Oaktree’s £140 Million Acquisition of Sanlam UK

White & Case has advised Oaktree Capital Management in the transaction.

Oaktree Capital Management, L.P. (Oaktree) executed the carve-out and acquisition of the UK private wealth management and investment businesses from Sanlam, the South African financial services and insurance group.

Oaktree is a leader among global investment managers specializing in alternative investments, with US$156 billion in assets under management as of June 30, 2021. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to credit, private equity, real assets, and listed equities. 

The White & Case team in London which advised on the transaction was led by partner Richard Jones (Picture), with support from partners Martin Forbes, Philip Trillmich and Jonathan Rogers and associates Will Summers, Kristen DiLemmo, Michael Hekimian, Janam Nagra, Dorothea James, Emma Barker and James Charteris-Black.

Involved fees earner: James Charteris-Black – White & Case; Kristen DiLemmo – White & Case; Martin Forbes – White & Case; Michael Hekimian – White & Case; Dorothea James – White & Case; Richard Jones – White & Case; Jonathan Rogers – White & Case; Will Summers – White & Case; Philip Trillmich – White & Case;

Law Firms: White & Case;

Clients: Oaktree Capital Management;