LLP
Advising Hayfin Capital Management LLP on its special opportunities strategy, which attracted total commitments of €2.2bn and on its European direct lending strategy, gathering €3.5bn.
Partners Group
Partners Group on the establishment of Partners Group Generations Fund; this is the first UK regulated open-ended fund designed to specifically provide defined contribution pension plan investors with exposure to private market investments, including private equity, private debt, real estate, and infrastructure.
Collateral requirements
Advising a large number of asset managers and brokers on the implementation of collateral requirements for OTC derivatives.
Implications of clearing derivatives
Advising asset managers on the implications of clearing derivatives and how to manage the risks in the clearing process.
Securities Financing Transactions Regulation
Advising asset managers on the requirements of the Securities Financing Transactions Regulation for their stock loan, repo and cash finance transactions.
Restricted Asian markets
Advising a major institutional fund manager on legal implications of derivative products adapted for restricted Asian markets.
Liquidity enhancement derivatives
Advising a major UK broker on liquidity enhancement derivatives.
Regulatory action
Advising a regulated firm on the implications and course of action to take with stakeholders following regulatory action being taken against employees.
Equity derivative transactions
Advising a leading fund manager on structured emerging market equity derivative transactions.
Luxury new homes
Advising purchasers of luxury new homes in super prime London, many of which have been both off-plan and off-market.
Short lease of a property
Advising a seller of a short lease of a property with the benefit of a claim to purchase the freehold with a price in excess of £17m.
Owner of a multi-let block
Advising the owner of a multi-let block of residential flats on the corporate restructuring and disposal of the asset.
£33m grade ll listed house
Advising the purchaser of a £33m grade II listed house on the Crown Estate by way of acquisition of the issued share capital of the vendor company.
Prime London Estates
Advising purchasers, sellers and lessees on the prime London Estates (Crown, Cadogan and Grosvenor Estates) covering acquisitions, disposals, financing and ancillary assistance in relation to applications for licence to alter.
Lease extension and enfranchisement claims
Advising landlords and tenants on lease extension and enfranchisement claims, as well as first rights of refusal acquisitions and disposals.
Various landlords
Advising various landlords on lease terminations, renewals and management matters for multi-let commercial premises in Knightsbridge.
Green-belt land
Advising the purchaser of green-belt land for redevelopment.
AIG
Advising AIG on the refinancing of a premier central London hotel owned by an international hotel group.
Canary Wharf Group
Advising Canary Wharf Group in relation to the £200m infrastructure facility from the Homes and Communities Agency for the development of the infrastructure for the new Wood Wharf development in London.
ING Bank N.V.
Advising ING Bank N.V. on an investment facility to the New Bond Street JV II Unit Trust for the acquisition of 48-50 New Bond Street.
Legal & General
Advising Legal & General on development facilities in order to fund the development of residential units in Walthamstow, Salford and Bath and residential property in Crowthorne.
Legal & General
Advising Legal & General on a £25m eighteen-year bilateral loan to refinance Goodricke College, a student accommodation building owned jointly by the University of York and Evans Property Group.
LaSalle Investment Management
Advising LaSalle Investment Management as mezzanine lender, regarding an investment facility provided to the Ability Group, originally entered into for the acquisition of two hotels operated by Hilton. We also advised on a new mezzanine development facility for the extension of one of the hotels.
Rocket Investments
Advising Rocket Investments on £240m senior and mezzanine facilities to finance the development of The Atlas Building, City Road, London EC1, which will comprise a mixture of high-end residential, office and retail space.
Supermarket Income REIT plc
Advising Supermarket Income REIT Plc on its £100m revolving credit facility with HSBC to finance the acquisition of properties in Thetford, Bristol and Ashford.
A long standing high profile client
Advising a long standing high profile client in relation to an employee with access to its most confidential information and valuable intellectual property, who was looking for a means by which to take up employment with a competitor.
An advertising client
Supporting an advertising client in relation to a complex disability issue affecting one of its senior employees.
A financial services client
Advising a financial services client on large scale redundancies following a merger, including complicated negotiations involving the exit of all UK employees through a combination of redundancies and business sales.
A long-standing financial services client
Advising a long-standing financial services client regarding allegations of sex discrimination and whistleblowing made by one of its most senior investment partners against the firm.
High profile investigation
Advising in relation to a high profile investigation into alleged financial irregularities within a UK plc. Including in connection with substantial claims against wrongdoers in a number of jurisdictions, defence of a s994 petition, a number of regulatory investigations commenced by UK and overseas authorities and freezing assets in different jurisdictions and overseas arbitration proceedings.
Dispute arising out of the insolvency of Lehman
Successful representation of a company in a $70m dispute arising out of the insolvency of Lehman, relating to non-payment on an open interest rate swap when Lehman went into administration. The case is the leading authority on the central provision in the ISDA Master Agreement.
Capita Asset Services
Advising the management team of Capita Asset Services on the sale of the business by Capita plc to Link Group for £888m.
AWAS
Advising the management of AWAS, a Dublin based aircraft lessor, on its sale by Terra Firma and Canada Pension Plan Investment Board to Dubai Aerospace Enterprise.
Regional Italian public authority
Advising a regional Italian public authority in relation to disputes with the arrangers and swap counterparties for a $1bn bond issue.
Insolvent Danish bank
Representing an insolvent Danish bank in defence of a €30m claim of alleged mis-selling of Subordinated Notes.
Municipalities of Haugesund and Narvik
Acting for the municipalities of Haugesund and Narvik in claims concerning certain complex swap transactions. The municipalities successfully obtained declarations which were, upheld by the Court of Appeal, that the transactions were void as they were ultra vires under Norwegian law.
CBPE
Advising CBPE on the fundraising of CBPE Capital Fund IX at £460m.
Municipality of Bremanger
Acting for the municipality of Bremanger in defence of a claim brought against it concerning the ultra vires nature of a Bermudian swap option.
17Capital
Advising 17Capital LLP on the raising of its fourth fund (17Capital Fund 4), which hit its extended hard cap and closed with commitments of over €1bn.
UK plc
Acting for a UK plc in relation to an application to the High Court for rectification of a deed of amendment relating to its pension scheme, and in relation to an associated claim for professional negligence against the scheme's former administrators and scheme actuary.
Hollyport Capital
Hollyport Capital which raised more than £185m for its fifth secondaries fund.
Global business
Acting for a global business in relation to an application to the High Court for directions on the proper administration of its pension plan, and related claims against former professional advisers. One of the leading pensions cases to come before the English Court in recent years, including the first judicial consideration of whether pension scheme trustees have the power to compromise a dispute.
Legal & General
Advising Legal & General on the initial establishment and several restructurings of its Industrial Property Investment Fund, and on-going matters relating to The Leisure Fund Limited Partnership. We have also advised on its second UK Property Income Fund.
Realstar
Advising Realstar, the Canadian property firm, on the establishment of its Fund I, Fund II and Fund III.
Scottish Equity Partners
Advising Scottish Equity Partners on the fundraising of £260m for its new venture capital fund, SEP V.
The European Investment Fund
Advising The European Investment Fund as a limited partner and investor in a wide variety of venture capital and private equity funds, as well as acting on its formation of the UK FTF Fund with HM Treasury, to focus on venture capital and SME opportunities in the UK.
Domicile investigations
Advising on a number of domicile investigations conducted by HMRC.
A judicial review and High Court proceedings
Bringing a judicial review and High Court proceedings in order to challenge HMRC’s attempt to rescind a long-running and substantial settlement agreement with an individual.
A UK based client
Advising a UK based client who was the subject of a cross-border tax investigation.
Global asset management firm
Advising a global asset management firm in respect of hybrid leverage facilities / private CLOs for its latest direct lending fund and in relation to a direct lending managed account.
Better Capital
Advising Better Capital on the sale of Intertain Limited, the owner of the Walkabout pub chain.
Legal & General
Advising Legal & General on the sale of a substantial real estate investment in the Midlands.
Private investor
Advising a private investor on a joint venture to develop a large brownfield site in Birmingham for residential housing.
Overseas company
Advising an overseas company on its acquisition of a landmark building in the City of London through the purchase of a special purpose corporate vehicle.
Owners of Energy Quote
Advising the owners of Energy Quote, the energy procurement services provider, on its sale to Accenture.
Major European real estate fund manager
Advising the co-founder of a major European real estate fund manager over many years, including on the buyout of his co-owner’s interest and the subsequent sale of a share of the business to a new investor.
Incisive Media
Advising Incisive Media, the professional services publisher, on its syndicated debt refinancing, group reorganisation and numerous business sales and acquisitions over many years.
J.C. Flowers & Co.
Advising J.C. Flowers & Co. on the IPO of OneSavings Bank plc, the first UK flotation of a “challenger bank”.
Weight Partners Capital
Advising Weight Partners Capital on the acquisition of Rileys Sports Bars, the nationwide chain of snooker halls, out of administration.
The Bank of NT Butterfield & Son Limited
Advising the Bermuda based Bank of NT Butterfield & Son on the sale and purchase of several banks, asset managers and other financial services businesses in the UK, Hong Kong, Channel Islands and the Caribbean.
