Contact
One Eagle Place
London, SW1Y 6AF
Bar Admissions
- England and Wales
Education
- University of Newcastle upon Tyne, BSc
- The College of Law of England and Wales, Diploma in Law
- The College of Law of England and Wales, Common Professional Examination
Jim McNally
Partner
Advises on fundraising, corporate and transactional matters for private equity and other alternative investment funds, as well as transactional matters for internationally active corporate clients.
Jim’s experience includes structuring private equity and venture capital funds; and structuring acquisitions, disposals and joint ventures with respect to interests in a wide range of asset classes including acquiring, divesting and demerging investment management businesses and interests therein, as well as advising activists on strategy and execution of European campaigns.
Jim is recognized as a “Recommended” lawyer in The Legal 500 UK in Investment Fund Formation and Management: Private Funds. An interviewee stated, “Jim McNally is highly experienced, highly intelligent, and responsive, and manifestly values us as a client. We have a complicated business, but we have not been able to come up with a concept that he can’t readily draft for!”
- Bybrook Capital on the acquisition and merger of its business with that of Cairn Capital.
- Infinity Investment Partners as regards the acquisition and sale of a number of private investments and fund interests.
- Tufton Oceanic on the transition of its investment management business with a new financial partner under which the management team acquired a substantially increased stake in the business.
- An activist investor as regards its campaign against Wirecard AG.
- In connection with the spinout of Rothschild & Co’s trust business and the financing thereof, the interim restructuring of that business and on the ultimate sale by the financial investor of its interests thereof.
- The creation and establishment of a number of segregated portfolio products for private equity investments for Kingsway Capital and others.
- AKAZ Investment Partners on the establishment of its Flagship and Opportunistic hedge fund products, as well as on the establishment of its management company structures.
- Emso Asset Management in connection with the establishment of bespoke carried interest arrangements over a number of funds products.
- Samena Capital as regards the establishment of its third special situations fund, and various other matters.
- A Canadian asset management firm on its ongoing activist campaign against First Group, and subsequently advising a US activist on its separate campaign against First Group.
- A private equity firm on its activist approaches to Mears Group.
- Cantab Capital Partners on the sale of its business to GAM for upfront cash consideration of $217 million and deferred consideration based on future revenues, with Cantab retaining a 40-percent interest in future performance fees.
- Chenavari on the sale of a revenue share to Dyal Capital.
- Chorus Capital on the establishment of its credit opportunities fund, Chorus Capital Credit Fund I.
- TriSpan on the establishment of its management group and its 'Rising Stars' and 'Opportunities' private equity funds.
- Systematica and its management on its spin out from BlueCrest Capital Management and on the creation of its investment management business, and in connection with AMG’s acquisition of a minority stake from BlueCrest Capital Management.
- Pelham Capital on the sale of a minority stake to Petershill, and on a subsequent reorganisation of its business following changes in UK legislation.
- Kingsway Capital on the establishment of its asset management business and the launch of its 'Frontier Consumer Internet' private equity fund.
- Pacific View Asset Management on the acquisition of microcap investor Perlus Investment Management.
- Arrowgrass on its acquisitions of interests in two P2P lenders.
- Aquila Capital on the establishment of hedge and private equity products, the latter specialising in European real estate and renewable energy investments.
- State Street (and previously General Electric Asset Management) on its international investment programme, encompassing real estate and private equity investments over multiple geographies and sectors.
- Brook Bay on the launch of a dedicated hedge fund secondaries product.
- Westport Capital Partners on the establishment of its UK operations and business.
- Eton Park on the monetisation of UK portfolio company investments.
- Multiple funds advised by ARCIS Capital on a number of secondary funds transactions.
- The shareholders of New Finance Capital, a fund of hedge funds business, on the sale of its shares to Schroders for $141 million.
