Case Studies

Bates Wells represents Kids Company trustees in High Court win

The High Court has ruled against the Official Receiver in his bid to disqualify the former trustees and CEO of Kids Company from acting as directors. In a 225 page judgment Mrs Justice Falk found that the public needed no protection from the ‘highly impressive and dedicated’ trustees and that she was ‘wholly satisfied’ that …
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Samaritans’ branch restructure

We took on a large project with Samaritans. It had around 200 branches which were all unincorporated separate charities. The trustees wanted to restructure this to allow the branches to either merge into the main charity, or to incorporate as separate but affiliated CIOs. This was to help the local trustees with the risks of …
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Governance review for The Jewish Museum

The Jewish Museum has an income of around £2m a year and the trustees wanted a health check to make sure their governance arrangements were up to date, compliant and good practice. We helped them with: Modernised articles of association  incorporating good practice recommendations from the Charity Governance Code and the Accreditation Scheme for Museums. …
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Bates Wells rewrites fellow B Corp Planit IE’s articles of association and employment contracts to better reflect its values

Planit IE is a design practice that pioneers sustainability and puts the long-term health of the environment and communities it works with at the heart of everything it does. Earlier this year, we rewrote their articles of association and employment contracts to better reflect their B Corp values. Our first step was to gain a …
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Bates Wells advises SigmaRoc plc on its £305 million syndicated debt facility

SigmaRoc was created in 2016 and focuses on investing, improving and integrating companies in the European construction materials sector. Nordkalk was established in 1898 as a limestone developer in Finland and has expanded to become a leading supplier of limestone-based solutions for agricultural, construction and chemical industries. The enlarged quarried materials group is operating across …
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Bates Wells M&A and acquisition finance teams advised SDM Holdings on its acquisition of Kent based document storage company

Bates Wells’ M&A team advised long-standing client SDM Holdings Limited on its acquisition of The Chatham Archive & Document Storage Company Limited (“Chatham“). SDM Holdings is a specialist, offsite premium storage provider to some of the UK’s most well-known brands. Chatham is a records management service business operating in London and the South. The acquisition …
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Bates Wells advises Just After Midnight Limited on its sale

Bates Wells M&A team advised the shareholders of Just After Midnight Limited on its sale to Ultima Business Solutions. Bates Wells’ M&A team advised the shareholders of Just after Midnight (JAM) on the multi-million-pound sale of its entire issued share capital to private equity backed automation and services specialist, private equity backed, Ultima Business Solutions. …
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Bates Wells advises Urologists Limited on sale of entire share capital

Bates Wells’ cross-departmental M&A team advised the shareholders of Urologists Limited on the sale of its entire issued share capital to HCA International Limited. Bates Wells’ corporate team advised the shareholders of Urologists Limited on the sale of its entire issued share capital to HCA International Limited, the largest private healthcare provider in the world …
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Bates Wells advises Eyoto Group Limited on a series of bridging investments

Bates Wells Corporate Finance team advises optical technology business Eyoto Group Limited on a series of bridging investments. Bates Wells acted for Eyoto Group Limited on its most recent fund raise to ensure a pathway to future growth for the company through a series of investments by way of convertible loans.  This included an investment …
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Bates Wells advises Renal Services (UK) Limited on sale of entire share capital

Bates Wells M&A team advised the shareholders of Renal Services (UK) Limited on the sale of its entire issued share capital to DaVita International Limited. Bates Wells’ M&A team advised the shareholders of Renal Services (UK) Limited (including Business Growth Fund,), on the multi-million-pound sale of its entire issued share capital of Renal Services to …
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Bates Wells represents national charitable sporting trust in its refinancing

Bates Wells advised a leading sporting charitable trust in connection with various amendments to its banking facilities with a leading UK clearing bank. The transaction involved detailed advice and documentation around the switching mechanism to allow for the transition in Q3 2021 away from the current interest benchmark of LIBOR (London Interbank Offered Rate) to …
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Bates Wells represents leading construction and infrastructure company in its refinancing

Bates Wells advised a leading construction and infrastructure company on its refinancing with a syndicate of leading UK banks. The transaction involved detailed documentation and advice on the incorporation of the new interest benchmark rate of SONIA (Sterling Overnight Index Average) ahead of the transition away from the current benchmark of LIBOR (London Interbank Offered …
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