May 14, 2018
Financial Express management team advised by Jamieson as part of investment by Hg

Management Advice | Financial Services | Read more

FE, the leading provider of investment data, research and software to the financial services industry, has announced that Hg, a leading global growth private equity firm, will be investing in the business to fund its next phase of growth.

Founded by Michael Holland and Craig Wilson, FE operates a proprietary database of complete retail funds data with global coverage and history, built up over 20 years. Trusted by hundreds of thousands of investors, advisers, asset managers and platforms who use FE data, software and investment advice every day, FE is a leading player in supporting the UK fund industry.

The investment comes on the back of significant expansion of FE’s global operations and product offering over the past few years, and another year of record growth for the company in 2017.

The Management team of FE, led by CEO Neil Bradford, were advised by Tom Burton, Andrew Cox and Gus Gayford on their reinvestment alongside Hg and future equity incentive arrangements.


March 27, 2018
Jamieson has advised the management team of Small World Financial Services on the acquisition of a majority stake in the business by Equistone.

Management Advice | Financial Services | Read more

Jamieson has advised the management team of Small World Financial Services on the acquisition of a majority stake in the business by Equistone.

Small World has developed an international payments platform that allows customers to send and receive money via a network of over 6,000 third party agents and 80 company branches. The business currently has c.680 employees across 16 countries.

Stuart Coventry and Gus Gayford of Jamieson advised Nick Day (CEO) and the Small World team on their reinvestment alongside Equistone and the structure of a new management equity incentive plan.


Dec. 18, 2017
Jamieson advise the management team of Old Mutual Global Investors

Management Advice | Financial Services | Read more

Jamieson is delighted to announce that it has advised CEO Richard Buxton and the management team of Old Mutual Global Investors (“OMGI”) on the acquisition by TA Associates in a transaction worth a total of £600m.

Old Mutual Global Investors (OMGI) is a leading asset management firm with £26bn AUM offering a distinctive blend of investment prowess and a deep commitment to customer service and transparency across key international markets including the UK, Europe, Asia, the Americas as well as South Africa and the Middle East.

Richard Buxton, CEO said 'Jamieson were invaluable in guiding my team through the MBO deal structure, the nuances and complexities of different arrangements.  They were recommended to me and I would have no hesitation in recommending them to other management teams.'

The Jamieson team of Stuart Coventry, Jonny Jones and Laura Yell advised the management team of OMGI on their investment in the new structure and the management equity incentive plan to be implemented alongside TA Associates. 


Oct. 12, 2017
Jamieson advises the management team of Los Angeles based Genesis Capital as part of the acquisition by Goldman Sachs

Management Advice | Financial Services | Read more

Genesis Capital, the private mortgage lender, has signed a definitive agreement with Goldman Sachs Group Inc to support the company in its next phase of growth. The Genesis Capital management team were advised by Jamieson throughout the process and on the negotiation of their new incentive plan with Goldman Sachs. Genesis was acquired from funds managed by Oaktree Capital Management and management, with terms of the agreement undisclosed.

The transaction will enable Genesis to continue to grow its platform, with a focus on achieving additional scale in its current market segments and introducing new products and financing solutions to a broader and national customer base. The company's strategy is to be the debt financing partner of choice to the nation's top professional residential developers; offering a responsive, flexible and reliable service that empowers clients to seize opportunities and grow their businesses successfully.

This transaction was executed by Jamieson Corporate Finance US, LLC, a member of FINRA/SIPC.


July 11, 2017
Jamieson advises the management team of Voogd & Voogd on the Five Arrows backed buyout from Bencis Capital Partners

Management Advice | Financial Services | Read more

Five Arrows Principal Investments (“Five Arrows”), the France-based private equity business of Rothschild, has agreed to acquire undisclosed majority stake in Voogd & Voogd, the Netherlands-based insurance broker and provider of insurance industry administrative services, from Bencis Capital Partners, the Netherlands-based private equity firm.  Bas de Voogd (CEO) and Michael de Nijs (CFO/COO) will continue to retain a significant minority stake in the business.

The transaction will allow Voogd & Voogd to pursue new opportunities for its next phase of development.  For 2016, Voogd & Voogd generated EUR 340 million in insurance premium and turnover of over EUR 50m. It has a workforce of around 370 employees. The closing of transaction is subject to the advice of the Works Council and the consent of the AFM, and is expected to close in fourth quarter of 2017.

