Fund finance

Our fund finance team is part of our wider finance practice, and has a wealth of experience in advising lenders and borrowers on fund finance transactions, including subscription/equity bridge facilities, diverse and concentrated NAV facilities, hybrid and other fund facilities, as well as financing secondaries fund portfolios.
  • Profile
  • Experience
  • Key contacts

We work with financial institutions, private equity sponsors, fund managers and investors to provide tailored and pragmatic solutions to meet their financing needs and objectives, handling complex and cross-border transactions efficiently and seamlessly.

As members of our fund finance team are also sector-specific experts, we not only have a deep understanding of the structures and documentation relating to funds, but also the underlying fund assets. This gives us an additional perspective in the context of fund transactions and enhances our ability to advise on the due diligence, security, intercreditor and regulatory issues arising from these transactions, as well as the commercial and operational aspects.

Whether you are a lender or a borrower, a fund sponsor or an investor, we can help you navigate the fund finance market.

Acting for Bowmark Capital LLP in respect of its equity bridge facilities for various funds.

Acting for each of Sovereign Capital, Alcentra, Montagu Private Equity and Signal Capital in respect of their subscription financings.

Advising European growth fund on collateralised equity bridge financings provided by RBSI.

Acting for Partners Group AG in respect of its subscription line facilities with a club of large retail lenders.

Acting for the club of lenders to the Equitix Infrastructure Funds in respect of their subscription facilities.

Advising a UK and European investment fund on its NAV financing arranged by Velocity Capital LLC.

Advising Hayfin Capital Management in respect of the borrowing base facilities secured against the value of its underlying portfolio investments.

Acting for NatWest in respect of the borrowing base NAV facility in respect of the Growth Capital Partners investment portfolio.

Acting for 17Capital LLP in respect of its €200 million investment in a fund of funds vehicle.

Lawyer

Yann Beckers Partner

T:  +33 1 44 15 82 11
M:  +33 6 07 00 52 74 Email Yann | Vcard Office:  Paris

Lawyer

Daniel Margolis Partner

T:  +44 20 7809 2049
M:  Email Daniel | Vcard Office:  London

Lawyer

John Donnelly Managing associate

T:  +44 20 7809 2494
M:  Email John | Vcard Office:  London

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© Stephenson Harwood LLP 2016. Any reference to Stephenson Harwood in this document means Stephenson Harwood LLP and/or its affiliated undertakings. Any reference to a partner is used to refer to a member of Stephenson Harwood LLP.