Please ensure Javascript is enabled for purposes of website accessibility



We have the knowledge and expertise to handle the most demanding and complex transactions and provide expert, efficient and cost effective services to all our clients. Our commercial understanding and experience of working with leading financial institutions, professional advisers and regulatory bodies enable us to add real value to our clients’ businesses.

View all services


Our experts provide independent guidance spanning advice and training to implementation and evaluation across sustainable investing, regulatory compliance and tech. Our tailored advice meets clients' specific needs, delivering flexible solutions and support.

View all Consulting


Our sector approach relies on smart collaboration between our business divisions, our service lines and our jurisdictions. These sector-based teams have a deep understanding of related businesses and industry dynamics. The specific combination of our highly informed experts helps our clients see around corners.

View all sectors


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.

News and insights

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.

About us

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

Ogier advises Carlyle Group in connection with £91 million take-private acquisition


02 October 2020


Ogier advises Carlyle Group in connection with £91 million take-private acquisition of Harwood Wealth Management Group

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."

No Content Set