Investment Funds
Our team has deep industry experience advising some of the most active domestic and international sponsors, LPs, and professional trustees in the Australian market. We have a particular focus on alternative asset funds including private equity, venture capital, real estate and infrastructure, credit, and agribusiness funds.
Our experience covers the whole range of the investment fund lifecycle from licensing and regulatory advice, fund establishment and fund raising (including disclosure obligations) through to investment/deployment work.
Our in-depth knowledge of the funds industry combined with Kain Lawyers expertise in the areas of fund investments including PRAT, Private M&A, Public M&A, DCM and ECM means that we provide practical and commercially focussed advice backed by our experience advising on the investment transactions which our clients undertake daily.
Our investment fund services include:
- Wholesale and retail fund establishment for open ended, closed ended and committed capital funds
- Investment structuring advice
- Disclosure assistance and advice (including Information Memorandum, Produce Disclosure Statements, Target Market Determinations and Design and Distribution Obligations advice)
- Fund manager mergers and acquisitions and fund restructures
- Management, custodian, and co-investment agreements
- Professional trustee advisory
- LP investment terms (including side letter arrangements)
- Australia financial services law compliance advice, including AFSL applications
- Fund deployment work, including private and public M&A, property and real asset transactions and credit
- Foreign investment advice