SPENCER HOUSE PARTNERS LLP
2024
Financial adviser to Aubrey Capital Management on its partnership with LarrainVial.
Financial adviser to Waverton Investment Management Group on its merger with London & Capital Group.
Financial adviser to Partners Capital on the sale of a stake to funds managed by General Atlantic.
Financial adviser to Vontobel on its acquisition of a significant minority stake in Ancala.
Financial adviser to Alpha Associates on its sale to Amundi Asset Management.
2023
Financial adviser to Troy Asset Management on the sale of a strategic stake to Lincoln Peak Capital.
Financial adviser to AlTi on the sale of its fiduciary business to ZEDRA.
Financial adviser to Osmosis on its minority sale to Nikko AM.
Financial adviser to BlueCove on its minority sale to Ares Management.
2022
Financial adviser to London and Capital on its sale to Lovell Minnick Partners.
Financial adviser to Titan Wealth on the acquisition of Cardale AM.
Financial adviser to T. Bailey Holdings on the sale of T. Bailey Fund Services to Waystone.
2021
Financial adviser to Punter Southall Group on the sale of Punter Southall Wealth to Canaccord Genuity Wealth Management.
Financial adviser to Majedie on its sale to Liontrust.
Financial adviser to Civitas Investment Management on its strategic partnership with CK Asset Holdings.
Financial adviser to Alvarium on its merger with Tiedemann Group and Cartesian Growth Corporation.
Financial adviser to LCM on Brookfield’s additional minority investment.
Financial adviser to Long Harbour on its strategic partnership with Cadillac Fairview.
Financial adviser to Vontobel on the acquisition of its remaining stake in TwentyFour AM.
Financial adviser to Pendal on the acquisition of TSW.
Financial adviser to Canaccord Genuity on the minority investment by HPS in CGWM UK.
Financial adviser to Tufton Oceanic on its corporate reorganisation and sale of a significant stake to a European family office.
2020
Financial adviser to Applerigg on the sale of Sandaire to Schroders.
Financial adviser to EQT Credit on its sale to Bridgepoint.
Financial adviser to Sovereign Capital Partners on the management buy-out of ACOLIN Services.
2019
Financial adviser to Kestrel Partners on the sale of its multi-asset business to Merian Global Investors.
Financial adviser to AGF on the sale of Smith & Williamson to Tilney Group.
Lead financial adviser to Miton Group on its recommended all-share merger with Premier Asset Management.
Financial adviser to the shareholders of Thesis Asset Management on the sale of its private client and financial planning business to Sanlam.
2018
Financial adviser to Stonehage Fleming on the sale of a minority stake to Caledonia.
Financial adviser to Lothbury Investment Management on its strategic partnership with Nomura Real Estate Holdings.
Financial adviser to LJ Partnership on the sale of a minority stake to Dilmun.
Financial adviser to Speirs & Jeffrey on its sale to Rathbone Brothers.
Financial adviser to Findlay Park on the transfer of the Latin American Fund to Brown Advisory.
Financial adviser to LCM on its strategic partnership with Brookfield.
2017
Financial adviser to RIT Capital Partners on its sale of GVQ Investment Management.
Financial adviser on the sale of a strategic stake to Conning.
Financial adviser to RAM AI on the sale of a majority stake to Mediobanca.
Financial adviser to Impax on the acquisition of Pax World.
Financial adviser to Canaccord Genuity on the acquisition of Hargreave Hale.
Financial adviser to Hayfin on the sale of a majority stake to bcIMC.
2016
Adviser to Nexus on its share capital restructuring.
Adviser to the Moser family on the refinancing of Together Financial Services.
Financial adviser to Janus Capital Group on its merger with Henderson Group plc.
Financial adviser to BHF Kleinwort Benson on its public takeover by Oddo & Cie.
Financial adviser to Rogge Global Partners on its sale to Allianz Global Investors.
Financial adviser to Ingenious Asset Management Group Limited on its sale to Tilney Bestinvest.
Financial adviser to Capital Four on its sale to Northill.
2015
Financial adviser to Martin Currie on the acquisition of PK Investment Management.
Financial adviser to Turcan Connell Asset Management on its shareholder restructuring.
Financial adviser to Dyal Capital Partners on the acquisition of a minority interest in Chenavari Financial Group.
Financial adviser to AVI on its strategic partnership with Goodhart.
Financial adviser to Cairn Capital on its strategic partnership with Mediobanca.
Retained strategic adviser to HayFin on its share capital restructuring.
Financial adviser to Vontobel on its acquisition of a majority stake in TwentyFour Asset Management.
2014
Financial adviser to RIT Capital Partners on its acquisition of GVO Investment Management.
Financial adviser on the merger between Stonehage and Fleming Family & Partners.
Financial adviser to La Française on the merger of its fund of hedge funds activities with Tages Capital.
2013
Financial adviser to affiliates of Apollo Global Management on the acquisition of their minority participation in KBC Bank Deutschland AG.
Financial adviser to La Française on acquiring a minority stake in and entering into a strategic partnership with Forum Partners.
Financial adviser to Heartwood Wealth Group on its sale to Svenska Handelsbanken.
2012
Financial adviser to Eden Financial on its sale to Canaccord Financial.
Financial adviser to James Hambro & Partners on its merger with Calkin Pattinson.
Financial adviser to RIT Capital Partners on its minority investment in Corsair Capital.
Financial adviser to RIT Capital Partners on its minority investment in Rockefeller Financial.
Financial adviser to RIT Capital Partners on its strategic alliance with EdR Group.
Financial adviser to Arkos Capital on its sale to GAM.
2011
Financial adviser to NB Dyal Capital on its minority investment in CFM.
Financial adviser to BlueBay on its £1bn sale to RBC.
Financial adviser to Harbourmaster on its US$232m sale to GSO Blackstone.
2010
Financial adviser on the capital raise and minority sale of SRL Global.
Financial adviser to Martin Currie on its acquisition of the Sofaer Capital European long/short equity business.
Rule 3 adviser to the board of DP Property Europe Limited on its delisting and requisitioning by Dinu Patriciu Global Properties Limited.
Financial adviser to the Hinduja Group on its €1.4bn acqusition of KBL (did not complete).
2009
Financial adviser to Thornhill on its sale to Cazenove Capital Management.
2006
Independent adviser to BlueBay on its £210m IPO.
Publicly announced transactions on which SHP have worked include:
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