Financial Solutions: Experience

  • Oaktree Capital on the establishment of a QIAIF focused on investment in Irish real estate.
  • Portfolio Advisors on the establishment of an investment limited partnership QIAIF for a US private equity manager.
  • Intermediate Capital Group on the establishment of a QIAIF holding investments through Irish Section 110 companies, allowing the fund to optimise the tax treatment of its investments.
  • A consortium of international private equity funds on the establishment of a QIAIF for the purpose of acquiring a portfolio of loans secured on real estate.
  • Key Capital on the establishment of a QIAIF investing in private equity funds.
  • Lothbury Investment Management Limited in respect of its three property funds and the establishment of a non-UCITS management company.
  • A number of managers in relation to the applicability of the European Venture Capital Fund Regulations (EuVECA).
  • Set up of sophisticated structures for US private equity funds to enable them to receive income from portfolio companies free of US withholding tax.
  • Intermediate Capital Group in relation to St Paul’s CLO IV (a €435m CLO issuance).
  • SVG Capital on the establishment of funds to invest in underlying private equity funds.
  • Fountain Healthcare Partners Limited on the establishment of Fountain Healthcare Partners Fund I, and their second fund, Fountain Healthcare Partners Fund II., significant venture capital funds established to invest in the healthcare, pharmaceutical and life sciences sectors.
  • Acision consortium led by Atlantic Bridge ventures in relation to a GBP £265m financing of a private equity acquisition of the Logica CMG group.
  • A number of large US and UK private equity firms with regard to tax work on hybrid structures and the setup of Private Foundations.
  • A US $560m aircraft securitisation transaction by ACS Aircraft Finance Ireland PLC arranged by US private equity house Fortress Investments.
  • Various private equity houses (Magnetar, Mount Kellett, Och-Ziff, Ice Canyon) and investment managers on establishment and management of investment platforms using structured financing vehicles.
  • General corporate advice to UK and US private equity funds in respect of their establishment of acquisition and other platforms for investing and trading in various asset classes. These structures include collateralised loan obligation platforms, distressed asset acquisition platforms and general debt platforms.