Mercury Shareholders

Legal advisor to the shareholders Mercury Private, a Sydney based wealth management firm

The Problem

Mercury Private is a Sydney based wealth management firm focusing on medical practitioners, high net wealth individuals and family offices.

The sale of Mercury Private involved a multi-shareholder share sale and subscription transaction.

Mercury Private wanted a law firm with deep financial services and M&A experience who brings a commercial and practical approach to negotiations to ensure their interests were protected and that the sale of their shares and associated transactions could be completed effectively and efficiently.

The Solution

JNP Legal provided analysis and advice to the 10+ shareholders in relation to the various transaction documents. The deal required JNP Legal taking a project management approach to ensure all stakeholders remained informed and documents were reviewed, negotiated and executed effectively and efficiently.

JNP Legal was able to provide clear and concise advice on the transaction documents to ensure that all shareholders were fully informed. They provided both sound legal advice and efficient management of stakeholders

Tim Eustace, Founder / Principal Advisor, Mercury Private

The Outcome

The various components of the transaction were completed in a timely manner, with the protections and terms required by stakeholders.

Why people choose us

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JNP Legal worked with us to ensure all stakeholders were aligned and that as a result our succession documents met our specific needs.

Eric Nicol, Managing Director, Quill Group Holdings

JNP Legal was able to explain the M&A process and legal documentation and ensure we focused on the important matters.

Matthew Churchill, Director, M & S Churchill

Being able to leverage JNP Advisory’s knowledge gave us the confidence to successfully negotiate a principal exit.

Glenn Harris, Director, Bishop Collins

JNP Legal worked with us to ensure that the legal documents reflected our intentions and the obligations were easy to understand and implement.

Tim Hale, Director, HTA

The JNP Advisory team were committed to delivering a result which satisfied the objectives of all stakeholders.

Tim Eustace, Founder / Principal Advisor, Mercury Private

JNP Legal combined practical commercial advice with legal expertise to explain the terms ensured the deals were completed efficiently and effectively.

Pim John van Gestel, CEO, United Advisory

JNP Advisory took the time to understand our needs to find a culturally aligned buyer who we could work with in the medium term.

Matthew Churchill, Principal, Penrith Veterinary Hopital

JNP Legal worked tirelessly to manage the complex, and often changing transaction, and ensure that the legal documentation married with our expected outcomes.

Michael Donoghue, Director, IP Solutions International Limited

The diversity of parties introduced by JNP Advisory ensured we selected an acquirer which was a cultural fit and aligned to our objectives.

David Bilston-McGillen, Managing Principal, Oxygen Private Clients

The JNP Advisory team worked tirelessly to deliver the right outcomes.

Michelle Brisbane, Principal, Ethical Investment Services

The team at JNP Advisory thought outside the box to ensure the best deal could be done in difficult circumstances.

Mark O’Connor

JNP Advisory was able to help us understand the selling process and supported us with their experience and expertise in the industry at a difficult time.

Thomas Small, Executor, Deceased Estate of John Small

We were able to get the best result by leveraging JNP Advisory’s significant corporate advisory and legal experience.

David Hunt, Principal Hunt Strategic Advisors

Being able to leverage JNP Legal’s industry insights and M&A expertise allows us execute multiple transactions more efficiently.

Glenn Harris, Director, Bishop Collins