The Jamieson team led by Ian Jamieson, David Kirkpatrick and Laura Yell, advised the Executive Management team on the terms of their reinvestment alongside Five Arrows.

 


Nov. 9, 2016
Jamieson advises the management team of Alter Domus

Management Advice | Financial Services | Read more

Jamieson has advised the management team of Alter Domus, a leading provider of Fund and Corporate Services dedicated to international private equity & infrastructure houses, real estate firms, private debt managers, multinationals, capital markets issuers and private clients. 

Founded in Luxembourg in 2003, Alter Domus has continually expanded its global service offer and today counts 31 offices and desks across 5 continents. It has over $100bn under management and serves 9 of the largest 10 private equity houses, 6 of the 10 largest real estate firms and 5 of the 10 largest private debt managers in the world.

Laurent Vanderweyen, CEO of the Alter Domus group, commented: “We look forward to working together with Permira to execute our ambitious plans to expand the business and to build upon our market leading position. We are convinced that their contribution to our business will help us to broaden and strengthen our capabilities to support our clients in the international locations important to them.”

The Jamieson team led by Ian Jamieson, Jonny Jones and Laura Yell advised the management team on the creation of a new management incentive scheme and their reinvestment alongside Permira.

The deal is expected to complete in first quarter of 2017. 


Oct. 12, 2016
Jamieson advises the management team of Interactive Investor on its acquisition of TD Direct Investing

Management Advice | Financial Services | Read more

Jamieson has advised the management team of Interactive Investor on a new management incentive programme to be implemented as part of Interactive Investor’s acquisition of TD Direct Investing, a subsidiary of the Canadian banking group, TD. The deal will be funded by JC Flowers, a private investment firm with a focus on financial services businesses.

The combined group will have approximately £18bn under management and 300,000 customers. JC Flowers will become the majority shareholder in the combined group while Interactive Investor’s existing shareholders will continue to hold a stake.

Adam Seale, CEO of Interactive Investor, commented:

“This combination will bring real benefits to both Interactive Investor customers and TD Direct Investing customers. The enlarged Interactive Investor will have increased scale, expertise and resource, enabling it to provide customers with award winning online investment services at low charges. We look forward to welcoming all our new customers to Interactive Investor and championing the needs of individual investors.”

The Jamieson team was led by Ian Jamieson, David Kirkpatrick and Stephen Maxwell.


Aug. 27, 2016
Jamieson advises the management team of Target Group, on its acquisition by Tech Mahindra

Management Advice | Financial Services | Read more

Jamieson has advised the management team of Target Group, the financial services outsourcing and software provider, on its acquisition by global multi-national specialist in digital transformation, Tech Mahindra.

Following FCA approval, Tech Mahindra completed its acquisition for 100% of the share capital of Target Group at an Enterprise Value of £112m. After four years of expansion under the ownership of Pollen Street Capital the transaction represents the start of a new and exciting phase for Target and its growing client base.

Target Group is headquartered in the UK and has about 800 employees. The management team, led by Co-Group CEOs, Ian Larkin and Bill Alley, will all remain with the business and ensure continuity and acceleration of the current strategy.

 Paddy Byrne, Chairman of Target Group, commented: “'The management team had not gone through a process like this before and the way Jamieson helped the team build the deal and get it across the line was nothing short of exceptional”

The Jamieson team led by Tom Burton and Ross Wheeler advised the management team on the creation of a new management incentive scheme, as well as providing assistance with executing the transaction through to completion.


Dec. 14, 2015
Jamieson advises the shareholders of PIB Insurance Brokers on sale to The Carlyle Group

Management Advice | M&A | Financial Services | Read more

London, UK Global alternative asset manager The Carlyle Group (NASDAQ: CG) today announced that it has agreed to acquire a significant equity stake in PIB insurance Ltd. 

 

The Jamieson team led by Ian Jamieson and David Kirkpatrick has advised the private investors and managment team of PIB Insurance Brokers on the disposal and the creation of a new structure and management incentive scheme, designed with PIB’s platform growth in mind.

