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Private equity

Private equity lawyers ensuring the best outcome for both sides of the table.

The private equity industry is fast-paced and intensely competitive with the structuring of transactions becoming increasingly complex. Whether you are an investor or dealing with a private equity fund, our team delivers tailored solutions with a commitment to ensuring the best possible outcome for both sides of the table.

Make an enquiryMeet the teamPrivate equity

  • The Team

    Our lawyers have the expertise and experience to provide you with creative, personalised solutions in a clear and understandable way.

    ArrowMeet the team

  • Discover CB Checkpoint

    Our CB Checkpoint team will give your business a full check-over, reviewing your key documentation and advising on any changes that are suggested or required.

    ArrowStart your full business check-over

  • Our insights

    Discover the latest insights and thought leadership from our team of legal experts.

    ArrowFind out more

About

Taking you through an investment’s entire lifecycle and adding value wherever possible.

Innovative, practical strategies and a collaborative approach are therefore vital to achieving your investment aims. With at least two sides to each transaction, the best outcome is undoubtedly realised when all parties are aligned on the direction of the business and their plans for a successful exit.

Our multi-disciplinary private equity lawyers have a deep knowledge of the marketplace, a sector-focused approach and extensive experience on both sides of transactions. Having worked alongside investors and against many prominent investment funds, we understand that the different parties can often have competing drivers. The company wants to ensure that the obligations attached to the financial investment do not interfere with how the business is run whilst the investors are focused on achieving their projected returns within certain timeframes. Our team has the expertise to balance these drivers, coming up with creative, commercial solutions which fulfil the objectives of all involved.

We understand that deploying capital is always a calculated risk but we are committed to minimising this risk as far as possible. With the understanding that every investment is multifaceted, we will take you through its entire lifecycle and onto the eventual exit, striving to add value wherever possible. We build close and enduring relationships with our clients, quickly coming to be seen as valued and trusted advisers.

Amongst other investor clients, our private equity lawyers have worked extensively with one of the UK’s leading privately owned private equity houses on deals totalling in excess of £100 million.

The private equity transactions we advise on are diverse in nature and our team has worked on a range of complex and high-value deals worldwide. We can help you with:

  • Initial fundraising
  • Secondary fundraising
  • Fund formation and structuring
  • Growth equity
  • MBOs, MBIs and BIMBOs
  • Exit strategy (public and private)
  • IPOs
  • Restructurings and existing debt refinancing

Discover CB Checkpoint: optimising your key business documentation, policies & procedures.

Spotlight

Islamic finance

Our financial services team has experience in drafting and negotiating master purchase and sale agreements for Islamic finance products, including commodity based Murabaha trades and Sukuk bonds, negotiating with a number of Middle Eastern Banks in the process.

On the disputes side, we have been instructed by a number of state-owned Middle Eastern banks over the years on various financial and commercial dispute matters. As such we are aware and very familiar with the business and other cultural issues involved in acting both for and against clients in the Arab world.

Spotlight

Services for brokers

Wide-ranging legal and regulatory guidance to help Broker Dealers, including stockbrokers, interdealer brokers, FX, CFD, crypto and commodities brokers deal with regulation and legal risk and documentation.

In the UK, activities of Brokers are tightly regulated by the UK FCA and FSMA and EU regulations grandfathered into local law. environment. From the way you document derivatives trades to the way you communicate potential investment opportunities, everything is tightly controlled by several rules that affect how you do business. At the same time, customers and counterparties are increasingly litigious. Disputes around misselling are becoming more commonplace, and allegations of misconduct can result in liability more readily than in the past. We help our clients understand what is permitted and what they can and cannot do.

Pragmatic solutions from a specialist team

Our broker practice is partner-led and supported by specialist lawyers with extensive hands-on experience gained working in brokerage and capital markets. We can advise advising brokers on a wide range of issues, covering regulation, deal documentation, employment and litigation.

While other lawyers may overcomplicate the legal and regulatory framework, we focus on what’s important. We aim to handle every matter pragmatically, providing concrete solutions for our broker clients, based on our real world experience of working not just in law firms but for investment banks and brokers.

Select areas of expertise

We offer a full spectrum of services for brokers who trade in equities, debt, currency, commodities, contracts for difference, cryptocurrencies and derivatives.

  • Regulatory and compliance: We assist with all aspects of regulation and compliance including perimeter guidance, financial promotions and the FCA Handbook.
  • Documenting Transactions: Additionally, we advise on terms of business, introducing broker agreements, appointed representative agreements as well as derivatives master agreements (ISDA, GMRA, MSLA etc).
  • DisputesOur seasoned dispute resolution team handles the most significant matters facing financial brokers including claims for misselling, professional negligence and contractual disputes. We also assist with regulatory investigations.
  • Employment law and general business: We can help you set up brokerage documentation, employment contracts and compliance policies, as well as manage everyday employment issues, internal investigations and disciplinary proceedings. We also conduct employment tribunal hearings and settlement negotiations.
  • Data privacyFCA-regulated brokers have a duty to be responsible when handling client data and control their activities through adequate risk-management systems. Our specialists in data privacy law can help you build GDPR-compliant practices and respond appropriately to any breach.

