DWF advises Equiniti on acquisition of Invigia Limited

National law firm DWF has advised Equiniti, a specialist in technology, financial and administrative services, on its acquisition of Invigia Limited. The Invigia group of companies includes Charter UK, Charter Systems and and provides complaints, case and feedback management software and services to financial services and public sector organisations.

The acquisition will strengthen the range of solutions Equiniti delivers to help organisations deal with regulation and change, in addition to enabling the company to capitalise on opportunities in new market territories such as utilities and telecoms. The transaction is subject to a Scheme of Arrangement and it is expected that the scheme will be effective from 15 October 2014.

Frank Shephard, head of corporate in the North West, led the deal at DWF and commented: “This is the third deal we have supported Equiniti with this year and it has been a pleasure to see the team further consolidate its market leading position. Invigia is a leading technology group with a diverse portfolio and has strong synergies with Equiniti’s existing resourcing and technology capabilities, enabling the company to further strengthen its proposition to clients.”

Frank was supported on the deal by Nick Hawthorne, Katy Phillips and Matthew Judge in the corporate team at DWF.

Guy Wakeley, CEO at Equiniti, added: “Acquisition is an important part of Equiniti’s story. As well as enabling us to broaden our offering to our clients by bringing new capability and expertise into our business it is also a proven driver of product development and organic growth. Invigia has been incredibly successful in helping businesses respond to increased regulation using smart technology, something which is at the heart of everything we do at Equiniti, and fits with our existing resourcing and technology capabilities.”

Frank Shephard

Partner - National Head of Corporate

I am Head of the National Corporate Team. I deal with all types of public and private company transactions, including M&A, Private Equity and Equity Capital Markets.