 

PIB is a fast growing insurance broker, founded in 2014, created to fill a gap in the market for a new independent, client-centric and service-focused broker.  PIB employs senior, experienced individuals from the insurance market, and has already demonstrated its ability to differentiate itself, by offering high levels of expertise and service in specialist client sectors. The firm has a growing network of offices in London and across the UK.

 

Brendan McManus, the CEO of PIB, commented:


“We thoroughly enjoyed working with the Jamieson Team in this unique deal.  Ian and David were very professional, worked extremely hard for us and did a great job managing the interests of both our selling Investors and negotiating the new equity package for the PIB management team.  Personally, Jamieson have been incredibly supportive throughout, guiding me through the whole process and I’m very grateful they represented us.


We have secured a great deal with Carlyle who are the ideal partner to help us build a significant UK insurance broker”


Sept. 23, 2015
Jamieson advises the management of Guardian Financial Services on the £1.6bn sale to Swiss Re.

Management Advice | Financial Services | Read more

Swiss Re, the global insurance and reinsurance business, has entered into an agreement to acquire Guardian Financial Services ("Guardian") from majority shareholder Cinven for £1.6 billion.

Guardian is one of the most active life insurance consolidators in the UK and Irish markets and the UK's largest privately owned life insurance company. Today Guardian has £20 billion of assets under management and manages 900,000 policies. Closing of the acquisition is subject to regulatory approval and could be completed in early 2016.

Stuart Coventry, Andrew Cox and Ross Wheeler from Jamieson advised the Guardian management team. 


