5 April 2023
Linklaters advises Phoenix Group on the acquisition of Sun Life of Canada UK
Advising firms
Deal team
18 lawyers named| Lawyer | Firm | Seniority | Practice | Office |
|---|---|---|---|---|
| Dan Schuster-Woldan Lead | Linklaters | Partner | corporate | Not stated |
| Cameron Western | Linklaters | Associate | corporate | Not stated |
| Will Smith | Linklaters | Associate | corporate | Not stated |
| Landy Mao | Linklaters | Associate | corporate | Not stated |
| Lynne Walkington | Linklaters | Partner | tax | Not stated |
| Rohesia Vince | Linklaters | Associate | tax | Not stated |
| Richard Cole | Linklaters | Counsel | investment management | Not stated |
| Athena Ng | Linklaters | Associate | investment management | Not stated |
| Cara Hegarty | Linklaters | Partner | employment and incentives | Not stated |
| Julie Sharp | Linklaters | Counsel | employment and incentives | Not stated |
| Sarah Parkin | Linklaters | Partner | pensions | Not stated |
| Alasdair Smith | Linklaters | Counsel | pensions | Not stated |
| Ian Karet | Linklaters | Partner | IP/TMT | Not stated |
| So Yeon Um | Linklaters | Counsel | IP/TMT | Not stated |
| Elizabeth Horvarth | Linklaters | Other | IP/TMT | Not stated |
| Patrick O'Connell | Linklaters | Other | IP/TMT | Not stated |
| Alastair Holt | Linklaters | Partner | financial regulatory | Not stated |
| George Colenutt | Linklaters | Associate | financial regulatory | Not stated |
Stated terms
- Stated value
- GBP 248m (£248m)
- What the figure measures
- Total transaction value
- Client
- Phoenix GroupBuy-side
- Counterparties
- Sun Life Financial Inc. (Sell-side)