Investments & Capital Markets
ISDAs, securities lending, and investment matters
Trading and derivatives documentation, legal aspects of investment, and the loan and financing documentation.
Areas we cover
Investments
- ISDAs and CSAs
- GMRAs and GMSLAs
- Prime brokerage agreements
- NDAs
Derivatives, trading, securities lending and prime brokerage, and associated disclosures in investment management agreements and fund documents. Market abuse, class actions and investment eligibility sit here too.
Portfolio Investments
- Term sheets
- Due diligence reports
- Share purchase agreements
- Board resolutions
Red flag legal due diligence on the target, scoped to the terms and materiality threshold the GP sets, then the share purchase agreement and the conditions tracked through to completion and filing.
Corporate Financing
- Loan agreements
- Intra-group facility agreements
- Debentures
- Joint venture agreements
Lending and group debt: facility and intra-group loan agreements, restructuring of inter-company balances, and cross-border acquisitions of private companies and real estate.
Matters we have run
ISDA and CSA negotiations run to execution for every legal entity
Mutual Life Insurance and Pensions Company
External legal spend brought under fixed costs for all outsourced work
EMIR initial and variation margin, securities lending agency arrangements, GMRAs and GMSLAs
Position and negotiation trackers that keep terms consistent across agreements
Partnered with
Our other services
Public Funds · Private Funds · Regulatory & Compliance · Commercial & Corporate
Talk with Cordelia, Chief Growth Officer
Cordelia Hughes Chief Growth Officer
Hi, I would be glad to explore how we can support your business.