Alexa Whitehead
Partner
Alexa is a corporate finance expert, specialising in asset management with a particular focus on investment funds.
Partner
Alexa is a corporate finance expert, specialising in asset management with a particular focus on investment funds.
Languages - English
Jurisdiction(s) - England & Wales
Alexa is a partner in Stephenson Harwood’s corporate team, where she supports clients within the investment and asset management industry.
She provides comprehensive legal and regulatory advice to investment funds, managers and investment banks on fund launches, IPOs, secondary issues, mergers and acquisitions, joint ventures, reconstructions and other complex transactions. More recently, she has worked with various investment trusts, defending challenging requisitions from activist shareholders.
Alexa's clients benefit from her ability to deliver clear, actionable advice that aligns with their commercial objectives. Known for her proactive approach and deep understanding of the market, Alexa is a trusted advisor for clients. Her involvement in recent high-profile transactions underscores her reputation as a leading figure in the market.
The Prudential Assurance Company Limited
Acted for The Prudential Assurance Company Limited in relation to the sale of its c. £700 million property portfolio to a newly-established joint venture between Prudential and TPG Real Estate.
The European Smaller Companies Trust plc and Henderson Opportunities Trust plc
Advised The European Smaller Companies Trust plc and Henderson Opportunities Trust plc in connection with their defences against the requisitions by Saba.
Liberum Capital
Advised the shareholders of Liberum Capital on the merger with Panmure Gordon.
Swiss Life
Acted on the launch of a continuation fund for Swiss Life and the acquisition of its portfolio.
Miton UK MicroCap Fund plc
Acted on the launch of Miton UK MicroCap Fund plc, throughout the life of the fund, through to its scheme of reconstruction, offering shareholders a cash exit or the option to roll over their investment into an open-ended vehicle also managed by Premier Miton.
Schroder Real Estate
Advised Schroder Real Estate on the set-up of a private REIT and the acquisition of its seed portfolio.
Henderson International Income Trust plc
Advised Henderson International Income Trust plc on its merger with JP Morgan Global Growth & Income plc.
City of London Investment Group plc
Advised City of London Investment Group plc on its acquisition of Karpus Investment Management.
Special Opportunities REIT plc
Acted on the launch of Special Opportunities REIT plc, a new REIT which was incorporated to invest in high-quality properties and launched by the former management team of LXI REIT plc, a long-standing client of the firm.
MIGO Opportunities Trust plc
Advised MIGO Opportunities Trust plc on the change of its investment manager to Asset Value Investors.
