Acting on behalf of a Spanish private equity manager in the establishment of a fund investing minority positions in small and mid-cap listed companies with an active ownership strategy providing investee companies with management support in order to enhance value.
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Brian is a Partner in the Asset Management and Investment Funds and Financial Regulation teams.
Brian advises privately owned and institutional fund sponsors and investment managers and proprietary and third party management companies operating in Ireland or servicing Irish funds as well as fund Boards. He also advises Irish investment firms, such as portfolio managers and distributors.
Brian specialises in the establishment of investment funds of all product types and investment firms and advises on all applicable regulatory and compliance matters. His investment funds practice covers product design, contract negotiation, authorisation, distribution, migration and all applicable regulatory and compliance matters.
Brian is currently a member of the Irish Funds Legal & Regulatory Working Group of which he was previously chairman. Brian is a regular speaker at international fund events and occasionally is a speaker at Irish MiFID Industry Association events.
Brian’s international experience includes working in a New York listed and NASDAQ registered broker / dealer prior to commencing his career at Dillon Eustace.
Brian is a Partner in the Asset Management and Investment Funds and Financial Regulation teams.
Brian advises privately owned and institutional fund sponsors and investment managers and proprietary and third party management companies operating in Ireland or servicing Irish funds as well as fund Boards. He also advises Irish investment firms, such as portfolio managers and distributors.
Brian specialises in the establishment of investment funds of all product types and investment firms and advises on all applicable regulatory and compliance matters. His investment funds practice covers product design, contract negotiation, authorisation, distribution, migration and all applicable regulatory and compliance matters.
Brian is currently a member of the Irish Funds Legal & Regulatory Working Group of which he was previously chairman. Brian is a regular speaker at international fund events and occasionally is a speaker at Irish MiFID Industry Association events.
Brian’s international experience includes working in a New York listed and NASDAQ registered broker / dealer prior to commencing his career at Dillon Eustace.
Relevant Experience
Acting on behalf of an Irish AIF ICAV in the negotiation of a side letter required by a US tax exempt investor in advance of a US$200 million investment.
Acting on behalf of a South African manager in the establishment of a Money Market Fund.
Acting on behalf of a Swiss manager in the establishment of a UCITS fund investing in underlying ETFs aligned with one or more of the UN SDGs.
Acting on behalf of a UK manager in the establishment of UCITS ESG funds with a either a sustainable investment objective or a strategy of promoting environment or social characteristics in accordance with SFDR.
Acting on behalf of Indian managers in the establishment of UCITS and AIF funds with a focus on Indian fixed income, equity and/or balanced portfolios.
Acting on behalf of existing UCITS in domestic and cross border mergers and in relation to the change of service providers.
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