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Launch of the AllianceBernstein and Societe Generale joint venture

AUTHORs: Joe Beashel, Caroline Kearns, Kevin Smith Services: Financial Institutions, Tax Date: 17/04/2024

Matheson is delighted to have worked alongside Latham & Watkins LLC advising AllianceBernstein (a leading global investment management and research firm) on the Irish aspects of its transformational deal with Societe Generale establishing a leading global cash equities and equity research business, which officially launched on 1 April 2024. 

The joint venture, Bernstein, is expected to be a market leader in global cash equities providing investment insights into the North American, European and Asia Pacific equity markets.  It will also provide unparalleled liquidity access and leading global trading technology through its cash equities and research business, thereby delivering investment expertise, products and services to clients on a global basis.   

The Corporate Matheson team was led by partners in the Financial Institutions Group, Joe Beashel and Caroline Kearns and included senior associate Ciarán Moloney and associate Laura Hughes, and on the Tax side by partner Kevin Smith and senior associate Aisling Egan. 

Caroline Kearns, Corporate Partner in the Financial Institutions Group at Matheson said: 

“Congratulations to Alliance Bernstein and all involved on the conclusion of this significant project. We are delighted to have supported Lathams & Watkins on this milestone transaction over the past 18 months, which is a further example of the strength and depth of Matheson’s market leading Financial Institutions Group, and of our experience in successfully delivering for clients on complex and innovative transactions involving global financial institutions.”

For more information about our legal services, please contact a member of the Financial Institutions Group or your usual Matheson contact.


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