Shaun is a corporate partner with a focus on non-contentious work for clients in the financial services sector.
Shaun advises financial services businesses and sponsors on a range of corporate transactions including M&A, equity matters, joint ventures, restructurings and management incentive arrangements. He has significant experience advising financial investors and private equity backed companies in the insurance intermediary, asset and wealth management, and private real estate sectors.
Experience & expertise
Selected matters
- Willis Towers Watson on its minority investment in atomos, a UK wealth manager backed by Oaktree Capital Management
- The Ardonagh Group on its A$2.43 billion acquisition of PSC Insurance Group pursuant to a scheme of arrangement
- Cabot Square Capital on its sale of specialist motor finance lender, JBR Capital, to Shawbrook Bank
- Waverton Investment Management on its sale to Lovell Minnick Partners and merger with London & Capital
- The Ardonagh Group on the merger between Markerstudy Group and Atlanta Group, Ardonagh's personal lines insurance broking business, funded by new investment led by Pollen Street Capital and Bain Capital Special Situations and valuing Atlanta at £1.2 billion
- Willis Towers Watson on the sale of The Asset Management Exchange to Carne Group
- The Ardonagh Group on transactions valuing the group at $7.5 billion
- Cabot Square Capital on its acquisition of a majority shareholding in Chartway Group
- DWS on the disposal of its stake in ground support equipment provider TCR to 3i for £334m
- The Ardonagh Group on several transactions including its acquisition of the business of Hemsley Wynne Furlonge LLP, the acquisition of consumer personal medical insurance and protection insurance broker, Usay Group, and the acquisition of Swinton Insurance group from Covea
- Alecta, Allianz and Local Pensions Partnership on their investments in the DOOR SLP, a large PRS residential platform established by Delancey and Oxford Properties
- PAG, a leading Asian private equity firm, on the UK aspects of its acquisition of Unispace
- Fiera Capital Corporation on its acquisition of 80% of Palmer Capital Partners Limited, a UK-focused real estate investment manager
- The Ardonagh Group on the carving out and sale of the commercial lines MGA business of Geo Underwriting
- Allianz on the creation of a market leading student accommodation real estate joint venture with Greystar Real Estate Partners and PSPIB under the Chapter brand
- Willis Towers Watson on its acquisition of an 85% partnership interest in Miller Insurance Services LLP and Miller on its acquisition of Alston Gayler
- Old Mutual on the sale of Rogge Global Partners, a global fixed income asset management business, to Allianz Global Investors
- NAB Asset Management on its acquisition of a majority interest in Orchard Street Investment Management
