INVESTOR FOCUS

The firm’s principal purpose is to provide a source of independent legal advice on the great diversity of highly complex structured investment products targeted at institutional investors.

One of the main problems for investors, as far as legal complexity and risk are concerned, is that the law firms with relevant expertise very often only make themselves  available to advise the “sell-side” and not the investor.

We believe that our firm is unique in acting exclusively for investors in this market.  As a result, our clients benefit from our extensive experience and understanding of the legal and structural issues in the documentation of those transactions that are among the most complex that they are likely to enter into.

OUR SPECIALISATION

The firm advises on all types of transactions involving a derivative element (including bilateral swaps – such as CDS and ISDA related documentation generally).  We advise on most variations within the broad range of securitisations – and most commonly CDOs, as well as any other type of “repackaging”.  We advise on dynamic equity structures such as CPPI and dynamic index structures such as CPDO.  Our firm advises on most products/transactions originated by a “structured credit desk” or “structured equity desk” or “CDO desk” within an investment bank or commercial bank.

HISTORY

The firm was established in 2005 to advise institutional investors in relation to their financial transactions with the major global banks. David founded the firm having been until that time a partner in the International Capital Markets group at the international law firm, Allen & Overy.

The firm assists its clients in the review of complex financial transactions and investments, advising on structural aspects and legal documentation from term sheet through to agreed contract stage. We have also in the past decade guided and advised institutional investors in a broad range of disputes arising from the global financial crisis of 2008.