Corporate Transactions

Jon Hatchett

Key Contact

Jon Hatchett, Senior Partner

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DB pension schemes are often one of the largest value and most complex items in corporate transactions.

We help our clients to maximise business value by minimising the cost and risk impact of the DB pension scheme.

Generating business value through corporate transactions

DB pensions need to be tackled carefully in any corporate transaction.  From assessing the value and associated risks of the scheme, to paying a fair price and understanding what benefit-related costs you may be inheriting as part of the deal; our experienced team can help you seamlessly navigate through the complexity. We apply this across a broad range of transactions covering M&A, restructuring, refinancing and disposals. 

Through our Abelica network we have pensions expertise throughout the world, which means we can provide local support to global transactions.

Post transaction, we can advise on employee benefit strategy, managing the cost and risks of legacy DB benefits and assist in the optimal design and set up of new pension and benefit arrangements.

Your challenge

You want to be able to focus on a business transaction, without the distraction of the DB pension scheme. How do you manage the cost and risk associated with the pension and ensure you maximise business value?

Good to know

Our advice can help you carefully and successfully manage DB schemes to be a source of value generation in corporate transactions.

The due diligence we faced was immense. The proposal affected nearly every aspect of the scheme and so taking advice was essential. Hymans Robertson did a great job explaining the funding implications to us.

Client

Retail sector