Richard Daggett
Partner | Legal
Jersey
Partner
Jersey
Big things are happening at Ogier. Change is embedded in everything we do. It is redefining our talent, our ways of working, our platforms of delivery, our culture.
Services
We have the expertise to handle the most demanding transactions. Our commercial understanding and experience of working with leading financial institutions, professional advisers and regulatory bodies means we add real value to clients’ businesses.
Sectors
Our sector approach relies on smart collaboration between teams who have a deep understanding of related businesses and industry dynamics. The specific combination of our highly informed experts helps our clients to see around corners.
We have the expertise to handle the most demanding transactions. Our commercial understanding and experience of working with leading financial institutions, professional advisers and regulatory bodies means we add real value to clients’ businesses.
Legal
Corporate and Fiduciary
Consulting
Banking and Finance
Corporate
Dispute Resolution
Employment law
Intellectual Property
Investment Funds
Listing services
Local Legal Services
Private Wealth
Property law
Regulatory
Restructuring and Insolvency
Tax
Banking and Finance overview
Asset Finance
CAYLUX Fund Finance
Debt Capital Markets
Derivatives
Fund Finance
Islamic Finance
Leveraged Finance
Listing services
Real Estate Finance
Regulatory
Restructuring and Insolvency
Structured Finance
Sustainable Finance
Corporate overview
Economic Substance
EIIS Services in Ireland
Equity Capital Markets
Insurance and Reinsurance
Listing services
Mergers and Acquisitions
Private Equity
Real Estate Structuring, Acquisitions and Disposals
Regulatory
Technology and Web3
Dispute Resolution overview
Banking Disputes
Corporate and Financial Services Disputes
Crypto Disputes
Enforcement of Judgments and Awards
Fraud and Asset Tracing
Funds Disputes
Insurance Disputes
International Arbitration
Regulatory
Restructuring and Insolvency
Section 238 Shareholder Appraisal Rights
Shareholder and Valuation Disputes
Trusts Disputes and Applications
Investment Funds overview
Hedge Funds
Managers and Sponsors
Private Equity
Real Estate, Infrastructure and Energy Funds
Regulatory
Sustainable Investing and Impact Funds
Technology and Web3
Local Legal Services overview
Cayman Local Legal Services
Channel Islands Local Legal Services
Ireland Local Legal Services
Employment law
Estate Planning, Wills and Probate
Expat services
Family Office
Intellectual Property
Make your Guernsey will online
Make your Jersey lasting power of attorney online
Make your Jersey will online
Notary public services
Relocating your business
Relocating your family
Property law
Accounting and Financial Reporting Services - Ogier Global
Cayman Islands AML/CFT training - Ogier Global
Corporate Services - Ogier Global
Debt Capital Markets - Ogier Global
Fund Services - Ogier Global
Governance Services - Ogier Global
Investor Services - Ogier Global
Ogier Connect - Ogier Global
Private Wealth Services - Ogier Global
Real Estate Services - Ogier Global
Regulatory and Compliance Services - Ogier Global
Our sector approach relies on smart collaboration between teams who have a deep understanding of related businesses and industry dynamics. The specific combination of our highly informed experts helps our clients to see around corners.
Ogier provides practical advice on BVI, Cayman Islands, Guernsey, Irish, Jersey and Luxembourg law through our global network of offices across the Asian, Caribbean and European timezones. Ogier is the only firm to advise on this unique combination of laws.
Keep up to date with industry insights, analysis and reviews. Find out about the work of our expert teams and subscribe to receive our newsletters straight to your inbox.
Fresh thinking, sharper opinion.
We get straight to the point, managing complexity to get to the essentials. Our global network of offices covers every time zone.
No Content Set
Exception:
Website.Models.ViewModels.Components.General.Banners.BannerComponentVm
Case
02 October 2020
Jersey
1 min read
Team: Niamh Lalor, Gayoung McLellan
ON THIS PAGE
Ogier advised its long established client, Carlyle Group, a global investment firm with $221 billion of assets under management, in connection with the Jersey aspects of a take-private acquisition of leading financial planning and wealth management, Harwood Wealth Management Group PLC. The business of the AIM-listed Harwood Group, valued in the deal at £90.7m, is regulated, in part, by the UK Financial Conduct Authority. The transaction was implemented by a UK court sanctioned scheme of arrangement.
Ogier advised the client on the establishment of the Jersey corporate structure, including Hurst Point Topco Limited, a newly incorporated joint venture Jersey company owned by three Carlyle controlled funds, for the purposes of facilitating the transaction and on the related regulatory filings with the Jersey Financial Services Commission. The transaction involved advice on a number complex corporate and regulatory issues.
As well as assisting with the corporate acquisition and regulatory aspects of the transaction, Ogier also advised the Carlyle Group in connection with a term loan facility and a revolving credit facility made available to the acquisition structure by Investec Bank Plc for the purposes of financing of the acquisition.
The multi-disciplinary team, part of Ogier's private equity offering, was led by Jersey-based partners Niamh Lalor (who advised on corporate and regulatory matters) and Richard Daggett (who advised on financing matters). They were assisted by the managing associate, Tatiana Collins, and an associate, Gayoung McLellan.
Niamh commented: "We were delighted to act for Carlyle on another major PE transaction, where we leveraged our expertise across our private equity group to provide the very best service to a long standing client."
Richard Daggett
Partner | Legal
Jersey
Partner
Jersey
Contact Richard
Back
Niamh Lalor
Partner | Legal
Jersey
Partner
Jersey
Contact Niamh
Back
Gayoung McLellan
Associate | Legal
Jersey
Associate
Jersey
Contact Gayoung
Back
Sign up to receive updates and newsletters from us.
Sign up
No Content Set
Exception:
Website.Models.ViewModels.Blocks.SiteBlocks.CookiePolicySiteBlockVm