When businesses undertake transactions which give rise to potential competition or other regulatory issues, commitments may be agreed which require the appointment of a monitoring trustee to oversee compliance.

Our team has significant experience of acting as a monitoring trustee on merger cases and market investigations in the EU, the UK and in other jurisdictions. We also act as supervisor on Takeover Panel cases.

We have extensive hands-on experience of helping parties implement undertakings, from some of the largest, most complex global transactions to smaller domestic operations.

Our Monitoring Trustee experience includes

  • Divestment remedies
  • Long-term behavioural undertakings
  • Complex carve-outs of fully integrated businesses
  • Ring-fencing and hold-separate arrangements
  • On-going arrangements between sellers and purchasers

We can provide

  • In-depth knowledge of regulatory requirements
  • Extensive practical experience of implementing undertakings
  • Workable hold-separate and ring-fencing measures
  • On-the-ground experience internationally

Our sector experience includes

Branded consumer products, Business services, Chemicals, Defence and aerospace Engineering, Financial services, Healthcare, Heavy industrial products Media, Pharmaceuticals, Software, Telecoms.

Our on the ground international experience includes

Australia, Austria, Belgium, Brazil, Denmark, France, Germany, Italy, the Middle East, the Netherlands, Pakistan, Poland, Portugal, Spain, Sweden, Switzerland, Turkey, United Kingdom, United States.

Our credentials

Our Monitoring Trustee experience includes:

In addition, we are currently acting as Supervisor on: 

For more information about our Monitoring Trustee services, please email Paul Elliot or email Matthew Rose.