Sarah is a legal director in the financial services group at Eversheds Sutherland and leads the financial services team in Edinburgh. Sarah specialises in investment funds and advises clients within the financial services sector including asset managers, depositaries, custodians, institutional investors, funds (investing in various asset classes including equity, debt energy, infrastructure, real estate, as well as fund of funds) and fund administrators on fund launches, capital raisings, restructuring, relationships with service providers, investments and regulatory compliance.
Sarah is experienced at setting up funds structured as limited partnerships. She regularly drafts and advises on limited partnership agreements, information memoranda and investment management and investment advisory agreements.
Sarah regularly advises on investment launches, mergers reorganisations and liquidations and equity security issues of investment trusts, investment companies, limited partnerships and unit trusts. Sarah regularly reviews, advises on and negotiates commercial contracts such as AIFM, portfolio management, investment advisory, depositary, custody, administration, introducer, co-investment, limited partnership, limited liability partnership and other asset management related agreements.
Sarah is also experienced in advising institutional investors on their investments into infrastructure, private equity and venture capital funds and other alternative investment funds, having reviewed and negotiated fund documentation for numerous funds established in the UK, Luxembourg, the US, Australia, the Cayman Islands, the Channel Islands and Ireland.
Sarah regularly provides regulatory advice, with a particular focus on AIFMD, MAR, MiFID II, PRIIPs, ESG and responsible investing, the Prospectus Regulation and application of the UK financial promotion regime to financial service clients.