Burges Salmon advises on sale of Education Personnel Management (EPM) to Citation

Burges Salmon has advised on the sale of EPM, a leading provider of HR and Payroll services to the Education sector, to Citation.

05 December 2017

Burges Salmon advised the selling shareholders on all legal aspects of the sale of EPM and also advised the management team on their re-investment in Citation. Citation is owned by HG and is a national provider of HR, Employment Law, Health and Safety and ISO services to UK businesses.

Corporate partner Richard Spink and senior associate Tim Roberts led on the transaction with support from others in the corporate team and specialists from across the firm.

After a highly competitive process, EPM’s management team chose Citation because they believe that the partnership will allow them to develop and expand their specialised services to support Schools, Academies and Multi-Academy Trusts around the country. EPM and Citation see themselves as genuinely aligned, being service led and holding client and colleague engagement as a fundamental part of their growth strategy. 

Richard says: “We are very pleased to have been involved in this transaction, which is a significant milestone for EPM and a key acquisition in the development of the broader Citation group.  We hope to work with EPM in the future and look forward to seeing the ongoing expansion of the Citation business." 

Jennie Elliott, CEO of EPM said: “We were delighted with the way in which Richard, Tim, Briony and the rest of the team supported us through this transaction.  They tuned in to the nuances of our business exceptionally quickly and provided us with pragmatic advice on complex legal issues around the clock to get the deal over the line quickly and efficiently, leaving our management team to concentrate on running the business.”

Key contact

Richard Spink

Richard Spink Partner

  • Head of Corporate
  • Mergers and Acquisitions
  • Private Equity

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