Hall Of Fame

Banking and finance in West Midlands

DLA Piper

Advising major commercial and investment banks, DLA Piper is well-practised in advising on regional to international deals for its clients, including syndicated corporate finance, leverage finance and real estate finance. The firm also handles ABS lending matters. Stephen Bottley leads the practice, frequently advising on a range of syndicated financings. Aino Miles is noted for her work on debt, ABS and venture finance for lenders and corporate borrowers. Gemma Rooney specialises in real estate finance, with experience in transactions involving multiple jurisdictions.

Responsables de la pratique:

Stephen Bottley


Autres avocats clés:

Aino Miles; Gemma Rooney; James Watson


Les références

‘The team are all impressive in their legal knowledge and apply their advice through a commercial lens.’

‘James Watson in particular has been an impressive addition to the deal team and always goes the extra mile in assisting with various workstreams.’

‘James Watson and Gemma Rooney display a high level of technical expertise, are responsive and helpful and routinely deliver excellent and timely advice.’

Principaux clients

Dignity Group


Investec Bank plc


RPS Group plc


CVS Group PLC


National Westminster Bank plc


HSBC UK Bank plc


JP Morgan


Hercules Capital


Clydesdale Bank plc


Virgin Money


Principaux dossiers


  • Advised CVS Group plc on its eight lender refinancing which successfully upsized the expanding AIM Listed corporate’s facilities to £350m.
  • Represented three of the most active lenders, in the upper end of the Midlands Finance market, in their combined £90m facilities to high end house builder Spitfire Homes, an arm of the successful Midlands IM Property group.
  • Advised Santander UK and Aviva Investors, lenders to the LDC backed Evolution Funding Group in its facilities provided to support that group’s continued expansion, by making strategic acquisitions, followed later in the year by the ultimate sale of the group to Carlyle

Eversheds Sutherland (International) LLP

Eversheds Sutherland (International) LLP is expert in leveraged loan transactions, on a syndicated or direct basis, for major banks and private equity firms. The firm also regularly advises clients on asset-based lending mandates. The Birmingham-based practitioners are able to leverage the firm’s global network to assist on multi-jurisdictional matters. Real estate finance is a particular area of expertise for the firm. Patrick Davis leads the department whilst focusing his practice on leveraged finance and corporate lending. Ben Tumelty leads the ABS lending practice within the team, advising major banks and investment firms.

Responsables de la pratique:

Patrick Davis


Autres avocats clés:

Ben Tumelty; Lisa Boyle


Les références

‘Patrick Davis is able to think around an unusual instruction, pick up on issues that do not occurred to clients and then address them in a wholly practical manner.’

Principaux clients

Shawbrook Bank


Arcline Investment Management


Santander


HSBC


Bloor Homes


Triumph Motorcycles


Livingbridge


Sovereign Capital


Barclays


NatWest


Principaux dossiers


Gowling WLG

Gowling WLG maintains a wide practice, assisting in real estate finance and project finance transactions as well as private equity and clearing house work. The firm also maintains a specialist social housing finance practice. Chris Brierley, who heads the Birmingham practice, is well-versed in on- and off-balance sheet lending and project financing. Navin Prabhakar is a key member of the practice, advising on major acquisition finance deals. Angela Rawlins is noted for her work on social housing finance. In addition to Naina Patel joining in November 2023, the firm has further expanded its practice at the junior level. Stephan Smoktunowicz left the firm in June 2023.

Responsables de la pratique:

Chris Brierley


Autres avocats clés:

Navin Prabhakar; Angela Rawlins; Naina Patel


Les références

‘The team are excellent to deal with. They are responsive, proactive and practical in their approach.’

‘They help to organise and even project manage the work they do including working with a large number of people in different, related organisations as well as the client.’

‘Angela Rawlins is stand out.’

Principaux clients

Perwyn Advisors UK Limited


Shareholders of Evolution Funding Group


H & T Group plc


Cogne Acciai Speciali


Dunelm plc


Principaux dossiers


  • Advised new to firm private equity client, Perwyn Advisors, on its investment into property tech company, iamproperty.
  • Advised long standing client, Dunelm Plc, the homewares giant, on its £250m revolving credit facility with a 6-bank club.
  • Advised H&T Group plc, an AIM listed company, in relation to its £25m US private placement with Pricoa Private Capital in order to support future growth of its pledge book and investments in its store portfolio.