DC Thomson & Co Limited
Advising DC Thomson & Co Limited, the Scottish publisher, on numerous acquisitions, investments and other transactions, including the acquisitions of Puzzler, public and private.
Owners of Monarch Airlines
Advising the owners of Monarch Airlines on its sale to Greybull Capital.
Bestinvest
Advising Bestinvest, the financial advisory business, on its acquisition by Permira and combination with Tilney.
Founder shareholders / managers of Fever-tree
Advising the founder shareholders / managers of Fever-tree, the manufacturer of premium tonic water and other mixers, on their secondary buy-out backed by Lloyds Development Capital.
The Four Seasons Health Care Group
Advising The Four Seasons Health Care Group on the restructuring of its £1.7bn debt and its sale to Terra Firma.
Rex Restaurant Associates Limited
Advising Rex Restaurant Associates, owner of The Wolseley and The Delaunay, on its investment arrangements with Graphite Capital.
Confidential transactions and reorganisations
Advising many other confidential transactions and reorganisations for individuals, private companies and funds, both UK and off-shore, in the financial services, healthcare, media, real estate and other sectors.
AIG
Advising AIG on the financing of a premier central London hotel owned by an international hotel group.
Rocket Investments
Advising Rocket Investments on the senior and mezzanine development facilities for the Atlas Building, City Road, London, comprising residential, office and retail space.
Maybourne Hotels Group
Advising Maybourne Hotels Group on the refinancing of Claridge’s, The Berkeley and The Connaught hotels.
The Kirsh Group
Advising The Kirsh Group on its £200m facility (provided by Aviva Commercial Finance Limited) for the acquisition and development financing of the Tower 42 estate.
The Really Useful Theatres Group
Advising The Really Useful Theatres Group on its term loan and revolving refinancing facilities.
Consortium of investors
Advising a consortium of investors including Arora International on the acquisition and development financing provided to a joint venture to buy and develop a three hectare riverfront hotel site directly linked to The O2 Arena on the Greenwich Peninsula, London.
LaSalle Investment Management
Advising LaSalle Investment Management (as adviser to LaSalle Residential Finance Fund) on a £51m facility to Melford Capital Partners to finance the acquisition and development of the University Arms hotel in Cambridge.
Property development company
Advising a property development company on an expert determination of a delay dispute with contractors concerning a multi-million pound refurbishment of a property in central London.
Sovereign Capital
Advising Sovereign Capital on the fundraising of its fourth fund, Sovereign Capital IV, at the pre-set hard cap of £395m.
Alchemy
Advising Alchemy on the establishment of its Special Opportunities business, and the raisings of its three Special Opportunities Funds (the last of which raised over £600m).
Royal Bank of Scotland
Advising Royal Bank of Scotland on numerous acquisition facilities for leveraged buyouts.
Various banks
Advising Allied Irish Bank, Barclays Bank, BNP Paribas, Lloyds Bank, NAB Capital, NIBC Bank NV, and UBS on various facilities.
Number of corporates
Advising a number of corporates, including JD Wetherspoon plc, e2v Technologies plc, Trafigura Beheer B.V. and ICAP on various facilities.
Banks, companies and sponsors
Advising a number of banks, companies and sponsors on refinancings, reschedulings, covenant re-sets and capital restructurings
Pernod Ricard
Advising Pernod Ricard on its $5bn debt financing for the acquisition of the Seagram drinks business; its £7.4bn debt facilities for its bid for Allied Domecq and its €15bn facilities for its acquisition of Vin & Sprit.
Companhia Siderurgica Nacional
Advising Companhia Siderurgica Nacional on its $11.265bn facilities for the public takeover of Corus Group plc.
Unipol S.P.A.
Advising Unipol S.P.A. on its €4.9bn facilities for the proposed acquisition of Banca Nazionale del Lavoro S.p.A.
Britax
Advising Britax on its capital restructuring which involved new debt facilities and a tender offer for its high yield bonds.
Investec, RBS, Lloyds, Citibank
Advising Investec, RBS, Lloyds, Citibank and others in relation to various fund finance, GP support and hybrid finance facilities.
Private equity and debt investment funds
Advising various private equity and debt investment funds in connection with their investor call bridge, GP support and hybrid facilities.
Avant Homes
Advising Avant Homes on the refinancing of its facilities.
Partners Group funds
Advising various Partners Group funds in respect for fund finance facilities in excess of €2.5bn.
Tethys Oil
Advising Tethys Oil on its $100m oil reserve-based facilities.
Syntaxis Capital
Advising Syntaxis Capital on its mezzanine facilities for Expert Petroleum.
NES Group
Advising NES Group in relation to the refinancing of its term, revolver and invoice discounting facilities.
Ares Capital
Advising Ares Capital on unitranche and super senior facilities for the acquisition of Shimtech.
Charme Capital Partners
Advising Charme Capital Partners on the financing for its acquisition of JD Classics.
Hogg Robinson plc
Advising Hogg Robinson plc on its £150m syndicated loan facilities.
Verizon Communications
Advising Verizon Communications on the financing for its acquisition of Vodafone’s interest in Verizon Wireless for $130bn.
GHO Capital
Advising GHO Capital, a specialist healthcare investor, on the financing for its acquisition of Quotient Clinical, and the follow-on acquisitions of two other pharmaceutical businesses.
VTB Capital
Advising VTB Capital on Sacturino’s $9bn offer for Polyus Gold.
Exponent
Advising Exponent on the financing for its acquisitions of HSS, Big Bus Tours and Leisure Pass.
Graphite Capital
Advising Graphite Capital on eight acquisition and dividend recapitalisation financings.
Partners Group
Advising Partners Group on the financing for its acquisition of Standard Chartered Private Equity’s divested portfolio in the Far East, Middle East and Africa.
Oak Hill Capital Partners and Firth Rixson
Advising Oak Hill Capital Partners and Firth Rixson on the refinancing of their £1.2bn senior, mezzanine and PIK facilities.
Private equity clients
Advising the firm’s private equity clients on the financing for their leveraged acquisitions, including 3i, Alchemy Partners, ASOF, Caledonia Investments plc, Charme Capital, Darwin Private Equity, Duke Street, Exponent, GHO Capital, Graphite Capital, JC Flowers and Partners Group.
International corporate
Advising an international corporate on a €4bn total return share swap put in place in connection with an international public bid.
Challenger bank
Advising a challenger bank on the structuring of property index swaps for a new house price investment product.
FTSE100 insurer
Advising a FTSE100 insurer on bespoke collateral mechanisms in connection with long-dated swaps.
Private pension funds
Advising two of the largest private pension funds in Europe on their swap, repo, futures and clearing documentation, and on Dodd-Frank and EMIR issues.
US managed account platform
Advising a US managed account platform on its day-to-day derivative requirements, across more than 50 separately managed funds.
Institutional asset managers
Advising several of the largest UK institutional asset managers on umbrella trading arrangements.
Emerging market specialist funds
Advising several emerging market specialist funds on investing in synthetic products to access the Indian and Chinese markets.
Family office
Advising the family office of a domestic high-net-worth individual on its OTC and exchange-traded derivatives requirements.
Alternative asset managers
Advising various alternative asset managers on the trading issues involved in launching US mutual fund structures.
Private equity house
Advising a leading private equity house in relation to deal contingent FX trades to mitigate currency risk on cross-border sales and purchases.
Thai Airways
Advising Thai Airways on a High Court breach of contract claim against a seat supplier, securing damages for our client in excess of $100m.
Multi-party cartel
Defending a multi-party cartel follow-on damages claim in the Competition Appeal Tribunal relating to the supply of automotive bearings.
Dutch egg product manufacturer
Acting for a Dutch egg product manufacturer on a High Court breach of contract claim against an American customer.
UCI Independent Commission
Advising the UCI Independent Commission in relation to a public inquiry into the Lance Armstrong doping affair in professional cycling.
Kestrel Acquisitions Ltd
Advising Kestrel Acquisitions Ltd on a reported High Court case about the construction of the term “modification” in a loan note agreement and the refusal to imply a good faith term.
1Malaysia
Acting for 1Malaysia in relation to a breach of contract, trade mark and passing off dispute with Group Lotus in relation to the use of the name and mark “Team Lotus” in Formula One, which went to speedy trial.
Umbro
Acting on an ICC arbitration in respect of an international licensing dispute for Umbro, the leading international sports brand and then kit supplier for the England football team; and successfully defending a High Court and Court of Appeal breach of contract claim for the same client by a former US licensee.
Indian joint venture company
Conducting an LCIA arbitration, governed by Indian law but with the seat in London, relating to the disputed exercise of a call option over shares in an Indian joint venture company.
Anheuser-Busch
Representing Anheuser-Busch on their UK Budweiser trade mark litigation, particularly against the Czech brewers of “Budvar”, in respect of which he has acted on a number of reported High Court, Court of Appeal and Court of Justice of the European Union decisions.
