Inside information: Legal insights on adviser acquisition deals

M&A lawyer shares his insight

Sophie King
clock • 3 min read

Professional Adviser's Sophie King speaks to M&A specialist corporate lawyer Giles Dunning about the acquisition process and how advisers should approach potential deals

Having been a corporate lawyer for various sectors throughout his career, Dunning came into finance after getting "a taste for it". He was trained at Stephens Scown before being promoted to partner in 2016. He currently heads up Stephens Scown's corporate legal team in Exeter. "I acted on a few transactions [cases] about five years ago and you quickly get a feel for the sector," he says. "It's a busy sector but quite a small world, so you get a lot of referrals within the community." Over the past five years he as advised on 25 deals involving independent financial advisers and has wo...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA360 2025: In pictures

PA360 2025: In pictures

Professional Adviser's flagship conference returned to London this month

Professional Adviser
clock 12 May 2025 • 1 min read
Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Prosecution ready to proceed but court agrees to delay trial until late August

Sahar Nazir
clock 09 May 2025 • 2 min read
Professional Adviser TV: Female leadership and overcoming business barriers

Professional Adviser TV: Female leadership and overcoming business barriers

With WIFA winner and short lister Frankie Smith

Professional Adviser
clock 09 May 2025 • 1 min read