FUND MANAGEMENT

Our funds management practice covers a comprehensive range of activities within the funds sector. This includes fund formation and capital procurement, fund operations and asset servicing, as well as dealing with fund-related mergers and acquisitions, distressed fund work-outs, and insolvency cases. Our team has actively participated in some of the most inventive and intricate fund-related transactions, spanning various asset classes and industry sectors.

Fund formation and capital raising:

We offer comprehensive guidance on the planning and establishment of a wide variety of funds, encompassing both retail and wholesale funds, as well as stapled groups, whether they are listed or unlisted. These funds span a diverse range of asset classes and investment strategies. Our advisory services include optimizing the fund structure, including fee arrangements, profit-sharing mechanisms, employee incentive programs, exit strategies, management agreements, corporate governance, and compliance with regulatory requirements.

We represent both listed and unlisted funds, covering retail and wholesale funds, stapled groups, property and infrastructure funds, private equity funds, and hedge funds, as they seek to raise capital in both equity and debt capital markets. We provide guidance on all aspects of Initial Public Offerings (IPOs), capital raising initiatives, private placements, rights issues, and hybrid and structured products. Additionally, we take charge of designing and overseeing due diligence procedures, crafting offer documentation, including information memoranda and product disclosure statements, and assisting in the negotiation of subscription agreements and other investor-related documentation.

M&A and investments:

We offer counsel to both local and international institutional investors, addressing all facets of their direct and indirect investments across a wide spectrum of asset classes. Our services encompass legal and tax due diligence assessments, negotiations with Australian and international private equity funds, real estate funds, infrastructure funds, hedge funds, as well as equity and debt funds.

We also provide expertise in legal and tax structuring, which includes the formulation of consortium documents for direct investment opportunities. Our advisory extends to navigating the intricate investment regulations stipulated by the superannuation regulatory regime. Furthermore, we guide investors on the pertinent licensing, disclosure, and compliance requirements within the Australian financial services framework.