Introducing our firm OFFSHORE LAW SPECIALISTS In the face of opportunities or challenges, our clients know that the advice and 9 guidance they receive from us will be based on a complete understanding of Locations their goals and objectives combined with outstanding client service, technical excellence and commercial insight. BIGGER PICTURE 5 Offshore Laws BERMUDA BRITISH VIRGIN ISLANDS CAYMAN ISLANDS GUERNSEY JERSEY 1898 Founded 2 ⁄ careyolsen.com Contents 3 ⁄ careyolsen.com Our credentials INVESTMENT FUNDS CLIENTS PRIVATE EQUITY CLIENTS TIER ONE RANKINGS We advise more investment We advise 9/10 of the world’s We have 18 Tier One rankings in funds in the Channel Islands largest private equity firms. The Legal 500 UK – more than than any other offshore law firm. any other offshore law firm. 1700+ 9/10 1st BANKING CLIENTS TISE LAW FIRMS We advise 9/10 of the world’s We are the leading adviser for We work with all of the world’s largest banks. listings on The International top 25 law firms. Stock Exchange. 9/10 No.1 25 LSE-LISTED CLIENTS INVESTMENT FUNDS PRIVATE EQUITY REAL ESTATE We advise over 90 LSE-listed clients We advise more Channel Islands We advise 7/10 of the world’s - more than double the number of funds by asset value than any largest private equity real estate the next nearest offshore law firm. other offshore law firm. firms. US$ bn 1st 640 7/10 4 ⁄ Carey Olsen at a glance careyolsen.com WHY INSTRUCT US? • We provide partner-led advice. • We have strong and long-lasting • We have the strength and depth to relationships with our clients, handle the most complex and intermediaries and regulators. specialist work. • We are consistently ranked as a top • We operate across all time zones tier law firm in the leading legal and key financial markets. directories. • Our lawyers advise on significant • Founded in 1898, we are one of the legislative changes and industry oldest offshore law firms. Wide-angle developments. • We provide value by effectively thinking delegating work to talented lawyers at the appropriate levels. We advise financial institutions, corporations and private clients on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey from a network of nine international offices. Our clients include global and local financial institutions, investment funds, private equity houses, multinational corporations, public organisations, sovereign wealth funds, high net worth individuals, family offices, directors, trustees and private clients. We work alongside all of the major international law firms, accountancy firms and insolvency practitioners. In the face of opportunities or challenges, our clients know that the advice and guidance they receive will be based on a complete understanding of their goals and objectives combined with technical excellence and commercial insight. Whether playing a lead or a supporting role, we always look at the bigger picture. 5 ⁄ Our firm careyolsen.com “ Technically strong, very responsive and proactive, and invariably a pleasure to work with.” The Legal 500 62 Partners Business-ready legal minds Our advice is delivered by an approachable and 250 experienced team of globally-minded lawyers who work in partnership with our clients to help them Lawyers achieve their objectives. Our clients tell us that we are easy to work with and highly- responsive. They consider us an extension of their team and appreciate the continuity that we provide along with our consistently high levels of client service. We employ 500 people and our 62 partners lead a full 500 complement of 250 lawyers, many of whom have come from leading international law firms. People 6 ⁄ Our people careyolsen.com Seeing the world from your perspective Our clients benefit from direct contact with the partner who is leading on their work. Our teams are structured according to the scale and expertise needed for each instruction and we ensure cost efficiencies through the delegation of work to lawyers at the appropriate level. We make a point of getting to know you, your business and your circumstances. Our role goes beyond delivering legal services – we aim to contribute to your success and to add value wherever we can. This can take a number of forms including training, knowledge sharing, legal secondments, regulatory and legislative updates and client briefings. We maintain highly-competitive and transparent fee rates that are visible from the outset. “ They really get to know their clients and are therefore able to tailor advice around their clients’ needs.” Chambers and Partners 7 ⁄ Our approach careyolsen.com The experience to guide and the vision to lead Our lawyers work across disciplines and jurisdictions to deliver a seamless service to our clients. We have the skills, expertise and scale to handle the most demanding, complex and innovative instructions. 