Appleby's global private equity team has been at the forefront of private equity deals almost since the invention of the leveraged buyout. With leading practices in both private equity funds and private equity transactions, we provide clients with an integrated service in all aspects of the private equity market. Our unparalleled geographic footprint, coupled with our commitment to both mid-market and multibillion-dollar deals, provides us with a global perspective on structuring and executing private equity mandates.
Clients retain us for our deep understanding of their business needs, issues and goals. They rely on us to help them make the right deals on the right terms, thoughtfully assess risk and make appropriate trade-offs, and respond quickly to meet business demands. We have expertise on the ground in Bermuda, BVI, Cayman, Guernsey, Hong Kong, Isle of Man, Jersey, Mauritius and the Seychelles, and our services cover the whole life cycle of every fund and every investment, from fund formation and capitalisation of investment vehicles, through to public and private mergers and acquisitions, leveraged buyouts, group restructurings, refinancings, secured lending and transactional due diligence.
Our experience in formation work includes:
Our transactional experience covers:
Our private equity practice is bolstered by our extensive experience in corporate governance matters. We routinely counsel boards of directors and executive officers regarding significant transactions, takeover readiness, disclosure issues and internal investigations.
Our private equity lawyers advise managers and sponsors throughout a private equity cycle, beginning with an analysis of the investment opportunity and target investor base, then domicile selection and design of the private equity structure. Ultimately, we assist with product implementation: establishing the private equity vehicle and general partner, carried interest partner and management/advisory entities; preparing the offering document and service agreements; advising on funding arrangements and side letter terms; and obtaining regulatory approvals. We can provide managers and sponsors with a holistic solution throughout this process or with a tailored solution at selected stages.
We advise on post-launch legal and operational issues, including portfolio funding, acquisitions and disposals, capital raising, side letters, reserved matters, modification of investor rights, restructurings and liquidation/wind-down.