About

Provided by Appleby

  • Appleby Guernsey’s Corporate and Finance group continues to develop and consolidate its market position as one of the strongest offerings in Guernsey, particularly for banking transactions.
  • The practice handles a wide range of transactional debt work and regulatory advice to international lenders and major UK financial institutions, with a particular expertise in subscription finance.
  • Just over half of the team’s work in Guernsey involves funds finance, advising both lenders and borrowers in loans to funds, their GPs and connected entities.
  • The Appleby team has established a reputation as the go-to firm for reorganisations of large UK financial institutions, which are also typically conducted by means of a scheme of arrangement.
  • This year has seen a particularly busy period dealing with the Guernsey regulatory aspects of a number of acquisitions and disposals in the finance industry.
  • The department is also currently heavily engaged in start-ups and fund raising for new technology companies and the mining industry.
  • Appleby remains the only offshore law firm with a presence in all three of the Crown Dependencies, which is attractive to corporates and financial institutions operating across all three jurisdictions. Furthermore, our ability to advise in conjunction with our offices in all the major offshore international financial centres means we can deliver a unique and seamless service on high-value, multi-jurisdictional transactions. 

Chambers Review

Provided by Chambers

Corporate & Finance including Investment Funds - Guernsey

2
Band 2

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 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.

Work Highlights

  • Appleby represented WM Morrisons Supermarkets in its acquisition of 37 stores.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Jeremy Berchem
2
Jeremy Berchem
2
Band 2

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 effectively manages his team in executing Guernsey transactions.

Jeremy has a wealth of experience and always takes a commercial view.

Jeremy is very experienced and understands different asset classes.

Jeremy is excellent.

Kate Ovenden
2
Kate Ovenden
2
Band 2

Kate Ovenden is comfortable advising fund clients on acquisitions as well as working with banks on complex financings.

I sigh a sigh of relief when I see Kate because she is a pleasure to work with.

Kate is very thorough, sensible and can explain unusual and complex aspects of Guernsey law. We enjoy working with her.

Kate has fantastic knowledge and experience in offshore funds. She is reliable, approachable and delivers the best results.

Stuart Tyler
3
Stuart Tyler
Head of Corporate & Finance including Investment Funds
3
Band 3
Stuart Tyler is head of Appleby's Guernsey corporate practice. He provides a broad range of corporate and finance services to top clients. In particular, he is noted for his advice to private and listed real estate funds.

Stuart is an excellent lawyer.

Tristan Ozanne
4
Tristan Ozanne
4
Band 4

Tristan Ozanne offers clients expertise across the full gamut of corporate transactions and financing matters, and has notable experience assisting with cross-border issues.

Tristan is very commercially aware and informs clients of market practices that are being observed by competitors in the space.

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.

Leona Maharaj
Leona Maharaj
Associates to watch

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 a very strong senior associate with a great commercial awareness.

Leona provides an excellent level of service and sophistication.

Leona is always very responsive and always delivers what is required on our transactions.

Ranked Lawyers at
Appleby

Provided by Chambers
Filter by
Band

Guernsey

Corporate & Finance including Investment Funds

Jeremy Berchem
2
Jeremy Berchem
2
Band 2
Kate Ovenden
2
Kate Ovenden
2
Band 2
Stuart Tyler
3
Stuart Tyler
Head of Corporate & Finance including Investment Funds
3
Band 3
Tristan Ozanne
4
Tristan Ozanne
4
Band 4
Leona Maharaj
Leona Maharaj
Associates to watch

Members

Provided by Appleby

Leona Maharaj

Omolola Botsane

Paula Fry

Stuart Tyler

Stuart Tyler

Head of Department

Industries

Provided by Appleby

Fund Finance

Insurance & Reinsurance

Banking & Asset Finance

Banking & Financial Services

Funds & Investment Services

Mergers & Acquisitions

Private Equity

Real Estate Finance

Transport & Logistics