Macfarlanes advises Evelyn Partners on the sale of its Professional Services business to Apax
25 November 2024Macfarlanes is advising Evelyn Partners on the sale of its Professional Services business to funds advised by Apax Partners LLP. The transaction, which is subject to customary regulatory approvals, will result in two standalone businesses: Evelyn Partners, a leading pure-play UK wealth manager (backed by Permira and Warburg Pincus), and the newly re-branded S&W, one of the fastest growing UK Professional Services firms and a leader in the accountancy mid-market (backed by Apax).
This is the latest in a number of transactions on which Macfarlanes have advised Evelyn Partners in recent years, including on the merger between Tilney and Smith & Williamson, and the related co-investment by Warburg Pincus alongside the group’s controlling investor, Permira.
The Macfarlanes team is being led by corporate and M&A partner Tom Rose, supported by corporate and M&A senior associate Steve Siopis and associates Helen Connolly, Cassandra Triandos and Saajidah Ahmed.
The transaction involves a number of teams across the firm, including tax and reward partners Jeremy Moncrieff and Rob Collard, senior associate Mark Petch and associates Jack Slater, Clio Pialorsi and Alec Siegert, commercial partner Will Hedges and associates Markos Day, Kate Foster and Cait O’Reilly, real estate partner Dan Marriott, senior associate Kirsty Childs and associate Russell Fancourt, corporate and M&A senior associate San-Marie Saaiman, pensions partner Faye Jarvis and senior associate Scarlett Yu, employment senior associates Louise Pereira and Olivia Wistow-Hughes, and finance senior counsel Pinar Celebi.
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