Travers Smith has advised long-standing client Brooks Macdonald Group plc, a leading provider of wealth management services in the UK, on its move from AIM to the Equity Shares (Commercial Companies) Category of the Official List of the Financial Conduct Authority (FCA) and to trading on the Main Market of the London Stock Exchange.
A cross-practice Travers Smith team was led by Corporate M&A and ECM Partner Jon Reddington, and included Senior Associate Jamie Durward and Associates Ella Price and Laura Priestley. They were closely supported by Senior Counsel Aisling Arthur and Senior Associate Klementyna Zastawniak from the firm's dedicated Listed Company Advisory Team. Specialist support was provided by Partner Samuel Brewer and Senior Associate Zach Benson in the Financial Services & Markets team; Director Elissavet Grout in the Tax, Incentives and Remuneration Group; Partner Ailie Murray and Associate River Clarke from the Employment team; and Senior Counsel Joseph Sheldrick and Associate Amy Broderick from the Tax team.
Proudly serving clients since 1991, Brooks Macdonald is independent, financially strong, and aims to deliver strong and consistent investment performance for clients to meet their financial objectives. The company's broad and diverse product range means that clients have solutions made just for them, allowing Brooks Macdonald to support clients throughout their entire lives as needs and circumstances change. The company is recognised as an innovator in the industry having been amongst the first to develop and launch key products such as its Managed Portfolio Service and Bespoke Portfolio Service.
Travers Smith also advised Brooks Macdonald on the sale of its international subsidiary earlier this year and on the acquisition of LIFT in October 2024.
Investec Bank plc acted as sponsor in connection with Admission.