- “UK Directors’ Duties – What Are You Owed as a Creditor, and When?” Schulte Alert, 12 Oct. 2022
- “Mind Who You Are Talking To: The UK Takeover Code & Limits on Shareholder Conversations,” Schulte Alert, 6 Oct. 2022
- The Activist Investing Annual Review 2022, March 2022
- Fall 2020 Shareholder Activism Insight (Activist Insight in association with Schulte), November 2020
- Contributor, 2020 Shareholder Activism Insight (Activist Insight in association with Schulte)
- Contributor, The Activist Investing Annual Review 2019 (Activist Insight in association with Schulte)
- Contributor, Shareholder Activism Insight (Schulte in association with Activist Insight and Okapi Partners), 2018
- Contributor, The Activist Investing Annual Review 2018 (Activist Insight in association with Schulte)
- “Elliott Makes Its $33 Billion Presence Felt in Europe,” Bloomberg, 16 Aug. 2017 (quoted)
- “Changes to the UK’s ‘People with Significant Control’ Regime,” Schulte Alert, 29 June 2017 (co-author)
- “Activist Investors in Europe are Getting Bolder,” Financial News, 8 Feb. 2017 (quoted)
- Contributor, The Activist Investing Annual Review 2017 (Activist Insight in association with Schulte)
- Contributor, Shareholder Activism Insight (Schulte in association with Activist Insight and FTI Consulting), 2016
- “Q&A: Jim McNally, Schulte,” The Hedge Fund Journal, September 2016 (featured)
- “UK Companies and LLPs Affected by New Provisions of the ‘People with Significant Control’ Regime,” Schulte Alert, 24 March 2016 (co-author); republished in Bloomberg BNA – Tax Planning International European Tax Service, April 2016
- “Writing the Activism Playbook,” The Hedge Fund Journal, February 2016 (interview)
- Contributor, The Activist Investing Annual Review 2016 (Activist Insight in association with Schulte)
- “Schulte Advises Activist Funds – Diplomacy and Discretion Apt in Europe,” The Hedge Fund Journal, 1 Sept. 2015 (quoted)
- “77% European Companies Expect Activism Spike,” IFLR, 4 Nov. 2014 (quoted)
- Contributor, Shareholder Activism Insight (Schulte in association with Mergermarket), 2014
- Schulte UK Shareholder Activism Briefings, August 2014 (author)
- “Shareholder Activists – Keeping a Low Profile,” Lexis® PSL Corporate, 14 July 2014
- “Preparing for Regulatory Investigations and Publicity,” Schulte London Investment Management Hot Topics, May 2024
- “Corporate activism in the US, UK, Europe, and Asia,” K2 Integrity Webinar, January 2024
- “Activism: Avoiding Foot Faults,” Schulte London Investment Management Hot Topics, May 2023
- Schulte Shareholder Activism Breakfast Briefing, London, September 2019
- “Managing the Team (in Good Times and in Bad),” Schulte London Investment Management Hot Topics, London, June 2019
- “How Activists Prevent Buyouts in the EU: Squeeze Outs and Hold Outs,” Skytop Strategies Shareholder Engagement & Communication, London, March 2019
- Moderator, “Effective Communications and Campaigning,” Schulte Shareholder Activism in Europe Seminar, London, November 2018
- “Co-Investment Vehicles,” Schulte London Investment Management Hot Topics, London, July 2018
- Moderator, “Current Issues in Activism,” Schulte Shareholder Activism in the UK, London, May 2017
- “MAR – Nine Months On,” Schulte London Investment Management Hot Topics, London, March 2017
- “Stay Current: How Brexit Will Alter Legal and Regulatory Realities in Europe and the UK,” The Deal & ArrowCon Partners Corporate Governance & Activist Investing in Europe, London, September 2016
- Wilson Willis Management Hedge Fund Business Forum, London, May 2016
- “Co-Investments: Structure, Terms and Considerations,” Schulte London Investment Management Hot Topics, London, London, March 2016
- Moderator, “Institutional Investors and Activism,” Schulte and Activist Insight Shareholder Activism in the UK Conference, London, November 2015
- Moderator, “Activism: Unlocking Value Through Activist Investing,” ICBI GAIM International 2015 Conference, Monaco, June 2015
- Moderator, “Legal and Regulatory Issues: Dealing with Multiple Jurisdictions, Operating Environments and Shareholder Structures in Europe,” ArrowCon Events Activist Investing in Europe, London, May 2015
- “Current Issues for Managers,” Schulte London Investment Management Hot Topics, London, March 2015
- “Activist Strategies, Myths and Realities,” ALFI European Alternative Investment Funds Conference, Luxembourg, November 2014
- “How Much is Your Hedge Fund Company Worth? Valuing Hedge Fund Businesses?” Deutsche Bank London Hedge Fund Symposium, London, November 2014
- “2014 Shareholder Activism Insights Report — US and UK Perspectives,” Schulte 5th Annual Shareholder Activism Conference, October 2014
- “Shareholder Campaigns in the UK,” Schulte Shareholder Activism in the UK Conference, New York, October 2014
- “Legal & Regulatory Issues,” ArrowCon Events The Growth of Activist Investing in Europe, London, June 2014
- “Management Company Structuring and Operations,” Schulte London Investment Management Hot Topics, London, March 2014
- “AIFMD for EU and US Private Equity Fund Managers,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, April 2013
- “Capital Raising in 2013,” Schulte London Investment Management Hot Topics, London, March 2013
- Alternative Investment Management Association
- The Legal 500 UK
- Bybrook Capital on the acquisition and merger of its business with that of Cairn Capital.