more
Year Company Size Service Sector
None Mycom < £100m Management Advice TMT
Nov. 1, 2018 DSM Undisclosed Management Advice Industrials
Nov. 1, 2018 NEC > £500m Management Advice Consumer
Oct. 3, 2018 Alcaliber £100m - £500m Management Advice Healthcare
Oct. 1, 2018 Scandlines > £500m Management Advice Consumer
Sept. 3, 2018 Cognita > £500m Management Advice Consumer
Aug. 21, 2018 Tangerine Undisclosed Management Advice Consumer
Aug. 1, 2018 BBB Undisclosed Management Advice Industrials
July 25, 2018 FirstLight Undisclosed Management Advice TMT
July 14, 2018 CRF Undisclosed Management Advice Healthcare
July 12, 2018 Envorotainer Undisclosed Management Advice Industrials
July 4, 2018 Ammeraal Beltech Undisclosed Management Advice Industrials
July 3, 2018 Helly Hansen > £500m Management Advice Consumer
July 2, 2018 GRJ Undisclosed Management Advice Consumer
June 28, 2018 Italmatch Undisclosed Management Advice Industrials
June 27, 2018 Portman Health Undisclosed Management Advice Healthcare
June 19, 2018 WFS > £500m Management Advice Business Services
June 11, 2018 Instant Group Undisclosed Management Advice Business Services
June 7, 2018 Linnaeus Undisclosed Management Advice Healthcare
June 4, 2018 Dwyer Undisclosed Management Advice Business Services
June 4, 2018 Ob Undisclosed Management Advice Healthcare
June 1, 2018 ETC Venues Undisclosed Management Advice Business Services
May 31, 2018 UK Power Undisclosed Management Advice Industrials
May 30, 2018 Vision RT Undisclosed Management Advice Healthcare
May 29, 2018 Key Travel Undisclosed Management Advice Consumer
May 18, 2018 EIS Undisclosed Management Advice Business Services
May 14, 2018 Ufinet Undisclosed Management Advice TMT
May 14, 2018 Financial Express Undisclosed Management Advice Financial Services
May 9, 2018 Corin Undisclosed Management Advice Healthcare
May 4, 2018 ICS Learn < £100m Management Advice Business Services
March 27, 2018 SWF Undisclosed Management Advice Financial Services
March 26, 2018 Interoute > £500m Management Advice TMT
March 13, 2018 LCG Undisclosed Business Services
Feb. 19, 2018 Dental Clinics Undisclosed Management Advice Healthcare
Feb. 14, 2018 Ask4 Undisclosed Management Advice TMT
Feb. 7, 2018 Cyanco Undisclosed Management Advice Industrials
Jan. 31, 2018 Active Assist £100m - £500m Management Advice Healthcare
Jan. 1, 2018 Paysafe > £500m Management Advice Business Services
Dec. 18, 2017 Old Mutual > £500m Management Advice Financial Services
Nov. 22, 2017 Dealogic Undisclosed Management Advice Business Services
Nov. 3, 2017 Puregym Undisclosed Management Advice Consumer
Oct. 27, 2017 TMF > £500m Management Advice Business Services
Oct. 12, 2017 Genesis Capital £100m - £500m Management Advice Financial Services
Oct. 11, 2017 Ceramtec Undisclosed Management Advice Industrials
Oct. 2, 2017 Dent Connect Undisclosed Management Advice Healthcare
Sept. 1, 2017 Clarion Events > £500m Management Advice Business Services
Sept. 1, 2017 Matchesfashion Undisclosed Management Advice Consumer
Aug. 13, 2017 Eating Recovery Centre Undisclosed Management Advice Healthcare
Aug. 1, 2017 Miller Homes > £500m Management Advice Industrials
July 26, 2017 Oasis Record Management Undisclosed Management Advice Business Services
July 24, 2017 Nature's Bounty > £500m Management Advice Consumer
July 18, 2017 Praesidiad > £500m Management Advice Industrials
July 11, 2017 Voogd & Voogd £100m - £500m Management Advice Financial Services
July 3, 2017 Mergermarket > £500m Management Advice TMT
June 15, 2017 Willerby Undisclosed Management Advice Consumer
May 18, 2017 Keter > £500m Management Advice Industrials
May 11, 2017 Neptune Oil & Gas > £500m Management Advice Industrials
March 21, 2017 ESG Undisclosed Management Advice Healthcare
March 3, 2017 MKM £100m - £500m Management Advice Industrials
Feb. 21, 2017 Zabka > £500m Management Advice Consumer
Feb. 16, 2017 OAG Undisclosed Management Advice Business Services
Jan. 18, 2017 Allegro > £500m Management Advice TMT
Dec. 12, 2016 Unilabs Undisclosed Management Advice Healthcare
Dec. 8, 2016 IVC Undisclosed Management Advice Healthcare
Nov. 22, 2016 Shorterm < £100m Management Advice Business Services
Nov. 18, 2016 Oasis Healthcare Undisclosed Management Advice Healthcare
Nov. 15, 2016 GB Railfreight Undisclosed Management Advice Industrials
