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Farrer & Co has market-leading expertise in complex, high-value transactional and advisory work for a wide range of financial institutions. We offer deep and comprehensive expertise tailored to the needs of a range of PRA and FCA regulated clients.

Our clients trust us with their most significant transactions, from a commercial, regulatory and people perspective.  Our experience in the sector means that we understand the complex issues and practical concerns in regulated transactions. Our knowledge of the sector helps us to structure and execute transactions in a creative and efficient way within the regulatory framework.

Our legal experience in financial M&A transactions

We act for private banks, wealth managers and fund managers (amongst others) on a range of transactions, both buy-side and sell-side.  We also advise founders and a range of growth companies, including fintech clients, on fund-raisings, investments and exits. Outside of transformational M&A, we advise on a wide range of business and regulatory matters, including equity-based incentive schemes and group restructurings. We work closely with our clients, their internal teams and external advisors to align our legal advice with business requirements.

Our financial services legal team

Farrer & Co draws on the expertise of its multi-service team, to provide pragmatic advice on all aspects of financial services transactions, both before and after completion.

  • Our Corporate team advises on high-profile and significant regulated transactions, bringing top tier M&A capability to bear alongside our significant experience of this particular sector.
  • Our Regulatory practice is well-versed in the regulatory aspects of transactions, from advice on regulatory consents to post-transaction integration.
  • Our Employment specialists understand the importance of people in transactions and advise on the process of transferring employees, changes to terms and wider incentive structures.
  • Our Intellectual Property and Commercial team help clients navigate commercial integration, including intellectual property and data protection issues.

Recent Work Highlights

  • Farrer & Co advised Canaccord Genuity Wealth Management on the acquisition of Punter Southall Wealth Limited
  • Farrer & Co advised T. Bailey Holdings Limited on the sale of its wholly owned subsidiary T. Bailey Fund Services Limited, a full-service host Authorised Corporate Directorship and fund administration service provider to Waystone
  • Farrer & Co advised Canaccord Genuity Wealth Management on the acquisition of Adam & Co

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