8 ⁄ Our services careyolsen.com Banking and Finance Changes within the global banking sector require new SERVICES and innovative financial structures both for those ⁄ Aviation Finance offering capital and those aiming to access it. ⁄ Banking Regulation Carey Olsen has a top tier global finance team and an ⁄ Debt Capital Markets international reputation for banking and finance work. From ⁄ Fund Finance complex cross-border financing transactions and large loan ⁄ High Yield portfolio restructurings to establishing banks in our domestic ⁄ Islamic Finance markets, our banking and finance team has the experience and knowledge to advise you and the depth to service the largest ⁄ Real Estate Finance transactions. Each year we advise on loans amounting to tens of ⁄ Structured Finance and billions of pounds for both lenders and borrowers. Securitisation We are instructed by clients directly on their international finance transactions and also work closely with onshore legal teams. We have strong ties to London, New York and other major financial centres (with offices in London, Hong Kong and Singapore) and represent clients on transactions at every level of complexity. BANKING CLIENTS Our clients include arranging banks and lenders, investment banks, We advise 9/10 of the world’s building societies, borrowers, syndicated lenders and underwriters. largest banks. Our experience in advising each of these groups means we can anticipate multi-party needs, often saving our clients time and money during a transaction. “ A very high level of service, with fast response times and 9/10 astute advice.” The Legal 500 9 ⁄ Our services careyolsen.com Corporate Corporate work is a cornerstone of our legal services SERVICES offering. We have one of the largest corporate teams ⁄ Competition Law in the offshore legal market and we act for a diverse ⁄ Cybersecurity, Data range of international and local organisations. Protection and GDPR ⁄ Insurance Law Our lawyers are skilled at creating new structures for commercial growth, advising on public and private mergers and acquisitions ⁄ Intellectual Property and completing exchange-based listings, as well as advising ⁄ IPOs and Equity Capital boards and shareholders. Markets ⁄ Joint Ventures The scale of our corporate practice enables us to structure the team according to our role, whether we are providing focused ⁄ Mergers and Acquisitions advice directly to our clients or acting in partnership with onshore ⁄ Regulation and advisers on complex international transactions. Compliance ⁄ Corporate Structuring We match the level of resource to your requirements, expectations and deadlines, giving you the commercial agility to achieve your objectives. LSE-LISTED CLIENTS We have a global approach and, alongside our corporate We advise over 90 LSE-listed specialisms, provide regulatory, employment, pensions, litigation, clients - more than double the property and commercial advice. This integrated expertise enables “ Carey Olsen is the number of the next nearest us to form a broader team across legal disciplines and jurisdictions best offshore law when necessary. offshore law firm. firm, both in terms of service and for technical capability and drafting.” 1st IFLR1000 10 ⁄ Our services careyolsen.com Investment Funds Carey Olsen has one of the largest investment fund SERVICES practices in the offshore world – advising clients on the ⁄ Fund Formation laws of Bermuda, the British Virgin Islands, the ⁄ Fund Finance Cayman Islands, Guernsey and Jersey. ⁄ Fund Listings We advise on all types of private, public, retail and listed funds, ⁄ Fund Strategies and Asset including open and closed-ended funds, limited partnerships, unit Classes trusts and companies. ⁄ Investment Managers ⁄ Fund Regulation and We have substantial experience in advising on the full spectrum of Compliance fund strategies and asset classes, including credit and debt funds, cleantech funds, real estate funds, private equity funds, venture ⁄ Restructuring and capital funds, hedge funds, green funds, crypto funds and Winding Up infrastructure funds. Our clients include fund managers, investment banks and private banks, institutional investors, boutique investment firms, insurance groups, pension funds, private equity houses, sovereign wealth funds and family offices. Our lawyers understand the requirements and priorities of each interest group and we tailor our services accordingly. PRIVATE EQUITY CLIENTS INVESTMENT FUNDS CLIENTS We also have longstanding relationships with all of the leading We advise 9/10 of the world’s We advise more investment international law firms who instruct us on a regular basis. largest private equity firms. funds in the Channel