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2024

Financial adviser to Aubrey Capital Management on its partnership with LarrainVial.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Aubrey Capital Management on its partnership with LarrainVial.
Financial adviser to Aubrey Capital Management on its partnership with LarrainVial.

2024

Financial adviser to Waverton Investment Management Group on its merger with London & Capital Group.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Waverton Investment Management Group on its merger with London & Capital Group.
Financial adviser to Waverton Investment Management Group on its merger with London & Capital Group.

2024

Financial adviser to Partners Capital on the sale of a stake to funds managed by General Atlantic.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Partners Capital on the sale of a stake to funds managed by General Atlantic.
Financial adviser to Partners Capital on the sale of a stake to funds managed by General Atlantic.

2024

Financial adviser to Vontobel on its acquisition of a significant minority stake in Ancala.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Vontobel on its acquisition of a significant minority stake in Ancala.
Financial adviser to Vontobel on its acquisition of a significant minority stake in Ancala.

2024

Financial adviser to Alpha Associates on its sale to Amundi Asset Management.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Alpha Associates on its sale to Amundi Asset Management.
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.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Troy Asset Management on the sale of a strategic stake to Lincoln Peak Capital.
Financial adviser to Troy Asset Management on the sale of a strategic stake to Lincoln Peak Capital.

2023

Financial adviser to AlTi on the sale of its fiduciary business to ZEDRA.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to AlTi on the sale of its fiduciary business to ZEDRA.
Financial adviser to AlTi on the sale of its fiduciary business to ZEDRA.

2023

Financial adviser to Osmosis on its minority sale to Nikko AM.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Osmosis on its minority sale to Nikko AM.
Financial adviser to Osmosis on its minority sale to Nikko AM.

2023

Financial adviser to BlueCove on its minority sale to Ares Management.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to BlueCove on its minority sale to Ares Management.
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.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to London and Capital on its sale to Lovell Minnick Partners.
Financial adviser to London and Capital on its sale to Lovell Minnick Partners.

2022

Financial adviser to Titan Wealth on the acquisition of Cardale AM.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Titan Wealth on the acquisition of Cardale AM.
Financial adviser to Titan Wealth on the acquisition of Cardale AM.

2022

Financial adviser to T. Bailey Holdings on the sale of T. Bailey Fund Services to Waystone.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to T. Bailey Holdings on the sale of T. Bailey Fund Services to Waystone.
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.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Punter Southall Group on the sale of Punter Southall Wealth to Canaccord Genuity Wealth Management.
Financial adviser to Punter Southall Group on the sale of Punter Southall Wealth to Canaccord Genuity Wealth Management.

2021

Financial adviser to Civitas Investment Management on its strategic partnership with CK Asset Holdings.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Civitas Investment Management on its strategic partnership with CK Asset Holdings.
Financial adviser to Civitas Investment Management on its strategic partnership with CK Asset Holdings.

2021

Financial adviser to Alvarium on its merger with Tiedemann Group and Cartesian Growth Corporation.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Alvarium on its merger with Tiedemann Group and Cartesian Growth Corporation.
Financial adviser to Alvarium on its merger with Tiedemann Group and Cartesian Growth Corporation.

2021

Financial adviser to LCM on Brookfield’s additional minority investment.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to LCM on Brookfield’s additional minority investment.
Financial adviser to LCM on Brookfield’s additional minority investment.

2021

Financial adviser to Long Harbour on its strategic partnership with Cadillac Fairview.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Long Harbour on its strategic partnership with Cadillac Fairview.
Financial adviser to Long Harbour on its strategic partnership with Cadillac Fairview.

2021

Financial adviser to Vontobel on the acquisition of its remaining stake in TwentyFour AM.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Vontobel on the acquisition of its remaining stake in TwentyFour AM.
Financial adviser to Vontobel on the acquisition of its remaining stake in TwentyFour AM.

2021

Financial adviser to Canaccord Genuity on the minority investment by HPS in CGWM UK.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Canaccord Genuity on the minority investment by HPS in CGWM UK.
Financial adviser to Canaccord Genuity on the minority investment by HPS in CGWM UK.

2021

Financial adviser to Tufton Oceanic on its corporate reorganisation and sale of a significant stake to a European family office.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Tufton Oceanic on its corporate reorganisation and sale of a significant stake to a European family office.
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.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Applerigg on the sale of Sandaire to Schroders.
Financial adviser to Applerigg on the sale of Sandaire to Schroders.

2020

Financial adviser to EQT Credit on its sale to Bridgepoint.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to EQT Credit on its sale to Bridgepoint.
Financial adviser to EQT Credit on its sale to Bridgepoint.

