Investment Funds Lawyer
Investment Agreement Lawyers
We act for:
- Investment houses
- Private equity funds
- Corporate businesses
- Owner-managers
- Management teams
- Individual corporate investments
Our corporate lawyers are highly regarded and have solid experience in navigating investment relationships, advising funders investors, and businesses and proactively managing processes to ensure a successful investment management agreement for all stakeholders.
But What Does Success Look Like?
Most businesses will raise equity syndicated investment or finance at some point in its lifecycle, usually to fund growth or a buyout (often by its senior management team) and occasionally to release equity.
There’s a balance to be struck between protecting investment properly and appropriately, but also enabling growth, helping businesses to thrive successfully, and allowing management teams to grow and develop commercially.
Whilst there is an “on-market” view on what governance and the documents that regulate investment should look like, there are also countless finance and equity structures with differing risk profiles and differing returns on investment.
We don’t believe there is a standard approach that works across all investment structures, and as lawyers, our experience in understanding economics informs our approach to our role as investment advisers.
We ask the right questions:
- Has the investment been priced and why?
- What should Investment warranties look like if the investment is already in the money or preferred?
- What can realistically work for the business?
- What are the dynamics of a co-investment relationship?
The Businesses We Can Help
Many businesses and clients consider investment documents complex and unwieldy.
Institutional investors consider the need to protect their investment and the ability to step in as intrinsic to their investment.
Inevitably there is a commercial balance to navigate, but one which can be navigated straightforwardly with common sense, while being mindful of the practical operational activities of a business together with the need to protect investment.
We do so by understanding both the business and emotional dynamics of the stakeholder relationship.
We consider the culture of the stakeholders and their needs and motivations, as well as the dynamics of the stakeholders involved in the process, such as:
- Management teams
- Syndicate members
- Shareholders
- Portfolio managers of the funds
- Investment houses
Importantly, we also understand commercially and economically what’s really going on, concentrating on not only the legal governance but also the practical and commercial governance that needs to work going forward.
Get in Touch with Our Investment Agreement Lawyers Today
Whether you are a large corporation, owner-manager or just starting your business journey, our lawyers are here to help. Our experts have years of experience in investment agreement so no matter your issue, you can rest assured that our team will be with you every step of the way.
To speak with one of our lawyers, call us on 0333 202 6433 or email us at [email protected].
