Our services

Lexicon Partners’ advisory franchise is based upon providing differentiated and value-added advice and services to our clients. We take time to understand our clients’ businesses and strategies in detail. We offer an integrated advisory approach that draws upon our strategic and technical expertise and experience, industry knowledge, detailed structuring and financing experience and global reach

Lexicon Partners provides a full range of corporate finance advisory services, including:

  • Sell-side advisory and takeover defence
  • Buy-side advisory
  • Capital raising advisory
  • Restructuring and debt advisory
  • Other advisory

Sell-side advisory and takeover defence:
Lexicon Partners acts on behalf of vendor shareholders or target companies providing independent and conflict-free advice. Core services in such a role would include valuation analysis, process management, negotiation on behalf of, and impartial advice to selling or target shareholders. Recent sell-side and defence advisory roles include:

  • Sale of Severn Power CCGT, 2009
  • Sale of Barclays Life, 2008
  • Sale of Kiln Ltd., 2008
  • Defence of Prudential following approach by Aviva, 2006

Buy-side advisory:
With its specialist sector focus, Lexicon Partners advises both financial and strategic investors in relation to acquisitions of public and private companies which operate within its areas of expertise. Recent buy-side advisory roles include:

  • Acquisition of PowerSeraya Limited, 2009
  • Acquisition of EMEA Equity and Investment Banking Operations of
    Lehman Brothers, 2008
  • Acquisition of Aon by Benfield, 2008

Capital raising advisory:
Lexicon Partners provides advice to clients looking to raise equity or debt capital from both public and private markets. Lexicon Partners’ independence and lack of product-related conflicts allow it to assist companies to raise competitively-priced capital from the most appropriate source. Recent capital raising roles include:

  • Capital Raising for Beazley Group plc, 2009
  • Initial Public Offering for Hargreaves Lansdown, 2007
  • Initial Public Offering for Wellstream, 2007

Restructuring and debt advisory:
The significant experience within Lexicon Partners qualifies it ideally to work with debtors, creditors and acquirors of companies that are involved in reorganisations, recapitalisations or other restructurings. We offer expert advice, extensive experience and comprehensive services unconflicted by capital markets activities. Recent restructuring and debt advisory roles include:

  • Advice to Candover Investments plc, 2009
  • Advice to Equitable Life, 2009
  • Advice to Transport for London re. Metronet, 2008
  • Project financing of Severn Power, 2008

Other advisory:
Various advisory work that we undertake may not fit into conventional ‘transaction’ definitions. Examples include our work for governments and government departments, including privatisation work. Lexicon Partners’ independence, experience, expertise and discretion positions us well for these types of assignments. Recent other advisory roles include:

  • Advice to the Department for Transport and Transport for London re.
    the Crossrail Project, 2008
  • Reinsurance of immediate annuities by Standard Life, 2008
  • Sale of interest in REC and acquisition of interest in Q-Cells, 2007
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