About
Sam is a solicitor in our Incentives team, advising on a broad range of UK and international share plan arrangements. He trained at Macfarlanes LLP in London.
His work has a particular focus on the structure and implementation of both non-qualified and tax-qualified share plans. He also advises management teams and has experience advising on the share scheme and incentives aspects of both listed-company and private M&A transactions.
Sam is a member of the Share Plan Lawyers Group.
Experience
- EQT Partners: Providing advice to EQT Partners on the incentives aspects of their £2 billion take-private of Keywords Studios Limited, structured by way of scheme of arrangement.
- SPWOne: Instructed by a consortium on a £900 million acquisition and subsequent de-listing of a FTSE 250 company, including advising on the company’s active incentive plans and liaising with the Takeover Panel.
- FTSE 250 asset management company: Advising on the sale of its £7.5 billion assets under management private equity business and the subsequent impact on its ongoing incentives structure.
- Octopus Group: Advising on the structuring of its intra-group incentive arrangements, including management incentivisation and restructuring existing incentive plans.
- Analysing and adapting the UK tax-approved and unapproved incentives arrangements for an AI-augmented planning platform.
Credentials
- Admitted as a solicitor: England & Wales (2022)