- Infinity Investment Partners as regards the acquisition and sale of a number of private investments and fund interests.
- Tufton Oceanic on the transition of its investment management business with a new financial partner under which the management team acquired a substantially increased stake in the business.
- An activist investor as regards its campaign against Wirecard AG.
- In connection with the spinout of Rothschild & Co’s trust business and the financing thereof, the interim restructuring of that business and on the ultimate sale by the financial investor of its interests thereof.
- The creation and establishment of a number of segregated portfolio products for private equity investments for Kingsway Capital and others.
- AKAZ Investment Partners on the establishment of its Flagship and Opportunistic hedge fund products, as well as on the establishment of its management company structures.
- Emso Asset Management in connection with the establishment of bespoke carried interest arrangements over a number of funds products.
- Samena Capital as regards the establishment of its third special situations fund, and various other matters.
- A Canadian asset management firm on its ongoing activist campaign against First Group, and subsequently advising a US activist on its separate campaign against First Group.
- A private equity firm on its activist approaches to Mears Group.
- Cantab Capital Partners on the sale of its business to GAM for upfront cash consideration of $217 million and deferred consideration based on future revenues, with Cantab retaining a 40-percent interest in future performance fees.
- Chenavari on the sale of a revenue share to Dyal Capital.
- Chorus Capital on the establishment of its credit opportunities fund, Chorus Capital Credit Fund I.
- TriSpan on the establishment of its management group and its 'Rising Stars' and 'Opportunities' private equity funds.
- Systematica and its management on its spin out from BlueCrest Capital Management and on the creation of its investment management business, and in connection with AMG’s acquisition of a minority stake from BlueCrest Capital Management.
- Pelham Capital on the sale of a minority stake to Petershill, and on a subsequent reorganisation of its business following changes in UK legislation.
- Kingsway Capital on the establishment of its asset management business and the launch of its 'Frontier Consumer Internet' private equity fund.
- Pacific View Asset Management on the acquisition of microcap investor Perlus Investment Management.
- Arrowgrass on its acquisitions of interests in two P2P lenders.
- Aquila Capital on the establishment of hedge and private equity products, the latter specialising in European real estate and renewable energy investments.
- State Street (and previously General Electric Asset Management) on its international investment programme, encompassing real estate and private equity investments over multiple geographies and sectors.
- Brook Bay on the launch of a dedicated hedge fund secondaries product.
- Westport Capital Partners on the establishment of its UK operations and business.
- Eton Park on the monetisation of UK portfolio company investments.
- Multiple funds advised by ARCIS Capital on a number of secondary funds transactions.
- The shareholders of New Finance Capital, a fund of hedge funds business, on the sale of its shares to Schroders for $141 million.
