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Cover Image Paul Lim

Paul Lim

Director at RBC Capital Markets

Financial Advisor

Deal Bio

Total Deals6

Valued Deals6

Total Value£ 3.18 B

Avg. Deal Size£ 530 M

Market Context

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10 May 2019|Ireland|Asset Managers and Custodians

Target: INVESTEC (IRISH WEALTH BUSINESS)

Bidder: BREWIN DOLPHIN HOLDINGS PLC

9 Service Providers

6 Bidder | 3 Vendor

14 Dealmakers

13 Bidder | 1 Vendor

£ 37 M

Value

22 Dec 2019|United Kingdom|Asset Managers and Custodians

Target: HARWOOD WEALTH MANAGEMENT GROUP PLC

Bidder: THE CARLYLE GROUP

11 Service Providers

7 Target | 4 Bidder

30 Dealmakers

12 Target | 18 Bidder

£ 90 M

Value

20 Jul 2020|United Kingdom|Mortgage REITs: Residential

Target: UK MORTGAGES LIMITED

Bidder: M&G INVESTMENTS

7 Service Providers

3 Target | 4 Bidder

17 Dealmakers

6 Target | 11 Bidder

£ 191 M

Value

23 Jun 2021|United Kingdom|Diversified Financials

Target: SAUNDERSON HOUSE

Bidder: RATHBONE BROTHERS PLC

11 Service Providers

2 Target | 5 Bidder | 4 Vendor

24 Dealmakers

1 Target | 13 Bidder | 10 Vendor

£ 150 M

Value

28 Sep 2021|United Kingdom|Software

Target: BLUE PRISM GROUP PLC

Bidder: SS&C TECHNOLOGIES HOLDINGS INC

18 Service Providers

7 Target | 5 Bidder

53 Dealmakers

27 Target | 16 Bidder

£ 1.22 B

Value

31 Mar 2022|United Kingdom|Asset Managers and Custodians

Target: BREWIN DOLPHIN HOLDINGS PLC

Bidder: ROYAL BANK OF CANADA

11 Service Providers

8 Target | 3 Bidder

38 Dealmakers

14 Target | 24 Bidder

£ 1.49 B

Value

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