Mezzanine funds

Overview

We have a deep understanding and experience of the mezzanine and junior debt and preferred equity fund markets. This has developed through extensive and long-standing involvement with a number of valued clients in this space. As with other areas of our investments funds this includes an appreciation of both the fund formation and the investor sides of the fence. Our work in this area is well complemented by the expertise of our mezzanine finance lawyers.

Our work includes advising established and respected players in the mezzanine space, active institutional investors and exciting new investment managers raising their first funds. Each of our clients inevitably requires a different level and range of advice and guidance on a whole range of issues - not only purely legal - and we have the knowledge and experience to meet all needs.

Our client base is focused in different areas of Europe and the world, and we therefore have a wide range of experience, alongside our regional contacts, in dealing with mezzanine finance related issues for the fund managers and their investors in a wide range of jurisdictions.

We also have considerable experience on advising on the marketing restrictions within which operators of mezzanine funds must operate. In addition to the UK financial promotion regime, we are able to give guidance on a range of other jurisdictions and secure more detailed advice as and when required from specialist and expert local counsel.

We are also very well placed to provide the required complementary legal services to both mezzanine fund managers and investors - our Financial Services Regulation and Corporate Tax departments are experienced at advising a number of our clients on a range of issues.

Recognition

  • "Respected investment management group with a reputation for excellence acting for sponsors and investors."

    Chambers UK 2017

  • "'Excellent - Macfarlanes is a super firm with a first-class team'."

    Chambers UK 2015