2020

Financial adviser to Sovereign Capital Partners on the management buy-out of ACOLIN Services.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Sovereign Capital Partners on the management buy-out of ACOLIN Services.
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.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Kestrel Partners on the sale of its multi-asset business to Merian Global Investors.
Financial adviser to Kestrel Partners on the sale of its multi-asset business to Merian Global Investors.

2019

Financial adviser to AGF on the sale of Smith & Williamson to Tilney Group.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to AGF on the sale of Smith & Williamson to Tilney Group.
Financial adviser to AGF on the sale of Smith & Williamson to Tilney Group.

2019

Lead financial adviser to Miton Group on its recommended all-share merger with Premier Asset Management.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Lead financial adviser to Miton Group on its recommended all-share merger with Premier Asset Management.
Lead financial adviser to Miton Group on its recommended all-share merger with Premier Asset Management.

2019

Financial adviser to the shareholders of Thesis Asset Management on the sale of its private client and financial planning business to Sanlam.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to the shareholders of Thesis Asset Management on the sale of its private client and financial planning business to Sanlam.
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.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Stonehage Fleming on the sale of a minority stake to Caledonia.
Financial adviser to Stonehage Fleming on the sale of a minority stake to Caledonia.

2018

Financial adviser to Lothbury Investment Management on its strategic partnership with Nomura Real Estate Holdings.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Lothbury Investment Management on its strategic partnership with Nomura Real Estate Holdings.
Financial adviser to Lothbury Investment Management on its strategic partnership with Nomura Real Estate Holdings.

2018

Financial adviser to LJ Partnership on the sale of a minority stake to Dilmun.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to LJ Partnership on the sale of a minority stake to Dilmun.
Financial adviser to LJ Partnership on the sale of a minority stake to Dilmun.

2018

Financial adviser to Speirs & Jeffrey on its sale to Rathbone Brothers.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Speirs & Jeffrey on its sale to Rathbone Brothers.
Financial adviser to Speirs & Jeffrey on its sale to Rathbone Brothers.

2018

Financial adviser to Findlay Park on the transfer of the Latin American Fund to Brown Advisory.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Findlay Park on the transfer of the Latin American Fund to Brown Advisory.
Financial adviser to Findlay Park on the transfer of the Latin American Fund to Brown Advisory.

2018

Financial adviser to LCM on its strategic partnership with Brookfield.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to LCM on its strategic partnership with Brookfield.
Financial adviser to LCM on its strategic partnership with Brookfield.

2017

Financial adviser to RIT Capital Partners on its sale of GVQ Investment Management.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to RIT Capital Partners on its sale of GVQ Investment Management.
Financial adviser to RIT Capital Partners on its sale of GVQ Investment Management.

2017

Financial adviser on the sale of a strategic stake to Conning.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser on the sale of a strategic stake to Conning.
Financial adviser on the sale of a strategic stake to Conning.

2017

Financial adviser to RAM AI on the sale of a majority stake to Mediobanca.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to RAM AI on the sale of a majority stake to Mediobanca.
Financial adviser to RAM AI on the sale of a majority stake to Mediobanca.

2017

Financial adviser to Impax on the acquisition of Pax World.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Impax on the acquisition of Pax World.
Financial adviser to Impax on the acquisition of Pax World.

2017

Financial adviser to Canaccord Genuity on the acquisition of Hargreave Hale.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Canaccord Genuity on the acquisition of Hargreave Hale.
Financial adviser to Canaccord Genuity on the acquisition of Hargreave Hale.

2017

Financial adviser to Hayfin on the sale of a majority stake to bcIMC.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Hayfin on the sale of a majority stake to bcIMC.
Financial adviser to Hayfin on the sale of a majority stake to bcIMC.

2016

Adviser to the Moser family on the refinancing of Together Financial Services.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Adviser to the Moser family on the refinancing of Together Financial Services.
Adviser to the Moser family on the refinancing of Together Financial Services.

2016

Financial adviser to Janus Capital Group on its merger with Henderson Group plc.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Janus Capital Group on its merger with Henderson Group plc.
Financial adviser to Janus Capital Group on its merger with Henderson Group plc.

2016

Financial adviser to BHF Kleinwort Benson on its public takeover by Oddo & Cie.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to BHF Kleinwort Benson on its public takeover by Oddo & Cie.
Financial adviser to BHF Kleinwort Benson on its public takeover by Oddo & Cie.

2016

Financial adviser to Rogge Global Partners on its sale to Allianz Global Investors.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Rogge Global Partners on its sale to Allianz Global Investors.
Financial adviser to Rogge Global Partners on its sale to Allianz Global Investors.

