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Robey Warshaw
View on WikipediaRobey Warshaw LLP was a boutique investment bank based in London. The firm was founded in 2013 and was led by investment bankers Sir Simon Robey, Philip Apostolides, and Simon Warshaw.[2] In 2025, it was acquired by Evercore, a US-based investment bank.
Key Information
History
[edit]Robey, Apostolides and Warshaw were prominent dealmakers in the City of London prior to setting up the firm.[3] Robey was a former co-head of mergers and acquisitions at Morgan Stanley, Warshaw was a co-head of investment banking at UBS, while Apostolides was a managing director in Morgan Stanley's financial sponsors group.[4][5] In 2020, former Chancellor of the Exchequer George Osborne joined the firm as the first new Partner since its founding.[6]
According to The Observer, banking experts have attributed Robey Warshaw's early success to the connections of its founders and its ability to remain discreet during negotiations owing to its small size, at fewer than 20 employees.[3] The Telegraph highlighted the firm's "personal approach" favoured by corporate executives.[7]
In July 2025, the company announced it had agreed to be acquired by Evercore for £146 million.[8] The transaction closed in October 2025, with Robey Warshaw's team being integrated into Evercore's.[9]
Partners
[edit]- Sir Simon Robey (since 2013)[2]
- Philip Apostolides (since 2013)[2]
- Simon Warshaw (since 2013)[2]
- George Osborne (since 2020)[6]
- Chetan Singh (since 2024)[10]
Notable activities
[edit]- In 2014, Robey Warshaw helped AstraZeneca successfully fend off a politically charged merger bid by Pfizer.[3][11]
- In 2015, it served as adviser to BG Group and SABMiller in their mergers with Royal Dutch Shell and Anheuser-Busch InBev respectively.[3]
- In 2018, it advised Comcast on their takeover bid for Sky UK.[12]
- In 2021, it advised the London Stock Exchange Group on its acquisition of data provider Refinitiv.[1] In the same year, it advised National Grid plc on its purchase of Western Power Distribution.[1]
- In 2022, it advised a consortium led by former Guggenheim Partners, President Todd Boehly on its bid for Chelsea F.C.[13] In the same year it also advised HSBC on its defense against a proposed spin-off of its Asian unit by its shareholder, Ping An Insurance.[13]
- In 2023, it advised HSBC on their rescue of Silicon Valley Bank's UK arm, with Simon Robey and George Osborne at the helm.[14] In the same year, it also advised John Lewis Partnership on a potential controversial stake sale, which would end John Lewis' 100% staff-owned model.[15]
- In 2025, it advised Santander UK on its acquisition of TSB Bank.[16]
References
[edit]- ^ a b c d "Profits rebound at boutique advisory firm Robey Warshaw". Financial Times. 19 December 2021.
- ^ a b c d "Boutique M&A advisory firm Robey Warshaw sees profits surge after major deals". Reuters. 2018-01-04. Retrieved 2020-04-15.
- ^ a b c d Hellier, David (2015-09-19). "The beer's on them: Robey Warshaw, the tiny bank at the heart of a mega-merger". The Observer. Retrieved 2016-02-26.
- ^ Berry, Freya (2015-10-13). "Beer merger advisers land mega-deal by telling clients when to say no". Reuters. Retrieved 2016-02-26.
- ^ Butcher, Sarah (2013-01-23). "Simon Robey and Sir Simon Robertson make first hires for new boutique". Yahoo! Finance. Retrieved 2016-02-24.
- ^ a b Massoudi, Arash; Barker, Alex (1 February 2021). "George Osborne drops portfolio career for M&A role at Robey Warshaw". Financial Times. Retrieved 2 February 2021.
- ^ Armstrong, Amy (2015-04-11). "The two Simons behind the blockbuster Shell/BG Group deal". The Daily Telegraph. Retrieved 2016-02-27.
- ^ "Payday for George Osborne as Robey Warshaw sold for £146m". www.thetimes.com. 2025-07-30. Retrieved 2025-07-30.
- ^ https://www.sec.gov/Archives/edgar/data/1360901/000136090125000025/evr-20250930.htm
- ^ Clarke, Paul (2 July 2024). "Robey Warshaw hires JPMorgan dealmaker Singh as a partner".
- ^ David, Ruth; Nair, Dinesh (2015-04-08). "Tiny Bank Robey Warshaw Reaps Huge Payday From Shell-BG Takeover". Bloomberg Business. Retrieved 2016-02-26.
- ^ Garrahan, Matthew (2018-09-24). "Sky deal opens new horizons for Comcast". Financial Times. Retrieved 2018-09-24.
- ^ a b "HSBC Taps Boutique Adviser Robey Warshaw for Defense Role". Bloomberg.com. 2022-05-13. Retrieved 2022-05-18.
- ^ "Project Yeti: How HSBC bought Silicon Valley Bank UK for £1". Financial Times. 14 March 2023.
- ^ Meddings, Sabah; David, Ruth (28 March 2023). "John Lewis Talks to Bankers Robey Warshaw and Rothschild on Stake Sale Proposal". Bloomberg.
- ^ "Santander's bet on Britain with TSB deal shows banks' need for scale". 3 July 2025.
External links
[edit]Robey Warshaw
View on GrokipediaRobey Warshaw LLP is a boutique investment bank headquartered in London, specializing in mergers and acquisitions advisory and corporate finance services for multinational corporations.[1] Founded in 2013 by former senior bankers Simon Robey, Simon Warshaw, and Philip Mallinckrodt, the firm has distinguished itself through a lean partnership model that emphasizes high-value deal-making, frequently securing mandates ahead of larger bulge-bracket competitors such as Goldman Sachs and Morgan Stanley in the UK market.[2][3] Notable for advising on landmark transactions including the Royal Mail initial public offering and the SABMiller merger, Robey Warshaw generated £85.8 million in revenue for the year ending March 2024, with partners sharing significant payouts reflective of its performance-driven structure.[4][5][6] In July 2025, U.S.-based Evercore Inc. agreed to acquire the firm for £146 million to bolster its European advisory capabilities, with the transaction pending closure later that year.[7][8]