- “UK Directors’ Duties – What Are You Owed as a Creditor, and When?” Schulte Alert, 12 Oct. 2022
- “Mind Who You Are Talking To: The UK Takeover Code & Limits on Shareholder Conversations,” Schulte Alert, 6 Oct. 2022
- The Activist Investing Annual Review 2022, March 2022
- Fall 2020 Shareholder Activism Insight (Activist Insight in association with Schulte), November 2020
- Contributor, 2020 Shareholder Activism Insight (Activist Insight in association with Schulte)
- Contributor, The Activist Investing Annual Review 2019 (Activist Insight in association with Schulte)
- Contributor, Shareholder Activism Insight (Schulte in association with Activist Insight and Okapi Partners), 2018
- Contributor, The Activist Investing Annual Review 2018 (Activist Insight in association with Schulte)
- “Elliott Makes Its $33 Billion Presence Felt in Europe,” Bloomberg, 16 Aug. 2017 (quoted)
- “Changes to the UK’s ‘People with Significant Control’ Regime,” Schulte Alert, 29 June 2017 (co-author)
- “Activist Investors in Europe are Getting Bolder,” Financial News, 8 Feb. 2017 (quoted)
- Contributor, The Activist Investing Annual Review 2017 (Activist Insight in association with Schulte)
- Contributor, Shareholder Activism Insight (Schulte in association with Activist Insight and FTI Consulting), 2016
- “Q&A: Jim McNally, Schulte,” The Hedge Fund Journal, September 2016 (featured)
- “UK Companies and LLPs Affected by New Provisions of the ‘People with Significant Control’ Regime,” Schulte Alert, 24 March 2016 (co-author); republished in Bloomberg BNA – Tax Planning International European Tax Service, April 2016
- “Writing the Activism Playbook,” The Hedge Fund Journal, February 2016 (interview)
- Contributor, The Activist Investing Annual Review 2016 (Activist Insight in association with Schulte)
- “Schulte Advises Activist Funds – Diplomacy and Discretion Apt in Europe,” The Hedge Fund Journal, 1 Sept. 2015 (quoted)
- “77% European Companies Expect Activism Spike,” IFLR, 4 Nov. 2014 (quoted)
- Contributor, Shareholder Activism Insight (Schulte in association with Mergermarket), 2014
- Schulte UK Shareholder Activism Briefings, August 2014 (author)
- “Shareholder Activists – Keeping a Low Profile,” Lexis® PSL Corporate, 14 July 2014
- “Preparing for Regulatory Investigations and Publicity,” Schulte London Investment Management Hot Topics, May 2024
- “Corporate activism in the US, UK, Europe, and Asia,” K2 Integrity Webinar, January 2024
- “Activism: Avoiding Foot Faults,” Schulte London Investment Management Hot Topics, May 2023
- Schulte Shareholder Activism Breakfast Briefing, London, September 2019
- “Managing the Team (in Good Times and in Bad),” Schulte London Investment Management Hot Topics, London, June 2019
- “How Activists Prevent Buyouts in the EU: Squeeze Outs and Hold Outs,” Skytop Strategies Shareholder Engagement & Communication, London, March 2019
- Moderator, “Effective Communications and Campaigning,” Schulte Shareholder Activism in Europe Seminar, London, November 2018
- “Co-Investment Vehicles,” Schulte London Investment Management Hot Topics, London, July 2018
- Moderator, “Current Issues in Activism,” Schulte Shareholder Activism in the UK, London, May 2017
- “MAR – Nine Months On,” Schulte London Investment Management Hot Topics, London, March 2017
- “Stay Current: How Brexit Will Alter Legal and Regulatory Realities in Europe and the UK,” The Deal & ArrowCon Partners Corporate Governance & Activist Investing in Europe, London, September 2016
- Wilson Willis Management Hedge Fund Business Forum, London, May 2016
- “Co-Investments: Structure, Terms and Considerations,” Schulte London Investment Management Hot Topics, London, London, March 2016
- Moderator, “Institutional Investors and Activism,” Schulte and Activist Insight Shareholder Activism in the UK Conference, London, November 2015
- Moderator, “Activism: Unlocking Value Through Activist Investing,” ICBI GAIM International 2015 Conference, Monaco, June 2015
- Moderator, “Legal and Regulatory Issues: Dealing with Multiple Jurisdictions, Operating Environments and Shareholder Structures in Europe,” ArrowCon Events Activist Investing in Europe, London, May 2015
- “Current Issues for Managers,” Schulte London Investment Management Hot Topics, London, March 2015
- “Activist Strategies, Myths and Realities,” ALFI European Alternative Investment Funds Conference, Luxembourg, November 2014
- “How Much is Your Hedge Fund Company Worth? Valuing Hedge Fund Businesses?” Deutsche Bank London Hedge Fund Symposium, London, November 2014
- “2014 Shareholder Activism Insights Report — US and UK Perspectives,” Schulte 5th Annual Shareholder Activism Conference, October 2014
- “Shareholder Campaigns in the UK,” Schulte Shareholder Activism in the UK Conference, New York, October 2014
- “Legal & Regulatory Issues,” ArrowCon Events The Growth of Activist Investing in Europe, London, June 2014
- “Management Company Structuring and Operations,” Schulte London Investment Management Hot Topics, London, March 2014
- “AIFMD for EU and US Private Equity Fund Managers,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, April 2013
- “Capital Raising in 2013,” Schulte London Investment Management Hot Topics, London, March 2013
- Alternative Investment Management Association
- The Legal 500 UK
Jim McNally
Partner
Contact
One Eagle Place
London, SW1Y 6AF
Advises on fundraising, corporate and transactional matters for private equity and other alternative investment funds, as well as transactional matters for internationally active corporate clients.