OpCapita
Advising OpCapita on the purchase of The Football Pools business from pool and tote betting company Sportech plc for a total cash consideration of £83m.
Maybourne Hotel Group
Advising the Maybourne Hotel Group on the refinancing of the Berkeley, Claridge’s and Connaught hotels and the proposed redevelopment extension of Claridge’s.
Parkdean Holidays
Advising Parkdean Holidays on the refinancing of its holiday park portfolio, £960m merger with Park Resorts and the £1.35bn sale of the merged Parkdean Resorts Group to Onex Corporation.
Stellar Hotels SA
Advising Stellar Hotels SA on the refinancing of the St Martins Lane, Sanderson and Churchill Hyatt hotels.
Canary Wharf Group plc
Advising Canary Wharf Group plc on its circa £139m acquisition of 15 Westferry Circus from Gort Limited and Hibernia (2005) Limited (both in administration) and on the related acquisition finance provided by MetLife (and its subsequent refinancing).
Marshall Wace
Advising Marshall Wace on its headquarters move to 131 Sloane Street.
NEX
Advising NEX on its headquarters move from Broadgate to the London Fruit and Wool Exchange.
Caledonia
Advising Caledonia on its £362m sale of Park Holidays to Intermediate Capital Group.
Major construction contractors
Advising eight major construction contractors: representing these companies in relation to a group claim in the High Court concerning data protection, privacy and defamation claims in the construction industry.
Multinational commodity trading company
Acting for a multinational commodity trading company on a large group litigation claim involving 30,000 claims brought against our client. After nearly three years of litigation, the case settled shortly before trial was due to commence.
Ascon
Successfully defending a large group action claim arising out of a construction project in the Seychelles for Ascon.
Anglo American plc
Representing Anglo American plc in international arbitration and court proceedings on a number of project and environmental disputes.
Associated British Ports
Advising Associated British Ports on a number of commercial and construction disputes concerning their port estates in the UK.
LyondellBasell
Successfully representing the plastics, chemicals and refining company, LyondellBasell, in a number of complex environmental warranty claims arising out of historic acquisitions of petrochemical plants around the world.
Private client
Successfully representing a private client who was the major shareholder in a joint venture dispute relating to one of London’s most well-known buildings and also in relation to a shareholder dispute regarding a publicly listed oil exploration company.
Private client
Successfully defending a private client in relation to claims based upon diplomatic and state immunity.
Visa Inc.
Advising Visa Inc. on the structuring of its acquisition of Visa Europe for a total value of €21.2bn.
Omnicom
Advising Omnicom, the leading global advertising, marketing and corporate communications group, on various acquisitions
Supermarket Income REIT plc
Advising Supermarket Income REIT plc on its IPO and subsequent acquisitions and corporate reorganisation.
UK publisher
Advising a UK publisher on a corporate debt restructuring relying on the corporate rescue exemption which had been introduced shortly beforehand.
Zolfo Cooper LLP
Advising Zolfo Cooper LLP on the sale by the LLP of its advisory and restructuring services business to AlixPartners.
RCapital
Advising RCapital on the IPO of Morses Club, a UK consumer finance business, and an associated reorganisation.
Regional REIT
Advising Regional REIT on its IPO and entry into the UK’s REIT regime following the merger of two commercial property funds managed by Toscafund and London & Scottish Investments.
Fleming Family & Partners
Advising Fleming Family & Partners on its merger with Stonehage to create the largest independent multi-family office in the EMEA region.
Berkeley Homes
Advising Berkeley Homes (South East London) on a development agreement with the GLA in relation to a 27 acre site in West Ham, London for a residential-led development.
The government
Advising the government on its disposal of Admiralty Arch for redevelopment as a luxury hotel.
Victoria’s Secret
Advising Victoria’s Secret on a number of lettings of their stores in the UK including the construction and development of its flagship store at 111-115 New Bond Street, London.
Stanhope led joint venture
Advising a Stanhope led joint venture on its acquisition of the Media Village site in White City from the BBC and the ongoing development and management of the site.
Canary Wharf Group
Advising Canary Wharf Group on its £200m financing of the infrastructure and its estate structuring for its development at Wood Wharf, London.
Brookfield Office Properties
Advising Brookfield Office Properties on its anchor letting of 430,000 sq ft at Principal Place, London to Amazon.
Intu Properties plc
Advising Intu Properties plc on the acquisition of three shopping centres from Westfield Group for a combined price of £867.8m.
London Bridge Holdings
Advising London Bridge Holdings on the sale of the More London complex, a significant global business centre situated between London Bridge and Tower Bridge.
Realstar
Advising Realstar on the £585m refinancing of the IHG hotel portfolio and its forward-funding of a mixed use development in Elephant and Castle, London with a gross development value in excess of £200m.
Berkeley Homes
Advising Berkeley Homes (South East London) on a development agreement with the GLA in relation to a 27 acre site in West Ham, London for a residential-led development.
Bondholders
Advising the bondholders in relation to the restructuring of a Spanish solar power plant.
FRP Advisory LLP
Advising FRP Advisory LLP, the administrators of Fairline Boats.
Atlantic Offshore
Advising the directors of the Norwegian offshore shipping company, Atlantic Offshore, in relation to its restructuring via a pre-packaged administration.
Kew Green Hotels
Advising Kew Green Hotels on its lease and subsequent debt restructuring.
Albemarle & Bond
Advising Albemarle & Bond, the pawnbroking business, on its debt restructuring and subsequent administration.
Administrators
Advising the administrators of City Link, Hunter Kelly, Charles King and Tom Lukic of EY, on the companies’ administration.
Better Capital
Advising Better Capital in relation to the "loan-to-own" acquisition of Jaeger.
ING Bank, Eurohypo and Deutsche Hypothekenbank
Advising ING Bank, Eurohypo and Deutsche Hypothekenbank on the restructuring of £330m retail property investment facilities.
OpCapita
Advising OpCapita on its purchase of the secured debt of the GAME group of companies, then subsequently its purchase of certain of the businesses and assets of those companies from their administrators.
Shareholders of Monarch Airlines
Advising the shareholders of Monarch Airlines on the restructuring of the group and its finances involving the introduction of £75m of new monies.
Asset holding structuring
Advising on asset holding structuring for a family with interests in the US, the UK and their home jurisdiction.
Investigation conducted by HMRC
Advising on an investigation conducted by HMRC into the central management and control of a non-UK group of companies
Claims of personal liability
Advising on litigation involving claims of personal liability for debt and alleged breach of trust against a Guernsey based trustee.
Significant private equity management business
Advising on the taxation of carried interest for founders of a significant private equity management business.
UK entrepreneur
Advising in relation to the reorganisation of the business interests of a UK entrepreneur and the creation of his family office.
Visa Inc.
Advising Visa Inc. on the employment aspects of its global takeover of Visa Europe including collective issues in the UK and works Council issues in France.
Protective award
Advising administrators in relation to a high profile “protective award” litigation for failure to consult collectively.
Visa Inc.
Advising Visa Inc. on the employment aspects of its global takeover of Visa Europe including collective issues in the UK and works Council issues in France.
National newspaper
Advising a national newspaper business in relation to works council and union strike ballot issues.
A number of clients
Advising a number of clients on the recent changes to partnership taxation (including salaried members, mixed members, disguised investment management fee planning and carried interest).
Alchemy Special Opportunities
Advising Alchemy Special Opportunities on their recent fundraisings.
Legal & General Investment Management
Advising Legal & General Investment Management on the establishment of their £600m build-to-rent fund.
Montagu Private Equity
Advising Montagu Private Equity on their fundraisings and tax issues.
LP and secondary funds
Advising on a number of significant primary and secondary transactions for our LP and secondary fund client base, including a number of high profile stapled secondary transactions.
Kew Green Hotels group
Advising on the sale of the Kew Green Hotels group, the owner and operator of over 50 hotels and the largest Holiday Inn franchisee in Europe.
Private equity backed acquisitions and disposals
Advising on a number of recent private equity backed acquisitions and disposals.
J.C. Flowers & Co.
Advising J.C. Flowers & Co. on the IPO of OneSavings Bank.
Next Wave Partners
Advising Next Wave Partners on the acquisition of Petainer and its subsequent refinancing and restructuring.
Senior management teams
Advising the senior management teams of Farrow & Ball, Travelex, Photobox, EnServe and Fintrax on their sales and related equity arrangements.
Sale of interests in Ghanaian oil field
Advising on the sale of the investors’ interests in the Ghanaian Jubilee oil field to Petro SA, the national oil company of South Africa.
Acquisition of banks
Advising on the acquisition of banks across six African countries (Malawi, Kenya, Mozambique, Uganda, Tanzania and Ghana).
Defending a US$600m claim
Defending a global company in a claim for over US$600m by the Nigerian Tax Authorities in respect of various agreements involving the purchase and sale of commodities.
Sale of interests in pan-African mid-stream oil business
Advising on the sale of an interest in a pan-African mid-stream oil business for a multi-national commodity trading company.
Bid for Kenyan listed company
Advising on the bid for a company listed on the Kenyan stock exchange with interests in 10 African countries.
