Representative experience includes*:
advising sponsors on the establishment of a broad range of private funds, including those within the credit, private equity and infrastructure sectors.
drafting a broad range of fund documentation (including PPMs, limited partnership agreements and ancillary fund documentation).
giving marketing and structuring advice (direct experience of UK, Delaware, Cayman, Guernsey, Jersey and Luxembourg structures) and project management throughout the fundraising process.
sponsor-side transfer processes.
co-investment processes on the sponsor side having advised a broad range of sponsors (EQT, Montagu, TDR Capital, Thoma Bravo and Preservation Capital Partners) on their co-investment programmes.
assisted with the establishment of carry and co-investment schemes and investor co-investment arrangements.
advising with relation to fund facilities (both NAV and sub-line facilities).
investor transfers of legal and beneficial interests.
ongoing advice with relation to the operation of private funds and carry and co-investment schemes.
representing sovereign wealth funds as an investor in a number of real asset blind-pool investment vehicles, managing the subscription and negotiation processes with minimal senior support.
supporting on asset manager M&A transactions.
*Indicates experience prior to joining White & Case.
