Linklaters advises Montagu on the acquisition of a strategic stake in Waystone

Linklaters has advised Montagu on the acquisition of a strategic stake in Waystone, a leading provider of institutional governance, risk and compliance services to the asset management industry. The agreement is subject to regulatory approval and customary closing conditions.

Founded in 2000 and based in Dublin, Waystone serves clients with assets under management totalling more than US$1 trillion, delivering the tools and expertise to manage their governance and regulatory requirements, enabling them to focus on their core business. It has achieved global scale through a series of carefully planned acquisitions, and today provides an extensive range of services and solutions across multiple international jurisdictions.

The Linklaters team was co-led by corporate partners Ralph Drebes and Alex Woodward alongside senior associate Daniel Law. Banking partner Daniel Gendron led on the financing side of the transaction alongside managing associate Max Macklin. Regulatory advice was provided by partner Frederik Winter with counsel Jean Price and associate Seraphina Chew. Investment funds partner, Markus Wollenhaupt advised regarding fund structure aspects.

The team included counsel, Olena Tokman, managing associates Matthew O’Connor and Carl Sanders and associates Julia Wrobbel, Matthew Taylor, Flavia Michael and Nitesh Nagrath.

The firm’s international private equity practice has a market-leading reputation for working on some of the largest and most complex transactions including recently advising The Carlyle Group on the £958m recommended offer for Vectura Group plc, Partners Group on the sale of Cerba HealthCare, Apax Partners on the acquisition of Rodenstock and BC Partners on the acquisition of Davies Group.