Rob Lee is a Partner in the Private Funds Practice in the London office. Rob’s practice focuses on the formation and operation of private investment funds across a variety of investment strategies, as well as related aspects of the alternative investment class, including managed accounts, co-investment arrangements and the structuring of carried interest and other incentive schemes. Rob has represented various leading sponsors of private equity, infrastructure and other alternative investment funds, including EQT, Cinven, Apax Partners, CVC Capital Partners, Oakley Capital and MidEuropa. Rob was recognized as one of the four “Rising Stars” under 40 amongst fund formation lawyers by Law360 in 2019 and has also been named as one of the “Rising Stars in Private Equity” by Legal Week.
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Work Highlights
- EQT in the formation and raising of EQT X, a €22 billion buy-out fund
- Oakley Capital in the formation of its continuation fund to acquire IU Group (the largest and fastest growing university in Germany and a global leader in education technology) alongside Oakley Capital Fund V, backed by investors including TPG GP Solutions, HarbourVest Partners, Goldman Sachs Asset Management, Glendower Capital and Pantheon
- EQT in the formation and launch of “EQT Nexus”, EQT’s first semi-liquid, open-end, strategy, aimed at providing individual investors with the opportunity to access EQT’s wide range of strategies that are typically reserved for institutional investors
- EQT in the formation and raising of EQT Infrastructure V, a €15.7 billion infrastructure fund and its predecessor fund, EQT Infrastructure IV, a €9 billion infrastructure fund
- EQT in the formation and raising of EQT IX, a €15.6 billion private equity fund and its predecessor fund, EQT VIII, a €10.9 billion private equity fund
- MidEuropa in the formation and raising of Mid Europa Fund V,a €500m+ mid-market private equity fund focused on investment in the Central and Eastern European region
- Cinven in the formation and raising of the sixth Cinven fund, a €7 billion private equity fund
Accolades
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Legal Week “40 Under 40: The Rising Stars in Private Equity” (2019)
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Law360’s “Rising Stars” (2019)
Education
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Oxford Institute of Legal Practice, 2005 L.P.C.
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University of the West of England, 2004 Post Graduate Diploma in Law
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University of Bristol, 2003 B.S.c.
First Class Hons.
Associations
- Law Society of England and Wales
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Rob Lee is a Partner in the Private Funds Practice in the London office. Rob’s practice focuses on the formation and operation of private investment funds across a variety of investment strategies, as well as related aspects of the alternative investment class, including managed accounts, co-investment arrangements and the structuring of carried interest and other incentive schemes. Rob has represented various leading sponsors of private equity, infrastructure and other alternative investment funds, including EQT, Cinven, Apax Partners, CVC Capital Partners, Oakley Capital and MidEuropa. Rob was recognized as one of the four “Rising Stars” under 40 amongst fund formation lawyers by Law360 in 2019 and has also been named as one of the “Rising Stars in Private Equity” by Legal Week.
Representative transactions on which Rob has advised include:
- EQT in the formation and raising of EQT X, a €22 billion buy-out fund
- Oakley Capital in the formation of its continuation fund to acquire IU Group (the largest and fastest growing university in Germany and a global leader in education technology) alongside Oakley Capital Fund V, backed by investors including TPG GP Solutions, HarbourVest Partners, Goldman Sachs Asset Management, Glendower Capital and Pantheon
- EQT in the formation and launch of “EQT Nexus”, EQT’s first semi-liquid, open-end, strategy, aimed at providing individual investors with the opportunity to access EQT’s wide range of strategies that are typically reserved for institutional investors
- EQT in the formation and raising of EQT Infrastructure V, a €15.7 billion infrastructure fund and its predecessor fund, EQT Infrastructure IV, a €9 billion infrastructure fund
- EQT in the formation and raising of EQT IX, a €15.6 billion private equity fund and its predecessor fund, EQT VIII, a €10.9 billion private equity fund
- MidEuropa in the formation and raising of Mid Europa Fund V,a €500m+ mid-market private equity fund focused on investment in the Central and Eastern European region
- Cinven in the formation and raising of the sixth Cinven fund, a €7 billion private equity fund
- CVC Capital Partners in the formation and raising of CVC VII, a €16 billion private equity fund and CVC VI, a €10.9 billion private equity fund
- EQT in the formation and raising of EQT VII, a €6.75 billion private equity fund
- EQT in the formation and raising of EQT Infrastructure III, a €4 billion infrastructure fund and its predecessor fund, EQT Infrastructure II, a €1.9 billion infrastructure fund
- EQT in the formation and raising of EQT Mid Market, a €1 billion mid-market private equity fund and EQT Mid Market U.S., a $720 U.S.-focused mid-market private equity fund
- The migration of management and related arrangements for a European private equity fund manager to Luxembourg
- Establishment of various side car structures to accommodate specific legal and related structuring requirements
- Establishment of dedicated “fund-of-one” co-investment platform vehicles, managed accounts and multiple co-investments for European sponsors
- Ownership re-organization and restructuring for a major European private equity advisory business
- Carry and leaver arrangements for various sponsors
Rob received his B.S.c. in Philosophy & Politics from the University of Bristol, with First Class honours, in 2003. Rob received his Post Graduate Diploma in Law from University of the West of England in 2004; and his Legal Practice Course from the Oxford Institute of Legal Practice in 2005.
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Rob’s published work includes articles on U.K. Fund Formation for Lexology’s “Getting The Deal Through” for 2021, 2022 and 2023.