Corporate transactions and restructuring

Failure to take adequate care of pension arrangements in a corporate transaction can turn a good purchase into a costly mistake. Whilst pension issues often represent a significant part of a transaction, with the right support they need not be a deal-breaker. Our dedicated team, Punter Southall Transaction Services, can provide succinct, commercial advice to vendors, purchasers, and other corporate entities ensuring any sale, purchase or restructuring runs smoothly and pension liabilities are effectively managed.
 

 Overview

 
Punter Southall Transaction Services can:
  • undertake full international pension due diligence
  • find the best pension solution to maximise value or minimise loss in a corporate transaction
  • negotiate with the pension scheme trustees and target company to provide clarity and certainty on future pension commitments
  • advise on implications of a proposed restructuring or refinancing, and ensure the pension scheme is managed in tandem with any of these corporate activities
  • assist purchasers propose tailored investment strategies to trustees for existing defined benefit pension schemes
  • help investigate ways of minimising and managing the risk and costs associated with defined benefit pension schemes in advance of sale
  • structure post-acquisition solutions for clients including establishing new pension arrangements
Our Transaction Services team has strong private equity relationships, providing advice to more than 25% of London-based firms. To visit the Punter Southall Transaction Services website, please click here.

 

 Insights and views

 
 

 Events

 
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    30 September 2014
    This course addressed the knowledge and understanding requirements
    Read more
    Preparing for your next valuation
    6 November 2014
    For Trustees, Finance Directors and those responsible for Pensions and Corporate Risk
    Read more
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    4 December 2014
    This course addressed the knowledge and understanding requirements
    Read more
    Visit the Events area for all forthcoming Punter Southall seminars, conferences and events
    Speak to us

    Speak direct to our specialists in this area
    Sankar Mahalingham
    Principal
    Or call us on
    020 3327 5000