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Submit Deal

Cover Image Richard Sheen

Richard Sheen

Partner at Norton Rose Fulbright

Lawyer

London

Deal Bio

Total Deals11

Valued Deals8

Total Value£ 3.75 B

Avg. Deal Size£ 468 M

Market Context

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17 Aug 2018|Netherlands|Asset Managers and Custodians

Target: VAN DOORN CFS BV

Bidder: JTC PLC

4 Service Providers

3 Bidder | 1 Vendor

9 Dealmakers

£ 18 M

Value

10 Dec 2020|Canada|Outsourced HR and Staffing

Target: RBC CEES

Bidder: JTC PLC

4 Service Providers

2 Target | 2 Bidder

15 Dealmakers

8 Target | 7 Bidder

£ 20 M

Value

29 Jul 2021|United Kingdom|Asset Managers and Custodians

Target: CHARLES STANLEY

Bidder: RAYMOND JAMES FINANCIAL INC

8 Service Providers

4 Target | 4 Bidder

31 Dealmakers

20 Target | 11 Bidder

£ 279 M

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

28 Mar 2022|United Kingdom|Mortgage Finance

Target: THE FLUENT MONEY GROUP

Bidder: MORTGAGE ADVICE BUREAU

8 Service Providers

3 Target | 4 Bidder | 1 Vendor

53 Dealmakers

7 Target | 43 Bidder | 3 Vendor

£ 73 M

Value

13 Sep 2021|Australia|Asset Managers and Custodians

Target: WHITEHELM CAPITAL LIMITED

Bidder: PATRIZIA IMMOBILIEN AG

4 Service Providers

1 Target | 3 Bidder

27 Dealmakers

1 Target | 26 Bidder

n/a

Value

06 Jul 2023|United States|Asset Managers and Custodians

Target: CONNING HOLDINGS LIMITED

Bidder: ASSICURAZIONI GENERALI SPA

11 Service Providers

5 Target | 5 Bidder | 1 Vendor

80 Dealmakers

16 Target | 63 Bidder | 1 Vendor

n/a

Value

05 Aug 2024|Switzerland|Banks

Target: SOCIETE GENERALE (BRITISH AND SWISS PRIVATE BANKING UNITS)

Bidder: UNION BANCAIRE PRIVEE

7 Service Providers

3 Bidder | 4 Vendor

25 Dealmakers

11 Bidder | 14 Vendor

£ 766 M

Value

06 Feb 2025|Luxembourg|Infrastructure Funds

Target: BBGI GLOBAL

Bidder: BRITISH COLUMBIA INVESTMENT MANAGEMENT CORPORATION

13 Service Providers

6 Target | 7 Bidder

57 Dealmakers

20 Target | 37 Bidder

£ 1.06 B

Value

05 Aug 2024|United Kingdom|Diversified Financials

Target: SG KLEINWORT HAMBROS

Bidder: UNION BANCAIRE PRIVEE

2 Service Providers

8 Dealmakers

n/a

Value

13 Dec 2024|United States|Renewable Energy Equipment

Target: ECOFIN US RENEWABLES (US DISTRIBUTED SOLAR ASSETS)

Bidder: TRUE GREEN CAPITAL MANAGEMENT LLC

3 Service Providers

19 Dealmakers

£ 42 M

Value

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