University of Bristol

• Solicitor, qualified in England & Wales

Advised:

·       Société Générale on the sale of two of its divisions - SG Kleinwort Hambros and Société Générale Private Banking Suisse divisions - to Union Bancaire Privée for €900 million

·       Conning Holdings Limited and Cathay Life Insurance – on Conning's acquisition by Generali, creating an asset manager with c.US$845bn in assets under management

·       Nikko Asset Management Co., Ltd on its minority investment in Osmosis (Holdings) Limited together with distribution rights for Osmosis investment products and strategies.  Osmosis, was founded in 2009 and is headquartered in London, and is a research-based, quantitative investment manager focused on delivering better risk-adjusted investment returns with better environmental outcomes

·       Taylor Maritime Investments Limited - on the successful US$500m voluntary offer for Grindrod Shipping

·       Royal Bank of Canada - on the £1.6bn acquisition of Brewin Dolphin Holdings PLC by scheme of arrangement

·       Mortgage Advice Bureau (Holdings) plc - on the £72m acquisition of Fluent Money

·       Taylor Maritime Investments Limited - on its Main Market IPO valuing the company at $250m

·       Charles Stanley Group plc - on the £278m acquisition through scheme of arrangement by Raymond James

·       Ecofin US Renewables Infrastructure Trust PLC - on its Main Market IPO which raised $125m

·       Brookfield Asset Management - on the acquisition of strategic stakes in credit fund manager LCM Partners.

Leading individual, The Legal 500

• "just gets the job done and knows the demands of the market inside out, which is so important"

Hall of Fame, Corporate and commercial: Equity capital markets - small-mid cap, The Legal 500 UK, 2022

• "a go-to name in the area"

Leading individual, Chambers and Partners UK.

• "adding real value"
• "very professional, thorough and diligent, some who [they] really benefitted from having on my side of the negotiating table"