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Corporate events for Covenant and Sustainability services

Fast-moving, complex transactions

Certain events in a company’s lifetime can move quickly, can be extremely complex and may well require trustees to be more closely involved in the process than ever before. Moreover, certain high-profile transactions may see pension trustees being thrust into the public spotlight and becoming subject to greater scrutiny from the Pensions Regulator. Responsive, expert guidance from a covenant advisor is essential at such times.

Navigating the challenges of corporate transactions

  • Whether you’re a trustee or a company director, we can help you navigate the challenges associated with fast-paced, complex corporate transactions – including mergers and acquisitions, disposals and restructurings.
  • We critically assess the likely impact of corporate transactions such as refinancing, restructurings and reorganisations on your pension scheme, and advise you on innovative solutions to mitigate any adverse impact.
  • Our ultimate aim is to secure great outcomes for your pension scheme members.

Outcome-focused and genuinely independent

  • We are stakeholder- and relationship-driven. That means securing you a seat at the transaction negotiating table.
  • We are outcome-focused and are relentless in ensuring pension scheme members are treated fairly alongside other stakeholders.
  • We have deep-rooted expertise in the Takeover Code and Listing Rules, which can be drawn on in major public transactions.
  • We don’t suffer from conflicts of interests like some of our competitors: we deliver truly independent advice with your own interests at its core.