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Brunswick Group handles Concordia, the Rothschild family holding company, that plans to take the storied Rothschild & Co. investment bank private.
The Paris-based financial institution, which traces its roots to the 1700s, has 60 offices in 40 countries.
Concordia holds 38.9 percent of Rothschild’s share capital and 47.5 percent of the voting rights.
It plans to offer shareholders $52 per share for their stock, which represents a 19 percent premium over the Feb. 3 closing price of Rothschild’s shares.
Concordia says the bank’s businesses (wealth & asset management, merchant banking and global advisory) do not require access to capital from the public equity markets.
It also believes a privately held Rothschild will be able to focus on long-term growth rather than meeting short-term earnings.
Brunswick Group’s Simone Selzer represents Concordia.
Prosek Partners handles New York’s Tilray Brands, craft beer & cannabis operation, as it acquires BrewDog, a leading British independent beer producer in the UK, for $45M.
Brunswick Group handles Zurich Insurance as it agrees to buy UK-based Beazley specialty insurer in a deal valued at $11B.
FGS Global represents Brink’s as it agrees to acquire NCR Atleos, which relies on Collected Strategies, in a $6.6B cash & stock deal to create a leading fintech infrastructure company. (Updated)
A January article in O’Dwyer’s proposes that in 2026, the strongest financial brands will not simply tell compelling stories—they will “signal readiness.”
C Street Advisory Group is working the Chapter 11 filing of Axip Energy Services as it unloads its nearly all of its assets to deal with a heavy debt load.
