Our experience of advising managers and sponsors of investment funds means you can rely upon us for a full range of corporate, commercial, insurance and regulatory advice to help you minimise risk and maximise opportunities in your projects and transactions - wherever in the world you are doing business.
Investment funds are vehicles for collective investment by two or more investors where their money is being invested on a pooled basis involving a remunerated investment manager. Investment funds can take many forms, the ones we deal with most commonly being private equity funds, regional investment funds and third-party litigation funds.
Private Equity Funds
Private equity funds are investment funds that exist to invest in potentially fast-growing unquoted companies, typically by way of venture capital, management buy-outs (MBOs) and management buy-ins (MBIs).
Our work includes advice on matters such as:
- Structuring and forming all types of private equity funds including venture capital funds, friends and family funds, EIS funds and SEIS funds.
- Preparing fund documentation including prospectuses, limited partnership agreements, limited liability partnership agreements, management agreements, advisory agreements and service agreements.
- Corporate governance and management issues.
- Re-structuring and re-organising funds.
- Financial services regulation including financial promotion rules.
- Legal due diligence and verification.
- Data protection.
Regional Investment Funds
Regional investment funds are investment funds that exist to help reduce regional imbalances in access to early stage debt and equity finance for smaller businesses across the UK.
Our work includes advice on matters such as:
- Structuring and forming all types of regional investment funds including proof of concept funds, commercialisation funds, debt funds, mezzanine funds and venture funds.
- Preparing fund documentation including prospectuses, limited partnership agreements, limited liability partnership agreements, management agreements, advisory agreements and service agreements.
- Negotiating with UK and EU Governments and their regional funding bodies including the British Business Bank and the European Regional Development Fund.
- Drafting and negotiating collaboration agreements with Local Authorities, Local Enterprise Partnerships and other stakeholders and partners.
- Corporate governance and management issues including the formation of oversight and advisory boards.
- Re-structuring and re-organising funds.
- Financial services regulation including financial promotion rules.
- Public sector investment rules.
- Legal due diligence and verification.
- Data protection.
Litigation Funds
Third party litigation funds are investment funds that exist to enable third parties to fund all or part of the legal costs of a litigation case, in return for a fee payable from the proceeds recovered by the litigant.
Our work includes advice on matters such as:
- Structuring and forming third party litigation funds.
- Preparing fund documentation including prospectuses, limited partnership agreements, management agreements and advisory agreements.
- Drafting and negotiating collaboration agreements with stakeholders and partners.
- Corporate governance and management issues including the formation of oversight and advisory boards.
- After the Event (ATE) insurance and other insurance arrangements including insurance captives.
- Re-structuring and re-organising funds.
- Financial services regulation and financial promotion rules.
- Third party litigation funding rules and protocols.
- Legal due diligence and verification.
- Data protection.