Pinsent Masons LLP

With ‘one of the most capable’ specialist asset-based lending teams, Pinsent Masons LLP advises clients on a wide range of transactions, including leveraged finance and securitizations. The firm is also familiar with corporate lending and real estate finance. Its sector expertise is broad, with experience in manufacturing, healthcare and education. The ‘exceptional’ David Doogan leads the practice, advising clients on complex transactions out of Birmingham. Victoria Baker specialises in structured finance within the team, including asset-based lending and securitizations. Oliver Morgan is well-acquainted with corporate lending, real estate and leveraged finance transactions.

Responsables de la pratique:

David Doogan


Autres avocats clés:

Victoria Baker; Oliver Morgan; Edward Sunderland


Les références

‘The specialist ABL team is one of the most capable in the industry. Their deep knowledge and experience means that they are able to offer balanced, pragmatic advice which assists in getting transactions done in a manner which works for all parties.’

‘David Doogan is exceptional.’

‘Ed Sunderland uses his experience to ensure matters keep moving.’

Principaux clients

Allied Irish Bank


Clydesdale and Yorkshire Bank


Frontier Development Capital


HSBC Bank plc


National Westminster Bank Plc


Orders of St John Care Trust


Thincats Limited


RBS Invoice Finance Limited


Specialist Motor Finance Limited


The Royal Bank of Scotland plc


Principaux dossiers


  • Acted for Shawbrook Bank’s Healthcare team in relation to its facility to support the acquisition by Harwood Private Equity and Pitalia Capital of Greenleaf House Group, a Scottish children’s residential care and school provider.
  • Acted for Retail Realisation and funder Modella Capital Limited specialising in retail and consumer sectors in respect of asset-based funding being provided to No Ordinary Designer Label Limited by way of participation arrangements with Secured Trust Bank plc being the funder on record.
  • Acted for Cardiff Capital Region in connection with its loan from its Strategic Premises Fund to finance the completion of the 146 bed Ty Newport Hotel, owned and operated by Celtic Manor Resorts.

Shoosmiths LLP

The ‘technically smart, commercial’ team at Shoosmiths LLP regularly advises lenders on a range of transactions, especially in asset-based lending. The firm also advises on leveraged and acquisition finance matters. Its work regularly involves cross-border elements. Jon Bew is the head of the team, whose experience includes asset-based, inventory and distribution finance. David Adams acts for borrowers and lenders in an array of financings, including pensions and education. Natalie Barnes is another noted member of the practice operating in the asset-based lending space.

Responsables de la pratique:

Jon Bew


Autres avocats clés:

David Adams; Natalie Barnes


Les références

‘A very responsive and technically smart and commercial team.’

‘Jon Bew is technically smart and easy to talk with. He has excellent knowledge of the ABL market.’

‘ Always strong collaboration throughout a deal through to completion.’

Principaux clients

Shawbrook Bank Limited


Aurelius Finance Company Limited


IGF Business Credit Limited


HSBC Invoice Finance (UK) Limited


Close Brothers Invoice Finance Limited


Proximity Data Centres Limited


Arbuthnot Commercial Asset Based Lending Limited


ABN AMRO Asset Based Finance N.V., UK Branch


Investec Bank Plc


Hilco Capital


Principaux dossiers


  • Advised Shawbrook Bank Limited in relation to an asset based lending agreement relating to £24,500,000 senior facilities to be provided to one of the UK’s leading electrical wholesalers.
  • Advised Aurelius Finance Company on their facilities to a highly regulated Irish borrower group.
  • Advised IGF Business Credit Limited in relation to an asset based facilities agreement, which included a £7,000,000 debt purchase facility and a £3,500,000 inventory facility to an international home and lifestyle company.