Jim’s experience includes structuring private equity and venture capital funds; and structuring acquisitions, disposals and joint ventures with respect to interests in a wide range of asset classes including acquiring, divesting and demerging investment management businesses and interests therein, as well as advising activists on strategy and execution of European campaigns.
Jim is recognized as a “Recommended” lawyer in The Legal 500 UK in Investment Fund Formation and Management: Private Funds. An interviewee stated, “Jim McNally is highly experienced, highly intelligent, and responsive, and manifestly values us as a client. We have a complicated business, but we have not been able to come up with a concept that he can’t readily draft for!”
Contact
One Eagle Place
London, SW1Y 6AF
Bar Admissions
- England and Wales
Education
- University of Newcastle upon Tyne, BSc
- The College of Law of England and Wales, Diploma in Law
- The College of Law of England and Wales, Common Professional Examination
- Bybrook Capital on the acquisition and merger of its business with that of Cairn Capital.
- Infinity Investment Partners as regards the acquisition and sale of a number of private investments and fund interests.
- Tufton Oceanic on the transition of its investment management business with a new financial partner under which the management team acquired a substantially increased stake in the business.
- An activist investor as regards its campaign against Wirecard AG.
- In connection with the spinout of Rothschild & Co’s trust business and the financing thereof, the interim restructuring of that business and on the ultimate sale by the financial investor of its interests thereof.
- The creation and establishment of a number of segregated portfolio products for private equity investments for Kingsway Capital and others.
- AKAZ Investment Partners on the establishment of its Flagship and Opportunistic hedge fund products, as well as on the establishment of its management company structures.
- Emso Asset Management in connection with the establishment of bespoke carried interest arrangements over a number of funds products.
- Samena Capital as regards the establishment of its third special situations fund, and various other matters.
- A Canadian asset management firm on its ongoing activist campaign against First Group, and subsequently advising a US activist on its separate campaign against First Group.
- A private equity firm on its activist approaches to Mears Group.
- Cantab Capital Partners on the sale of its business to GAM for upfront cash consideration of $217 million and deferred consideration based on future revenues, with Cantab retaining a 40-percent interest in future performance fees.
- Chenavari on the sale of a revenue share to Dyal Capital.
- Chorus Capital on the establishment of its credit opportunities fund, Chorus Capital Credit Fund I.
- TriSpan on the establishment of its management group and its 'Rising Stars' and 'Opportunities' private equity funds.
- Systematica and its management on its spin out from BlueCrest Capital Management and on the creation of its investment management business, and in connection with AMG’s acquisition of a minority stake from BlueCrest Capital Management.
- Pelham Capital on the sale of a minority stake to Petershill, and on a subsequent reorganisation of its business following changes in UK legislation.
- Kingsway Capital on the establishment of its asset management business and the launch of its 'Frontier Consumer Internet' private equity fund.
- Pacific View Asset Management on the acquisition of microcap investor Perlus Investment Management.
- Arrowgrass on its acquisitions of interests in two P2P lenders.
- Aquila Capital on the establishment of hedge and private equity products, the latter specialising in European real estate and renewable energy investments.
- State Street (and previously General Electric Asset Management) on its international investment programme, encompassing real estate and private equity investments over multiple geographies and sectors.
- Brook Bay on the launch of a dedicated hedge fund secondaries product.
- Westport Capital Partners on the establishment of its UK operations and business.
- Eton Park on the monetisation of UK portfolio company investments.
- Multiple funds advised by ARCIS Capital on a number of secondary funds transactions.
- The shareholders of New Finance Capital, a fund of hedge funds business, on the sale of its shares to Schroders for $141 million.
