Investment Funds
Asia-Pacific Guide 2024 : Australia
Band 2
Email address
[email protected]Contact number
+61 2 9263 4000About
Provided by Gilbert + Tobin
Gilbert + Tobin’s Funds Management team provides advice throughout the funds management cycle to large corporates, banking clients, listed companies and funds, private equity clients, financial advisers and their clients, underwriters and institutional investors across a wide range of Australian transactions.
We aim to provide innovative advice on new and existing structures and financial products. We have acted for many listed corporations and funds in relation to their debt and equity capital markets transactions. We have excellent working relationships with the Australian Securities & Investments Commission (ASIC), the Australian Securities Exchange (ASX) and the Australian Prudential Regulatory Authority (APRA).
We specialise in providing advice on listed and unlisted property trusts for our clients in the financial services industry and also act for many of the major private equity funds based in Sydney. We thrive in the complex end of the transaction structures, having advised on multi-stapled structures including companies or public trading trusts, hybrid instruments issued by Managed Investment Schemes (MIS) and the “shadow” MIS structure to streamline multi-stapled offerings in the unlisted property trust space.
Chambers Review
Gilbert + Tobin has a well-established reputation for private equity and venture capital fund formation. The firm regularly advises clients on matters related to wholesale and retail funds, as well as new foreign fund manager entrants to the Australian market. The practice boasts additional expertise in relation to funds focused on real estate investments. Able to draw on its impressive tax, financial regulations and M&A practice, the firm provides clients with a full-service package. The team also has experience raising funds domiciled in the Cayman Islands and other offshore jurisdictions. The practice counts among its clients Pemba Capital Partners, Blackbird Ventures and Five V Capital.
Work Highlights
- Gilbert + Tobin acted for Five V Capital on the establishment of its Five V Horizons Fund.
Strengths
Provided by Chambers
"The firm is deeply knowledgeable in the field. They are extremely responsive and understand the time pressures associated."
"They are excellent in terms of being subject matter experts. The timeliness of responding to clients and delivering when agreed, and the advice is easy to understand."
"The firm is deeply knowledgeable in the field. They are extremely responsive and understand the time pressures associated."
"They are excellent in terms of being subject matter experts. The timeliness of responding to clients and delivering when agreed, and the advice is easy to understand."
Notable Practitioners
Adam Laura is a highly accomplished funds practitioner especially renowned for his work in private equity, where he regularly advises clients on a range of matters, including fund formation and co-investment vehicles. He is further experienced in advising on matters such as listing for property, debt and credit funds.
Deborah Johns is widely recognised for her strong venture capital funds practice, advising numerous fund managers active in the venture capital and private equity spheres in relation to fund formation.
Nathan Cahill is a well-regarded figure in the private funds market, where he is regularly instructed by a comprehensive range of players, including fund managers, financial institutions and investors. He is highly experienced in advising on private equity funds investing in a variety of sectors and has additional expertise in credit funds.
Ranked Lawyers at
Gilbert + Tobin
Australia
Industries
Provided by Gilbert + Tobin
Banks
Commercial and Professional Services
Financial & Professional Services
Government
Health Care
Industrial Engineering
Insurance
Private Clients/Individuals
Real Estate
Utilities