Gateley Legal

Gateley Legal advises regional banks and sponsors on a wide range of matters. The firm maintains a focus on private equity and acquisition finance, with practitioners also specialised in asset-backed lending. Andrew Madden leads the practice from Birmingham and regularly works on restructurings, project finance and other corporate lending deals. Chris Jones' experience includes advising lenders and borrowers on leveraged, real estate, ABS and structured finance. Alison Davidson-Cox was promoted to partner in May 2024.

Responsables de la pratique:

Andrew Madden


Autres avocats clés:

Chris Jones; Alison Davidson-Cox; Sharon Malhi


Les références

‘Very commercial and responsive.’

Principaux clients

Franchise Brands plc


Palatine Private Equity LLP


Lloyds Development Capital Limited


Relton Property Investments Limited


Frontier Development Capital Limited


JB Kind Limited


Principaux dossiers


Shakespeare Martineau LLP

Shakespeare Martineau LLP, in addition to its strength in real estate finance and corporate banking, maintains ‘a powerful niche’ in Islamic finance. Its clients include leading national commercial banks; it advises on credit policy, risk and governance issues. Naomi Tudor, whose expertise includes bilateral and syndicated transactions for corporate and property financings, leads the Birmingham practice alongside Mohammed Saqub, who is central to the firm’s Islamic finance strength. Christopher Gayle is noted for his broad practice, advising on leveraged, property, project and trade financings.

Responsables de la pratique:

Naomi Tudor; Mohammed Saqub


Autres avocats clés:

Christopher Gayle; Hannah Pickering; Stephen Lane


Les références

‘Shakespeare Martineau have built up a highly respected banking and finance practice.’

‘They have a powerful niche in representing Islamic finance lenders.’

‘Mohammed Saqub is the master of all matter relating to Islamic finance. He leads the team and has a very strong and loyal client following from major Middle Eastern financial institutions. He is pre-eminent in his field.’

Principaux clients

Lloyds Bank plc


Reliance Bank Limited


Santander UK Plc


Cynergy Bank


The Charity Bank Limited


Yorkshire Bank


Virgin Money


Habib Bank Zurich plc


Handelsbanken


Leumi ABL


United Trust Bank Plc


Aldermore Bank Plc


Gatehouse Bank Plc


Al Rayan Bank Plc


Westgate Healthcare Group


Cambridge Capital Partners Limited


Sherwood Oak Homes Limited


Qatar International Bank Plc


OFFA


Primary Finance


Unity Trust Bank


Ahli United


BLME


Principaux dossiers


  • Acted for Lloyds Bank plc as lender to the group of companies providing various secured loan facilities across the various businesses in the group including holiday parks and developer and operator of private crematoria and memorial park.
  • Acted for Valsoft PLC and its UK subsidiaries on its securing further funding from Toronto Dominion Bank.
  • Acted for Averon Park Limited as investment vehicle of Foresight Group LLP (a global independent infrastructure and private equity investment manager) as the noteholder in connection with an internal restructuring of loan note investment.

Squire Patton Boggs

With specialists experienced in ‘an enormous breadth of transaction types’, Squire Patton Boggs is well-versed in handling the wide array of mandates brought to it by clients in the banking, real estate, private equity, utilities and sports industries. The firm regularly handles matters in asset-based lending, property finance, corporate banking and leveraged acquisition finance. Roy Grist  guides the practice from Birmingham whilst specialising in acquisition and real estate finance as well as asset-based lending with an international element.

Responsables de la pratique:

Roy Grist


Les références

‘Squires offers real expertise across its finance practice, so can bring the right specialists into an enormous breadth of transaction types.’

‘Roy Grist has a complete grasp of cross border transactions and is always available, provides clear commercial and legal advice.’

‘User friendly, clear and relevant advice.’

Principaux clients

Lloyds Banking Group


National Westminster Bank Plc


Wolverhampton Wanderers Football Club


Endless LLP


West Bromwich Albion Football Club


Envirogen Group


Trifast plc


The PNC Financial Services Group Inc


Gordon Brothers


NorthEdge Capital LLP


Principaux dossiers


  • Advised Trifast plc (a UK main market company) in connection with the refinancing of its existing facilities with HSBC UK Bank Plc, Citibank and NatWest regarding a new £70m revolving credit facility and a £50m export development guarantee facility with the same lenders.
  • Advised West Bromwich Albion Football Club in connection with the provision of additional loan facilities by MSD Capital to support the ongoing funding of the football club’s general business operations.
  • Advised NorthEdge Capital LLP, a private equity firm, on debt finance facilities with HSBC UK in connection with the acquisition of Torbay Pharmaceuticals.