- “UK Directors’ Duties – What Are You Owed as a Creditor, and When?” Schulte Alert, 12 Oct. 2022
- “Mind Who You Are Talking To: The UK Takeover Code & Limits on Shareholder Conversations,” Schulte Alert, 6 Oct. 2022
- The Activist Investing Annual Review 2022, March 2022
- Fall 2020 Shareholder Activism Insight (Activist Insight in association with Schulte), November 2020
- Contributor, 2020 Shareholder Activism Insight (Activist Insight in association with Schulte)
- Contributor, The Activist Investing Annual Review 2019 (Activist Insight in association with Schulte)
- Contributor, Shareholder Activism Insight (Schulte in association with Activist Insight and Okapi Partners), 2018
- Contributor, The Activist Investing Annual Review 2018 (Activist Insight in association with Schulte)
- “Elliott Makes Its $33 Billion Presence Felt in Europe,” Bloomberg, 16 Aug. 2017 (quoted)
- “Changes to the UK’s ‘People with Significant Control’ Regime,” Schulte Alert, 29 June 2017 (co-author)
- “Activist Investors in Europe are Getting Bolder,” Financial News, 8 Feb. 2017 (quoted)
- Contributor, The Activist Investing Annual Review 2017 (Activist Insight in association with Schulte)
- Contributor, Shareholder Activism Insight (Schulte in association with Activist Insight and FTI Consulting), 2016
- “Q&A: Jim McNally, Schulte,” The Hedge Fund Journal, September 2016 (featured)
- “UK Companies and LLPs Affected by New Provisions of the ‘People with Significant Control’ Regime,” Schulte Alert, 24 March 2016 (co-author); republished in Bloomberg BNA – Tax Planning International European Tax Service, April 2016
- “Writing the Activism Playbook,” The Hedge Fund Journal, February 2016 (interview)
- Contributor, The Activist Investing Annual Review 2016 (Activist Insight in association with Schulte)
- “Schulte Advises Activist Funds – Diplomacy and Discretion Apt in Europe,” The Hedge Fund Journal, 1 Sept. 2015 (quoted)
- “77% European Companies Expect Activism Spike,” IFLR, 4 Nov. 2014 (quoted)
- Contributor, Shareholder Activism Insight (Schulte in association with Mergermarket), 2014
- Schulte UK Shareholder Activism Briefings, August 2014 (author)
- “Shareholder Activists – Keeping a Low Profile,” Lexis® PSL Corporate, 14 July 2014
- “Preparing for Regulatory Investigations and Publicity,” Schulte London Investment Management Hot Topics, May 2024
- “Corporate activism in the US, UK, Europe, and Asia,” K2 Integrity Webinar, January 2024
- “Activism: Avoiding Foot Faults,” Schulte London Investment Management Hot Topics, May 2023
- Schulte Shareholder Activism Breakfast Briefing, London, September 2019
- “Managing the Team (in Good Times and in Bad),” Schulte London Investment Management Hot Topics, London, June 2019
- “How Activists Prevent Buyouts in the EU: Squeeze Outs and Hold Outs,” Skytop Strategies Shareholder Engagement & Communication, London, March 2019
- Moderator, “Effective Communications and Campaigning,” Schulte Shareholder Activism in Europe Seminar, London, November 2018
- “Co-Investment Vehicles,” Schulte London Investment Management Hot Topics, London, July 2018
- Moderator, “Current Issues in Activism,” Schulte Shareholder Activism in the UK, London, May 2017
- “MAR – Nine Months On,” Schulte London Investment Management Hot Topics, London, March 2017
- “Stay Current: How Brexit Will Alter Legal and Regulatory Realities in Europe and the UK,” The Deal & ArrowCon Partners Corporate Governance & Activist Investing in Europe, London, September 2016
- Wilson Willis Management Hedge Fund Business Forum, London, May 2016
- “Co-Investments: Structure, Terms and Considerations,” Schulte London Investment Management Hot Topics, London, London, March 2016
- Moderator, “Institutional Investors and Activism,” Schulte and Activist Insight Shareholder Activism in the UK Conference, London, November 2015
- Moderator, “Activism: Unlocking Value Through Activist Investing,” ICBI GAIM International 2015 Conference, Monaco, June 2015
- Moderator, “Legal and Regulatory Issues: Dealing with Multiple Jurisdictions, Operating Environments and Shareholder Structures in Europe,” ArrowCon Events Activist Investing in Europe, London, May 2015
- “Current Issues for Managers,” Schulte London Investment Management Hot Topics, London, March 2015
- “Activist Strategies, Myths and Realities,” ALFI European Alternative Investment Funds Conference, Luxembourg, November 2014
- “How Much is Your Hedge Fund Company Worth? Valuing Hedge Fund Businesses?” Deutsche Bank London Hedge Fund Symposium, London, November 2014
- “2014 Shareholder Activism Insights Report — US and UK Perspectives,” Schulte 5th Annual Shareholder Activism Conference, October 2014
- “Shareholder Campaigns in the UK,” Schulte Shareholder Activism in the UK Conference, New York, October 2014
- “Legal & Regulatory Issues,” ArrowCon Events The Growth of Activist Investing in Europe, London, June 2014
- “Management Company Structuring and Operations,” Schulte London Investment Management Hot Topics, London, March 2014
- “AIFMD for EU and US Private Equity Fund Managers,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, April 2013
- “Capital Raising in 2013,” Schulte London Investment Management Hot Topics, London, March 2013
- Alternative Investment Management Association
- The Legal 500 UK
- Bybrook Capital on the acquisition and merger of its business with that of Cairn Capital.
