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Stephenson Harwood LLP
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Investment Funds: Investor Representation

About

Provided by Stephenson Harwood LLP

We are a tier 1, award winning funds team advising both listed and private fund managers across the full spectrum of asset classes.

 

Our expertise includes:

  • investment fund launches both listed and private
  • complex secondary transactions, fund restructurings, mergers and reorganisations
  • corporate/LLP work for funds and managers including sponsor stake sales
  • investment into funds for cornerstone and strategic buyer
  • investor due diligence and negotiations
  • investment management agreements, distribution agreements, administration agreements and custody agreements
  • outsourcing
  • regulatory issues
  • fund manager incentivisation
  • tax structuring advice
  • litigation and contentious support

 

 

In addition to our specialist investment funds team, we are able to draw on the skills and experience of our corporate, tax, projects and real estate colleagues to provide the tailored service a specialist fund requires.

 

We provide our funds services in Europe and Asia principally through our offices in the international financial centres of London, Paris and Hong Kong.




Chambers Review

Provided by Chambers

Investment Funds: Investor Representation - UK-wide

3
Band 3

What the Team is Known For

Stephenson Harwood boasts an impressive deal flow, combined with an enviable client list and a deep bench of specialists, which justifies a strong international reputation for both its closed-ended listed funds group and private equity secondaries team. It acts for the bulge bracket investment banks, brokers and investment trusts on listings, placings and complex secondary offerings. The firm enjoys plaudits for its distinguished GP-led transactional practice, in addition to its renowned investor-side prowess. The team is also well versed in real estate fund matters and has notable regulatory expertise.

Work Highlights

  • Regarding secondaries, Stephenson Harwood acted for Ufenau Capital Partners on the sale of portfolio companies Kanalservice, GarLa and Hanseatic Power Service.

  • Regarding real estate funds, Stephenson Harwood advised Mayfair Capital Thematic Growth Fund on the acquisition of a portfolio of self-storage real estate assets.

  • Regarding investor representation, Stephenson Harwood advised Kline Hill Partners as an investor into Preservation Capital Partners Strategic Opportunities I LP.

  • Regarding closed-ended funds, Stephenson Harwood acted for Custodian Property Income REIT on its recommended merger with abrdn Property Income Trust.

Strengths

Provided by Chambers

Stephenson Harwood boasts a rare combination of deep private equity competencies, strong commercial astuteness and a daring for innovative solutions to complex situations.

Investment Funds: Investor Representation respondent
UK

The team are exceptionally knowledgeable and professional. They are always responsive, practical with their advice and highly dependable.

Investment Funds: Investor Representation respondent
UK

Stephenson Harwood are great at guiding you through the legal process and bring a great deal of commercial advice to the transaction.

Investment Funds: Investor Representation respondent
UK

The Stephenson Harwood team are very experienced, responsive, practical and provide commercial advice.

Investment Funds: Investor Representation respondent
UK

They have strong knowledge and a highly experienced team. They are very proactive and hands-on.

Investment Funds: Investor Representation respondent
UK

Notable Practitioners

Provided by Chambers

Gabriel Boghossian
1
Gabriel Boghossian
1
Band 1
Gabriel Boghossian is head of Stephenson Harwood's private funds and secondaries practice. He advises financial services clients and investment authorities on managing their investment decisions. He is able to provide expert guidance on cornerstone investments and complex GP-led and LP-led secondary transactions.

Gabriel is very knowledgeable and very client-driven, consistently providing great service to his clients.

Gabriel's experience is invaluable in handling complex situations. He is a great negotiator and has very strong commercial vision.

Gabriel is a stellar negotiator who knows the market very well.

Gabriel is always great with his clients and is very knowledgeable and commercially astute.

Gabriel knows the industry and market better than anyone else.

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Sarah de Ste Croix
1
Sarah de Ste Croix
1
Band 1
Sarah de Ste Croix is recognised for her prowess assisting top European clients with fundraising and secondary transactions, both GP-led and LP-led. She has additional expertise in bespoke fund restructuring.

Sarah is extremely competent, intelligent, commercial and professional. She delivers great advice to us as clients, and her team is top notch.

Sarah's relentless focus, deep experience and negotiation abilities are instrumental to achieving optimal outcomes for clients.

Sarah is very experienced and knowledgeable. Market-savvy with a commercial mindset, Sarah is a thorough and effective negotiator.

Sarah is a phenomenal lawyer who isn’t afraid to get her hands dirty to get things done. She is very commercial and has a knack for finding ways to bridge gaps when issues reach an impasse.

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William Saunders
1
William Saunders
1
Band 1
William Saunders is head of funds and financial services at Stephenson Harwood. He advises on the structuring and launch of listed funds and investment trusts. He also assists clients with mergers and takeovers.

William is commercial, knows the sector inside out and is good in contentious situations.

William is one of the superstars and is excellent.

William's advice is very highly rated.

William has huge experience, acumen, commerciality and provides good client care.

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Alex Haynes
2
Alex Haynes
2
Band 2
Alex Haynes advises investment trusts, sponsors and bookrunners on a range of closed-ended fund matters. His areas of expertise include fund establishment, listings and stock migrations.

Alex is fantastic: he's extremely knowledgeable about the sector, thoroughly reliable in his advice, extremely responsive and always willing to go the extra mile.

Alex is a good operator.

If I was going to say who probably does the most deals in this market and is very well respected, I would mention Alex.

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Nick Horton
4
Nick Horton
4
Band 4
Nick Horton regularly assists clients with restructuring, share issuances, IPOs and transactional matters for closed-ended listed funds.

Nick is very good to deal with and brings a good deal of commercial sense and experience to the table.

I am very impressed with Nick. He is very knowledgeable and responsive. A pleasure to work with.

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Kate Longman
Kate Longman
Star Associates

Kate Longman is a specialist in closed-ended investment funds. She represents clients in IPOs, secondary issues and reorganisations.

Kate is always reliable and provides excellent advice.

She knows her stuff and just gets on with the job in a no-fuss manner. I can rely on Kate to deliver.

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Ranked Lawyers at
Stephenson Harwood LLP

Provided by Chambers
Filter by
Band

UK-wide

Investment Funds: Closed-ended Listed Funds
William Saunders
1
William Saunders
1
Band 1
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Alex Haynes
2
Alex Haynes
2
Band 2
View Profile
Nick Horton
4
Nick Horton
4
Band 4
View Profile
Kate Longman
Kate Longman
Star Associates
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Investment Funds: Investor Representation
Gabriel Boghossian
2
Gabriel Boghossian
2
Band 2
View Profile
Sarah de Ste Croix
3
Sarah de Ste Croix
3
Band 3
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Investment Funds: Private Equity: Secondaries
Gabriel Boghossian
1
Gabriel Boghossian
1
Band 1
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Sarah de Ste Croix
1
Sarah de Ste Croix
1
Band 1
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Members

Provided by Stephenson Harwood LLP

Alex Haynes

Alex Haynes

Head of Department