Browne Jacobson LLP

Browne Jacobson LLP regularly advises banks, corporates, management teams, local authorities and government bodies on all aspects of banking and finance. The firm regularly advises on restructurings and refinancings, as well as financings in the real estate sector. Emma Hinton heads the practice from Birmingham and is particularly focused on advising non-bank funders in the health and social care sectors. Paul Ray is a key team member advising on a wide array of matters, including bilateral and syndicated financings, refinancings, restructurings, acquisitions and asset-based lending.

Responsables de la pratique:

Emma Hinton


Autres avocats clés:

Paul Ray; Paul Hill


Principaux clients

HSBC


Virgin Money


NatWest


Santander


Lloyds


RBSIF


ThinCats


Investec


Cynergy Bank


Rcapital


Principaux dossiers


DWF

DWF centres its Birmingham team on real estate finance transactions. The firm’s experience includes advising on transactions over single asset and multiple property portfolios. The team is especially adept in assisting clients with distressed finance situations. Richard Holmes heads the practice in Birmingham, focusing on commercial real estate finance of both development and investment projects.

Responsables de la pratique:

Richard Holmes


Autres avocats clés:

Melanie Williams


Principaux clients

The Royal Bank of Scotland Group


Lloyds Banking Group


Unity Trust Bank plc


ICICI Bank


Nationwide Building Society


West Bromwich Commercial Limited


NM Rothschild & Sons Limited


Ashall Group of Companies


LendInvest Limited


Midos Group


Fairview Hotels Group


Hunton Hotels


Principaux dossiers


  • Acting for a large clearing bank in relation to the £40 million term loan facility secured against a large portfolio of energy storage real estate assets.
  • Acting for a large hotel group in relation to a large refinance of its banking facilities in excess of £70,000,000.
  • Acting for a large clearing bank in connection with term loan facilities in excess of £27,000,000 provided to a large property group.

Freeths LLP

Freeths LLP advises on financings in a number of sectors, including healthcare, real estate and the public sector. The firm’s broader practice allows it to draw on specialists in a wide range of areas, especially construction, tax, corporate and real estate, as required. James Dyson is a noted member of the practice specialising in corporate lending transactions for major national and international private equity firms and banks.

Autres avocats clés:

James Dyson; Ateeq Ahmed; Charlotte Beddows


Les références

‘Very commercial and responsive.’

Principaux clients

ALLIED IRISH BANK


SANTANDER UK PLC


LLOYDS BANKING GROUP


CLYDESDALE BANK


VIRGIN MONEY


BEECHBROOK CAPITAL


REDWOOD BANK


YFM EQUITY PARTNERS


FRONTIER DEVELOPMENT CAPITAL


ICG LONGBOW


CHANCERYGATE


Principaux dossiers


  • Advised Breal Capital and Calveton Group on their investment in, and acquisition of, D&D London.
  • Advised YFM Equity Partners on the funding aspects of its acquisition of Antser Group and the exit of existing private equity investor Business Growth Fund.
  • Advised Clydesdale Bank on the provision of senior term loan and working capital facilities to support the institutional buy-in of precision engineering firm Impress North East Limited by Lucena Capital.

Mills & Reeve LLP

Mills & Reeve LLP advises on a range of financings across sectors, with a particular focus on debt transactions for banks, universities and charities. David Varnham, heading the team, specialises in structured and corporate finance. Amandip Dhillon acts for national and international corporations, charities and public bodies as lenders and borrowers. Kate Norley, ‘a superb lawyer’, has particular expertise in the real estate finance sector.

Responsables de la pratique:

David Varnham


Autres avocats clés:

Kate Norley; Amandip Dhillon


Les références

‘It is a very good team. There is a good mix of experience and expertise across the team, aided by the superb leadership of David Varnham.’

‘David Varnham provides excellent advice. He combines legal expertise with good old common sense, and he is great with clients.’

