Share

London – Mayer Brown has advised Epiris LLP on Epiris Fund III’s proposed acquisition of Winterflood Business Services (“WBS”), a leading provider of trading and custody solutions to the UK wealth management industry, from Marex Group plc.

Founded within Winterflood Securities in 2010, WBS has grown to become the UK market leader in exchange-traded dealing and custody for retail wealth platforms. WBS operates in a market supported by strong structural growth drivers, including the continued shift from mutual funds to exchange-traded products and the ongoing trend towards outsourcing technology and dealing infrastructure.

The transaction is subject to certain conditions including regulatory approvals and is expected to close in the first part of 2026.

The Mayer Brown team was led by Private Equity partner Electra Callan and included counsel Danny Williams, senior associate Giles Clifford and associates Toby Boyd and Olivia Woodhead, Banking & Finance partners Stuart Brinkworth and Steffen Hemmerich, and associate Mike Gorski, IP partner Oliver Yaros and associates Ellen Hepworth and Alasdair Maher, Tax partner Ben Eaton and senior associate Kathryn Buddington, Employment & Benefits partners Miriam Bruce and Christopher Fisher, counsel Katherine Fox and James Perrott, senior associate Tejmin Kishun and associate Ruth Kellard, Pensions partner Andrew Block and associate Lucy Moore, Real Estate partner Iain Roberts and senior associate Sam Harris, Environmental Partner Tim Baines, International Trade & Sanctions partner Jason Hungerford and associate Kirsty Morris, Regulatory partners Chris Chapman and Musonda Kapotwe, counsel Lauren Theodoulou, senior associate Liang Pu, Hannah Graham and associates Charlotte Tarr and Mihira Patten, and Antitrust & Competition partner Mark Hills.

Personnes Concernées

Stay Up To Date With Our Insights

See how we use a multidisciplinary, integrated approach to meet our clients' needs.
Subscribe