Robey Warshaw LLP is a

boutique A () is a retail shop that deals in high end fashionable clothing or accessories. The word is French for "shop", which derives ultimately from the Ancient Greek Ancient Greek (, ; ) includes the forms of the Greek language used in anc ...

investment bank Investment is traditionally defined as the "commitment of resources into something expected to gain value over time". If an investment involves money, then it can be defined as a "commitment of money to receive more money later". From a broade ...

based in London. The firm was founded in 2013 and is led by investment bankers Sir Simon Robey, Philip Apostolides, and Simon Warshaw.

History

Robey, Apostolides and Warshaw were prominent dealmakers in the

City of London The City of London, also known as ''the City'', is a Ceremonial counties of England, ceremonial county and Districts of England, local government district with City status in the United Kingdom, city status in England. It is the Old town, his ...

prior to setting up the firm. Robey was a former co-head of mergers and acquisitions at

Morgan Stanley Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more than 80,000 employees, the firm's clients in ...

, Warshaw was a co-head of investment banking at

UBS UBS Group AG (stylized simply as UBS) is a multinational investment bank and financial services firm founded and based in Switzerland, with headquarters in both Zurich and Basel. It holds a strong foothold in all major financial centres as the ...

, while Apostolides was a managing director in Morgan Stanley's financial sponsors group. In 2020, former Chancellor of the Exchequer

George Osborne George Gideon Oliver Osborne (born 23 May 1971) is a British retired politician and newspaper editor who served as Chancellor of the Exchequer from 2010 to 2016 and as First Secretary of State from 2015 to 2016 in the Cameron government. A ...

joined the firm as the first new Partner since its founding. According to ''

The Observer ''The Observer'' is a British newspaper published on Sundays. First published in 1791, it is the world's oldest Sunday newspaper. In 1993 it was acquired by Guardian Media Group Limited, and operated as a sister paper to ''The Guardian'' ...

'', banking experts have attributed Robey Warshaw's early success to the connections of its founders and its ability to remain discreet during negotiations owing to its small size, at fewer than 20 employees. ''

The Telegraph ''The Telegraph'', ''Daily Telegraph'', ''Sunday Telegraph'' and other variant names are often names for newspapers. Newspapers with these titles include: Australia * The Telegraph (Adelaide), ''The Telegraph'' (Adelaide), a newspaper in Adelaid ...

'' highlighted the firm's "personal approach" favoured by corporate executives. In July 2025, the company announced it had been acquired by

Evercore Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisitio ...

for £146 million. Evercore will pay the sum in two tranches, with the first in shares in the company and the second on the first anniversary of the deal completing.

Partners

* Sir Simon Robey (since 2013) * Philip Apostolides (since 2013) * Simon Warshaw (since 2013) *

(since 2020) * Chetan Singh (since 2024)

Notable activities

* In 2014, Robey Warshaw helped

AstraZeneca AstraZeneca plc () (AZ) is a British-Swedish multinational pharmaceutical and biotechnology company with its headquarters at the Cambridge Biomedical Campus in Cambridge, UK. It has a portfolio of products for major diseases in areas includi ...

successfully fend off a politically charged merger bid by

Pfizer Pfizer Inc. ( ) is an American Multinational corporation, multinational Pharmaceutical industry, pharmaceutical and biotechnology corporation headquartered at The Spiral (New York City), The Spiral in Manhattan, New York City. Founded in 184 ...

. * In 2015, it served as adviser to

BG Group BG Group plc was a British multinational oil and gas company headquartered in Reading, United Kingdom. On 8 April 2015, Royal Dutch Shell announced that it had reached an agreement to acquire BG Group for $70 billion, subject to regulatory an ...

and

SABMiller SABMiller plc was an Anglo–South African multinational brewing and beverage company headquartered in Woking, England on the outskirts of London until 10 October 2016 when it was acquired by AB InBev for US$107-billion. It was the world's sec ...

in their mergers with

Royal Dutch Shell Shell plc is a British multinational oil and gas company, headquartered in London, England. Shell is a public limited company with a primary listing on the London Stock Exchange (LSE) and secondary listings on Euronext Amsterdam and the New ...

