Investment funds
New products
Advising managers and sponsors on the launch and promotion of new investment funds and products.
Advisory support
Providing the advice and support funds, managers, advisors and investors require in order to achieve their goals.
Regulatory advice
Assisting funds and their managers in navigating the national and global regulatory environment within which their businesses exist and operate.
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Investment funds
Equity capital markets
Schroder BSC Social Impact Trust plc
Advised UK asset manager Schroders on its launch of Schroder BSC Social Impact Trust plc, the UK's first social impact investment trust.
Vietnam Enterprise Investments Limited
Acted for this longstanding Vietnam-focused investment company on its migration from the Irish Stock Exchange to the main market of the London Stock Exchange.
Winterflood Securities Limited
Advised Winterflood Securities, as financial adviser and sole bookrunner, on the US$700 million secondary fundraise for The Schiehallion Fund, the largest investment company secondary fundraise in 2021.
GCP Infrastructure Investments Limited
Acted for this FTSE250 investment company on the renewal of its placing programme.
Oakley Capital Investments Limited
Advised this fund of funds on its move from AIM to the Specialist Fund Segment of the London Stock Exchange.
Mobius Investment Trust plc
Advised Mobius Capital Partners on the IPO of its first investment trust.
Schroder British Opportunities Trust plc
Advised Schroders on the IPO of this new investment trust focussed on investment in UK growth opportunities.
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Corporate
Premier Miton Global Renewables Trust plc
Advised this investment trust on its complex Court-approved scheme of arrangement to effect an extension of the life of the company by moving an existing ZDP share class into a newly incorporated subsidiary and admitting such shares to the Official List.
BH Global Limited
Advised the Company on its £450 million scheme of reconstruction and rollover.
BlackRock Throgmorton Trust plc
Advised this listed investment trust on its change of investment policy and amendment to investment management arrangements.
Miton Income Opportunities Trust plc
Advised this longstanding client on its voluntary liquidation, offering shareholders a rollover under s.110 Insolvency Act into shares in The Diverse Income Trust plc.
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Corporate
Public and private M&A
City of London Investment Group plc
Advised City of London in relation to its acquisition of Karpus Investment Management in an all-share merger.
Hipgnosis Song Management Limited
Advised Hipgnosis on its strategic joint venture with Blackstone, initially delivering US$1 billion to acquire music rights and manage catalogues. The transaction was awarded IFLR 2022 Private Equity Deal of the Year.
Schroders Capital Global Innovation Trust plc
Acted for the Company on its £49 million sale of seven portfolio assets to Rosetta Capital VI, LP.
Scape UK Management
Advised Scape in relation to their joint venture with APG to focus on investment in, and development of, student accommodation and co-living opportunities in the UK.
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Public and private M&A