• Investcorp, a leading global manager of alternative investments, and Tages, a leading European alternative asset management firm, in connection with a 50/50 joint venture and contribution of their subsequent merger of the Absolute Return businesses to create Investcorp-Tages Limited.
    • Phenna Group in connection with tax matters relating to their MBO of the Phenna Group from Academy Association Inc., supported by a debt placement by CVC Credit Partners.
    • Redding Ridge Asset Management advising Apollo-backed Redding Ridge in connection with tax structuring and European risk retention advice related to CLO investment management activity.
    • Chenavari Investment Managers in connection with key tax opinions related to its third European CLO  (Toro European III CLO).
    • Rothschild Credit Management in connection with key tax opinions related to its fourth CLO (Contego IV CLO).
    • Capitalworks Investment Partners in connection with the establishment of a hedge fund management business.
    • Redline Capital Management in connection with tax implications to a restructuring of a Luxembourg fund to create a new innovative carried interest arrangement.
    • Glennmont Asset Management in connection with the establishment of a private credit fund structure investing in debt across Europe and related tax and structuring issues.
    • MetLife Investment Advisors in connection with international tax advice in relation to withholding tax in 15 jurisdictions.
    • Swiss Capital in connection with integrated tax advice on the entire debt fund structuring of its European direct lending platform.
    • Cheyne Capital in connection with the establishment of a new Luxembourg credit fund with various feeder funds.
    • Apollo Global Management in connection with detailed UK tax advice, on the creation of a new, self-managed global asset management business designed to fulfil US and EU risk retention requirements.
    • EnTrustPermal in connection with UK tax advice on the merger of EnTrust and the Permal Group and on its future business structure.
    • Ziarco Group Limited in connection with the sale of the entire issued share capital to Novartis Pharma AG.
    • Petroceltic International plc in connection with UK tax advice for a group reorganization.
    • AlbaCore Capital Limited in connection with the establishment of a high-profile new fund management business and investment fund.
    • City Financial Investment Company Limited in connection with the establishment of a new Cayman Islands hedge fund.
    • The University of Nottingham, LL.B., 1985
    • England and Wales
    • Chartered Institute of Taxation
    • International Fiscal Association
    • Alternative Investment Management Association
    • Common Reporting Standards, SS&C - London, UK (April 13, 2016)