Mergers & Acquisitions

Robert has acted since 1988 for; IFAs, general insurers, wealth managers, investment advisors, sole advisors, and life insurance and pension providers. His work covers:

  • mergers and acquisitions for all forms of financial businesses
  • acting for consolidators
  • negotiating investment into firms
  • setting up advice firms
  • restructuring firms where there is inherent liability
  • getting the corporate governance right
  • regulatory conduct under FCA rules

Our lengthy experience of transactions over the years gives us the benefit of uncovering issues before they become a problem and enables us to find commercial solutions to difficult issues. Our view is that being pragmatic and not overcooking an issue, usually produces the best result.

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