Sam Trowbridge

Sam advises on the tax aspects of private and public M&A transactions, with a particular focus on the tax structuring of UK and international private equity transactions and their related financings, restructuring and management equity arrangements. Sam also advises investment fund managers on tax and structuring issues relating to their funds, including carried interest and co-investment arrangements.

Relevant experience:*

• Advised Advent on the acquisition of a majority stake in Reckitt’s Essential Home for up to $4.8bn.
• Advised Blackstone portfolio company Bourne Leisure on a refinancing with a £2.9 billion facilities agreement.
• Advised TPG Rise Climate and GIC on the financing to acquire Techem Group for €6.7bn.
• Advised Strategic Value Partners on the cash offer for Nordic Paper.
• Advised Advent International on the sale of Evri to funds managed by affiliates of Apollo for approximately $2.7bn.
• Advised EP Group on its recommended cash offer for International Distribution Services, implying an enterprise value of £5.2bn.
• Advised Gen II Fund Services on the acquisition of Crestbridge.
• Advised Iconic Sports on its investment in Eagle Football, which acquired a significant controlling stake in Olympique Lyonnais Groupe SA.
• Advised SourceCode and Cerberus on its agreement to acquire Boston Limited.
• Advised Antin Infrastructure Partners of the acquisition of Consilium Safety Group.
• Advised Antin Infrastructure Partners on the acquisition of Wildstone.
• Advised I Squared Capital and TDR Capital on the £2.322 billion recommended cash acquisition of Aggreko, a world-leading provider of mobile modular power, temperature control and energy services.
• Advised CPP Investments and Motive Partners on the $1.4 billion investment in FNZ, a global wealth management platform.
• Advised Allied Universal on the financing for a recommended £3.8 billion cash offer for G4S.
• Advised Francisco Partners on the acquisition of Kobalt Music Group for $750m.
• Advised Bain Capital Private Equity on the acquisition of ITP Aero for €1.7bn.
• Advised Vitruvian-backed Aspia on the acquisition of Accountor Outsourcing.
• Advised Vitruvian Partners on the acquisition of Aspia.
• Advised Allwyn on its acquisition of stake in Instant Win Gaming Limited for £327m.
• Advised Warburg Pincus on the acquisition of Pharma Intelligence from Informa PLC.
• Advised Medallia, a portfolio company of Thoma Bravo, on its acquisition of Thunderhead.
• Advised EQT on the sale of their credit business to Bridgepoint.
• Advised a sovereign wealth fund on various refinancings of its international property portfolios.
• Advised various sponsors on implementation of portfolio level management incentive plans.
• Advised a European private equity sponsor on their NAV facility.
• Advised various sponsors on their carry and co-investment structures.