Q1 I QUARTERLY HIGHLIGHTS

Oaklins S&W: Success stories and smart moves in Q1

Oaklins S&W is delighted to share a brief Q1 update:

Brand Launch

We’re proud to introduce “Oaklins S&W” as we embark on our new chapter with a new name and even greater determination.

Founded originally as Oaklins Smith & Williamson, we are a company with an impressive legacy.

Most recently under the Oaklins Evelyn Partners brand we grew rapidly, doubling in size. It was the perfect opportunity to review our performance, have confidence in our future and set ambitious goals.

People

Brian Livingston retires from Oaklins S&W

After more than 30 years of exemplary service and leadership in M&A, Brian Livingston has retired from Oaklins S&W on 31 March as part of a planned transition. As a key member of the team, Brian's contribution and leadership have been instrumental in shaping our success.

Please join us in congratulating Brian on his transition, and thank you for your partnership.

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Stuart Goodman has taken on the mantle as Head of Corporate Finance at Oaklins S&W

Stuart joined Oaklins S&W over a decade ago and currently leads the Corporate Finance team.

With M&A expertise across a variety of sectors, Stuart has extensive deal experience in healthcare, construction & engineering, agriculture & TMT and is well connected within the private equity community.

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I am very privileged to work with such talented colleagues in an exciting fast growing team, one that has more than doubled in size in the last couple of years. With the announced investment from Apax, I look forward to 2025 and the opportunity to further accelerate the growth of the team & continue to deliver fantastic outcomes for our clients. STUART GOODMAN, HEAD OF CORPORATE FINANCE, OAKLINS S&W

Ben Laing has been promoted to Partner becoming one of the youngest partners in the firm’s history

Having joined the team in 2021 as a senior manager and promoted to director in 2023, Ben has expertise in business services and TICC, particularly fire safety, air quality and environmental compliance.

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Rising stars: Team promotions

We’re thrilled to announce the latest promotions within our team. These individuals have demonstrated exceptional dedication, expertise, and a drive to deliver outstanding results for our clients.

Join us in congratulating Alexander Sowerby, James Wilson and Prashant Dhokia to Senior Managers; Bethany Eaves, Carolina Coquim, James Burgess, Oliver Aspinall, and Tom Egan to Managers; Fred Wigmore and Daniel Katzer to Assistant Managers (level 2); and Gail Maxwell to Senior Administrator.

At Oaklins S&W, we are committed to nurturing professional development and take pride in growing talent from within.

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Debt advisory

Oaklins S&W expands its debt advisory practice lead by Fenton Burgin

Oaklins S&W is delighted to welcome three new experienced professionals into our expanding Debt Advisory practice lead by Fenton Burgin.

New hires include:

Lachlan Dorrity as Director, with more than 10 years of experience in capital advisory he will provide strategic advice on sponsor-backed mid-market transactions, helping clients raise funds in complex financial markets.

David Ramsay as Assistant Manager. He joins from UK advisory firm Blick Rothenburg where he spent nearly 4 years working with venture capital and private equity firms.

Kitty Zeal as Assistant Manager. She joins from KPMG where she spent 4 years within the Banking and financial services audit team.

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Selection of deal successes

INDUSTRIALS: He-Man Dual Controls has been acquired by Lagercrantz UK Limited

Lagercrantz UK Limited has acquired 100% of the shares in HM Holding Limited (He-Man Dual Controls), a leader in supplemental control systems for vehicles.

Read more.

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CONSUMER: Ambala Foods Limited has been acquired by Cake Box Holdings plc

Cake Box Holdings plc has acquired the Asian dessert specialist Ambala Foods Limited.

Read more.

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CONSUMER: Yeo Valley Limited has acquired Epicurean Dairy (UK) Limited

Yeo Valley Limited has successfully acquired Epicurean Dairy (UK) Limited, the gourmet yoghurt producer known as The Collective.

Read more.

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A&D: IRT Technologies has been acquired by ETL Systems

IRT Technologies has been successfully acquired by ETL Systems, unlocking exciting opportunities for innovation and growth. This acquisition strengthens ETL’s satellite communications portfolio and expands its global presence, while allowing IRT Technologies to leverage ETL’s industry expertise and reach.

Read more.

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TICC: STM Environmental has been acquired by Phenna Group

STM Environmental has been acquired by Phenna Group, gaining access to a broader network of expertise, enhanced resources and global reach. With extensive experience in life safety, environmental compliance and quality testing, along with a wide client base, Phenna Group is the ideal partner to accelerate STM Environmental’s expansion.

Read more.