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Appleby
Department profile | Appleby
Offshore: Corporate & Finance including Investment Funds

Chambers Review

Provided by Chambers

Offshore: 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

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.

Offshore: Corporate & Finance including Investment Funds respondent
UK

Appleby's strength is their ability to work on a multi-jurisdictional basis.

Offshore: Corporate & Finance including Investment Funds respondent
UK

Appleby are responsive, pragmatic and solutions-focused, and they provide a clear and concise overview in a client-friendly manner.

Offshore: Corporate & Finance including Investment Funds respondent
UK

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.

Offshore: Corporate & Finance including Investment Funds respondent
UK

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

Jeremy is excellent.

Jeremy effectively manages his team in executing Guernsey transactions.

Jeremy is very experienced and understands different asset classes.

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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.

Kate is very thorough, 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.

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Stuart Tyler
3
Stuart Tyler
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.

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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 is a trusted pair of hands and is well connected in the Guernsey market.

Tristan works hard to bring himself into the awareness of the local market and is very well connected locally.

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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 provides an excellent level of service and sophistication.

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

Leona is a very strong senior associate with a great commercial awareness.

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Ranked Lawyers at
Appleby

Provided by Chambers
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Guernsey

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