Transactions
Buying or selling a business presents enormous opportunity for reward, but the potential risks from a mishandled transaction are equally significant. Failure to take adequate care of the pensions element in a corporate transaction can easily see a good purchase turn into a costly mistake.
While pension issues represent a significant element in today’s corporate transactions, with the right support they need not be a deal-breaker. Punter Southall’s dedicated Transactions Services team can provide succinct commercial advice to both vendors and purchasers, to ensure that transactions go through smoothly and pension liabilities are effectively managed throughout ownership.
Punter Southall’s Transaction Services team can:
- Find the best pension solution to maximise value or minimise loss in a corporate transaction
- Negotiate with trustees and the target company to provide clarity and certainty on future pension commitments
- Assist companies in proposing tailored investment strategies to trustees for existing defined benefit schemes
- Help companies to investigate ways of minimising risk and limiting costs associated with pension schemes
- Structure post-acquisition solutions for clients including establishing new pensions arrangements
- Manage the ongoing risks posed by existing defined benefit pension schemes
- Provide access to the Punter Southall Group’s range of expertise and experience.
We have worked on numerous trade transactions and have a strong private equity relationships, providing advice to more than 25% of London-based firms in the European top 300. The following case study demonstrates how the Transaction Services team helped to resolve pensions issues in a recent corporate transaction.
For further information contact James Saunders by email or on 020 7839 8600.