- Infinity Investment Partners as regards the acquisition and sale of a number of private investments and fund interests.
- Tufton Oceanic on the transition of its investment management business with a new financial partner under which the management team acquired a substantially increased stake in the business.
- An activist investor as regards its campaign against Wirecard AG.
- In connection with the spinout of Rothschild & Co’s trust business and the financing thereof, the interim restructuring of that business and on the ultimate sale by the financial investor of its interests thereof.
- The creation and establishment of a number of segregated portfolio products for private equity investments for Kingsway Capital and others.
- AKAZ Investment Partners on the establishment of its Flagship and Opportunistic hedge fund products, as well as on the establishment of its management company structures.
- Emso Asset Management in connection with the establishment of bespoke carried interest arrangements over a number of funds products.
- Samena Capital as regards the establishment of its third special situations fund, and various other matters.
- A Canadian asset management firm on its ongoing activist campaign against First Group, and subsequently advising a US activist on its separate campaign against First Group.
- A private equity firm on its activist approaches to Mears Group.
- Cantab Capital Partners on the sale of its business to GAM for upfront cash consideration of $217 million and deferred consideration based on future revenues, with Cantab retaining a 40-percent interest in future performance fees.
- Chenavari on the sale of a revenue share to Dyal Capital.
- Chorus Capital on the establishment of its credit opportunities fund, Chorus Capital Credit Fund I.
- TriSpan on the establishment of its management group and its 'Rising Stars' and 'Opportunities' private equity funds.
- Systematica and its management on its spin out from BlueCrest Capital Management and on the creation of its investment management business, and in connection with AMG’s acquisition of a minority stake from BlueCrest Capital Management.
- Pelham Capital on the sale of a minority stake to Petershill, and on a subsequent reorganisation of its business following changes in UK legislation.
- Kingsway Capital on the establishment of its asset management business and the launch of its 'Frontier Consumer Internet' private equity fund.
- Pacific View Asset Management on the acquisition of microcap investor Perlus Investment Management.
- Arrowgrass on its acquisitions of interests in two P2P lenders.
- Aquila Capital on the establishment of hedge and private equity products, the latter specialising in European real estate and renewable energy investments.
- State Street (and previously General Electric Asset Management) on its international investment programme, encompassing real estate and private equity investments over multiple geographies and sectors.
- Brook Bay on the launch of a dedicated hedge fund secondaries product.
- Westport Capital Partners on the establishment of its UK operations and business.
- Eton Park on the monetisation of UK portfolio company investments.
- Multiple funds advised by ARCIS Capital on a number of secondary funds transactions.
- The shareholders of New Finance Capital, a fund of hedge funds business, on the sale of its shares to Schroders for $141 million.
