Allen & Overy's private equity play: firm targets further inroads four years on from Lloyd hire
Nearly four years after A&O secured the trophy hire of private equity partner Stephen Lloyd, how has the practice fared?
October 19, 2017 at 05:09 AM
5 minute read
In late 2013, following courtships with US firms including Simpson Thacher & Bartlett, Ashurst corporate star Stephen Lloyd joined Allen & Overy (A&O) to co-head its global private equity practice.
Lloyd's hire, and the subsequent arrival of then junior private equity partner Karan Dinamani from Ashurst six months later, plugged a gap in A&O's private equity offering that had lingered since the departure of former global practice co-head Derek Baird to Simpson Thacher in 2012.
So, nearly four years on, how is the practice performing under the leadership of Lloyd and fellow co-head Robin Harvey?
Since Lloyd joined, the City corporate private equity team has grown by three partners and about 10 associates, and now houses some five partners and 15 associates.
While there are no current plans to increase the size of the team in London, further headcount growth in Europe is on the horizon, with A&O looking to grow the practice significantly in Germany, with hires in France and Spain also on the agenda.
According to Lloyd, the City team brought in almost £20m of A&O's record £1.52bn turnover in 2015-16, with partners suggesting Lloyd himself was responsible for some £8.5m of this.
One private equity partner at a US firm in London comments: "Derek Baird was a loss for them, as he was pretty impressive, but they've rebuilt well. We've seen them across on bids that the PE guys have clearly brought in, and I hear good things about Lloyd."
Client-wise, the A&O team has relationships with a wide range of European, US and Canadian buyout houses, including PAI, 3i, Apax Partners, Carlyle, Blackstone, Omers, AimCo, Exponent, Charterhouse, Apollo and HIG Capital.
Of these, many are names that Lloyd worked with during his time at Ashurst, such as Apax and 3i. Others, such as PAI, represent houses that previously primarily worked with A&O on the lending side but have now extended their relationship to the buyout team.
Some market peers speculate that A&O's stellar banking credentials have hindered its private equity team's ability to build relationships with buyout houses.
One PE partner at a US firm says: "There has always been a bit of a dilemma about whether the firm wants to focus on banking or corporate, and I feel the PE practice has been a bit squashed by that tension."
A Freshfields Bruckhaus Deringer partner agrees, adding: "I imagine the firm might be concerned any sponsor business would cut across its banking work. I still don't think they're really a major player."
Lloyd, however, disputes this stance. He argues that fellow co-head Harvey's practice advising sponsors and their portfolio companies on the acquisition finance side of private equity transactions is helping build relationships.
He says: "I'd known Robin for a very long time [before I joined] and I trusted we would work together well. Nowadays we track down clients together, and that works very harmoniously."
Dinamani cites PAI as a good example of a client with which a relationship has deepened through the acquisition finance side. "Robin has historically done almost all of PAI's debt financing work and they've since used us on the corporate side of things."
Last year, Harvey and Lloyd co-led the A&O team advising PAI on its joint venture with Nestle to form a new ice cream company, while earlier this year Lloyd and Dinamani advised on Apax's £700m acquisition of surface treatment and chemical application provider Safetykleen Europe from private equity fund Warburg Pincus.
Lloyd now wants to focus on building deeper relationships with select clients such as CVC for mid-to-large buyouts.
He says: "There are certain funds such as CVC that we have a strong relationship with in continental Europe, but less so in London, and we want to improve that. It's about making yourself more visible to clients."
He adds that opportunities with US houses are also improving as they loosen what have often been tightly held single-firm relationships.
He says: "Large US private equity houses used to be seen as being very wedded to one firm. Carlyle would only use Latham, KKR and Blackstone would only use Simpson Thacher, and so on. But over the last three or four years, funds like those have actively proliferated their supplier base.
"While that doesn't mean those longstanding relationship firms aren't doing most of their work, there are more opportunities for other firms these days. That's really played into our hands."
And Lloyd maintains he will stay at A&O to see the practice's development through: "I'll stay here as long as they want me," he says. "We've got a relatively young team and I want to leave behind something amazing that will go from strength to strength."
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllTrump and Latin America: Lawyers Brace for Hard-Line Approach to Region
BCLP Mulls Merger Prospects as Profitability Lags, Partnership Shrinks
Trending Stories
- 1Friday Newspaper
- 2Judge Denies Sean Combs Third Bail Bid, Citing Community Safety
- 3Republican FTC Commissioner: 'The Time for Rulemaking by the Biden-Harris FTC Is Over'
- 4NY Appellate Panel Cites Student's Disciplinary History While Sending Negligence Claim Against School District to Trial
- 5A Meta DIG and Its Nvidia Implications
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250