and

Anheuser-Busch InBev Anheuser-Busch InBev SA/NV, known as AB InBev, is an American-Belgian Multinational corporation, multinational Drink industry, drink and brewing company, brewing company based in Leuven, Belgium. It is the largest brewer in the world, and in 20 ...

respectively. * In 2018, it advised

Comcast Comcast Corporation, formerly known as Comcast Holdings,Before the AT&T Broadband, AT&T merger in 2001, the parent company was Comcast Holdings Corporation. Comcast Holdings Corporation now refers to a subsidiary of Comcast Corporation, not th ...

on their takeover bid for

Sky UK Sky UK Limited (formerly British Sky Broadcasting Limited (BSkyB)), Trade name, trading as Sky, is a British broadcasting, broadcaster and telecommunications company that provides television, broadband internet, fixed line and mobile telephone ...

. * In 2021, it advised the

London Stock Exchange Group London Stock Exchange Group plc, also known as LSEG, is a global provider of financial markets data and infrastructure headquartered in London, England. It owns the London Stock Exchange (on which it is also listed), Refinitiv, LSEG Technol ...

on its acquisition of data provider

Refinitiv LSEG Data & Analytics, formerly Refinitiv, is an American-British global provider of financial market data and infrastructure. The company was founded in 2018 as a subsidiary of Thomson Reuters, which then sold a 55% stake to Blackstone Group L ...

. In the same year, it advised

National Grid plc National Grid plc is a British multinational electricity and gas utility company headquartered in London, England. Its principal activities are in the United Kingdom, where it owns and operates electricity and natural gas transmission networks ...

on its purchase of

Western Power Distribution Western Power Distribution is a trade name formerly used by four electricity distribution companies in the United Kingdom: WPD South West (operating in South West England), WPD South Wales (in South Wales) and WPD Midlands (two companies, in t ...

. * In 2022, it advised a consortium led by former Guggenheim Partners, President

Todd Boehly Todd Boehly (; born September 20, 1973) is an American businessman. He is the co-founder, chairman, chief executive officer and controlling member of Eldridge Industries, a holding company headquartered in Miami, Florida, and chairman of asset ma ...

on its bid for

Chelsea F.C. Chelsea Football Club is a professional football club based in Fulham, West London, England. The club was founded in 1905 and named after neighbouring area Chelsea. They compete in the Premier League, the top tier of English football, pl ...

In the same year it also advised

HSBC HSBC Holdings plc ( zh, t_hk=滙豐; initialism from its founding member The Hongkong and Shanghai Banking Corporation) is a British universal bank and financial services group headquartered in London, England, with historical and business li ...

on its defense against a proposed

spin-off Spin-off, Spin Off, Spin-Off, or Spinoff may refer to: Entertainment and media *Spinoff (media), a media work derived from an existing work *''The Spinoff'', a New Zealand current affairs magazine * ''Spin Off'' (Canadian game show), a 2013 Canad ...

of its Asian unit by its shareholder,

Ping An Insurance Ping An Insurance known also as Ping An of China (), full name Ping An Insurance (Group) Company of China, Ltd. is a Chinese financial services holding company whose subsidiaries provide insurance, banking, asset management, financial services. ...

. * In 2023, it advised HSBC on their rescue of Silicon Valley Bank's UK arm, with Simon Robey and George Osborne at the helm. In the same year, it also advised

John Lewis Partnership John Lewis Partnership plc (JLP) is a British company that operates John Lewis & Partners department stores, Waitrose supermarkets, financial services and a build to rent operation. The public limited company is owned by a trust on behalf o ...

on a potential controversial stake sale, which would end John Lewis' 100% staff-owned model. * In 2025, it advised

Santander UK Santander UK plc (, ) is a British bank, wholly owned by Banco Santander, a Spanish bank. Santander UK plc manages its affairs autonomously, with its own local management team, responsible solely for its performance. Santander UK is one of th ...

on its acquisition of TSB Bank.

References

External links

* {{Investment banks British companies established in 2013 Companies based in the City of Westminster Investment banks in the United Kingdom