Listing of Zimbabwean business in Johannesburg
Advising on the listing of a Zimbabwean business on the Johannesburg Stock Exchange.
International power group restructuring and expansion
Advising an international power group on its restructuring and expansion in several jurisdictions, including Kenya and Zambia.
Pan-African energy supply business IT outsourcing
Advising a pan-African energy supply business on the outsourcing of its entire IT infrastructure to a globally-recognised cloud-based solution across multiple jurisdictions.
Mining industry supply arrangements
Advising on supply arrangements for industrial gases used in the mining industry in Angola.
International trust structuring
Advising the Guernsey resident trustees of a family trust on the sale of a significant trust asset where court approval was required (together with our private client disputes team).
Administration of estate
Advising on the administration of an estate which included a dispute over the deceased’s interest in a partnership.
Advice to private banks
Advising several private banks on the tax aspects of their investment offering for UK resident non-UK domiciled clients.
Real estate tax advice
Advising landowners in relation to arrangements with house builders for the development of agricultural land (including arrangements for pooling profits between several participating landowners).
The trustees of the Royal Parks Foundation
Advising the trustees of the Royal Parks Foundation in connection with the transfer of responsibility for the Royal Parks to a new charity.
International trust structuring
Co-ordinating the unwinding of multiple family trusts holding a majority stake in a private family trading group worth over £3bn. The project included an application to the Guernsey Court to approve the distributions, negotiating with the trustees and their advisors, and implementing a significant re-organisation of the trading group in connection with the distributions.
UK tax and legal aspects
Advising a client on the UK tax and legal aspects of settling a number of trusts in order to hold the majority of his assets for the benefit of themself and their family, prior to him becoming deemed domiciled in the UK.
Cross-border estate planning
Assisting a UK resident, dual French/Swiss national with US citizens among his descendants in relation to his cross-border estate planning. The project included liaising with advisors in France, Switzerland and the US to determine what succession law would apply to the individual’s estate, and structuring accordingly. The project involved ensuring that assets could be retained in a single family co-investment vehicle, while taking into account the differing residence and tax statuses of the client and his children.
Global investigations
Overseeing and advising a global investment bank in relation to a number of critical cross-border regulatory and criminal investigations concerning benchmark manipulation and other misconduct.
FX Remediation Programme
Advising a leading financial institution on its work in relation to the FCA’s FX Remediation Programme, including a past business review of the firm’s Spot FX business.
Skilled Person assignments under Section 166 FSMA 2000
Our recent experience includes: a review of sales of interest rate hedging products by two of the UK clearing banks to SMEs in the period 2000 to date. Our reports have been praised by the FCA for their rigour, clarity and practical recommendations.
Bribery Act 2010
Advising the Boards of a global investment banking group and conducting an internal investigation into the implications of the UK Bribery Act on the group's business activities. We frequently work with US counsel to provide combined Bribery Act and FCPA advice and guidance.
FCA Competition investigation
Advising a leading investment bank in the first ever competition investigation by the FCA under its new powers, and two leading investment banks in relation to pre-investigation enquiries.
Visa Inc.
Advising Visa Inc. on the UK and European regulatory aspects of its acquisition of Visa Europe Limited, in a transaction with a total value of up to €21.2bn.
MiFID II / MiFIR
Advising a market-leading interdealer-broker in relation to implementation of MiFID II / MiFIR across its business, including its electronic platforms.
MiFID II / MiFIR - investment managers
Advising a wide range of investment managers, including institutional asset managers, credit fund managers, hedge fund managers and private fund managers on implementation of all aspects of MiFID II.
Acquisition of a stake in challenger bank
Advising a mid-market credit fund manager in relation to UK regulatory aspects of the acquisition of a stake in a challenger bank.
Hayfin Capital
Advising Hayfin Capital, a leading European credit platform managing assets of €8.2bn, on the purchase of a majority shareholding in the firm by British Columbia Investment Management Corporation, one of Canada’s largest institutional investors within capital markets.
Establishing a EU retention rules compliance CLO platform
Advising on the UK regulatory issues relating to the establishment of a EU retention rules compliant CLO platform.
Senior Managers Regime
Advising a UK-based integrated investment bank in relation to implementation of the senior managers regime.
Skilled Person assignments under Section 166 FSMA 2000
Acting as “skilled person” for two of the UK’s “Big Four” banks, overseeing the largest and most complex past business review ever undertaken by a law firm in the UK, in the context of the mis-selling of interest rate hedging products.
Great Portland Estates plc
Advising Great Portland Estates plc on the 412,000 sq ft mixed use development at Rathbone Place, Oxford Street.
Canada Pension Plan Investment Board
Advising Canada Pension Plan Investment Board on its £1bn acquisition of the Liberty Living student accommodation portfolio, and subsequent acquisition of Student Castle portfolio.
Lend Lease and London & Continental Railways
Advising the Lend Lease and London & Continental Railways joint venture on the development, pre-let and forward funding of two major sites at the International Quarter Stratford.
European Land & Property Limited
Advising European Land & Property Limited on its major mixed use development at Merchant Square, Paddington.
10x Future Technologies
10x Future Technologies, the financial transformation business founded by former Barclays CEO Antony Jenkins on one of the largest ever Series A funding rounds for a European FinTech firm.
Care UK
Advising Care UK on the forward funding of ten care homes in Suffolk by Schroders and L&G.
Unite Students
Advising Unite Students on the formation of the USAF student accommodation fund and associated securitisation, as well as two major joint ventures (with GIC and a Bahraini bank).
The Church Commissioners of England
Advising The Church Commissioners of England on the £381m sale of their interest in the Pollen Estate to Norges Bank and the Crown Estate.
Temasek
Temasek in relation to two direct co-investments, one in Oxford Sciences Innovations and the other in PureLifi.
Alpha Ventures and TLcom
Alpha Ventures and TLcom on the sale of shares in Upstream Systems S.A. to Actis Capital and other individual investors.
Index Ventures
Index Ventures on its acquisition of a 20 per cent stake in MetaPack Limited.
Improbable Worlds
Advising Improbable Worlds on the set up and operation of a tax efficient EMI option scheme.
BATS Inc
Establishing a SIP for the UK employees of BATS Inc. The SIP was originally implemented when BATS was a private company and was designed to operate alongside and in conjunction with its existing US share plans and internal market. We subsequently advised BATS on the issues arising for award holders as a result of the company’s IPO and the subsequent sale to CBOE Holdings Inc.
Revolution Bars plc
Advising on the establishment of a performance share plan incorporating a tax efficient CSOP for Revolution Bars plc in connection with its IPO.
Better Capital
Advising Better Capital on the issue of equity to management and employees of a number of its portfolio companies.
Xafinity plc
Advising the management team of Xafinity plc in relation to its IPO, including the treatment of existing shares and awards and the terms of the new share schemes implemented in connection with the flotation.
SuperGroup plc
Advising on the establishment of an innovative “Founder Share Plan” for SuperGroup plc.
Advent Venture Partners, Novo A/S and other investors
Advent Venture Partners, Novo A/S and other investors in relation to their investment into Thiakis Limited, which was successfully exited by way of a sale to Wyeth Pharmaceuticals.
RBS
Advising RBS in respect of a number of competition investigations in the EU and multiple other jurisdictions worldwide.
Mylan
Advising Mylan in connection with the investigations by the European Commission and the CMA in relation to patent settlement agreements in the pharmaceutical sector.
Flynn Pharma
Advising Flynn Pharma in defending allegations of excessive pricing for phenytoin.
A major international financial institution
Advising a major international financial institution on the first antitrust investigation conducted by the UK's Financial Conduct Authority.
Multi-jurisdictional and multi-generational family
Advising the family office of a large, multi-jurisdictional and multi-generational family, with significant trusts managed from the Isle of Man. This has included an annual review of the trust tax pool calculations and ensuring that these are appropriately declared where relevant in individual beneficiaries’ UK tax returns.
Family office creation
Developing a family office structure based in the UK to manage the investments of a UK resident non-UK domiciled individual, held through family trusts, working closely with colleagues in the tax and financial services groups in relation to the VAT, partnership tax and regulatory aspect of the project.
Advice to private banks
Regularly assisting the tax departments of international private banks advising in relation to the UK tax treatment of investment products, and structuring investment portfolios for UK resident non-UK domiciliaries.
UK tax treatment of investment products
Regularly assisting the tax departments of International private banks advising in relation to the UK tax treatment of investment products, and structuring investment portfolios for UK resident non-UK domiciliaries.
Altria Group, Inc.
Advising Altria Group, Inc., the largest shareholder in beer and soft drinks producer SABMiller, on the £79bn offer from rival brewer AB Inbev and Altria’s investment in the enlarged group.
Kennedy Wilson Holdings
Advising Kennedy Wilson Holdings on its £1.5bn public offer for the shares in Kennedy Wilson Europe that it did not own to create a $4bn combined entity.
Scottish Equity Partners
Advising Scottish Equity Partners on their Environment Capital Fund which closed at £135m and its £260m venture capital fund, SEP V.
