Recent Transactions

Adviser to Bendigo and Adelaide Bank on the exit of its investment in the Homesafe Equity Release Joint Venture

Advising Equity Trustees, one of Australia’s leading specialist trustee companies, on the acquisition of Australian Executor Trustees from Insignia Financial

Advised Avant Mutual, an Australian member-owned organization providing medical indemnity insurance products to healthcare practitioners, on the exit of its strategic stake in NobleOak Life via IPO

Advised Australian Unity Funds Management on a A$320m equity raising and A$80m cash liquidity offer for Australian Unity Healthcare Property Trust

Advised ASX-listed real estate investment trust Dexus and its unlisted diversified property fund, Dexus Wholesale Property Fund, on Dexus Wholesale Property Fund’s merger with AMP Capital Diversified Property Fund

Advised Sir Roger De Haan on his cornerstone investment of £100mm in Saga, the UK provider of products and services exclusively for the over 50s, as part of its £150m equity raise

Advised TT International, a leading independent asset management firm focused on managing high alpha, high conviction active management strategies for institutional investors, on its sale to Sumitomo Mitsui Financial Group, Inc.

Advised Westpac, the third largest company in Australia by market capitalization, on its exit of BT Advice and the sale of select assets to Viridian Advisory

Advised Blue Sky, an ASX-listed diversified alternative assets manager, on its response to an activist short-seller campaign, strategic review of recapitalisation options, and receipt of a A$50mm long-term capital investment by Oaktree via a 7-year senior secured convertible loan note facility

Advised Ladbrokes Coral Group PLC, a leading multi-channel sports betting and gaming company, on a recommended offer from GVC Holdings PLC, a multi-national online sports betting and gaming company

Advised Equiniti Group plc, a UK based specialist technology outsourcer providing non-discretionary payment and administration services, on the acquisition of Wells Fargo's Shareowner Services business, and acted as joint sponsor to Equiniti's associated £122 million rights issue

Advised LCH.Clearnet Group Limited, a leading multi-asset class European clearing house, on a sale of LCH.Clearnet SA, its French-regulated operating subsidiary, to Euronext N.V. that was ultimately terminated

Advised Ladbrokes plc, a leading UK betting and gaming company, on the recommended all-share merger with certain businesses of Gala Coral Limited, including Coral Retail, Eurobet Retail and Gala Coral Online

Advised LSEG on the proposed acquisition of Frank Russell Company, the number one provider of benchmarks to US-focused equity funds and a leading provider of multi-asset class investment solutions, from Northwestern Mutual Life Insurance Company, including acting as Joint Sponsor to LSEG on its $1.6 billion rights issue

Advised Grainger plc on the sale of a portfolio of 1,203 residential home reversion properties located across the UK to Clifden Holdings Limited

Advised Suncorp Group Ltd (ASX:SUN), a leading general insurance, retail banking and life insurance group in Australia and New Zealand, on the sale of a A$1.6bn portfolio of performing and non-performing (corporate and property) loans to Goldman Sachs Group Inc., an American multinational investment banking firm

Advised the Special Committee of the Conflicts Committee of the Board of Directors of Athene Holding Ltd. in connection with the purchase of non-cash investment assets of AP Alternative Assets L.P.

Advised Virgin Money, a financial services provider, on the acquisition of Northern Rock, a UK retail mortgage and savings bank, from UK Financial Investments Ltd, which manages the UK Government’s investments in financial institutions

Advised Minerva plc, a property investment and development company, on a recommended offer from a consortium consisting of AREA Property Partners and Delancey Real Estate Asset Management

Advised Close Brothers plc, an independent financial services group, on the sale of its Cayman based offshore business to Intertrust Group Holdings SA

Advised Australian Unity Limited, a leading healthcare, financial services and retirement living mutual organisation, on its A$120 million issue of five year unsecured notes listed on the Australian Stock Exchange

Advised Coin Acceptors, Inc. (“CoinCo”), a privately-owned US-based manufacturer of payment solutions for the automated point-of-sale industry, on the sale of its UK-based Money Controls subsidiary to Crane Co., a diversified manufacturer of highly engineered industrial products

Advised Aevum Limited, an ASX listed owner, operator and developer of retirement villages and aged care facilities on its response to a hostile takeover offer from Stockland Ltd, a global property development and investment management group

Advised TOWER Australia, a provider of life insurance, risk, superannuation and retirement solutions, on its non-accelerated, 1 for 7 renounceable entitlement offer

Advised the shareholders of Camelot – Cadbury, De La Rue, Fujitsu, Royal Mail and Thales – on the sale of their shareholdings in Camelot, the operator of the UK National Lottery, to Ontario Teachers’ Pensions Plan

Acted as Joint Financial Adviser to Ladbrokes plc, a leading UK based betting and gaming company, on its rights issue

Advised Close Brothers Group plc, an independent financial services group, on the sale of its corporate finance subsidiary to Daiwa Securities SMBC Europe Ltd.

Provided oversight of the process and an informal second opinion to the senior management of Slough Estates plc

(25.1% stake)
Advised The Nasdaq Stock Market, Inc., the largest electronic equity securities market in the United States, on the acquisition of a 25.1% stake in London Stock Exchange plc

Advised The Charles Schwab Corporation on the sale of its British pound sterling brokerage business, to Barclays PLC.