Expertise - Investment funds

Our team is noted for its responsiveness, pragmatism and practicality. We are commercially-orientated, solutions-driven and offer straightforward, jargon-free advice.

Our extensive experience covers fund launches, fundraisings, mergers and acquisitions and restructurings, as well as general advisory and structuring work. On fund launches, we have worked for clients across a broad range of sectors, geographic areas and investment strategies on a wide variety of fund structures. On fundraisings and restructurings, we help facilitate the implementation of investment policies and optimise value for investors. On M&A transactions, our team is frequently involved in advising on offers for investment trusts and companies, acting both for targets and bidders.

We are supported by expertise across the firm in other complementary specialisms, from our pensions and regulation and markets teams to our property and banking teams.


"They are professional in everything they do and have a wide spread of technical ability which makes doing complicated deals more straightforward."
– Chambers, Corporate


 

Experience

Aberdeen Asset Management
Acted for Aberdeen Latin American Income Fund, the first UK-listed Latin AMerican closed-end fund with an income bias, on its £50 million launch.
Advantage Property Income Trust
Acting for The Advantage Property Income Trust on its takeover by Conygar Investment Company plc.
Alliance Trust plc
Advised on the merger of The Alliance Trust LC with The Second Alliance Trust PLC, creating the largest generalist investment trust in the UK.
Bank of America Corporation
Acted for Bank of America Corporation in connection with the establishment of FIA Holdings LP, a Scottish limited partnership, holding assets of approximately US $8 billion.
Edinburgh Dragon Trust plc
Acted for Edinburgh Dragon Trust in connection with its £60 million placing and open offer of Convertible Unsecured Loan Stock 2018 (as well as on its £60 million tender offer to shareholders for 15 percent of the Company's issued share capital.
Leaf Clean Energy Company
Acted for Leaf Clean Energy Company, an investment company focused on clean energy projects, on its AIM listing and £200 million fundraising.
Nuclear Liabilities Fund
Acted for Nuclear Liabilities Fund in connection with the £12.5 billion public takeover offer by Électricité de France for British Energy plc, in which NLF had a 35.6 percent interest.
ScottishPower Pension Scheme
Acted for the ScottishPower Pension Scheme in connection with is €200 million investment in the RREEF Pan-European Infrastructure Fund LP and the Babcock & Brown European Infrastructure Fund.
Trading Emissions plc
Acted for Trading Emissions plc on its proposals to realise its portfolio over time and related changes to its management contract.
Trading Emissions plc
Acted for Trading Emissions plc on its recommended takeover offer for Econergy International plc.
Valad Property Group
Acted for Valad in the establishment of an up to £500 million opportunity property fund with Uberior Ventures Limited.

Clients