- “UK Directors’ Duties – What Are You Owed as a Creditor, and When?” Schulte Alert, 12 Oct. 2022
- “Mind Who You Are Talking To: The UK Takeover Code & Limits on Shareholder Conversations,” Schulte Alert, 6 Oct. 2022
- The Activist Investing Annual Review 2022, March 2022
- Fall 2020 Shareholder Activism Insight (Activist Insight in association with Schulte), November 2020
- Contributor, 2020 Shareholder Activism Insight (Activist Insight in association with Schulte)
- Contributor, The Activist Investing Annual Review 2019 (Activist Insight in association with Schulte)
- Contributor, Shareholder Activism Insight (Schulte in association with Activist Insight and Okapi Partners), 2018
- Contributor, The Activist Investing Annual Review 2018 (Activist Insight in association with Schulte)
- “Elliott Makes Its $33 Billion Presence Felt in Europe,” Bloomberg, 16 Aug. 2017 (quoted)
- “Changes to the UK’s ‘People with Significant Control’ Regime,” Schulte Alert, 29 June 2017 (co-author)
- “Activist Investors in Europe are Getting Bolder,” Financial News, 8 Feb. 2017 (quoted)
- Contributor, The Activist Investing Annual Review 2017 (Activist Insight in association with Schulte)
- Contributor, Shareholder Activism Insight (Schulte in association with Activist Insight and FTI Consulting), 2016
- “Q&A: Jim McNally, Schulte,” The Hedge Fund Journal, September 2016 (featured)
- “UK Companies and LLPs Affected by New Provisions of the ‘People with Significant Control’ Regime,” Schulte Alert, 24 March 2016 (co-author); republished in Bloomberg BNA – Tax Planning International European Tax Service, April 2016
- “Writing the Activism Playbook,” The Hedge Fund Journal, February 2016 (interview)
- Contributor, The Activist Investing Annual Review 2016 (Activist Insight in association with Schulte)
- “Schulte Advises Activist Funds – Diplomacy and Discretion Apt in Europe,” The Hedge Fund Journal, 1 Sept. 2015 (quoted)
- “77% European Companies Expect Activism Spike,” IFLR, 4 Nov. 2014 (quoted)
- Contributor, Shareholder Activism Insight (Schulte in association with Mergermarket), 2014
- Schulte UK Shareholder Activism Briefings, August 2014 (author)
- “Shareholder Activists – Keeping a Low Profile,” Lexis® PSL Corporate, 14 July 2014
- “Preparing for Regulatory Investigations and Publicity,” Schulte London Investment Management Hot Topics, May 2024
- “Corporate activism in the US, UK, Europe, and Asia,” K2 Integrity Webinar, January 2024
- “Activism: Avoiding Foot Faults,” Schulte London Investment Management Hot Topics, May 2023
- Schulte Shareholder Activism Breakfast Briefing, London, September 2019
- “Managing the Team (in Good Times and in Bad),” Schulte London Investment Management Hot Topics, London, June 2019
- “How Activists Prevent Buyouts in the EU: Squeeze Outs and Hold Outs,” Skytop Strategies Shareholder Engagement & Communication, London, March 2019
- Moderator, “Effective Communications and Campaigning,” Schulte Shareholder Activism in Europe Seminar, London, November 2018
- “Co-Investment Vehicles,” Schulte London Investment Management Hot Topics, London, July 2018
- Moderator, “Current Issues in Activism,” Schulte Shareholder Activism in the UK, London, May 2017
- “MAR – Nine Months On,” Schulte London Investment Management Hot Topics, London, March 2017
- “Stay Current: How Brexit Will Alter Legal and Regulatory Realities in Europe and the UK,” The Deal & ArrowCon Partners Corporate Governance & Activist Investing in Europe, London, September 2016
- Wilson Willis Management Hedge Fund Business Forum, London, May 2016
- “Co-Investments: Structure, Terms and Considerations,” Schulte London Investment Management Hot Topics, London, London, March 2016
- Moderator, “Institutional Investors and Activism,” Schulte and Activist Insight Shareholder Activism in the UK Conference, London, November 2015
- Moderator, “Activism: Unlocking Value Through Activist Investing,” ICBI GAIM International 2015 Conference, Monaco, June 2015
- Moderator, “Legal and Regulatory Issues: Dealing with Multiple Jurisdictions, Operating Environments and Shareholder Structures in Europe,” ArrowCon Events Activist Investing in Europe, London, May 2015
- “Current Issues for Managers,” Schulte London Investment Management Hot Topics, London, March 2015
- “Activist Strategies, Myths and Realities,” ALFI European Alternative Investment Funds Conference, Luxembourg, November 2014
- “How Much is Your Hedge Fund Company Worth? Valuing Hedge Fund Businesses?” Deutsche Bank London Hedge Fund Symposium, London, November 2014
- “2014 Shareholder Activism Insights Report — US and UK Perspectives,” Schulte 5th Annual Shareholder Activism Conference, October 2014
- “Shareholder Campaigns in the UK,” Schulte Shareholder Activism in the UK Conference, New York, October 2014
- “Legal & Regulatory Issues,” ArrowCon Events The Growth of Activist Investing in Europe, London, June 2014
- “Management Company Structuring and Operations,” Schulte London Investment Management Hot Topics, London, March 2014
- “AIFMD for EU and US Private Equity Fund Managers,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, April 2013
- “Capital Raising in 2013,” Schulte London Investment Management Hot Topics, London, March 2013
- Alternative Investment Management Association
- The Legal 500 UK