‘Kate Norley is a superb lawyer.’

Principaux clients

HSBC UK Bank plc


Toronto Dominion Bank


Wells Fargo Bank NA


National Westminster Bank plc


Vita Health Group


Cavitech


Folkes Holdings Jersey


Downing LLP


University of Leeds


Westend Holding GmbH


Principaux dossiers


  • Advised HSBC on the financing of the public to private acquisition of Rotala PLC.
  • Advised Wells Fargo on a substantial sustainability linked loan to a FTSE 100 corporate.
  • Advised Toronto Dominion Bank on the financing of an international acquisition financing.

Aaron & Partners LLP

Aaron & Partners LLP’s dedicated team which operates in Shropshire acts for multinational banks as both lenders and borrowers. Hugh Strickland, who heads the practice alongside Stuart Scott-Goldstone, advises on M&A, financings and joint ventures. Iwan Williams works with other members of the team with all property aspects involved.

Responsables de la pratique:

Hugh Strickland; Stuart Scott-Goldstone


Autres avocats clés:

Iwan Williams; Zoe Lloyd; Hannah Fynn


Les références

‘The team were helpful and explained the terminology to me in detail. They spent time explaining the risks involved and how these could be resolved.’

‘Zoe Lloyd, Hannah Fynn, Hugh Strickland and Iwan Williams are personable, helpful, efficient and easy to work with.’

Principaux clients

Meatpoint BV


Handelsbanken plc


Different Dog Ltd


Clay Group


Clive Henry Group


Principaux dossiers


  • Advised on the UK aspects of the refinancing of the Meatpoint group involving 6 UK subsidiaries.
  • Advised Handelsbanken in respect of a finance facility it provided to a Shropshire-based, property development company to refinance existing debt and borrowing to purchase another company.
  • Advised the client, a Shropshire based, fresh/bespoke dog food supplier, on its 6th funding round.

Clarke Willmott LLP

Under the leadership of Andrew Stokes, Clarke Willmott LLP's Birmingham-based practice acts for a notable volume of high street lenders and some of the UK's largest banks. Stokes is particularly highlighted for real estate finance mandates, and Peter Brewer handles banking litigation.

Responsables de la pratique:

Andrew Stokes


Autres avocats clés:

Peter Brewer


Principaux clients

MTF Funding Limited and MTF Resources Limited


Unity Trust Bank Plc


Lloyds Bank Plc


Santander UK Plc


Principaux dossiers


  • Advised a high street lender on the incorporation of partnership assets.
  • Acting on the enforcement of a banking facility.
  • Advised a lender on the acquisition of a portfolio of healthcare institutions.

Hawkins Hatton Corporate Lawyers Limited

Hawkins Hatton Corporate Lawyers Limited supports clients with transactions in a wide range of sectors, including agricultural, health care, leisure and commercial real estate. The firm handles acquisitions, refinances and restructures. Colin Rodrigues, in Dudley, leads the firm’s practice, advising large, national commercial banks on their transactions.

Responsables de la pratique:

Colin Rodrigues


Autres avocats clés:

Harminder Sandhu


Les références

‘Their ability to pursue problem-solving innovation and presenting resolutions for the funder to consider the wider risk, to allow the funder to consider the commercial risk.’

‘Colin Rodrigues and Harminder Sandhu are the two key principles in the business and collectively, take an active role in every aspect of the deal and seeing it through to completion.’

‘The firm have an outstanding reputation for partner-led case ownership, with superb communication and collaboration across all of the professionals involved with the client.’

Principaux clients

HSBC (UK) Bank Plc


NatWest Bank PLC


Royal Bank of Scotland PLC


Lloyds Bank


Invest & Fund


Frontier Development Capital


Finance Birmingham


Metro Bank


Barclays Bank PLC


CAPC UK Limited


Principaux dossiers


  • Acted for a mainstream lender’s corporate team in the refinance of a pharmaceutical customer for a facility in excess of £17 million.
  • Acted for a mainstream lender in connection with its customer’s acquisition of a large complex agricultural site valued in excess of £4 million.
  • Acted on behalf of a specialist development lender in connection with the refinance of its customer’s development site in south London for £5 million.