About

Provided by Stikeman Elliott LLP

Stikeman Elliott is one of Canada's leading law firms in the investment funds and asset management space, with members of our team located in major financial centres around the world. Drawing upon a multi-disciplinary team that includes experts in investment funds, structured financial products, securities and derivatives compliance and tax, we bring cutting-edge and fully integrated technical expertise and experience advising on the structure, formation, distribution, management and ongoing regulatory compliance of investment funds and investment managers to each mandate.

Our team is active in both the public and private investment fund markets, including the fund of funds and private equity fund markets across a wide range of asset classes. We are regularly retained by public and private investment funds, investment fund managers, dealers and advisers, as well as financial institutions and other institutional investors. Members of our group also act for a number of publicly offered mutual funds, listed closed-end funds, hedge funds, limited partnerships, and structured vehicles. 

In addition to fund formation, cross-border offerings and regulatory compliance work, we are involved in many mergers and acquisitions and other key transactional matters in the investment funds and asset management industry, including spin-outs and acquisitions for “multi-boutique” asset management platforms, as well as capital and regulation driven divestitures. www.stikeman.com




Chambers Review

Provided by Chambers

Investment Funds: Fund Formation - Nationwide - Canada

2
Band 2

What the Team is Known For

Stikeman Elliott operates a broad investment fund practice acting for managers, dealers and investors on closed-end funds, mutual funds, hedge funds and real estate funds. The financial products and services group advises on regulatory compliance and transactional matters, including cross-border offerings. It regularly assists Europe-based investors with their Canadian business activities. The firm is also widely praised for its capabilities in fund formation, with notable strengths in both Montréal and Toronto.

Work Highlights

  • Stikeman Elliott acted as counsel to Sectoral Asset Management, advising on the structuring, formation and distribution of its New Emerging Medical Opportunities Fund IV.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Alix d'Anglejan-Chatillon
2
Alix d'Anglejan-Chatillon
2
Band 2

Alix d'Anglejan-Chatillon is an impressive investment funds lawyer based in Montréal. Her wide-ranging experience includes advising on the merger of asset management companies, as well as the ongoing administration of funds and fund restructuring.

She has a strong gravitas and a strong understanding of this space.

Alix has been a great business partner and has been instrumental in helping a foreign firm navigate the Investment Funds framework in Canada.

She is responsive and able to meet client requests in a user-friendly manner.

Jeffrey Elliott
2
Jeffrey Elliott
2
Band 2

Toronto-based Jeffrey Elliott is highly respected for his knowledge of the formation and structuring of funds across various asset classes. He is regularly engaged by clients to assist with both global and domestic funds.

He provides practical and timely advice in complex negotiations.

Ranked Lawyers at
Stikeman Elliott LLP

Provided by Chambers
Filter by
Band

Nationwide - Canada

Investment Funds

Alix d'Anglejan-Chatillon
2
Alix d'Anglejan-Chatillon
2
Band 2
Investment Funds: Fund Formation

Jeffrey Elliott
2
Jeffrey Elliott
2
Band 2
Alix d'Anglejan-Chatillon
3
Alix d'Anglejan-Chatillon
3
Band 3

Members

Provided by Stikeman Elliott LLP