Taking Stock: Global Private Equity Perspectives - March 2023

Welcome to the latest edition of Taking Stock, our sector-specific newsletter offering global perspectives and updates on the private equity market.

View our newsletter. 

In this update, our experts discuss why innovation and resilience have been key to Luxembourg's success as a global centre for private equity, and explain the latest developments related to the Sustainable Finance Disclosure Regulation (SFDR). Our experts also explain financing considerations for take-private transactions in the Cayman Islands and we report on the latest insights highlighting Guernsey's strength as a private equity domicile.

In the latest news from Ogier, we welcome new corporate and funds specialists to the partnership and celebrate our second consecutive win at the Private Equity Wire Awards, where we were once again named Best Law Firm – Fund Domicile.
To discuss any of the matters covered here, contact our Private Equity team. 

Ogier wins again at Private Equity Wire Awards

Ogier has been named Best Law Firm – Fund Domicile at the Private Equity Wire European Awards 2023, taking home the award for the second consecutive year. The awards recognise excellence among service providers in Europe's private equity industry and voting is conducted via an online poll of Private Equity Wire's readers.

Ogier in Cayman advises on business combination transactions and de-SPACs totalling more than US$11 billion

Despite market turbulence, we have continued to see strong demand in the Cayman Islands Corporate team for the establishment of special purpose acquisition companies (SPACs), with Ogier advising on a number of listings and subsequent business combination transactions and de-SPACs totalling more than US$11 billion in 2022.

Resilience and innovation: why Luxembourg is a leading centre for private equity

Over the years, Luxembourg has successfully established itself as a leading global centre for private equity. Its political, economic and fiscal stability, in combination with a forward-looking strategy, has earned the trust of financial players and resulted in Luxembourg's reputation as a tested and mature financial centre.

SFDR and EU Taxonomy - the latest developments

In this briefing, partner Anne-Gaelle Delabye and associate Caroline Lecomte summarise the latest developments related to Sustainable Finance Disclosure Regulation, its supplementing Regulatory Technical Standards and the Taxonomy Regulation.

Ogier Global Sustainable Investment Consulting Private Equity Funds brochure

Developing a PE approach to sustainable investing should start with understanding sustainability priorities and goals, investment philosophy and risk/return appetite. We help PE funds identify where they sit on the ESG and impact spectrum by mapping risk, return and impact profile structure.

Latest report highlights Guernsey strength as private equity and venture capital domicile

The new edition of Monterey Insight reports that private equity/venture capital funds remain the most popular product of serviced funds in Guernsey, topping asset allocations with US$379.8 billion, followed by alternative investment with US$63.4 billion.

Financing considerations for take-private transactions in the Cayman Islands

In the last few years there has been a resurgence in listed companies incorporated in the Cayman Islands, with links to Asia, de-listing from global stock exchanges. The majority of these transactions - whether they are sponsored by a founder/majority shareholder, a trade buyer or a private equity fund - are financed by a mix of equity and debt funding.

Ogier welcomes new corporate and funds partners

Ogier continues to strengthen its Corporate and Investment funds teams with the promotions of Rachel Huang and Richard Bennett to partner, and the addition of Richard Sharp to its partnership in Guernsey.

European private equity real estate 2023

Two broad themes are currently emerging in relation to European private equity real estate financing - the €150 billion of finance due to mature by 2025, and the recent trajectory of rising interest rates.

In this briefing, partner Daniel Richards from our team in Luxembourg explains these themes and the implications for sponsors and finance parties.

Ogier's Global Private Equity team

Ogier's dedicated Private Equity team understands the legal and administrative issues that arise across the full private equity lifecycle - be it fund formation, capital raising, subsequent closings, financings, secondary and downstream transactions or wind down - and we get straight to it.