Verizon Communications Inc.
Advising Verizon Communications Inc. on its acquisition of Vodafone’s 45 per cent interest in Verizon Wireless for $130bn. The transaction was implemented by way of a public scheme of arrangement. We also acted for Verizon on the acquisition of Fleetmatics for $2.4bn and the subsequent integration of Fleetmatics within the Verizon group structure.
European Investment Fund
Advising the European Investment Fund on the establishment of the UK FTF Fund, in conjunction with the UK Government, and on numerous private equity and venture capital investments.
Numerous pension funds and other institutional investors
Advising numerous pension funds and other institutional investors, including Partners Group, the Government of Singapore Investment Corporation, Aviva Global Investors, and the EBRD on their alternative investment programmes.
Visa Inc.
Advising Visa Inc. on its acquisition of Visa Europe Limited for a total value of €18.25bn.
Chiltern International Group
Advising Chiltern International Group on the sale of Chiltern to LabCorp for $1.2bn.
Greenergy
Advising Greenergy, a leading British fuel supplier, on a major investment by Brookfield Business Partners, part of Canadian alternative asset management group Brookfield.
Omnicom
Advising Omnicom on its acquisition of Lucky Generals from the founders of Lucky Generals.
Legal & General
Advising Legal & General on its subscription for a 40 per cent equity stake in Pemberton Asset Management Holdings Limited and on its initial commitment to invest €250m through the Pemberton platform.
Royal Mail
Advising Royal Mail on the purchase of StoreFeeder, a privately-held UK-based technology company.
The Royal Bank of Scotland
Advising the Royal Bank of Scotland on the sale of its interest in Cairn Capital to Mediobanca.
New Look
Advising the family trusts of Tom Singh, the founder of clothing retail chain New Look, on the sale of the business by Apax and Permira to Brait SE, an investment company, for an enterprise value of £1.9bn, including a minority reinvestment in the acquisition vehicle by the Singh family trusts.
Sale of farm
Advising on the sale of family farm on the outskirts of London, including negotiation of an 80 year overage agreement.
Tenant application for excavation
Advising a landlord of ultra-high value residential flats in connection with a tenant’s application to excavate a significant basement extension.
Alcentra
Advising Alcentra on the fundraising of its second European direct lending fund which closed at €4.3bn.
Canary Wharf Group
Advising Canary Wharf Group Plc in relation to certain aspects of its regeneration project at Wood Wharf London E14.
Hogg Robinson
Acting for Hogg Robinson plc in relation to a successful application to the High Court for rectification of a deed of amendment relating to the Hogg Robinson (1987) Pension Scheme and in relation to an associated claim for professional negligence against the scheme's former administrators and scheme actuary.
Dispute over the pensionable status of discretionary bonuses
Acting for an employer operating in the leisure industry in relation to a dispute over whether certain discretionary ex gratia payments made to employees should be treated as pensionable earnings for the purposes of the pension scheme. We advised on construction and rectification arguments to exclude the ex gratia payments from pensionable earnings and investigated the historic documentary evidence and gathered witness statements. We presented the case to the trustees who were advised to agree to the exclusion of the ex gratia payments.
International Management Group
Acting for International Management Group (UK) Ltd, part of IMG the international sports, entertainment and media group based in Cleveland, USA, in relation to an application to the High Court for directions on the proper administration of the IMG Pension Plan following the conversion of the pension scheme from defined benefit to defined contribution and related claims against former advisers.
EMI
Advising EMI Group Limited in connection with the formal intervention by the Pensions Regulator in relation to the £950m EMI Group Pension Fund (the first funding dispute scheduled to be resolved by the Determinations Panel – settled before hearing).
Allied Domecq
Acting for Allied Domecq (Holdings) Limited, part of the Pernod Ricard group, in Allied Domecq (Holdings) Limited v Allied Domecq First Pension Trustees Limited, in which the Court of Appeal created a precedent as to how the new funding regime under the Pensions Act 2004 should apply where contribution rates are dependent upon actuarial input.
Advent Venture Partners, Novo A/S and other investors
Advent Venture Partners, Novo A/S and other investors in relation to their investment into Thiakis Limited, which was successfully exited by way of a sale to Wyeth Pharmaceuticals.
KPMG Jersey
Advising KPMG Jersey as receivers of CityPoint Tower from appointment in 2012 through to sale in 2016 by Mount Street Mortgage Servicing as special servicer, including on an asset management agreement and maximisation of property value through lease re-gears and capital expenditure.
Beijing Capital Development Holdings
Advising Beijing Capital Development Holdings on the acquisition of Fleet Place House, a multi-let office and retail property in London’s Midtown. The acquisition was through a JPUT structure.
Sovereign wealth fund
Advising a sovereign wealth fund as majority stakeholder on two joint ventures for the acquisition of substantial student accommodation portfolios in the UK and Germany.
CPPIB
Advising CPPIB as mezzanine lender to Quintain for purposes including the development of private rental sector and affordable housing at Wembley.
Ministry of Defence
Advising the Ministry of Defence on the contract for the management and commercial development of Marchwood Military Port, Southampton, a 225 acre facility, including a concession agreement and a 35 year lease to the concessionaire.
International professional services firm
Advising a major international professional services firm on leases of new office premises in Manchester, first in relation to short term premises and then on a pre-let of long term premises.
EY as administrators
Advising EY as administrators on the sale of two buildings in Manchester’s prime business district to M&G Real Estate for £318m.
KPMG as administrators
Advising KPMG as administrators (subsequently liquidators) of the house builder group, McInerney Homes, on wide-ranging real estate issues, including a development management agreement for the build out of partially developed sites, sales of sites and sales of freehold reversions.
High value estate
Advising two beneficiaries of an estate worth in excess of $100m on the strategy for resolving the significant underrated tax liabilities of the deceased in both the UK and US; this involved careful consideration of international tax treaties and application of EU law to reduce the incidence of criminal penalties.
Coordinating tax statuses
Assisting a non-resident Indian family with substantial retained business interests in India in creating a family office to help coordinate their diverse tax statuses and the family’s asset holding structures.
Trustee interest disposal
Advising trustees on the proposed sale of their interest in a significant trading business abroad where the trustee wished to dispose of the asset before considering the distribution of the proceeds and the winding up the trust in the context of a long-running family dispute.
Multi-jurisdictional and multi-generational family (BIO)
Advising the family office of a large, multi-jurisdictional and multi-generational family, with significant trusts managed from the Isle of Man. This has included an annual review of the trust tax pool calculations and ensuring that these are appropriately declared where relevant in individual beneficiaries’ UK tax returns.
International estate and succession planning
Reviewing the existing estate and succession planning and family governance arrangements for an international family with homes, business interests and other assets in numerous jurisdictions. Working closely with the family office to devise and implement arrangements which better reflect the family’s needs and objectives.
Wealth protection for a family
Leading a project which involved protecting a family’s significant private wealth. This included setting up two new trusts in two different jurisdictions and the project included advising on asset protection strategies, confidentiality / privacy / reporting considerations and UK tax and family governance issues.
Bi-cameral protectorship and investment committee structure
Devising and implementing a highly bespoke bi-cameral protectorship and investment committee structure for a group of trusts which control a Russian client’s interest in a significant and publically quoted business.
Multi-family office
Advising in relation to the formation of a multi-family office for two families who had decided to pool their investments. This included advice in relation to the regulatory aspects, creation of an in-house hedge fund, recruitment of a team of investment professionals from a major international bank and advice in relation to executive incentivisation.
Estate litigation
Acting for the heirs of the estate of a wealthy businessman and his wife relating to an acrimonious dispute which involved questions of capacity, theft, and trust issues, as well as significant undisclosed tax liabilities in the UK and US, and we have been overseeing multiple international proceedings for many years. We have advised on probate, Court of Protection and High Court proceedings.
US clients
Acting for two existing US clients on opposite sides of a wholly arms-length transaction where we bought (and sold) a Mayfair townhouse within the space of four hours at a price of around £30m. The seller was contractually required to service a notice of claim for enfranchisement on the Grosvenor Estate and to assign the benefit of the claim.
High-value estate
Advising two beneficiaries of an estate worth in excess of $100m on the strategy for resolving the significant underrated tax liabilities of the deceased in both the UK and US; this involved careful consideration of international tax treaties and application of EU law to reduce the incidence of criminal penalties.
Charity prize establishment
Acting on all aspects of the establishment of the Queen Elizabeth Prize for Engineering Foundation including negotiations with the Charity Commission regarding public benefit issues, arrangements with corporate donors, managing conflicts of interest, investment management arrangements and intellectual property rights.
Impetus Trust
Acting for Impetus Trust in connection with its joint bid with the Sutton Trust to run the Government’s £125m Education Endowment Fund, designed to boost the educational attainment of poor children. We have since advised the EEF on operational issues including employment arrangements, template agreements for project grants and evaluations and protecting intellectual property rights.
Corporate foundation establishment
Advising a leading UK retailer on establishing a corporate foundation focussing in particular on the grant-making and application process and issues relating to the charity’s independence and relationship with the company.
