Meet our advisors
Robert is a partner at Blake Morgan and leads the Corporate team . He regularly deals with acquisitions, disposals, management buy-outs and buy-ins, private equity and venture capital transactions. The Blake Morgan team has specialist expertise in Health & Social Care, working for both the service commissioners (NHS, PCTs and Local Authorities) and also SME providers of domiciliary care, mental health, learning disabilities and foster care services.
Robert also leads the team on stock exchange and public takeover work, having advised on many AIM and official list flotations, reverse takeovers and public offers, as well as regulatory advice to quoted companies.
Over the last three years, Robert has been the legal advisor to a number of Phoenix’s clients in the successful disposal of their Health & Social Care businesses.
Stephen has been closely involved with many of our clients when they were considering selling their businesses and those who have recently sold. Meeting with Stephen in the very early stages, especially when you are only considering selling will help you clarify your decision making process and will enable you to see in detail, what your life for you and your family may look like, after your business is sold. He now counts several Phoenix clients as his own and is an invaluable point of reference for us too.
Stephen is one of the founding directors of Create Wealth Management Ltd, a firm of independent Chartered Financial Planners and has been advising Phoenix BSC’s clients since the partnership began.
Having gained invaluable experience providing financial advice to both personal and commercial clients, Stephen moved into the Private Banking environment in 2000 where he was responsible for the financial planning needs of high net worth and ultra high net worth clients. Having advised clients for more than 26 years now, Stephen and his highly qualified colleagues look after a select number of like minded clients to ensure their investment strategies allow them time to do the things they want now and in the future, with a plan for the longer term wealth preservation, for their families.
create wealth® was awarded Chartered Financial Planner status by The Privy Council in August 2012 and became only the 14th financial planning in firm in the UK to be awarded BS EN 8577 – Framework for the provision of financial advice and planning services; in October 2014. The firms advisers are all certified BS ISO 22222:2005 – The International Standard for Financial Planners.
Marcus leads Shulmans’ highly experienced corporate and commercial team.
Marcus is known for his outcome-focused and tenacious approach to getting deals done. Clients praise his “incredible determination to conclude transactions… Marcus was a constant source of strength”.
Marcus has extensive experience in all aspects of corporate finance work, including:
• Business sales and mergers
• Group reorganisations
Whilst Marcus has experience in dealing in a broad range of sectors, including IT services, manufacturing and financial services, he has particular expertise in dealing with providers of social care, dental and medical services and retail optometrists. Marcus’ recent healthcare experience has seen him act for domiciliary care providers, supported living organisations and a number of other providers operating in the field of regulated social care, including a number of Phoenix’s clients.
In addition to transactional work, Marcus regularly provides advice in connection with shareholder agreements, directors’ duties and corporate governance issues.
He advises a range of clients from large corporates and asset financiers to owner-managed businesses.
Marcus is also a Director and Committee Member of the Leeds Law Society and a regular speaker on healthcare transactions for banks and healthcare providers.
In the recent publication of the Legal 500 (the leading legal directory) Shulmans were noted for their healthcare practice (specifically referencing social care & pharmacy work) and Marcus was given a personal mention.
Chambers & Partners (another leading legal directory) described Marcus as “one to watch” in the Leeds Corporate market and commented that his clients appreciate his “very tenacious arguments that are pitched in a practical way.”