Shaun Lee

Partner

London

Shaun is a corporate partner with a focus on non-contentious work for clients in the financial services sector.

Shaun advises financial services businesses and sponsors on a range of corporate transactions including M&A, equity matters, joint ventures, restructurings and management incentive arrangements. He has significant experience advising financial investors and private equity backed companies in the insurance intermediary, asset and wealth management, and private real estate sectors.

Experience & expertise

Selected matters

The Ardonagh Group on the proposed merger between Markerstudy Group and Atlanta Group, Ardonagh's personal lines insurance broking business, funded by new investment led by Pollen Street Capital and Bain Capital Special Situations and valuing Atlanta at £1.2 billion
Willis Towers Watson on the sale of The Asset Management Exchange to Carne Group
The Ardonagh Group on transactions valuing the group at $7.5 billion
Cabot Square Capital on its acquisition of a majority shareholding in Chartway Group
DWS on the disposal of its stake in ground support equipment provider TCR to 3i for £334m
The Ardonagh Group on several transactions including its acquisition of the business of Hemsley Wynne Furlonge LLP, the acquisition of consumer personal medical insurance and protection insurance broker, Usay Group, and the acquisition of Swinton Insurance group from Covea
Alecta, Allianz and Local Pensions Partnership on their investments in the DOOR SLP, a large PRS residential platform established by Delancey and Oxford Properties
PAG, a leading Asian private equity firm, on the UK aspects of its acquisition of Unispace
Fiera Capital Corporation on its acquisition of 80% of Palmer Capital Partners Limited, a UK-focused real estate investment manager
The Ardonagh Group on the carving out and sale of the commercial lines MGA business of Geo Underwriting
Allianz on the creation of a market leading student accommodation real estate joint venture with Greystar Real Estate Partners and PSPIB under the Chapter brand
Willis Towers Watson on its acquisition of an 85% partnership interest in Miller Insurance Services LLP and Miller on its acquisition of Alston Gayler
Old Mutual on the sale of Rogge Global Partners, a global fixed income asset management business, to Allianz Global Investors
NAB Asset Management on its acquisition of a majority interest in Orchard Street Investment Management