DFN charitable foundation
Assisting trustees of the Foundation in relation to various issues involved in running the charity and making grants, including in particular issues relating to conflicts of interest. Also advising in relation to an enquiry by the Charity Commission, which has been successfully settled.
Royal Parks Foundation
Working with the Royal Parks Foundation to consolidate all matters relating to the Royal Parks within a single body, with a single strategy and unified management.
Together for Short Lives (formerly ACT and Children's Hospices UK)
Acting as sole legal advisor in relation to the merger of these two large children's hospice charities. Our role included advising on corporate, property, IP, VAT, employment, pensions and specialist charity law issues.
Investigation by the Charity Commission
Advising the trustees of an arts related charitable trust in relation to an Action 8 statutory inquiry undertaken by the Charity Commission which arose out of concerns about the trustees' management of conflicts of interest and public/private benefit issues.
Social investment
Advising a high profile venture capital fund manager on how an early stage investment fund could be structured to qualify as a programme related investment for charity investors. We also advised on the creation of the fund itself.
Establishment of UK Board of Sharia Councils
Advising on the establishment of a charity, the UK Board of Sharia Councils, which will act as a representative and supervisory body of individual Sharia Councils.
Saudi Arabian actress
Assisting an award winning Saudi Arabian actress to enter the UK under the Tier 1 (Exceptional Talent) category.
Pilot training provider
Advising a pilot training provider who was threatened with losing its Tier 4 Licence to sponsor students due to perceived non-compliance. Persuading UKVI to issue a new Licence on a discretionary basis and not to require the company to submit a further licence application following a corporate re-structure.
Multi-family office
Advising in relation to the formation of a multi-family office for two families who had decided to pool their investments. This included advice in relation to the regulatory aspects, creation of an in-house hedge fund, recruitment of a team of investment professionals from a major international bank and advice in relation to executive incentivisation.
Family office review
Acting as a sole advisor to the family office for an Indian family with assets of significant value. Our role included a general review of the principal asset-holding structure, UK tax review of property and business asset structures in the UK and advising on a new asset management vehicle.
Cross-jurisdictional family office advice
Advising on the legal and governance issues for a UK family with family offices in London and Switzerland.
Family office creation
Assisting a non-resident Indian family with substantial retained business interests in India in creating a family office to help coordinate their diverse tax statuses and the family’s asset holding structures.
IT company
Advising an IT company who wished to obtain a Tier 2 Licence to sponsor a non-EEA worker but had identified that it was employing an illegal worker. Reporting the illegal worker to UKVI and persuading UKVI to issue the Licence on an expedited basis without a pre-licence visit.
Senior finance executive
Advising a senior finance executive who had her Tier 2 visa application refused and a retrospective 12 month entry ban imposed due to a perceived previous breach of UK immigration law. Persuading UKVI to remove the ban as it was against the principles of natural justice and to approve the application.
Sports management company
Advising a sports management company that had a Certificate of Sponsorship request refused due to the UKVI not agreeing with the job classification selected by the company. Successfully persuading UKVI that the job classification it had selected was perverse and that the company’s classification was correct.
Number of private banks and wealth managers
Advising a number of private banks and wealth managers on their Tier 1 (Investor) product offering including liaising with UKVI to obtain confirmation that the institutions were operating the accounts in line with the UK Immigration Rules and Guidance.
Number of high-net-worth EEA national clients
Advising a number of high-net-worth EEA national clients and their families on applications for documents certifying permanent residence under EU law and British citizenship applications. Involving strategic planning of the basis of and timing for the applications and selection of the relevant five year qualifying period.
Multiple sale and purchase
Acting on the sale and purchase of numerous London residential properties with individual values of more than £25m, including advice in connection with leasehold enfranchisement and extension.
Purchase of estate
Advising a private individual and his trustees in connection with the purchase of a major rural estate, including some thousands of acres, woodland and sporting rights, a mansion house, farmhouses and cottages, achieving exchange of contracts in 10 working days.
Restructuring of lease
Advising a Pension Fund in connection with the restructuring of a lease of mineral rights so as to extend the term of the lease and the area over which rights are granted.
Grant of options
Acting for private landowners in connection with the grant of options over their land to a national housebuilder.
Rationalisation of agricultural tenancies
Advising an institutional client in connection with the rationalisation of agricultural tenancies allowing investment in the holding by the tenant and allowing the landlord to recover possession if relevant parts are zoned for development.
Sale of farm
Advising on the sale of family farm on the outskirts of London, including negotiation of an 80 year overage agreement.
£33m grade II listed house
Advising the purchaser of a £33m grade II listed house on the Crown Estate by way of acquisition of the issued share capital of the vendor company.
Historic tax liabilities
Following a full technical review of a substantial new trust taken on from another law firm, we identified and resolved with HMRC historic tax liabilities covering a number of prior years.
UK charity set up
Assisting in the set up and ongoing management of a UK charity valued at circa £100m for an overseas client.
Family office
In relation to the recently introduced tax changes for non UK domiciliaries, carried out for a large single Family Office a substantial project to calculate the detailed income and gains pools in an extensive offshore trust structure in order to assist that client with a tax planning exercise
Winding up family trusts
Preparing a tax planning paper and implementing the winding up of a series of family trusts for a high profile client in the entertainment sector.
Multi-jurisdictional succession planning
Advising an Indian family based in Dubai on their worldwide succession planning, including the preparation of wills dealing with assets across the world including India and the UAE.
Asset structuring
Advising a wealthy Turkish citizen, resident outside Turkey, in relation to putting a new asset holding structure in place for succession, asset protection and consolidation purposes.
International trust company documents
Advising an international trust company group on new user-friendly standard form trust documents and client acceptance forms.
International estate and succession planning
Reviewing the existing estate and succession planning and family governance arrangements for an international family with homes, business interests and other assets in numerous jurisdictions. Working closely with the family office to devise and implement arrangements which better reflect the family’s needs and objectives.
Cross-jurisdictional succession planning
Leading a team of lawyers in six different jurisdictions on the development of a complex succession plan for a family with a significant trading business, a large and valuable art collection held in numerous jurisdictions and a wide range of other valuable investments around the world.
Asset protection strategies
Leading a project which involved protecting a family’s significant private wealth. This included setting up two new trusts in two different jurisdictions and the project included advising on asset protection strategies, confidentiality / privacy / reporting considerations and UK tax and family governance issues.
Bi-cameral protectorship and investment committee structure
Devising and implementing a highly bespoke bi-cameral protectorship and investment committee structure for a group of trusts which control a Russian client’s interest in a significant and publically quoted business.
Implementation of settlor reserved powers
As a result of supplying English trust advice to a private bank’s trustee operations in Central Europe, we have advised on the implementation of settlor reserved powers trusts for Latin American entrepreneurs.
Asset structuring
Advising a wealthy Turkish citizen, resident outside Turkey, in relation to putting a new asset holding structure in place for succession, asset protection and consolidation purposes.
Lexington Partners
Advising Lexington Partners on the closing of a large scale tender offer to investors in BC European Capital IX LP, the deal representing a total capital commitment of approximately $1bn from Lexington.
AlpInvest
Advising AlpInvest on a number of secondary investments including acquisitions of new LP interests and stapled secondary transactions. Most recently we have advised them in relation to their provision of new capital to a fund established by Investindustrial to acquire a portfolio of assets with a value of c.€700m from Investindustrial’s Fund IV.
Deutsche Bank
Advising Deutsche Bank on the acquisition of secondary interests in and a stapled primary commitment to Zurmont Madison.
Partners Group
Advising Partners Group, a limited partner (and investor) in the acquisition of Standard Chartered Private Equity’s divested portfolio in the Far East, Middle East and Africa.
Goldman Sachs and Deutsche Bank
Advising Goldman Sachs and Deutsche Bank on the purchase of interests held by National Bank of Greece S.A. and its affiliates in private equity, venture capital and East European real estate for a consideration of €288m. The transaction related to 43 assets in total.
Adams Street Partners
Advising Adams Street Partners, Goldman Sachs, Morgan Stanley, PGGM and Five Arrows, in relation to their acquisition of stakes in two Palamon funds from a number of existing limited partners and their stapled primary commitment to Palamon European Equity IV.
Temasek
Advising Temasek on the establishment of Astrea II, a co-investment vehicle with broadly diversified holdings in 36 private equity funds.
Caledonia Investments plc
Caledonia Investments plc on the financing for the acquisition of The Liberation Group, the Channel Islands' market-leading pub, restaurant and drinks business, including the Channel Islands-based Liberation Brewery and the UK-based Butcombe Brewery, and related pubs.
Goldman Sachs Private Capital Group
Goldman Sachs Private Capital Group on a PIK financing for a sponsor-backed investee company.
Five Arrows and other senior lenders
Five Arrows and other senior lenders on the acquisition of Exemplar Health Care by Agilitas Private Equity.
