B&C secures #1 spot for investment trust M&A on four of the seven largest deals to date

09/07/2024

Investment trusts set year-record for mergers by June, outstripping previous full calendar years.

The investment trust industry has experienced six mergers in the first six months of 2024, with a seventh merger due to complete this month. Both 2021 and 2022 saw five mergers, while between 2016 and 2020 there were a total of seven mergers.

Investment trusts are very close to our hearts at B&C, and we're delighted to have helped with four of the largest seven deals to dae this year, creating a combined £9.65bn portfolio:

• Tritax Big Box REIT and UK Commercial Property REIT, creating a combined £6.3bn portfolio
• JP Morgan UK Smaller Companies with JPMorgan Mid Cap, creating a combined £400m portfolio
  
• Henderson European Focus and Henderson Europe Trust, creating a combined £750m portfolio
• JPMorgan Global Growth & Income with JP Morgan Multi-Asset Growth & Income, creating a combined £2.2bn portfolio

If you'd like to find out how we can help ensure the success of your next Investment Trust merger, chat with us today: hello@blackandcallow.com

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