2016

Financial adviser to Ingenious Asset Management Group Limited on its sale to Tilney Bestinvest.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Ingenious Asset Management Group Limited on its sale to Tilney Bestinvest.
Financial adviser to Ingenious Asset Management Group Limited on its sale to Tilney Bestinvest.

2016

Financial adviser to Capital Four on its sale to Northill.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Capital Four on its sale to Northill.
Financial adviser to Capital Four on its sale to Northill.

2015

Financial adviser to Martin Currie on the acquisition of PK Investment Management.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Martin Currie on the acquisition of PK Investment Management.
Financial adviser to Martin Currie on the acquisition of PK Investment Management.

2015

Financial adviser to Turcan Connell Asset Management on its shareholder restructuring.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Turcan Connell Asset Management on its shareholder restructuring.
Financial adviser to Turcan Connell Asset Management on its shareholder restructuring.

2015

Financial adviser to Dyal Capital Partners on the acquisition of a minority interest in Chenavari Financial Group.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Dyal Capital Partners on the acquisition of a minority interest in Chenavari Financial Group.
Financial adviser to Dyal Capital Partners on the acquisition of a minority interest in Chenavari Financial Group.

2015

Financial adviser to AVI on its strategic partnership with Goodhart.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to AVI on its strategic partnership with Goodhart.
Financial adviser to AVI on its strategic partnership with Goodhart.

2015

Financial adviser to Cairn Capital on its strategic partnership with Mediobanca.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Cairn Capital on its strategic partnership with Mediobanca.
Financial adviser to Cairn Capital on its strategic partnership with Mediobanca.

2015

Retained strategic adviser to HayFin on its share capital restructuring.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Retained strategic adviser to HayFin on its share capital restructuring.
Retained strategic adviser to HayFin on its share capital restructuring.

2015

Financial adviser to Vontobel on its acquisition of a majority stake in TwentyFour Asset Management.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Vontobel on its acquisition of a majority stake in TwentyFour Asset Management.
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.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to RIT Capital Partners on its acquisition of GVO Investment Management.
Financial adviser to RIT Capital Partners on its acquisition of GVO Investment Management.

2014

Financial adviser on the merger between Stonehage and Fleming Family & Partners.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser on the merger between Stonehage and Fleming Family & Partners.
Financial adviser on the merger between Stonehage and Fleming Family & Partners.

2014

Financial adviser to La Française on the merger of its fund of hedge funds activities with Tages Capital.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to La Française on the merger of its fund of hedge funds activities with Tages Capital.
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.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to affiliates of Apollo Global Management on the acquisition of their minority participation in KBC Bank Deutschland AG.
Financial adviser to affiliates of Apollo Global Management on the acquisition of their minority participation in KBC Bank Deutschland AG.

2013

Financial adviser to La Française on acquiring a minority stake in and entering into a strategic partnership with Forum Partners.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to La Française on acquiring a minority stake in and entering into a strategic partnership with Forum Partners.
Financial adviser to La Française on acquiring a minority stake in and entering into a strategic partnership with Forum Partners.

2013

Financial adviser to Heartwood Wealth Group on its sale to Svenska Handelsbanken.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Heartwood Wealth Group on its sale to Svenska Handelsbanken.
Financial adviser to Heartwood Wealth Group on its sale to Svenska Handelsbanken.

2012

Financial adviser to Eden Financial on its sale to Canaccord Financial.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to Eden Financial on its sale to Canaccord Financial.
Financial adviser to Eden Financial on its sale to Canaccord Financial.

2012

Financial adviser to James Hambro & Partners on its merger with Calkin Pattinson.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to James Hambro & Partners on its merger with Calkin Pattinson.
Financial adviser to James Hambro & Partners on its merger with Calkin Pattinson.

2012

Financial adviser to RIT Capital Partners on its minority investment in Corsair Capital.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to RIT Capital Partners on its minority investment in Corsair Capital.
Financial adviser to RIT Capital Partners on its minority investment in Corsair Capital.

2012

Financial adviser to RIT Capital Partners on its minority investment in Rockefeller Financial.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to RIT Capital Partners on its minority investment in Rockefeller Financial.
Financial adviser to RIT Capital Partners on its minority investment in Rockefeller Financial.

2012

Financial adviser to RIT Capital Partners on its strategic alliance with EdR Group.

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Spencer House Partners LLP - Transactions - Mergers and Acquisitions
Financial adviser to RIT Capital Partners on its strategic alliance with EdR Group.
Financial adviser to RIT Capital Partners on its strategic alliance with EdR Group.

2011

Financial adviser to NB Dyal Capital on its minority investment in CFM.