Silverfleet Capital Partners
Silverfleet Capital Partners on the financing for the acquisition of Sigma Precision Components, a leading aerospace manufacturing group, from Avingtrans plc. and for the acquisition of Lifetime Training Group, the UK’s largest apprenticeship training provider and apprentice recruitment specialist.
Charme Capital Partners Limited
Charme Capital Partners Limited on the acquisition of JD Classics Holdings Limited and its subsidiaries, and an associated financing package provided.
Five Arrows
Five Arrows on a leveraged refinancing of 4com Plc.
17Capital LLP
Advising 17Capital LLP on the raising of its fourth fund (17Capital Fund 4), which hit its extended hard cap and closed with commitments of over €1bn.
CBPE
Advising CBPE on the fundraising of CBPE Capital Fund IX at £460m.
Caledonia Investments
Advising Caledonia Investments on the sale of Park Holidays UK, the third largest holiday park operator in the UK, to Intermediate Capital Group (ICG) for a headline enterprise value of £362m.
3i
Advising 3i on the sale of Mayborn Group to Shanghai Jahwa (Group) Co., Ltd, the parent company of leading Chinese consumer products organisation, Jahwa United Co., Ltd.
Ares Management Limited on term loan facilities and RBS
Ares Management Limited on term loan facilities and RBS on a super senior revolving credit facility for the acquisition of the Bridge Leisure group by Phoenix Equity Partners, and the related acquisition of the Scottish based Silver Sands holiday park by Bridge Leisure.
Exponent Private Equity
Exponent Private Equity on its acquisition of the Leisure Pass Group, a leading city attraction pass provider with operations in 19 cities across Europe and the US.
GHO Capital
GHO Capital on its acquisition of Quotient Clinical, a provider of early-stage drug development services, from Bridgepoint Development Capital.
Hayfin Capital Management
Advising Hayfin Capital Management in connection with a joint venture for the purchase of non-performing loans from Spanish “bad bank” SAREB.
Warwick Capital Partners
Advising Warwick Capital Partners on all aspects of debt and claims trading.
GAME Digital
Advising OpCapita in relation to the "loan to own" acquisition of GAME prior to its flotation.
A global bank and various hedge funds
Advising a global bank and various hedge funds on the purchase and disposal of claims against Lehman Brothers International (Europe), MF Global UK and various insolvent Icelandic banks.
UK credit fund
Advising a UK credit fund on total return swaps to give it exposure to European syndicated loans.
A real estate investment manager
Advising a real estate investment manager on the purchase of commercial real estate debt owned by a shopping centre investor.
Candlewick Asset Management
Advising Candlewick Asset Management in relation to acquisitions of hotel sector loans for the purpose of then acquiring the underlying assets.
Aviva
Advising Aviva in relation to securities lending trade, collateralised with corporate loans.
Major private equity fund manager
Advising a major private equity fund manager on the application of EMIR to its funds, including the interaction between AIFMD and EMIR.
Number of well-known private equity houses
Advising a number of well-known private equity houses on applications to become full scope AIFMs and on related AIFM Directive compliance issues.
A high-profile retailer
Supporting a number of clients, including a high-profile retailer, in relation to compliance with the new gender pay gap reporting obligations.
Legal & General Investment Management
Advising Legal & General Investment Management on a variety of matters including a wholesale rewrite of their funds’ prospectuses and trust deeds, together with various advice on new funds, structuring of share classes and other changes to existing funds.
Legal & General
Advising Legal & General in connection with a £900m longevity risk reinsurance and associated back-to-back reinsurance.
Schroders
Advising Schroders on its recent investment in Nutmeg Saving and Investment Limited.
Vanguard
Advising Vanguard on an outsourcing of middle office, fund accounting and transfer agency to FNZ.
Negotiated exits
Representing our client in the negotiated exits of a series of senior executives arising as a result of misconduct allegations brought against the backdrop of regulatory investigation conducted by the FCA.
A listed financial services client
Representing a listed financial services client on threatened High Court proceedings in relation to a breach of contract claim in relation to historic bonuses.
Wide range of investment managers
Advising a wide range of investment managers, including institutional asset managers, credit fund managers, hedge fund managers and private fund managers in implementation of all aspects of MiFID II.
Adrian Binks (Argus)
Advising Adrian Binks, the executive chairman and significant shareholder in global energy and commodity price reporting agency Argus, on Argus' strategic partnership with leading global growth equity firm General Atlantic.
Family trusts of Tom Singh
Advising the family trusts of Tom Singh, the founder of clothing retail chain New Look, on the sale of the business by Apax and Permira to Brait SE, an investment company, for an enterprise value of £1.9bn.
Bigwood family
Advising the Bigwood family on the disposal of the UK Oscar Mayer business for an undisclosed sum.
Charles Rolls and Tim Warrillow
Advising the founder shareholders/key management of Fevertree Limited, the manufacturer of premium tonic water and other mixers, on their secondary buy-out backed by Lloyds Development Capital.
Dr Wayne Phillips
Advising the founder shareholder, Dr Wayne Phillips, and others on the sale of Double-Helix Bio-technology Development Limited to the Interpublic Group of Companies, an NYSE listed group.
Chris Rokos
Acting for Chris Rokos, a prominent hedge fund trader in a dispute with Brevan Howard concerning the enforceability of lengthy restrictive covenants in the context of limited partnership and limited liability partnership arrangements. The legal principles at the heart of the case are as yet untested, namely whether the restraint of trade doctrine applies to a person who remains a partner after retiring from active participation in the business and if so, to what extent.
Best family
Advising the Best family on the sale of 80 per cent of their shares in STI Enterprises to IMI for an undisclosed sum.
Rob Evans and Dan Joseph
Advising the founder shareholders on the sale of The App Business, a mobile-led consultancy specialising in strategy, product development and business transformation, to the St Ives Group plc, the international marketing services group.
Independent Channel Islands trustees
Advising independent Channel Islands trustees on a proposal to terminate a significant trust with UK and US beneficiaries. The matter involved trust and tax advice and included advising on the laws of numerous jurisdictions to ensure the trustees exercised their power properly.
Independent South-East Asian trustees
Advising independent South-East Asian trustees with non-UK beneficiaries owning a very valuable mix of quoted and private companies to develop a strategy to help navigate a complex intra-family dispute and bring it to a successful conclusion.
Non-resident UK domiciled individual
Advising on succession planning for a non-resident UK domiciled individual in connection with some extremely valuable multiple trusts and personal assets located in a number of jurisdictions, including a one-third holding in a family business.
UK resident and domiciled owner
Advising a UK resident and domiciled owner of a hugely successful UK business on multiple succession planning issues including the obtaining of an EU passport, a strategy for the potential relocation of his family and his business overseas and the administration of his own charitable vehicle.
Latin American resident owners
Advising Latin American resident owners of companies based in the region on the relocation of their families to the UK and the establishment of a UK holding company to hold their businesses.
Various individuals
Advising various individuals on the nature of their interests under a Foundation including developing a strategy to work with the Foundation in the provision of information to HMRC in the light of developing regulatory requirements.
Goldman Sachs Private Capital Group
Advising Goldman Sachs Private Capital Group on a number of deals across the leverage finance, structured finance and specialty finance markets.
Shawbrook Bank
Advising Shawbrook Bank on borrowing base facilities made available to First Stop Loans, 118 118 money and MSP Capital.
Cross Ocean Partners
Advising Cross Ocean Partners on a range of credit facilities.
Hayfin Capital
Advising Hayfin Capital on second lien facilities to refinance a sponsor backed buy-out in the healthcare sector.
Cordet Capital
Advising Cordet Capital on a number of leveraged and acquisition financings.
Skilled person
Acting as a “skilled person” (under s166 of the Financial Services & Markets Act 2000) overseeing arguably the largest and most complex regulator mandated past business review ever undertaken in the UK, in relation to the mis-selling of interest rate hedging products.
Global travel technology company
Representing a global travel technology company in an expedited claim against a NYSE listed corporation to enforce an SPA relating to a $1.7bn sale. The decision is one of a small number of English authorities to consider Material Adverse Effect provisions in the context of SPAs, and the Covid-19 pandemic.
MZM - Asset manager (1)
Representing an asset manager in the English High Court in a ground-breaking and widely reported case which determined for the first time that the doctrine of repudiatory breach does not apply to multiparty Limited Liability Partnership agreements, and acting on the appeal to the Court of Appeal.
Global financial institution
Together with leading independent firms from around the world, overseeing a global financial institution’s most serious and business critical regulatory and criminal investigations and follow-on litigation.
KPS Capital Partners
Advising American private equity firm, KPS Capital Partners, on the English law and intellectual property aspects of its acquisition of the European tinplate business of New York-listed Crown Holdings Inc in a transaction valuing the business at €2.25bn.
Buzz Group
Advising Buzz Group, the UK’s biggest omni-channel bingo business, on a restructuring process by way of a CVA, the injection of new equity and a debt restructuring.
Epiris
Advising Epiris on the acquisition of Casual Dining Group from its administrators.
Credit fund
Advising a credit fund on the restructuring of a borrower in the consumer insurance sector, which resulted in the fund taking ownership.
