Investment funds

Carey Olsen

Acting for a variety of Jersey-domiciled funds, Carey Olsen assists clients with formation and fundraising processes, and advises on the closing of fund structures. Robert Milner, whose clients range from boutique managers to international funds, and who has experience in the setup of Jersey vehicles, leads the team alongside James Mulholland, a specialist in advising private equity and real estate funds. Daniel O’Connor brings additional expertise in the launch, structuring, and winding up of real estate vehicles, while Christopher Griffin is a key contact regarding the regulatory aspects of fund launches and transactions, including joint ventures. Claire Le Quesne, who was made partner in July 2023, acts for a range of listed and non-listed funds on structuring and restructuring matters.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

'The Carey Olsen investment funds practice is responsive and highly reliable. They understand their clients' needs and provide very effective legal advice.'
'Robert Milner is a very quick, commercially astute lawyer who understands the funds market very well. He is also very pragmatic and offers excellent solutions to legal issues. He is incredibly responsive.'
'I am always glad to work with Carey Olsen. They are not only a standout in the Jersey market but, more generally, as offshore lawyers regardless of jurisdiction.'
'James Mulholland is very responsive and a big name in the Jersey funds market. He is solutions-oriented and leads his teams very well. Claire Le Quesne is technically brilliant and a wonderful offshore counsel to work with on Jersey-related matters.'
'Carey Olsen in Jersey is excellent. The team, led by James Mulholland, delivers advice of a quality and responsiveness which is as good as any of the London Magic Circle M&A teams. It is really exceptionally strong for the offshore market.'
'James Mulholland brings exceptional experience to the table. He is very pragmatic, commercial, for his seniority unusually hands-on, and as a result, really gets the deal done in the interest of his client.'
'Whilst a large offshore law firm that covers all the disciplines required, you still feel that you are important to them regardless of the size of your work. Having a one-stop shop for all requirements and the ability to assimilate those requirements quickly is invaluable.'
'James Mulholland and Claire Le Quesne are genuine standouts. They are proactive, thoughtful and always constructive. In transactions there are always issues, and they approach them with rigour and creativity together. It is a joy to work with such professionality.'

Key clients

Appian Natural Resources
Astarte Capital
Blue Noble
Bregal Capital
CBRE Global Investment Partners
Centricus Partners LP
CoinShares
Criptyque Limited
Davidson Kempner European Partners
Delancey Real Estate Asset Management
ED Group Holding
EJF Investments
EMK Capital
EPIC Private Equity
Epiris Managers
Expedition Growth Capital
Falco Regional Aircraft
FSN Capital Partners
GCP
Grainger
Gramercy Europe (Jersey)
Gulf Islamic Investments
Hermes GPE
Hollyport Capital
Insight Venture Partners
Janus Henderson Group
Kennedy Wilson Europe Real Estate
Lorton Media
Lothbury Investment Management
M7 Real Estate Financial Services
Mondrian Investment Partners
Montana Capital Partners
Oaktree Capital Management (UK)
Patron Capital Advisers
Quinbrook Infrastructure Partners
Realty Income Corporation
RK Investment Management
Schroder Real Estate Managers (Jersey)
Shaftesbury Capital plc
Softbank Group Corp
The Blackstone Group
TreasurySpring
Unigestion

Work highlights

Provided Appian Capital Advisory LLP with legal and regulatory advice in relation to the establishment of, first close, fundraising and final close of Appian Natural Resources Fund III.
Advised Patrizia Hanover Real Estate Investment Management on all Jersey law aspects of the sale of an A-listed office block in a historically significant location in the heart of Edinburgh.
Advised private debt manager Kreos Capital on its acquisition by BlackRock, including a pre-sale reorganisation.

Lawyers

Hall of Fame

The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.