Nov. 9, 2016 Alter Domus Undisclosed Management Advice Financial Services
Nov. 7, 2016 Sapec Agro £100m - £500m Management Advice Industrials
Oct. 19, 2016 Elysium/PIC £100m - £500m Management Advice Healthcare
Oct. 12, 2016 Interactive Investor Undisclosed Management Advice Financial Services
Oct. 5, 2016 Tricor Undisclosed Management Advice Business Services
Sept. 30, 2016 R&R Icecream > £500m Consumer
Sept. 20, 2016 GROUP IMD Undisclosed Management Advice TMT
Aug. 27, 2016 Target £100m - £500m Management Advice Financial Services
Aug. 17, 2016 Adapt £100m - £500m Management Advice TMT
Aug. 6, 2016 Tyrells £100m - £500m Management Advice Consumer
Aug. 4, 2016 TINSA £100m - £500m Management Advice Business Services
June 30, 2016 IT Labs < £100m Management Advice TMT
June 6, 2016 Radley Undisclosed Management Advice Consumer
June 1, 2016 PCI Pharma Services > £500m Management Advice Healthcare
May 30, 2016 Sisal > £500m Management Advice TMT
May 23, 2016 Argus Media > £500m Management Advice TMT
May 19, 2016 BPL Undisclosed Management Advice Healthcare
April 27, 2016 Mayborn Group £100m - £500m Management Advice Consumer
Jan. 28, 2016 Kinapse £100m - £500m Management Advice Business Services
Jan. 15, 2016 SMYK £100m - £500m Management Advice Consumer
Dec. 23, 2015 LIMA £100m - £500m Management Advice Healthcare
Dec. 14, 2015 PIB < £100m Management Advice,
M&A
Financial Services
Dec. 8, 2015 LGC > £500m Management Advice Healthcare
Dec. 3, 2015 Bargain Hunt Undisclosed Management Advice Consumer
Oct. 20, 2015 Photobox £100m - £500m Management Advice Consumer
Oct. 19, 2015 Chime Communications £100m - £500m TMT
Oct. 12, 2015 Moto Hospitality > £500m Management Advice Consumer
Sept. 23, 2015 Guardian > £500m Management Advice Financial Services
Sept. 15, 2015 The Mill £100m - £500m Management Advice TMT
Aug. 7, 2015 Lowell > £500m Management Advice Financial Services
July 20, 2015 Deutsche Glasfaser £100m - £500m Management Advice TMT
July 7, 2015 Six Degrees £100m - £500m Management Advice TMT
July 7, 2015 Pepe Jeans > £500m Management Advice Consumer
May 22, 2015 Vistra > £500m Management Advice Financial Services
May 22, 2015 Orangefield > £500m Management Advice Financial Services
May 20, 2015 The Foundry £100m - £500m Management Advice TMT
May 14, 2015 New Look > £500m Management Advice Consumer
May 12, 2015 Eurofiber > £500m Management Advice TMT
March 26, 2015 Van Geloven £100m - £500m Management Advice Consumer
Feb. 25, 2015 Ainscough Crane Hire £100m - £500m Management Advice Industrials
Jan. 22, 2015 Trainline £100m - £500m Management Advice TMT
Jan. 15, 2015 Clarion Events £100m - £500m Management Advice TMT
Jan. 13, 2015 Premium Credit £100m - £500m Management Advice Financial Services
Jan. 9, 2015 Honest Burgers < £100m M&A Consumer
Dec. 1, 2014 Farrow & Ball £100m - £500m Management Advice Consumer
Nov. 28, 2014 Keepmoat £100m - £500m Management Advice Business Services
Nov. 12, 2014 United Biscuits > £500m Management Advice Consumer
July 29, 2014 Pizza Express > £500m Management Advice Consumer
July 22, 2014 Cath Kidston £100m - £500m Management Advice Consumer
July 2, 2014 Sauflon Pharmaceuticals > £500m M&A Healthcare
April 28, 2014 Innovia Group > £500m Management Advice Industrials
April 22, 2014 NFT Distribution < £100m Management Advice Business Services
April 11, 2014 Gates Global > £500m Management Advice Industrials
Feb. 11, 2014 Marlin Financial £100m - £500m Management Advice Financial Services
Feb. 4, 2014 Avast Software > £500m Management Advice TMT
Jan. 13, 2014 The SJB Group < £100m M&A Business Services
Nov. 20, 2013 Best Invest £100m - £500m Management Advice Financial Services
Sept. 16, 2013 David Lloyd > £500m Management Advice Consumer
Sept. 11, 2013 AIM Aviation £100m - £500m Management Advice Industrials
Sept. 5, 2013 Giles Insurance > £500m M&A Financial Services
Aug. 14, 2013 Domestic & General > £500m Management Advice Financial Services
Aug. 9, 2013 Key Travel < £100m Management Advice Business Services
Aug. 7, 2013 Tyrrells Potato Crisps < £100m Management Advice Consumer
Aug. 5, 2013 TSL Education £100m - £500m Management Advice TMT
July 1, 2013 Eden Springs £100m - £500m Management Advice Business Services
June 18, 2013 VUE Entertainment > £500m Management Advice Consumer
May 15, 2013 Cabot Credit Management £100m - £500m Management Advice Financial Services