Private equity Publications

Private equity insights

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Need some more information? Make an enquiry below



    Private equity key contacts

    Private equity

    Private equity

    Private equity

    Private equity lawyers ensuring the best outcome for both sides of the table.

    The private equity industry is fast-paced and intensely competitive with the structuring of transactions becoming increasingly complex. Whether you are an investor or dealing with a private equity fund, our team delivers tailored solutions with a commitment to ensuring the best possible outcome for both sides of the table.

    • The Team

      Our lawyers have the expertise and experience to provide you with creative, personalised solutions in a clear and understandable way.

      ArrowMeet the team

    • Discover CB Checkpoint

      Our CB Checkpoint team will give your business a full check-over, reviewing your key documentation and advising on any changes that are suggested or required.

      ArrowStart your full business check-over

    • Our insights

      Discover the latest insights and thought leadership from our team of legal experts.

      ArrowFind out more

    Taking you through an investment’s entire lifecycle and adding value wherever possible.

    Innovative, practical strategies and a collaborative approach are therefore vital to achieving your investment aims. With at least two sides to each transaction, the best outcome is undoubtedly realised when all parties are aligned on the direction of the business and their plans for a successful exit.

    Our multi-disciplinary private equity lawyers have a deep knowledge of the marketplace, a sector-focused approach and extensive experience on both sides of transactions. Having worked alongside investors and against many prominent investment funds, we understand that the different parties can often have competing drivers. The company wants to ensure that the obligations attached to the financial investment do not interfere with how the business is run whilst the investors are focused on achieving their projected returns within certain timeframes. Our team has the expertise to balance these drivers, coming up with creative, commercial solutions which fulfil the objectives of all involved.

    We understand that deploying capital is always a calculated risk but we are committed to minimising this risk as far as possible. With the understanding that every investment is multifaceted, we will take you through its entire lifecycle and onto the eventual exit, striving to add value wherever possible. We build close and enduring relationships with our clients, quickly coming to be seen as valued and trusted advisers.

    Amongst other investor clients, our private equity lawyers have worked extensively with one of the UK’s leading privately owned private equity houses on deals totalling in excess of £100 million.

    The private equity transactions we advise on are diverse in nature and our team has worked on a range of complex and high-value deals worldwide. We can help you with:

    • Initial fundraising
    • Secondary fundraising
    • Fund formation and structuring
    • Growth equity
    • MBOs, MBIs and BIMBOs
    • Exit strategy (public and private)
    • IPOs
    • Restructurings and existing debt refinancing

    Discover CB Checkpoint: optimising your key business documentation, policies & procedures.

    SPOTLIGHT

    Islamic financeopen

    Our financial services team has experience in drafting and negotiating master purchase and sale agreements for Islamic finance products, including commodity based Murabaha trades and Sukuk bonds, negotiating with a number of Middle Eastern Banks in the process.

    On the disputes side, we have been instructed by a number of state-owned Middle Eastern banks over the years on various financial and commercial dispute matters. As such we are aware and very familiar with the business and other cultural issues involved in acting both for and against clients in the Arab world.

    Services for brokersopen

    Wide-ranging legal and regulatory guidance to help Broker Dealers, including stockbrokers, interdealer brokers, FX, CFD, crypto and commodities brokers deal with regulation and legal risk and documentation.

    In the UK, activities of Brokers are tightly regulated by the UK FCA and FSMA and EU regulations grandfathered into local law. environment. From the way you document derivatives trades to the way you communicate potential investment opportunities, everything is tightly controlled by several rules that affect how you do business. At the same time, customers and counterparties are increasingly litigious. Disputes around misselling are becoming more commonplace, and allegations of misconduct can result in liability more readily than in the past. We help our clients understand what is permitted and what they can and cannot do.

    Pragmatic solutions from a specialist team

    Our broker practice is partner-led and supported by specialist lawyers with extensive hands-on experience gained working in brokerage and capital markets. We can advise advising brokers on a wide range of issues, covering regulation, deal documentation, employment and litigation.

    While other lawyers may overcomplicate the legal and regulatory framework, we focus on what’s important. We aim to handle every matter pragmatically, providing concrete solutions for our broker clients, based on our real world experience of working not just in law firms but for investment banks and brokers.

    Select areas of expertise

    We offer a full spectrum of services for brokers who trade in equities, debt, currency, commodities, contracts for difference, cryptocurrencies and derivatives.

    • Regulatory and compliance: We assist with all aspects of regulation and compliance including perimeter guidance, financial promotions and the FCA Handbook.
    • Documenting Transactions: Additionally, we advise on terms of business, introducing broker agreements, appointed representative agreements as well as derivatives master agreements (ISDA, GMRA, MSLA etc).
    • DisputesOur seasoned dispute resolution team handles the most significant matters facing financial brokers including claims for misselling, professional negligence and contractual disputes. We also assist with regulatory investigations.
    • Employment law and general business: We can help you set up brokerage documentation, employment contracts and compliance policies, as well as manage everyday employment issues, internal investigations and disciplinary proceedings. We also conduct employment tribunal hearings and settlement negotiations.
    • Data privacyFCA-regulated brokers have a duty to be responsible when handling client data and control their activities through adequate risk-management systems. Our specialists in data privacy law can help you build GDPR-compliant practices and respond appropriately to any breach.

    Private equity insights

    View all insights

    Need some more information? Make an enquiry below.

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