SPECIAL SITUATIONS & CROSS-BORDER TRANSACTIONS
A trusted advisor for 18 years and counting to one of the oldest investment managers of its kind under continuous management with multiple billions of AUM (deal and sector types include distressed investments, special ops, joint ventures, IPOs, hospitality, retail, mining and cyber security) (some of which is previous firm experience).
A high-profile US wealth management and investment firm and a sovereign-backed global alternative investment manager on their global footprint expansion projects, including setting up a regulated investment advisor firm to cover the UK and Europe (previous firm experience).
A US-headquartered private capital investment house and the portfolio group on the structuring, financing and operation of a multi-billion euro Continental European regulated life insurance group, involving 40+ entities in 7+ jurisdictions.
An investment fund group and the target groups over a 13+ year period on the structuring and operation of, distressed investments into and exits from, two major UK retail groups (including an offshore captive insurance business) (some of which is previous firm experience).
A US-headquartered hedge fund on the liquidation of its UK regulated investment advisor firm (previous firm experience).
A US-headquartered global fashion retail group on a range of English corporate matters post-restructuring (previous firm experience).
An investor group on a JV structure and acquisition financing for the acquisition of a controlling stake in a Bermudan-based asset manager that specialises in property catastrophe reinsurance and retrocession investments (previous firm experience).
An investor group on the structuring, financing and operation of an international litigation funding business and related joint venture with one of Australia’s leading litigation funding firms (previous firm experience).
A high-profile financial institution on the equity aspects of mezzanine debt investments in, and corporate governance arrangements for, various investments, including in: a Bermudan-headed international lighting specialist borrower group; a global manufacturing borrower group; and a corporate group that designed and supplied queue management products to a number of industries (previous firm experience).
RESTRUCTURINGS
Creditors on many financial restructurings and post-restructuring corporate group structures, including: an ad hoc committee of holders of securitised bonds issued by into Metrocentre Finance plc in relation to the Metrocentre shopping centre in Gateshead (previous firm experience); a bondholder committee on the restructuring and post-restructuring corporate governance of Kaupthing, a major Icelandic bank (previous firm experience); the Nordic trustee, on behalf of the bondholders, in the financial restructuring of US$500 million senior bonds issued by OSX3 Leasing B.V., a stressed Brazilian E&P and offshore group (previous firm experience); and the noteholders of Wind Hellas, a Greek telecommunications operator, on a €3.2 billion debt restructuring via a pre-packaged administration sale and on a €1.8 billion mezzanine debt-for-equity swap through a UK scheme of arrangement (previous firm experience).
EQUITY CAPITAL MARKETS
A US fund on a potential LSE main market or specialist funds segment listing and IPO (previous firm experience).
A major shareholder on its investment in Game Digital plc pre-IPO, at IPO and post-IPO (previous firm experience).
An activist on what is regarded by a number of key players in the market as one of the most high-profile and successful shareholder activist campaigns of its decade (previous firm experience).
Various listed offshore funds (including Dexion Absolute Limited) on private placements, feeder fund structures, reorganisations, continuation votes and wind downs (previous firm experience).
MERGERS AND ACQUISITIONS
An investment fund group on their exit from an international cyber security group and the related M&A transaction and sanctions compliance matters (previous firm experience).
Damovo Group SA (formerly part of the Swedish telecoms group, Eriksson) and its institutional investors on the sales of its Latin American and European operations (previous firm experience).
A public Japanese company on the acquisitions, restructurings and divestitures through a management buy-out of microtechnology companies operating in the European Union, United States and Asia (previous firm experience).
A US corporate on its acquisition of a technical consulting and software development company, resulting in the creation of a premier provider of professional services and technology solutions to the digital media and technology sectors (previous firm experience).
The world’s largest database management company on various acquisitions (previous firm experience).
CORPORATE GOVERNANCE AND COMPLIANCE
Design, and train front, middle and back-office teams on, global corporate governance policies and procedures for the portfolio companies of investment funds groups (some of which is previous firm experience).
Funds, governments, corporates and ultimate controllers, including the founder of a major hedge funds group, in respect of over 150 investment structures on all aspects of the UK's corporate transparency regime (the PSC regime), including the test case with the regulator for an application to protect against the public disclosure of the personal details of an individual (some of which is previous firm experience).
Local counsel in relation to PSC-equivalent UBO regimes in multiple jurisdictions including Bermuda, the Cayman Islands, the Isle of Man, Jersey, Norway, Switzerland and most of Europe (some of which is previous firm experience).
Some of the world’s leading investment managers on compliance with the Register of Overseas Entities regime in respect of their real estate portfolios (some of which is previous firm experience).
