Investment funds

William has many years of experience in all aspects of real estate, private equity, split capital, emerging market, hedge and listed, offshore alternative investment funds as well as advising managers, brokers, nomads and sponsors. He has been rated as a leader in his field by various directories for many years.

Examples include:

LXI REIT plc

Acted on the IPO of LXI REIT plc, a real estate investment trust established to invest in a diversified portfolio of UK property that benefits from long-term index-linked leases. The fund raised over £138 million on IPO through a placing, offer for subscription and an intermediaries offer.

Henderson Global Trust plc

Acting on the merger of Henderson Global Trust plc by scheme of reconstruction into Henderson International Income Trust and the Bankers Trust.

APQ Global Limited

Acted on the IPO of APQ Global Limited, a global emerging markets growth company with interests across Asia, Latin America, Eastern Europe, the Middle East and Africa and its admission to listing on the CISEA and to trading on AIM. In conjunction with the IPO, the company acquired the APQ Alexandria Fund, a former emerging markets fund managed by APQ Partners LLP.

BB Healthcare Trust

Acting for BB Healthcare Trust on its very successful IPO and listing to the premium segment of the London Stock Exchange.

Charlemagne Capital

Acting for Charlemagne Capital on its takeover by Fiera Capital.

Corporate

William has many years of experience dealing with corporate and M&A matters, servicing the needs principally of his funds and fund management clients.

Examples include:

Schroders Real Estate Fund

Advised Schroders Real Estate Fund on its acquisition of the Hammersmith shopping centre for £153 million.

First Investment Bank

Advised First Investment Bank on its acquisition of MKB Unionbank, a rival bank in Hungary.

Property Income and Growth Limited

Acted on the MBO of a London listed Guernsey property fund ("Property Income and Growth Limited") which was the first ever takeover of a Guernsey listed company.

Funds and financial services

William has many years of experience in all aspects of real estate, private equity, split capital, emerging market, hedge and listed, offshore alternative investment funds as well as advising managers, brokers, nomads and sponsors. He has been rated as a leader in his field by various directories for many years.

Examples include:

LXI REIT plc

Acted on the IPO of LXI REIT plc, a real estate investment trust established to invest in a diversified portfolio of UK property that benefits from long-term index-linked leases. The fund raised over £138 million on IPO through a placing, offer for subscription and an intermediaries offer.

Henderson Global Trust plc

Acting on the merger of Henderson Global Trust plc by scheme of reconstruction into Henderson International Income Trust and the Bankers Trust.

APQ Global Limited

Acted on the IPO of APQ Global Limited, a global emerging markets growth company with interests across Asia, Latin America, Eastern Europe, the Middle East and Africa and its admission to listing on the CISEA and to trading on AIM. In conjunction with the IPO, the company acquired the APQ Alexandria Fund, a former emerging markets fund managed by APQ Partners LLP.

BB Healthcare Trust

Acting for BB Healthcare Trust on its very successful IPO and listing to the premium segment of the London Stock Exchange.

Charlemagne Capital

Acting for Charlemagne Capital on its takeover by Fiera Capital.

More: Funds and financial services