投资组合服务

Portfolio company leaders turn to us for clear, commercially focused advice that helps them seize opportunities and avoid pitfalls. From structuring bolt-on deals to supporting operational improvements, we work alongside management teams and sponsors to deliver practical solutions that drive results.

Our lawyers support portfolio companies at every stage of the investment lifecycle, coordinating seamlessly across borders and disciplines. We help clients navigate regulatory complexity, manage risk, and execute transactions efficiently—always with an eye on maximising value and preparing for successful exits. Our cross-sector expertise means we can address the full range of legal and commercial challenges, from employment and compliance to technology and IP.

Clients choose us for our proactive, collaborative approach and our ability to anticipate what’s next. By combining deep sector insight with a clear focus on outcomes, we help portfolio companies move forward with confidence in a competitive market.

我们的服务

就雇佣事宜为投资组合公司提供咨询

Advising on employment contracts, consultancy contracts and non-executive appointment contracts;
Advising on disciplinary matters and investigations;
Advising on dismissals and settlement agreements

为投资组合公司提供员工激励计划方面的法律咨询。

Advising on share option schemes.
Advising on employee share schemes including growth share schemes.
Advising on employee bonus arrangements including phantom share bonus arrangements.

就投资组合公司收购或出售企业提供法律咨询，以推动增长或实现战略重塑。

Advising on bolt-on acquisitions.
Structuring and negotiating disposals of non-core assets.

Recent bolt-on experiences:

Inktavo
Advised Inktavo, backed by PSG Equity and Blue Star Innovation Partners, on the acquisition of Clarity Software Group.
Agathos Management
Advised Agathos on the bolt-on acquisition by its portfolio company, Targeted Provision, of ASEND, a leading provider of educational support for young people with Special Educational Needs and Disabilities.
TruArc Partners
Advised TruArc Partners in relation to Ideal Tridon Group's recent acquisition of Advanced Couplings Limited (ACL).

Recent disposals of non-core assets:

Wholebake Limited
Advised Wholebake Limited in its sale of Deeside Cereals to the Weetabix Food Company.

通过法律解决方案协助投资组合公司提升运营效率、合规性与增长潜力。

Advising on commercial contracts, supply chain, and procurement
Regulatory compliance projects

为投资组合公司做好退出准备，无论是通过商业出售、二次收购，还是首次公开募股（IPO）。

Legal due diligence for exit
Structuring and negotiating sale agreements
IPO preparation and support

处理涉及多个国家或地区的法律事务，确保执行顺畅并符合法规要求。

Coordinating multi-jurisdictional bolt-ons
Advising on global compliance and regulatory issues

协助投资组合公司预判、管理并解决法律风险与纠纷。

Advising on litigation and arbitration
Implementing risk management frameworks

展现与投资组合公司相关的关键行业（如科技、医疗、制造业）领域的丰富经验。

Advising portfolio companies in regulated sectors
Navigating sector-specific regulatory challenges

奖项及认可

The Legal 500 UK 2025

"Very approachable and experienced team. They are experts in their field and a pleasure to deal with."

Chambers UK 2025

"Stephenson Harwood have a culture of responsiveness and we enjoy consistently high levels of service."

Chambers Greater China 2025 - Investment Funds: Private Equity

"Their responsiveness is superb and the international network is a plus."

The Legal 500 UK 2025

"Stephenson Harwood have a full-service team that is able to call on experts both locally and internationally, providing a prompt and reliable service."

Chambers UK 2025

"The firm has very strong expertise in each of the areas where it's supported us. There is always an expert available who can provide well-considered views and advice, no matter the topic."