Bank of Montreal completed the acquisition – announced January 28, 2014 – of F&C Asset Management plc through its wholly owned subsidiary, BMO Global Asset Management (Europe) Limited, for $1.3 billion. The acquisition was structured as a scheme of arrangement under UK law.
BMO was represented in-house by Lino Cambone, Mark Pratt, Chris Javornik, Angela Nikolakakos, Paul Bachand, Neil Puddicombe, Brad Chapman, Richard Martin, Leanne Hull, Richard Stewart and Susan Wooles. Additional counsel was provided in Canada by Osler, Hoskin & Harcourt LLP with a team including Douglas Marshall, Patrick Marley, Stephen Clark, Andrew Aziz, Rick Fullerton and John Valley; in the UK by Freshfields Bruckhaus Deringer with a team led by Matthew Cosans and George Swan (corporate) and including Chetan Sheth, Philipp Leibfried, Peter Lawley and Ellie Dunne (corporate); Mark Kalderon and Steven Lightstone (regulatory) and Nick Squire and Alice Greenwell (employment); and in the US by Sullivan & Cromwell LLP with a team including Andrew Gerlach, Joel Alfonso, Kristin Boyle Lee and Todd Mortensen (corporate); Frederick Wertheim (investment management), Robert Buckholz (securities) and Theodore Edelman and Eric Queen (antitrust).
F&C Asset Management was represented in-house by Benjamin Apfel and by Norton Rose Fulbright with a team including Chris Randall, Paul Whitelock, Claire O'Donnell, Christopher McCarthy and Samantha Hurrell (corporate); Monique Fry and Liron Cohen (employee benefits); Jonathan Herbst, Imogen Garner, Kennedy Masterton-Smith and Josie Collyer (financial services regulation) and Ian Giles and Mark Daniels (competition).