Here are some of our work highlights demonstrating our capabilities and expertise in Funds Management across the alternative capital sector.
Advising on establishing the Forza Priority Framework, a unique offer whereby Forza secured non-binding commitments from investors in future Forza offerings, including all licensing and disclosure requirements and preparing the offer documents and accompanying subscription documents.
Advising Vasco on establishing and promoting multiple retail and wholesale funds across various sectors, including property, equities, alternative assets, and significant investor visa offerings. Vasco is an independent professional investment management group providing fund establishment, trustee, and administration services to Australian and international investment managers.
Acting for MARQ Private Funds, the trustee of the Allfin Capped Interest Fund – Series 1 which provides an innovative source of lending to owners of retail pharmacies, which involved establishing the fund, preparing the information memorandum, drafting a bespoke loan agreement, preparing a loans manual for the fund, verifying the information memorandum, plus preparing multiple loan agreements for its seed investment of loans in a portfolio of 18 pharmacy acquisitions.
Advising MARQ Private Funds on structuring and establishing The Impact Fund, which is promoted to make investments having a positive social and environmental impact while earning a market rate return, including establishing the fund, drafting the information memorandum, advising the trustee, and negotiating the investment management agreement.
Lead adviser to Kilter Investments, the trustee of this innovative social impact fund established and sponsored by The Nature Conservancy. The fund has financial, environmental, and social objectives achieved through buying, leasing and trading water and donating annual amounts to both agriculture and ecologically significant wetlands.
Advising on real estate acquisitions and transactions for an Australian based diversified alternative asset manager specialising in private equity, private real estate, hedge funds and real assets.
Preparing the PDS for the DirectMoney Personal Loan Fund, the first of its kind in Australia, which pools investors' money and allows them the opportunity to invest in underlying personal loans made to borrowers.
Lead adviser to the general partner of this registered venture capital limited partnership. In addition to establishing the VCLP and settling the information memorandum, we also incorporated a venture capital management partnership, being a separate limited partnership registered with the Victorian Office of Consumer Affairs.
AFS Licensing Structuring & Establishment Offer Documents Finance Transactions and Acquisitions Financial Services Advisory Corporate Advisory Litigation and Dispute Resolution Exit Strategies
‘They have a unique understanding of the legal and strategic issues involved in the acquisition, development, management, and disposal of properties by developers and managers.’ Chambers Asia Pacific Guide
‘They can see the big picture across the investment fund life cycle and always consider the financial parameters.’ Chambers Asia Pacific Guide
‘They are respected in the funds management industry and are pioneers in managed investment schemes.’ Chambers Asia Pacific Guide
‘Sean is a quality lawyer who understands our needs and is very easy and straightforward to deal with.’ Chambers Asia Pacific
‘They have been very effective in partnering with us ... their service is first class and they make you feel they are an extension of your own team.’ Chambers Asia Pacific Guide
‘Excellent understanding of the laws relating to funds management and policy documents. Commercial and practical advice.’ Chambers Asia Pacific Guide
‘They looked at the bigger picture and the end result rather than point-scoring on items that were not critical to the outcome.’ Chambers Asia Pacific Guide
‘Our overall impression is that they are a great firm that provides good advice in a timely manner.’ Chambers Asia Pacific Guide
‘McMahon Clarke’s team punches above its weight. It is a boutique funds practice which is very good at property funds and fund restructuring work.’ Chambers Asia Pacific Guide
Recognised in Best Lawyers in Australia for Corporate Law
Partner Emma Donaghue is named in Best Lawyers in Australia for Banking and Finance Law
We are ranked as leaders in our focus industry sectors – funds management and real estate
‘McMahon Clarke is highly responsive with deep knowledge and experience in investment funds, and they are very commercial and practical at the same time.’ Chambers Asia Pacific Guide
‘I am extremely happy ... they are fantastic and I cannot speak highly enough of them.’ Chambers Asia Pacific Guide
Partner Sean McMahon is named Lawyer of the Year for Investment Funds and Funds Management in Best Lawyers in Australia
‘Langton is very commercially aware and always speedy with his responses' … 'he's also very knowledgeable about a wide range of legal issues and his client service is exemplary.' Chambers Asia Pacific
‘Sean is a commercially savvy and broad-thinking lawyer who adds value to commercial contexts and produces documents that not only meet our purpose but are also easy to read, even for complex transactions.’ Chambers Asia Pacific
'Langton’s outstanding technically and experienced across all facets of funds.’ Chambers Asia Pacific
‘They see the big picture across all real estate sectors, including commercial, industrial, and residential, as well as alternative asset classes.’ Chambers Asia Pacific Guide
Recognised for Real Property Law in Best Lawyers in Australia