Legal & compliance advisory
5 October 2022
Multiple sides of the ESG definition
With ESG definitions varying, the meaning of ‘sustainable’ investing is still unclear
3 October 2022
Carry forfeiture following for-cause removal on the wane, says MJ Hudson
Swing towards a majority of funds now specifying a haircut rather than full forfeiture highlights the shifting balance of power between GPs and LPs, according to MJ Hudson's research.
26 September 2022
Comment: The Mother of Invention
James Wood, investment funds partner at Hogan Lovells in Sydney, explores fund structuring innovations throughout the APAC region
21 September 2022
ACA acquires Ethos ESG
The acquisition sees ACA expand its advisory business with tech-based analytics
19 September 2022
In conversation: Power to the LP
Highlights from a recent roundtable event examining the growing influence of investors in private equity fund management
8 September 2022
Broadridge’s PE platform open for US funds
Private Market Hub is powered by distributed ledger technology
7 September 2022
DC Advisory launches GP secondaries offering
The firm has appointed Michael Wieczorek as managing director
31 August 2022
TDA 2022 Rising Star: Emad Shahin, 17Capital
We explore what set Shahin above his peers for this category
30 August 2022
Novata partners with Frazier & Deeter
The partnership aims to support identification of ESG metrics and disclosure requirements
30 August 2022
TDA 2022 Legal & Compliance Professional of the Year: Martin Sjölund, Summa Equity
Sjölund details the improvements he made within Summa's legal function, which led to cost savings and a decrease in the risk of errors
19 August 2022
TDA 2022 Legal: Fund Formation winner: Travers Smith
Sam Kay, funds partner at Travers Smith describes what's enabled the firm to have such a deep understanding of the market
18 August 2022
Freeths creates private funds practice in London
George Metcalfe has joined from Simmons & Simmons as a partner to head up Freeths’ private funds practice in London
17 August 2022
Maples launches ESG fund services solutions
They aim to support fund managers and institutional investors with ESG and impact investing credentials
17 August 2022
TDA 2022 Technology: Regulatory & Compliance winner: Ontra
Bridget Deiters, managing director at Ontra talks us through the firm's impressive growth and product launches throughout 2021
17 August 2022
PE firms under pressure to outsource
There has been a significant increase in enquiries from PE firms looking to outsource since last year, Ocorian reports
11 August 2022
Apex Group expands Global Compliance Solutions to Singapore
It aims to address local clients’ risks and concerns around ESG, sustainability, AML, digital assets and fintech
11 August 2022
TDA 2022 Advisory/Consultancy: Legal, Compliance & Regulatory winner: ACA Group
Adam Palmer, partner, UK regulatory advisory at ACA Group discusses how the firm's seven new initiatives contributed to winning this award
10 August 2022
Data analytics should be top priority for service providers
EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements
8 August 2022
Champions league
The Drawdown Awards recognise the very best in private equity operations, awarding outstanding service provision and operational leaders.
3 August 2022
Data, cyber security and AI compliance: managing the evolving landscape
Debevoise & Plimpton’s Robert Maddox and Martha Hirst detail how new cyber and privacy rules from regulators worldwide will impact PE firms, and provide five key tips to stay ahead
12 July 2022
Pinsent Masons expands to Luxembourg
As part of the expansion, Wildgen’s Michel Bulach, David Maria and Mark Shaw have joined the team
11 July 2022
In conversation: Legal representation
In-house counsel has evolved to become a key strategic and commercial driver
8 July 2022
Addleshaw’s Carrington rejoins Simmons & Simmons
Charlotte Carrington has been appointed as supervising associate (financial services regulation)
8 July 2022
Reed Smith launches global ESG practice
The practice builds on the support and advice the firm has provided for its clients around ESG for a number of years
29 June 2022
Debevoise appoints six
Gregg Young and Fatema Al-Arayedh have been appointed as international counsel, while Brett Bush, Kate Kapych, Christina Chen Marex and Adam Namm have been named counsel
15 June 2022
Apex acquires ZASMalta
ZASMalta provides regulatory compliance and risk management services to 50 clients
14 June 2022
MJ Hudson partners with Cork Gully
Partnership seeks to provide restructuring services including, GP-leds, GP replacement, continuation or wind down structures
13 June 2022
Zeidler launches digital sustainable finance module
The module provides practical guidance on sustainable finance regulations, disclosure and reporting obligations
13 June 2022
Operational lens: Summa Equity Fund III
Summa’s latest fund was almost quadruple the size of its predecessor, despite being raised remotely. General counsel Martin Sjölund, talks us through their Swedish fund structure, the bespoke onboarding solution, tackling compliance heavy ODD and Summa’s supportive partners.
