Corporate partner Mark has led our investment funds group since 2004.
Formerly a tax partner, he has more than 25 years’ experience of advising sponsors of and investors in a wide range of funds, including private equity, real estate, venture capital, infrastructure and hedge funds, and has acted on many of the firm’s most high-profile funds mandates.
Mark frequently acts as the client’s contact point, liaising with overseas counsel and other advisers in the structuring phase of transactions, and ensuring that the right questions are asked (and answered) and all issues properly considered. He aims to maintain a sense of perspective and humour in his work, in the hope that all parties emerge feeling that the experience is one worth repeating.
During the course of his career, Mark has been at the forefront of the development of a number of fund-based products. These include the use of Delaware limited partnerships (and subsequently offshore unit trusts) for UK property investment, and UK unauthorised unit trusts and authorised funds in structured capital markets transactions.
He has represented numerous clients looking to establish operations in the UK and advises both on structures to enable business to be commenced without the need for authorisation and on the authorisation process itself. With his investment funds background, Mark is familiar with many of the jurisdictions in which funds are domiciled.
Advising a major Middle Eastern sovereign wealth fund on investments in several European real estate and real estate related debt funds and joint ventures.
Advising a major Middle Eastern infrastructure investor in its significant commitment to HG Saturn 2 fund.
Advising a major Canadian real estate investor on the fund and partnership aspects of its acquisition and management of a 50% stake in the Harwell Science and Innovation Centre.
Advising a major Dutch pension fund on the funds and partnerships aspects of acquisitions of a European infrastructure assets.
Advising a US private equity fund on the structuring and establishmen of a co-investment vehicle and formation of a consortium of co-investors to acquire a financial asset in Europe.
Advising several Canadian pensions funds on their European fund and direct investments.
Advising CVC Capital Partners on the funds structuring aspects of numerous portfolio company acquisitions.
Advising Greater Pacific Capital on the establishment of Greater Pacific Capital Partners II, a fund to invest in India and China.
Advising PATRIZIA on the funds and partnerships aspects of its acquisition of Rockspring Property Holdings.
Advising Russia Direct Investment Fund on the establishment of several joint ventures and co-investment funds with Middle Eastern sovereign wealth funds.
Advising Swiss Re on the acquisition of real estate holding English limited partnerships and Jersey unit trusts as part of the acquisition of an insurance portfolio.
Advising Terra Firma on the formation of Terra Firma Special Opportunities Fund II as part of the £4 billion refinancing of the Annington Homes Group.
Advising X2 Resources on the establishment of X2 Resources Partners, a new venture initially involving a club of five cornerstone investors, with a total of US$4 billion of committed, and US$1.6 billion of conditional, capital funding, one of the largest ever fund raisings by a first time vehicle.