Investor Advisory

Investor advisory is reshaping the investment landscape, bringing new opportunities and challenges for fund managers, founders, and investors. In a fast-moving market, clients need more than traditional fundraising—they require tailored, commercially focused advice to navigate complex scenarios and achieve their ambitions.

Clients often seek our support to maximise value from secondaries, restructure management stakes, or resolve contentious fund situations such as GP removals. Many also look for guidance in securing cornerstone investors and managing the risks of cross-border transactions, where regulatory requirements and market conditions can change rapidly.

We advise clients across the full spectrum of investor advisory matters, including GP-led secondaries, portfolio sales, tender offers, and fund restructurings—even in the most challenging circumstances. By working alongside our clients, we deliver clear, actionable guidance that aligns with their commercial priorities. Our cross-sector collaboration and global reach mean clients benefit from seamless support, wherever their investments take them.

‘

Their responsiveness is superb and the international network is a plus.’

Chambers Greater China 2025 (Investment Funds: Private Equity)

Clients choose Stephenson Harwood for our deep sector insight, proven experience, and commitment to delivering results. We help clients manage risk, unlock value, and move forward with confidence—no matter how complex the deal or dynamic the market.

Our Services

Advising on the creation, structuring, and restructuring of investment funds, including related governance matters.

Kline Hill
Advising Kline Hill on all commitments to continuation vehicles (Preservation Capital Partners, BV Investment Partners, etc.).
Schroders
Advising Schroders on all commitments to continuation vehicles (AnaCap, Volpi Capital, etc.).
LEA Partners
Advising in relation to a €100 million investment in a complex GP-led transaction by LEA Partners.
Verium AG
Establishment of first continuation vehicle (CHF120m), involving secondary investors.
Soho Square Capital
Restructuring and roll-on closing of Luxembourg-based fund with master-feeder structure.
Horizon Capital
Sale and restructure of ownership in Horizon Growth Capital Fund II.
Soho Square
Post-Brexit restructuring, cross-fund transfer, and closing of Soho Square Fund III.
Multiplicity AG
Advising Multiplicity AG on the establishment of their second, third and fourth Jersey funds focussing on special situations and complex secondary market opportunities.
Longfield Investment Partners
Advising Longfield Investment Partners on their open-ended Jersey fund.

Protecting investor interests, including negotiation of control rights and partnership admissions.

eARC
Cornerstone investor in UK life science fund, invoked control rights to terminate fund.
Castleforge
Admission of Julian Feldman and Adam Macleod into Castleforge LLP partnership, including constitutional documents for new group parent company.
Project Kota
Acted for entire investor base of a UK private equity fund on replacement of general partner and manager.
Private equity fund
Advised on underperforming renewable energy portfolio investment, including directors’ duties, stakeholder management, emergency funding, and value protection.
Alvarium
Advising a real estate manager on a joint venture and cornerstone investment into the Northtree property funds.

Advising on early-stage and growth investments, including VC, seed, Series A, M&A and follow-on rounds.

500 Startups
Ongoing advice on pre-seed, seed, and series round investments in UK businesses.
FENIX Networks
Advised on second closing of seed round and corporate structure in the UAE.
European car manufacturer
Assisted with seed and Series A fundraising for prototype production.
Corre Energy
Advised on corporate restructure and first private investment into the new group.
Oryx Energies S.A
Acquisition of majority stake in Puma Energy Senegal S.A., supporting energy transition.
Sackville Capital
Advising Sackville Capital on joint venture with an emerging manager and seed investment into their first fund.
Headway Capital Partners
Advising on cornerstone investment into Cadence Wexler LP.
Private individual (HNW)
Advising on indirect investment into Open AI.
Swiss Charitable Foundation
Advising on investments into debt, real estate, infrastructure, and private equity funds.
German Charitable Foundation
Advising on strategic investments into real estate and private equity, and secondaries funds.

Awards and Recognition

Chambers UK 2025

"The firm has very strong expertise in each of the areas where it's supported us. There is always an expert available who can provide well-considered views and advice, no matter the topic."

Chambers UK 2025

"Stephenson Harwood have a culture of responsiveness and we enjoy consistently high levels of service."

The Legal 500 UK 2025

"Stephenson Harwood have a full service team that is able to call on experts both locally and internationally, providing a prompt and reliable service."

The Legal 500 UK 2025

"Very approachable and experienced team. They are experts in their field and a pleasure to deal with."