May 1, 2013 Foodcorp > £500m Management Advice Consumer
May 1, 2013 Oasis £100m - £500m Management Advice Healthcare
April 15, 2013 UBM Data Services £100m - £500m Management Advice TMT
April 11, 2013 Hillcrest < £100m Healthcare
March 20, 2013 Fever-Tree < £100m Management Advice Consumer
Dec. 12, 2012 Dexter Axle £100m - £500m Management Advice Industrials
Dec. 11, 2012 Aurum £100m - £500m Management Advice Consumer
Dec. 6, 2012 Intertrust > £500m Management Advice Financial Services
Oct. 26, 2012 HSS £100m - £500m Management Advice Business Services
Oct. 15, 2012 Dematic > £500m Management Advice Industrials
Sept. 26, 2012 Air Distribution > £500m Management Advice Industrials
Sept. 18, 2012 Eurofiber BV £100m - £500m Management Advice TMT
Aug. 19, 2012 Georg Jensen £100m - £500m Management Advice Consumer
Aug. 5, 2012 Orange Telecom > £500m Management Advice TMT
June 20, 2012 GlobeOp Financial Services £100m - £500m Management Advice Financial Services
April 30, 2012 Schrader £100m - £500m Management Advice Industrials
April 30, 2012 Four Seasons Healthcare > £500m Management Advice Healthcare
Dec. 8, 2011 Wiggle £100m - £500m Management Advice Consumer
Sept. 20, 2011 Thomson Reuters Trade and Risk Management £100m - £500m Management Advice TMT
July 19, 2011 Atos Medical £100m - £500m Management Advice Healthcare
May 3, 2011 Dometic £100m - £500m Management Advice Industrials
April 18, 2011 The Mill £100m - £500m Management Advice TMT
April 6, 2011 Icon < £100m M&A TMT
Nov. 8, 2010 Vue Cinemas > £500m Management Advice Consumer
Oct. 27, 2010 Brit > £500m Management Advice Financial Services
Sept. 21, 2010 NSL £100m - £500m Management Advice Business Services
Sept. 14, 2010 Equity Trust £100m - £500m Management Advice Financial Services
July 28, 2010 Tomkins > £500m Management Advice Industrials
June 30, 2010 Aim Aviation £100m - £500m Management Advice Industrials
April 29, 2010 Team Telecom < £100m M&A TMT
April 12, 2010 Archimedes Pharma < £100m Management Advice Healthcare
March 23, 2010 British Car Auctions £100m - £500m Management Advice Business Services
Feb. 5, 2010 Habitat £100m - £500m Management Advice Consumer
Nov. 27, 2009 ADP Dental < £100m Management Advice,
M&A,
Capital Raising
Healthcare
Sept. 17, 2009 Intertrust £100m - £500m Management Advice Financial Services
Sept. 11, 2009 Incisive Media Group £100m - £500m Management Advice TMT
April 15, 2009 iShares > £500m Management Advice Financial Services
Jan. 5, 2009 Develica Deutschland Ltd > £500m Capital Raising Business Services
Nov. 3, 2008 Somerfield Ltd £100m - £500m Management Advice Consumer
Oct. 24, 2008 Icon Display Ltd < £100m Capital Raising TMT
June 16, 2008 De La Rue Plc £100m - £500m Management Advice Industrials
May 8, 2008 Morrison Utility Services £100m - £500m Management Advice Business Services
March 10, 2008 Yo! Sushi < £100m M&A Consumer
Nov. 2, 2007 Alliance Medical > £500m Management Advice Healthcare
Aug. 2, 2007 Healthcare at Home £100m - £500m Management Advice Healthcare
June 12, 2007 Iris Software Limited > £500m Management Advice TMT
May 29, 2007 Pegasus Retirement Homes < £100m Capital Raising Business Services
Feb. 15, 2007 Worldmark International < £100m Management Advice Business Services
Feb. 8, 2007 The Mill < £100m Management Advice TMT
Feb. 7, 2007 HSS Hire < £100m Management Advice Business Services
Dec. 21, 2006 ILG (Independent Living Group) < £100m M&A Healthcare
Dec. 19, 2006 Amida Group < £100m M&A Consumer
Nov. 30, 2006 Nicholl Food Packaging Limited < £100m Management Advice Industrials
Nov. 16, 2006 Phadia AB > £500m Management Advice Healthcare
Sept. 30, 2006 Incisive Media plc £100m - £500m Management Advice TMT
Sept. 22, 2006 Impress Holdings BV > £500m Management Advice Industrials
July 6, 2006 Castlebeck £100m - £500m Management Advice Healthcare
June 28, 2006 British International Helicopters Limited < £100m Capital Raising Business Services
March 29, 2006 Adare Group £100m - £500m Business Services
Dec. 16, 2005 Upperpoint Distribution Limited £100m - £500m Management Advice Business Services
Oct. 1, 2005 Fitness First > £500m Management Advice Consumer
June 14, 2005 Tunstall Holdings Limited £100m - £500m Management Advice TMT
May 17, 2005 Elliott Group Limited £100m - £500m Management Advice Business Services