Private equity

Overview

While the industry continues to bounce back following the global financial crisis, private equity and venture capital firms face new challenges in their transactions and fund structuring to ensure portfolio growth and successful exit strategies.

Our private eequity team has extensive experience assisting Australian and international private equity firms to achieve their investment goals, and includes lawyers with private equity and leveraged finance experience in the UK and US.

They offer a very hands-on, personalised service.
Chambers Asia-Pacific

We assist clients at all stages of the investment cycle. Our expertise covers a wide range of areas including the establishment of private equity funds, development and expansion, capital investments, MBOs and LBOs. We also advise on the privatisation of publicly listed companies and the acquisition of interests in existing private equity fund portfolios.

Our hands-on specialists can assist with:

  • fund establishment
  • structuring of private equity investments
  • foreign investment advice
  • undertaking legal due diligence on behalf of private equity clients
  • documenting and implementing transactions, including acquisition and investment documentation and schemes of arrangement
  • devising and documenting management incentive plans
  • negotiating and preparing shareholder arrangements
  • structuring and executing on all levels of the debt capital structure, including senior and mezzanine/holdco debt structures.

Experience

Recent matters

Archer Capital

Acted in relation to its acquisition of Dun & Bradstreet's ANZ business; advising in relation to Archer’s secondary buy-out of Aero-Care from Next Capital; and advising in relation to advising in relation to Archer’s secondary buy-out of LCR Group from CHAMP Private Equity.

Australian Institute of Management (AIM)

Acted in relation to CHAMP Venture's investment into AIM's training and education business.

Cyara Solutions

Advising Cyara in relation to the Series A investment by Spectrum Equity.

Calera Capital

Advising in relation to its acquisition of a stake in global payment solutions provider Transaction Services Group Ltd (TSG).

Gettheworldmoving (UK) and (Australia)

Advised the shareholders of Gettheworldmoving in relation to the sale of the Global Corporate Challenge business to Virgin Pulse, Inc.

L Capital Asia

Acting in relation to its investment in Seafolly, the swimwear company; and advising on its acquisition of a 40% stake in compression sports apparel company, 2XU, alongside founders Clyde Davenport, Jamie Hunt and Aidan Clarke and Lazard Australia Private Equity.

Arboretum Ventures

Acting as Australian counsel for Arboretum Ventures, a Michigan-based venture capital firm specialising in the healthcare sector, in its participation in Cardiac Dimensions equity financing.

Canberra Data Centres

Acting for CDC and its shareholders in their partial divestment to Quadrant Private Equity.

Insight Venture Partners

Assisting US private equity and venture capital firm Insight Venture Partners in its majority investment in Campaign Monitor. The deal was reported as the largest ever VC investment for an Australian tech start-up, with the auction process run by Goldman Sachs.

Global investment bank

Acting on the sale of its private equity funds management division.

Navis Capital

Lead buy-side advice in bolt-on childcare group acquisitions for Guardian Early Learning Group, acting on all aspects of the transactions including due diligence and sale documentation.

Novo A/S

Working closely with Cooley LLP to advise Novo/AS in relation to a Series C financing of Spinifex Pharmaceuticals, including the redomicile of the Australian company into a Delaware incorporated company.

Oceania Capital Partners

Acting for Oceania Capital Partners Ltd (ASX:OCP) on its $34 million hostile takeover and subsequent sell-down of its shareholding in Keybridge Capital.

The Raine Group

Acting on its acquisition of 60% of action sports and entertainment group Nitro Circus Live, and acquisition of global intellectual property rights from Godfrey Entertainment. The investment formed part of a transaction to consolidate the Nitro Circus international touring business with the IP relating to the Nitro Circus action sports franchise.

Wolseley Private Equity

Negotiated and finalised the share purchase agreement and all ancillary documents for Wolseley Private Equity in its sale of the Guardian Early Learning Group to Navis Capital, a transaction with a reported value of approximately A$120 million.

Recognition

James Rozsa is named as a leading lawyer in Private Equity Law.
Best Lawyers Australia, 2018
A substantial team advising a range of Australian private equity houses and several prominent offshore funds. Particularly noted for niche expertise in assisting venture capital funds and the financial sponsorship of resources companies.
Chambers Asia Pacific, 2015
James Rozsa is praised for a wide range of skills, which includes being "available at short notice, focused on objectives and coming up with new ideas, approaches and solutions."
Chambers Asia Pacific, 2015
James Rozsa is ranked as a leading lawyer in Private Equity.
Chambers Asia Pacific, 2015
James Rozsa is recognised as a leading lawyer in Private Equity.
Best Lawyers Australia, 2014
"Always available and fantastic in terms of managing client needs."
Chambers Asia Pacific, 2015
"We like the firm for its boutique aspect, better ratio of partners to other lawyers and greater partner involvement than other firms."
Chambers Asia Pacific, 2014
[JWS has] extensive experience in handling sponsor investment in the resources industry, [and a] recently expanded practice with an acknowledged client focus.
Chambers Asia Pacific, 2014
James Rozsa is praised by clients for his "tireless work on documentation" and for proving "good in both service and content."
Chambers Asia Pacific, 2014

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