Takeovers: Pitfalls for financial advisers


June 12, 2018

At this breakfast briefing we will be discussing some of the key issues (and pitfalls) for financial advisers when advising clients on the UK Takeover Code, including examples of areas where difficulties can arise and some of the common pitfalls to be avoided.

Topics to be covered include:

  • early stage considerations, including under Rule 2 and MAR;
  • special deals and management incentivisation;
  • managing public statements by the client, interaction with the media and shareholder meetings;
  • forecasting, synergies and other intention statements; and
  • whitewash transactions.


Paul Whitelock, Fiona Millington and Jon Perry

Registration and breakfast from 08.15, the seminar commences at 08.30.