Chambers Review
Provided by Chambers
Corporate & Finance including Investment Funds - Guernsey
What the Team is Known For
Appleby stands out for its debt, corporate and financing expertise. The firm is regularly called upon by leading UK and US-based onshore firms, financial institutions and multinational companies, with extensive experience in assisting on sophisticated cross-border transactional work. The team advises on a broad range of specialist financing areas, including investment fund finance, property finance and subscription finance.
Strengths
They have clear and concise communication between the department and the client. The team handles the complexity and drafting requirements with a high level of sophistication and professionalism.
Appleby's strength is their ability to work on a multi-jurisdictional basis.
Appleby offers commercial advice with a strong bench and an unmatched network of offshore offices. They provide excellent market knowledge from a well-connected and experienced senior team.
Appleby are responsive, pragmatic and solutions-focused. They provide a clear and concise overview in a client-friendly manner.
Work Highlights
Appleby represented WM Morrisons Supermarkets in its acquisition of 37 stores.
Notable practitioners
Jeremy Berchem is a group partner of Appleby's Guernsey corporate team. He focuses his practice on banking and finance matters, with particular expertise in debt finance. He also assists clients with capital markets transactions, most notably advising on debt issuances.
Jeremy is very experienced and understands different asset classes.
Jeremy effectively manages his team in executing Guernsey transactions.
Jeremy has a wealth of experience and always takes a commercial view.
Jeremy is excellent.
Kate Ovenden is comfortable with advising fund clients on acquisitions as well as working with banks on complex financings.
Kate is very thorough and sensible, and can explain unusual and complex aspects of Guernsey law. We enjoy working with her.
I sigh a sigh of relief when I see Kate because she is a pleasure to work with.
Kate has fantastic knowledge and experience in offshore funds. She is reliable, approachable and delivers the best results.
Stuart is an excellent lawyer.
Tristan Ozanne offers clients expertise across the full gamut of corporate transactions and financing matters, and has notable experience in assisting with cross-border issues.
Tristan works hard to bring himself into the awareness of the local market and is very well connected locally.
Tristan is a trusted pair of hands and is well connected in the Guernsey market.
Tristan is very commercially aware and informs clients of market practices that are being observed by competitors in the space.
Leona Maharaj is a highly regarded senior associate noted for advising clients on a range of finance matters, including credit facilities, refinancing and restructuring.
Leona is always very responsive and always delivers what is required on our transactions.
Leona provides an excellent level of service and sophistication.
Leona is a very strong senior associate with a great commercial awareness.

