Business & Operations

Designs royalty and streaming agreements with volume projections, delivery schedules, and implied return analysis. Use when structuring royalty deals, analyzing stream economics, or evaluating passive resource exposure.

Designs risk retention structures meeting US and EU requirements with vertical, horizontal, and L-shaped retention options. Use when structuring risk retention, analyzing sponsor retention alternatives, or ensuring regulatory compliance.

Designs rights issue structures with subscription ratios, pricing discounts, and standby underwriting arrangements. Use when structuring rights offerings, analyzing dilution protection, or evaluating capital raise alternatives.

Designs revolver structures with commitment amounts, borrowing base mechanics, letter of credit sub-facilities, and pricing grids. Use when structuring revolvers, designing borrowing bases, or analyzing liquidity facilities.

Designs revolver structures with commitment sizing, utilization analysis, and availability management for credit fund portfolios. Use when structuring revolvers, sizing commitments, or managing availability exposure.

Designs fund structures for real asset strategies with long-dated commitments, NAV-based mechanics, and co-investment programs. Use when structuring resource funds, designing natural resource vehicles, or analyzing real asset fund terms.

Designs PPP structures with risk allocation, availability payment mechanisms, and value-for-money analysis for public sponsors. Use when structuring PPPs, analyzing risk allocation, or evaluating VfM for public sector clients.

Designs NAV-based and structured preferred equity facilities with overcollateralization, coverage tests, and waterfall mechanics. Use when structuring preferred equity, analyzing NAV lending, or evaluating fund-level leverage.

Designs portfolio transition strategies with trade list optimization, crossing opportunities, and execution timeline planning. Use when planning portfolio transitions, managing rebalancing trades, or optimizing transition costs.

Designs permanent capital structures including listed vehicles, evergreen funds, and non-traded REITs with perpetual-life governance. Use when structuring permanent capital, analyzing evergreen mechanics, or designing listed fund vehicles.

Designs Qualified Opportunity Zone fund structures with investment timeline requirements, substantial improvement tests, and tax benefit mechanics. Use when structuring OZ funds, analyzing QOF requirements, or evaluating OZ tax benefits.

Designs market access structures including QFII, Stock Connect, and GDR programs for restricted market entry. Use when structuring market access, evaluating access programs, or analyzing quota-based investment systems.

Designs minority investor protections including board seats, information rights, consent provisions, and anti-dilution mechanisms. Use when negotiating minority terms, structuring protective provisions, or analyzing governance rights.

Designs management incentive structures with rollover equity, option pools, ratchets, and vesting schedules aligned to value creation. Use when structuring management incentives, designing co-invest programs, or aligning management economics.

Designs cross-border JV structures with governance frameworks, exit mechanisms, and dispute resolution for international partnerships. Use when structuring international JVs, designing governance frameworks, or planning exit mechanics.

Designs JV governance frameworks with decision-making rights, deadlock resolution, and exit mechanisms for corporate partnerships. Use when structuring JV governance, designing partnership agreements, or planning JV operations.

Designs LP segmentation with tiered communication, access differentiation, and relationship management frameworks. Use when segmenting investor base, designing communication strategies, or managing LP relationships.

Designs IRS structures with fixed/float mechanics, day count conventions, and mark-to-market valuation analysis. Use when structuring rate swaps, analyzing swap economics, or evaluating hedging alternatives.

Designs infrastructure fund structures with longer fund lives, NAV-based distributions, and co-investment programs for illiquid assets. Use when structuring infra funds, designing open-ended vehicles, or analyzing infrastructure fund terms.

Designs infrastructure lending with mini-perm structures, cash sweep mechanics, and maintenance/distribution covenants. Use when structuring project debt, designing covenant packages, or analyzing infrastructure lending terms.

Designs inflation swap and option structures with zero-coupon and year-on-year mechanics and seasonal adjustment analysis. Use when structuring inflation derivatives, pricing inflation swaps, or evaluating inflation hedging.

Designs GP-led continuation fund structures with rollover mechanics, new money terms, and existing LP election options. Use when structuring continuation vehicles, designing rollover terms, or analyzing GP-led economics.

Designs international fund distribution with UCITS/AIFMD compliance, passporting, and local registration requirements. Use when planning international distribution, structuring cross-border fund access, or navigating regulatory requirements.

Designs fund legal structures with master-feeder, parallel fund, and blocker entity configurations for tax-efficient investor access. Use when designing fund structures, selecting vehicle types, or optimizing multi-jurisdictional access.