Administrators of a trio of shopping centres
Advising the administrators of a trio of shopping centres managed by Ellandi.
Better Capital
Advising on its acquisition of the business and assets of Everest Windows from its administrators by way of credit bid.
Administrators
Advising administrators on the pursuit of complex allegations against former, shadow and de facto directors for breaches of fiduciary duty, diversion of corporate interests and fraud.
Sponsor of a national chain of bars
Advising the sponsor of a national chain of bars in connection with its financial restructuring, which included new money facilities and a conversion of certain existing liabilities to equity.
Leading alternative investment firm
Advising a leading alternative investment firm on the acquisition and restructuring of a portfolio of loans secured over shipping vessels.
German aviation company
Advising a German aviation company on a c£30m product liability claim against a Japanese defendant before the Japanese courts.
Corporate and individual defendants
Representing a number of corporate and individual defendants against a multi-million High Court conspiracy claim.
Global asset management firm
Advising a global asset management firm in relation to a high-value and multi-jurisdictional contractual dispute.
Ocado Group
Advising leading online grocery platform and solutions provider, Ocado Group, on a £10m investment in British autonomous driving software company Oxbotica.
Supermarket Income REIT plc
Advising on a joint venture backed by Supermarket Income REIT plc on the acquisition from Aviva of a 25% stake in one of the UK's largest portfolios of supermarket properties for £115m.
Alchemy Special Opportunities Credit Fund
Advising Alchemy Special Opportunities Credit Fund on numerous transactions.
Alcentra
Advising Alcentra, on the successful fundraising of its latest European direct lending fund, which closed at €5.5bn.
KLAR Partners
Advising European private equity firm KLAR Partners on its first fund, Klar Partners I, which closed at its hard cap of €600m.
Several private equity investment fund clients
Advising several private equity investment fund clients on the restructurings of their investments, including “debt-for-equity” swaps.
Alchemy
Advising Alchemy on their disposal of Beechcroft Developments.
Leading insurer
Advising a leading insurer in connection with several collateralised longevity reinsurance framework agreements with international reinsurers and one of their first asset reinsurance transactions.
Several policyholders
Advising several policyholders in relation to potential claims under business interruption insurance policies for Covid-19 related losses.
Memoria
Advising the owners of Memoria, a UK developer and operator of high-quality private crematoria and memorial parks, on its sale to investment management company Darwin Alternatives.
Jazz Pharmaceuticals plc
Advising Jazz Pharmaceuticals plc, a biopharmaceutical company based in Ireland, on its acquisition of GW Pharmaceuticals plc for a total consideration of $7.2bn, comprising cash of $6.55bn and stock of $650m, by way of a UK scheme of arrangement.
Legal & General
Advising Legal & General on £1.6bn buy-in with the National Grid UK Pension Scheme.
Legal & General
Advising Legal & General on two bulk annuity transactions with the 3i Group Pension Plan for c.£95m and £650m.
KPS Capital Partners
Advising KPS Capital Partners on €2.25bn acquisition of European tinplate business from Crown Holdings Inc.
Avant Homes
Advising on the sale of Avant Homes to Berkeley DeVeer and Elliott Advisors.
Aerospace industry
Advising a US entity operating in the aerospace industry on all UK pensions aspects of the £1.1bn acquisition of a UK company including negotiations in connection with pension scheme funding deficits and pricing adjustments.
Graphite Capital
Advising Graphite Capital on their acquisition of Ten10, software testing and quality engineering consultancy, in 2020.
Family office of Lord Alliance of Manchester CBE
Advising the family office of Lord Alliance of Manchester CBE and his son Joshua Alliance in 2020 on their cornerstone investment in a £100m fundraising by N Brown Group plc, one of the top clothing and footwear digital retailers in the UK.
Bidvest Noonan
Advising Bidvest Noonan on its acquisition of Axis Group.
Affidea Group
Advising Affidea Group, the leading European provider of diagnostic imaging, outpatient and cancer care services, on its acquisition of the UK’s largest orthopaedic group, Fortius Clinic.
Realstar
Advising Canadian real estate investment company, Realstar, on the sale of a £750m portfolio of eight build-to-rent (BTR) and student accommodation properties to QuadReal Property Group, which invests on behalf of British Columbia Investment Management Corporation.
Bain Capital Credit and J. C. Flowers & Co
Advising Bain Capital Credit and J. C. Flowers & Co on their joint purchase of a stake in The Co-operative Bank.
J. C. Flowers & Co and Bain Capital Credit
Advising J. C. Flowers & Co and Bain Capital Credit on their joint acquisition of a minority stake in The Co-Operative Bank.
KPS Capital Partners
Advising American private equity firm, KPS Capital Partners, on the English law aspects of its acquisition of the European tinplate business of New York-listed Crown Holdings Inc in a transaction valuing the business at €2.25bn.
Deere & Co
Advising New York-listed Deere & Co on its disposal of its 31.37% interest in Johannesburg-listed Bell Equipment Limited.
South African private equity firm
Advising a South African private equity firm on the acquisition of a minority interest in a medical-tech business.
Consortium of Chinese buyers
Advising a consortium of Chinese buyers on the potential acquisition of a mining asset in South Africa with an acquisition value of US$884mn.
Supermarket Income REIT plc
Advising Supermarket Income REIT plc, the real estate investment trust, on various secondary fundraises.
Supermarket Income REIT plc
Advising Supermarket Income REIT plc on the acquisition from Aviva of a 25% stake in one of the UK's largest portfolios of supermarket properties for £115m.
XPO Logistics
Advising NYSE listed transportation and supply chain company XPO Logistics on the acquisition of certain UK contract logistics operations from Swiss logistics business Kuehne + Nagel International AG.
Epiris
Advising private equity firm Epiris on the completion of the sale of TI Media, the large UK publisher previously known as Time Inc UK, to Bath-based media company Future.
Mediq
Advising the management team of Mediq, an international healthcare company with its headquarters in the Netherlands, on their equity investment arrangements alongside private equity sponsor, Advent International.
Alchemy
Advising Alchemy on its participation in a proposed fundraising by Countrywide plc, the largest property group in the UK, which would have involved Alchemy acquiring at least 50.1% of the enlarged share capital of Countrywide.
Epiris
Advising Epiris on its £206m acquisition of the financial services business IFG Group.
Memoria
Advising the owners of Memoria, a UK developer and operator of private crematoria and memorial parks on its sale to investment management company Darwin Alternatives.
Applerigg Limited
Advising Applerigg Limited on the sale of Sandaire, a family office, to a division of Schroders.
Audiotonix
Advising the management team of Audiotonix, a market-leading manufacturer of audio mixing consoles, in connection with £1bn sale to Ardian.
Liberation Group
Advising Liberation Group, a pub, restaurant and drinks business backed by Caledonia Investments PLC, on the acquisition of a portfolio of pubs from Wiltshire-based brewery Wadworth.
Epiris
Advising Epiris on the sale of wealth management company Saunderson House to Rathbone Brothers Plc for a total consideration of £150m and on its acquisition of the majority of the business and assets of Casual Dining Group (the operator of the Bella Italia, Café Rouge and Las Iguanas restaurant brands) out of administration.
Deloitte
Advising the restructuring team of Deloitte on their sale to Teneo, a global CEO advisory business backed by CVC.
Perrigo Company PLC
Advising Perrigo Company PLC on the sale of its Rosemont Pharmaceuticals business to a UK-based private equity firm for £156m.
Caledonia Investments PLC
Advising Caledonia Investments PLC on its acquisition of a stake in BioAgilytix, a US-based pharmaceuticals services business, and on the subsequent sale of such stake and reinvestment into the business alongside a consortium of sponsors.
Hovis
Advising the management team of British bread maker Hovis on its sale by London-listed Premier Foods and American investor The Gores Group to British private equity firm Endless.
Jazz Pharmaceuticals plc
Advising Jazz Pharmaceuticals plc on its acquisition of GW Pharmaceuticals plc for a total consideration of $7.2bn.
Smith & Williamson
Advising Smith & Williamson on its merger with the Tilney Group, creating the UK’s leading integrated wealth management group.
Hanson Wade
Advising Hanson Wade on its acquisition by Graphite Capital.
Hayfin Capital
Advising Hayfin Capital on a co-investment with Macquarie.
VTB Capital
Advising VTB Capital in respect of the £4bn take-private of KAZ Minerals plc by Nova Resources.
Alchemy
Advising Alchemy on its proposed participation in a fundraising by Countrywide plc, which would have resulted in Alchemy acquiring a controlling stake of Countrywide plc.
Affirmative Investment Management
Advising asset manager Affirmative Investment Management on a strategic investment from Sumitomo Mitsui Financial Group, Japan’s second largest lender.
Stella EOC
Advising Stella EOC, a media and technology investment banking boutique, on its acquisition by GCA Corporation, the parent company of GCA Altium.
Publicly listed software company
Advising a publicly listed software company on the insertion, by means of a scheme of arrangement, of a new publicly listed holding company.
IT developer
Advising the sale of an IT developer to a global technology company based in the United States.
