Robey Warshaw LLP is a

boutique A boutique () is a small shop that deals in fashionable clothing or accessories. The word is French for "shop", which derives ultimately from the Ancient Greek ἀποθήκη (''apothēkē'') "storehouse". The term ''boutique'' and also ''d ...

investment bank Investment is the dedication of money to purchase of an asset to attain an increase in value over a period of time. Investment requires a sacrifice of some present asset, such as time, money, or effort. In finance, the purpose of investing is ...

based in London. The firm was founded in 2013 and is led by investment bankers Sir Simon Robey, Philip Apostolides, and Simon Warshaw.

History

Robey, Apostolides and Warshaw were prominent dealmakers in the

City of London The City of London is a city, ceremonial county and local government district that contains the historic centre and constitutes, alongside Canary Wharf, the primary central business district (CBD) of London. It constituted most of London fr ...

prior to setting up the firm. Robey was a former co-head of mergers and acquisitions at

Morgan Stanley Morgan Stanley is an American multinational investment management and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in more than 41 countries and more than 75,000 employees, the fir ...

, Warshaw was a co-head of investment banking at

UBS UBS Group AG is a multinational Investment banking, investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres ...

, while Apostolides was a managing director in Morgan Stanley's financial sponsors group. In 2020, former Chancellor of the Exchequer

George Osborne George Gideon Oliver Osborne (born Gideon Oliver Osborne; 23 May 1971) is a former British politician and newspaper editor who served as Chancellor of the Exchequer from 2010 to 2016 and as First Secretary of State from 2015 to 2016 in the ...

joined the firm as the first new Partner since its founding. According to ''

The Observer ''The Observer'' is a British newspaper published on Sundays. It is a sister paper to ''The Guardian'' and ''The Guardian Weekly'', whose parent company Guardian Media Group Limited acquired it in 1993. First published in 1791, it is the w ...

'', banking experts have attributed Robey Warshaw's early success to the connections of its founders and its ability to remain discreet during negotiations owing to its small size, at fewer than 20 employees. ''

The Telegraph ''The Telegraph'', ''Daily Telegraph'', ''Sunday Telegraph'' and other variant names are popular names for newspapers. Newspapers with these titles include: Australia * ''The Telegraph'' (Adelaide), a newspaper in Adelaide, South Australia, publ ...

'' highlighted the firm's "personal approach" favoured by corporate executives.

Partners

* Sir Simon Robey (since 2013) * Philip Apostolides (since 2013) * Simon Warshaw (since 2013) *

(since 2020)

Notable activities

* In 2014, Robey Warshaw helped

AstraZeneca AstraZeneca plc () is a British-Swedish multinational pharmaceutical and biotechnology company with its headquarters at the Cambridge Biomedical Campus in Cambridge, England. It has a portfolio of products for major diseases in areas includin ...

successfully fend off a politically charged merger bid by

Pfizer Pfizer Inc. ( ) is an American multinational pharmaceutical and biotechnology corporation headquartered on 42nd Street in Manhattan, New York City. The company was established in 1849 in New York by two German entrepreneurs, Charles Pfizer ...

. * In 2015, it served as adviser to

BG Group BG Group plc was a British multinational oil and gas company headquartered in Reading, United Kingdom. On 8 April 2015, Royal Dutch Shell announced that it had reached an agreement to acquire BG Group for $70 billion, subject to regulatory and ...

and

SABMiller SABMiller plc was a South African multinational brewing and beverage company headquartered in Woking, England on the outskirts of London until 10 October 2016 when it was acquired by Anheuser-Busch InBev. Prior to that date, it was the world's ...

in their mergers with

Royal Dutch Shell Shell plc is a British multinational oil and gas company headquartered in London, England. Shell is a public limited company with a primary listing on the London Stock Exchange (LSE) and secondary listings on Euronext Amsterdam and the New Yo ...

and

Anheuser-Busch InBev Anheuser-Busch InBev SA/NV, commonly known as AB InBev, is an American-Belgian multinational drink and brewing company based in Leuven, Belgium. AB InBev has a global functional management office in New York City, and regional headquarters ...

respectively. * In 2018, it advised

Comcast Comcast Corporation (formerly known as American Cable Systems and Comcast Holdings),Before the AT&T merger in 2001, the parent company was Comcast Holdings Corporation. Comcast Holdings Corporation now refers to a subsidiary of Comcast Corpora ...

on their takeover bid for

Sky UK Sky UK Limited is a British broadcaster and telecommunications company that provides television and broadband Internet services, fixed line and mobile telephone services to consumers and businesses in the United Kingdom. It is a subsidiary of ...

. * In 2021, it advised the

London Stock Exchange Group London Stock Exchange Group plc (LSEG) is a United Kingdom-based stock exchange and financial information company headquartered in the City of London, England. It owns the London Stock Exchange (on which it is also listed), Refinitiv, LSEG Te ...

on its acquisition of data provider

Refinitiv Refinitiv is an American-British global provider of financial market data and infrastructure. The company was founded in 2018. It is a subsidiary of London Stock Exchange Group after a US$27 billion sale from previous owners Blackstone Group LP ...

. In the same year, it advised

National Grid plc National Grid plc is a British multinational electricity and gas utility company headquartered in London, England. Its principal activities are in the United Kingdom, where it owns and operates electricity and natural gas transmission networks ...

on its purchase of

Western Power Distribution Western Power Distribution was the trading identity of four electricity distribution companies in the United Kingdom: WPD South West (operating in South West England), WPD South Wales (in South Wales) and WPD Midlands (two companies, in the E ...

. * In 2022, it advised a consortium led by former Guggenheim Partners, President

Todd Boehly Todd Boehly (born September 20, 1973) is an American businessman and investor. He is the co-founder, chairman, chief executive officer and controlling member of Eldridge Industries, a holding company headquartered in Greenwich, Connecticut. He is ...

on its bid for

Chelsea F.C. Chelsea Football Club is an English professional football club based in Fulham, West London. Founded in 1905, they play their home games at Stamford Bridge. The club competes in the Premier League, the top division of English football. Th ...

In the same year it also advised

HSBC HSBC Holdings plc is a British multinational universal bank and financial services holding company. It is the largest bank in Europe by total assets ahead of BNP Paribas, with US$2.953 trillion as of December 2021. In 2021, HSBC had $10.8 tri ...

on its defense against a proposed

spin-off Spin-off may refer to: *Spin-off (media), a media work derived from an existing work *Corporate spin-off, a type of corporate action that forms a new company or entity * Government spin-off, civilian goods which are the result of military or gove ...

of its Asian unit by its shareholder,

Ping An Insurance Ping An Insurance known also as Ping An of China (), full name Ping An Insurance (Group) Company of China, Ltd. is a Chinese holding conglomerate whose subsidiaries provide insurance, banking, asset management, financial, healthcare services. Th ...

. * In 2023, it advised HSBC on their rescue of Silicon Valley Bank's UK arm, with Simon Robey and George Osborne at the helm. In the same year, it also advised

John Lewis Partnership The John Lewis Partnership plc (JLP) is a British company which operates John Lewis & Partners department stores, Waitrose & Partners supermarkets, its banking and financial services, and other retail-related activities. The privately-held publ ...

on a potential controversial stake sale, which would end John Lewis' 100% staff-owned model.

References

External links

* {{Investment banks British companies established in 2013 Companies based in the City of Westminster Investment banks in the United Kingdom