Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now
About
Felicity advises on a broad range of domestic and cross-border matters, including private equity transactions, private M&A acquisitions and disposals and restructurings.
Felicity acts for a wide range of clients including private equity houses, large corporates and management teams.
Experience
- Advising Epiris on an investment by global investment firm HPS Investment Partners into its portfolio company Nucleus.
- 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.
- Advising James Hay Holdings, a portfolio company of Epiris, on its recommended offer for Nucleus Financial Group plc.
- Advising BMS Group on the investment of £500m by affiliates of British Columbia Investment Management Corporation (BCI) and Preservation Capital Partners (PCP).
- Advising specialist healthcare private equity investor GHO Capital on its acquisition of Sterling Pharmaceuticals.
- Advising Pioneer Underwriters on the transfer of its ongoing portfolio together with underwriting and support staff to California-based speciality insurance company K2 Insurance Services.
- Advising certain members of the senior management team of Formula One on its sale to US firm Liberty Media.
- Advising the senior management teams of numerous private equity backed companies including Moto and EnServe.
- Advising Arcus Infrastructure Partners on its acquisition of Workdry International Limited.
- 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.