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Backleverage and Investment-Backed Financing

We bring together a cross-disciplinary team with deep experience in complex and multifaceted transactions to help clients meet a variety of financial goals. These can include generating enhanced returns on investments, increasing liquidity, monetizing an equity stake, financing an acquisition, structuring an investment or building an equity and/or debt portfolio.

approach to finding customized financing solutions

Our team counsels private equity funds, investment banks and other large financial institutions, corporations, private investment vehicles and high-net-worth individuals on the use of leverage products secured by or referencing public and private investment property, including through:

  • Margin loans and other backleverage facilities secured by a variety of interests, including large affiliate stakes in public securities, private company interests, preferred interests, convertible securities (including PIPEs) and debt instruments
  • NAV-based facilities, holdco financings and hybrid products designed for structured investments
  • Equity hedging and monetization transactions, including OTC and public hedging transactions
  • Portfolio and stake-building derivatives, including total return swaps and forward purchases

We recognize that there is no one-size-fits-all solution to investment-backed financing and are committed to working with our clients to design individualized and innovative structures and products to meet their varied needs. By capitalizing on our diversified experience across a variety of specialties, such as banking and credit, derivatives, capital markets, M&A, tax structuring and private funds, we are able to navigate the legal and regulatory intricacies involved in equity and debt instrument collateral and provide inventive solutions for market-setting transactions. Using this multifaceted approach, our team has guided some of the largest and most innovative backleverage deals in the market. 

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