About
Provided by Gilbert + Tobin
Investment Funds
Gilbert + Tobin’s Funds Management team advises across the entire investment life cycle from fund formation and structuring through to capital raising, compliance, portfolio management and realisation. We work with large corporates, listed companies, financial institutions, fund managers, private equity sponsors, institutional investors and underwriters on a wide range of Australian and cross-border transactions.
How we can help
Our market-leading team is recognised for its innovative advice on fund structures and financial products across infrastructure, property, private debt, private equity and venture capital. We partner with clients to design, establish and manage funds that meet investor needs and regulatory expectations, drawing on deep experience with ASIC, ASX and APRA. We act for many of Australia’s and the world’s most successful fund managers on wholesale and retail funds across listed and unlisted markets. Our expertise spans complex multi-stapled structures, hybrid instruments and innovative managed investment schemes for both domestic and offshore participants.
Services
- Fund formation, structuring and establishment
- Capital raising and investor documentation
- Regulatory, licensing and compliance advice
- Private equity, venture capital and debt funds
- Property and infrastructure funds
- Tax and operational structuring
- Portfolio management, restructuring and winding up