10 June 2022
ACA appoints CFO
Neeraj Karhade joins from retail business Transformco where he was CFO
7 June 2022
ESAs clarify SFDR and Taxonomy Regulation compliance
Recent statement aims to clear up confusion over the application of SFDR and the Taxonomy Regulation ahead of their adoption
6 June 2022
Force of nature
The TCFD has put action to prevent climate change to the forefront of investing, now a new nature-related framework aims to put the spotlight on biodiversity
31 May 2022
ACA merges with Foreside
Both businesses had received backing from Genstar Capital, now the lead investor of the combined business
27 May 2022
Quay adds regulatory hosting capabilities
Joe Vittoria and Sarah Donnelly have joined Quay to provide the new regulatory hosting services
27 May 2022
Scerbo joins A&M
John Scerbo, previously CFO of L Catterton for 13 years, will lead the firm’s new fund management solutions offering
23 May 2022
Legal lowdown: James Oussedik, Sidley Austin
To kick off our legal insights series, James Oussedik, investment funds partner at Sidley Austin discussed his thoughts on AIFMD II and fund domiciliation challenges
23 May 2022
Zeidler launches SFDR disclosures tool
The tool aims to streamline and simplify asset managers’ adherence to the ESG regulation
19 May 2022
Operational lens: Circularity backs P2i
With a circular economy investment strategy framework, Circularity Capital delves deep into the details when it comes to deals. We take a look at the operational work behind the firm’s recent £8m investment into P2i
18 May 2022
Cadwalader appoints Batterson as partner
Angela Batterson joins from Jones Day where she was a partner for four years
16 May 2022
Chain reaction: the hidden depths of KYC
KYC is so much more than just a passport and a utility bill. Highvern’s Ken Ritchie details the intricacies of KYC compliance
9 May 2022
Holland Mountain promotes two
Kimberly Ellis and Jonathan Connelly have both been promoted to associate directors of their respective divisions
27 April 2022
Maxwell joins Reframe
Industry veteran Ray Maxwell joins as advisory partner to lead new investment advisory offering
27 April 2022
Kirkland appoints three from SEC
Appointment of three former US SEC legal professionals follows the regulator’s recent private equity focused rule tightening
26 April 2022
Intapp and KPMG AG announce strategic alliance
Partnership aims to accelerate digital transformation for professional services and capital markets firms
25 April 2022
Leading managers embrace a new standard in contract negotiation
Troy Pospisil, CEO and founder of Ontra, charts the adoption of legal tech by blue chip private equity firms
29 March 2022
IQ-EQ creates group head of compliance role
Tasnoova Zaki, who has taken up the newly-created leadership position, joins from Citi, where she was VP, strategic control initiatives, regulation & compliance
23 March 2022
PwC Luxembourg adopts Diligend
Use of Diligend meets PwC Lux aims to better support its clients with due diligence, ongoing monitoring and oversight needs
22 March 2022
Addleshaw Goddard opens Luxembourg office
Fieldfisher’s Richard Ledain Santiago has been appointed as partner to lead the new office
18 March 2022
5 minutes with… Birchstone Markets
We caught up with Devonshi Mody and James Arnold of Birchstone to find out about their connected treasury offering.
11 March 2022
5 minutes with… Derivative Path
Brett Morrell & Ciccy Yang discuss how the technology-focused business supports private equity risk management
21 February 2022
5 minutes with… Global Regulatory Surveillance Services
We caught up with Joe Vittoria and Sarah Donnelly of GRSS to find out about the new firm and its surveillance system offering for regulated businesses
21 February 2022
ESG outsourcing: who’s who?
We've compiled a directory of who does what when it comes to ESG outsourcing, to help get those boxes ticked.
14 February 2022
Operational Lens: Pantheon Secondary Opportunities Fund (PSOF)
With a total AUM of $52.3bn, Pantheon is a machine when it comes to fundraising. We take a look at the $624m PSOF, to discover how the pros get the job done.
8 February 2022
Reed Smith’s Dasgupta joins Hogan Lovells
Dasgupta’s practice focuses on the establishment, management and regulation of private investment funds
26 January 2022
GPs prioritise controlling legal spend
Private equity houses have shifted their focus from reducing external legal costs to better controlling them
25 January 2022
Waystone buys KB Associates
The deal follows the $1.3bn acquisition of Waystone by Montagu and Hg
24 January 2022
Domicile watch: January 2022
Key takeaways from the major PE domiciles: including the FCA's approach to EU firms temporary UK operations, Central Bank of Ireland's outsourcing guidance, Jersey fee changes and The Bahamas removal from the EU's blacklist
24 January 2022
Montagu and Hg acquire Waystone
$1.3bn deal provides exiting investor MML Capital with an 11x return