Advised one of the up and coming insurance businesses in the City of London in the purchase of an established Lloyds brokerage firm including arranging financing, company procedure and governance, employee structure, complex commission arrangements and corporate structure post completion.

Advised the board on possible share option schemes for key employees to include the structure of the scheme, liaison with the tax advisors and producing the appropriate documentation for the set up.

Advised the board on the options, process and ramifications of an engineered shareholder exit and thereafter produced the necessary documentation and advice on the negotiations resulting in shareholder restructuring and an agreed exit strategy.