Congratulations to our client Nordic Capital on their agreement to acquire Ascot Lloyd, one of the UK’s largest and fastest growing independently-owned independent financial advice (IFA) firms. https://bit.ly/3MuBXEZ #AMon #DueDiligence #FinancialServices
Congrats Lukas!!!
Lukas Jakubauskas reposted this
Congratulations to our client Ontario Teachers’ Pension Plan on the acquisition of 7IM, a UK Wealth Manager. https://on.ft.com/47Yu0n3 #AMon #WealthManagement #PrivateEquity #InvestmentManagement #Deals
Lukas Jakubauskas reposted this
A 65% year-on-year volume drop and 10% deal count decline reveal the slowdown in the UK M&A market in the first half (1H) of 2023. With this decrease in deal flow, where did Private Equity focus most of its activity within the first half of the year, and what can be expected for the second half of the year? Read A&M’s latest local market insight by Managing Director Chris Goodgame to learn more: https://bddy.me/3P8aihh #AMon #MandA #PrivateEquity #TransactionAdvisory #Deal
Lukas Jakubauskas reposted this
Congratulations to our client, TC Group, on the announcement of their investment from and partnership with Inflexion. TC Group is an Accountancy Age ‘Top 30’ firm and provides bespoke, high-quality accounting, bookkeeping, tax, audit, and payroll services. https://bit.ly/46mw0F3 #AMon #DueDiligence #FinancialServices #Accounting
Lukas Jakubauskas reposted this
Congratulations to our client, Francisco Partners, on their acquisition of Macrobond, a leading global provider of financial data and technology services to more than 800 organisations. https://bit.ly/44FZpbk #AMon #DueDiligence #FinancialServices #FinancialData #Technology #TimeSeriesData #TimeIsMoney #Metadata #FindAnalyzeVisualize #DataOnDemand
Lukas Jakubauskas reposted this
As UBS Group AG completes its merger with Credit Suisse Group AG, Alvarez & Marsal (A&M) is honored to have acted as sole financial and business adviser to the Swiss Confederation on the supporting Loss Protection Agreement (LPA). Working in partnership with leading law firm Niederer Kraft Frey (NKF), A&M supported in the design, negotiation and agreement of terms covering a range of diverse, complex financial assets. While we are privileged to have contributed to this important element of the UBS/CS merger, the project’s success was only made possible by a collaborative ethos and an agile, pragmatic approach of all parties. The A&M team was led by Fernando De La Mora, David Edmonds and Alessandro Farsaci, CFA. The NKF team was led by Ulysses von Salis, Philip Spoerlé and Philipp Haas. #AMon #financialservices #restructuring
Lukas Jakubauskas reposted this
A&M’s EMEA teams performed Due Diligence on +1000 transactions in 2022, servicing clients across multiple sectors and industries. These projects cover Financial, Commercial, Regulatory, Operational, IT and Tax Due Diligence, demonstrating the breadth and depth of A&M’s service. We provide our clients a hands-on, conflict free offering. In 2023, we continue to support our clients with action-oriented, results-driven leadership. To learn more about A&M’s offering, click here: https://bddy.me/3MbmWek #AMon #PrivateEquity #DueDiligence
On October 2nd, I will be running the London Marathon in memory of my younger sister, Charlotte, who sadly passed away from cervical cancer last November at the age of 27 As someone who loved running, running the London Marathon feels like the most appropriate way to honour her memory and celebrate her life In addition to the runner’s high and blisters which accompany running 26.2 miles, I will be running to raise money for a great cause - Hospice in the Weald. This charity means a lot to me, as the place where Charlotte spent her final days with us. The hospice ensured Charlotte was comfortable and took care of my family and I, so all we had to do was focus on spending time together You can find out more about Hospice in the Weald via my Just Giving page (link below) I’m aiming to raise £2.5k (and am making good progress) and would very much appreciate any support towards this great cause With an aim to cross the finish line in sub-four hours, training has been pretty gruelling so far, riddled with sore muscles and minor injuries. But nevertheless, I’m looking forward to the day and crossing the finish line (and celebrating if I can still stand!)
Congratulations to our client Hurst Point Group’s portfolio company, Hawksmoor Investment Management, on their agreement to acquire Gore Browne Investment Management (GBIM), providers of investment services for private clients, family trusts, charities, pension funds and professional advisers. https://bloom.bg/3Oe4yzn #AMon #DueDiligence #FinancialServices
Senior Director - Transaction Advisory Group en Alvarez & Marsal
1yCongrats Lukas Jakubauskas and team!!!