Our Services

M&A Execution

  • Advice relating to mergers and minority or controlling interest acquisitions (acting for the buy or sell side)
  • Provision of valuation, synergy and financial effects analysis
  • Tactical advice, process and due diligence coordination, working with legal advisers on transaction execution, assistance with internal and external communications


  • Provision of one-off or regular valuations in the context of internal markets, fairness opinions, incentive schemes or general corporate work

Internal Market Construction

  • Advice concerning the construction of internal markets, including mechanisms, pricing, liquidity and funding

Shareholder Restructuring and Succession Planning

  • Can include assisting with the crystallisation of value and/or an exit for founders (without a sale to a third party), or advising on the provision of new long-term incentives and/or equity schemes for the next generation of employees
  • Illustrative structures include growth shares, jointly-owned equity schemes, introduction of preferred share classes, and other similar arrangements

Strategic and Other Advisory

  • Assisting (on a one-off or ongoing basis) with corporate strategy, wealth and asset management industry insight, governance and incentive structures, and business development
  • We can also advise on issues concerning distribution agreements and seed capital (and related economics)

Principal Investing

  • Arrangement of equity investments; typically we prefer minority positions and opportunities where we can support an existing management team, often the founders of the business, providing assistance with a new stage of the company’s development
  • Investments are typically made when the investee company believes that we can make an important contribution to the development of the business, for example through advice on strategy, acquisitions, client identification and introduction, marketing, recruitment, or the execution of a sale strategy


Spencer House Partners LLP
15 St James’s Place
United Kingdom

Tel: +44 (0)20 7647 8529
Email: info@spencerhousepartners.com

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