This special forum marks the publication of the Corporate Finance Faculty’s new best-practice guideline ‘Public to Private Transactions’ (with PwC and Travers Smith) – brings together a panel of experts and leading practitioners to discuss key market developments.
PTP deals are continuing to grow as a major form of M&A, with more than 100 PTP deals across the globe in the first seven months of 2021 worth a combined total of $166bn– including the £7bn bid for UK supermarket chain Morrisons.
ICAEW is also delighted to welcome Ian Hart, the new Director General of the Takeover Panel, to take part in this timely forum.
10:00Welcome on behalf of the Corporate Finance FacultyDavid Petrie, Head of Corporate Finance, ICAEW
Ian Hart, Director General of the Takeover PanelKaterina Joannou, Capital Markets Manager, ICAEWJoseph Katz, Partner, PwCJonathan Raggett, Director, PwCSpencer Summerfield, Head of Corporate, Travers Smith
10:15Panel Q&A (including online audience)
10:50Closing RemarksFind out more about the Corporate Finance Faculty at www.icaew.com/cff.
Find out more about each panel member, on the 'Speakers' tab above.
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Ian Hart joined the Takeover Panel on secondment as Director General in July 2021 from UBS. He joined UBS in 2016 as the Co-Chairman of UK Investment Banking and has 30 years of investment banking experience. He previously worked at Morgan Stanley for 7 years, Citi/Schroders for 13 years, where he was Co-Head of European M&A, and S.G. Warburg.
Ian has spent his career in advisory and M&A, advising clients such as SAB Miller, J Sainsbury, Imperial Tobacco, Marks & Spencer and P&O Princess. His transaction experience includes SAB Miller’s defence against Anheuser-Busch InBev, Imperial Tobacco’s acquisition of Altadis, BP’s sale of its stake in TNK-BP to Rosneft, the acquisition by Dentsu of Aegis, Marks & Spencer’s defence against a takeover from Philip Green and Sainsburys’ proposed merger with ASDA.
Ian qualified as a Chartered Accountant with Ernst & Young in 1990 and prior to that read PPE at Oxford University.
Katerina is Manager, Capital Markets Policy. She is responsible for thought leadership in corporate finance technical and regulatory issues, engaging with and understanding the needs of corporate finance practitioners and producing best-practice guidance for faculty members.
Katerina leads on ICAEW’s responses to corporate finance-related consultations and on the development of ICAEW guidance for market transactions. She is secretary to the faculty’s Technical Committee which comprises expert corporate finance practitioners.
Katerina is a chartered accountant and has also worked in banking and as a freelance business writer.
Joseph is a Partner in the PwC Healthcare M&A team, based in London. He has advised on a wide range of healthcare and other transactions, including many public offers, having previously been at Rothschild & Co. From 2012-2014 Joseph acted as Assistant Secretary to the Takeover Panel and oversaw a large number of transactions subject to the Takeover Code. Prior to his career in investment banking he qualified as a lawyer with Slaughter and May.
Jon is a Director in the PwC Corporate Finance team. He has a broad range of transaction experience, and has a significant track record in public company and capital markets transactions. Jon has over 20 years of experience, working on many cross-border public takeover bids and mergers as well as a large number of private equity-backed public to private transactions. Jon is a Fellow of the ICAEW.
Spencer is Head of Travers Smith's Corporate Group. He has a broad corporate practice but his principal areas of work are acquisitions and disposals, IPOs, corporate joint ventures and general corporate advice. His clients include large quoted and private companies and a number of financial sponsors. Spencer's recent public takeover experience includes advising Basalt Infrastructure Partners on its takeover of Manx Telecom, Aggregated Micro Holdings on its takeover by Fossa, and Macquarie on its takeover of Premier Technical Services Group.
David leads ICAEWs public policy engagement, including most recently on the UK government’s Industrial Strategy and the Patient Capital Review. He initiated and led a task force of 22 of the UK’s leading business organisations, including the British Business Bank, to devise the Business Finance Guide. David also led a high profile initiative with HM Government together with London Stock Exchange, the Takeover Panel, AFME and other organisations, on Cyber Security in Corporate Finance.
David holds a BSc (Jt Hons.) from the University of Durham, an MBA with distinction from the University of Bath, and the ICAEW’s Diploma in Corporate Finance.
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