Daniel Margolis
Partner
Daniel is a partner in the banking & finance team, based in the firm's London office.
Partner
Daniel is a partner in the banking & finance team, based in the firm's London office.
Language - English
Jurisdiction - England & Wales
Daniel is a versatile and experienced finance lawyer who has worked in the finance teams at leading international City and US firms, and as Lead In-House Counsel for an alternative asset investment firm, advising on general corporate, finance and structuring matters.
He has extensive experience in advising lenders and borrowers on complex and cross-border finance transactions, covering acquisition and leveraged/general corporate finance, fund finance, real estate finance and speciality finance. Daniel acts for a variety of clients, including banks, private equity sponsors, funds, corporates and alternative lenders, on both domestic and international deals. He is recognised for his commercial and pragmatic approach, as well as his ability to handle challenging and innovative transactions.
Daniel's recent experience includes advising private equity investment companies on their acquisition financing facilities; acting for funds on their subscription line and NAV facilities; advising on the multi-facility refinancing and group restructuring for a FTSE 250 real estate investment trust; and acting for venture debt fund on its establishment, proforma debt documentation and transactions.
Private equity
Advising Bowmark Capital LLP, a mid-market private equity firm, in connection with the financing aspects of the acquisition of Kubrick group.
Advising Bowmark Capital Growth Fund on the buy-out of Cornwall Insight, a leading provider of research, data and analysis to the energy sector.
Advising Bestport Private Equity on its investment in the LED consultancy business Energy Saving Lighting.
Advising Apposite Capital on its acquisition of Health and Case Management Limited.
Advising Bowmark Capital LLP on its backing of the buy-out of IWSR, a research platform for the US$1.5 trillion global alcoholic beverage market.
Leveraged and acquisition finance
Advising LXi REIT Plc, a FTSE 250 company, on the bid finance aspects of its acquisition of Secure Income REIT plc.
Advising a venture debt fund on its establishment, proforma debt documentation and transactions. Advising plc on its £50 million revolving credit facilities with clearing bank club.
Advising Bowmark Capital LLP, a mid-market private equity firm, in connection with the financing aspects of the acquisition of Kubrick group.
Advising Bowmark Capital Growth Fund on the buy-out of Cornwall Insight, a leading provider of research, data and analysis to the energy sector.
Fund finance
Advising a UK and European investment fund on its NAV financing arranged by Velocity Capital LLC.
Advising Aberdeen on its portfolio acquisition NAV financing from Lloyds Bank.
Advising a France-based fund on its English law subscription line facility.
Advising various Bowmark Capital funds on their subscription line facilities.
Asset based lending and speciality
Advising a lender in relation to £15 million term and revolving facilities secured against receivables originated by personal loan provider.
Advising a lender in respect of £30 million revolving facilities with term-out for loans made by property bridging facility lender.
Advising a lender in respect of £50 million facilities secured against loans made by specialist used car finance provider.
Advising a lender in relation to a venture debt facility provided to education course loan provider.
Advising a lender in relation to loan facility secured on receivables made against in relation to internet advertising payments.
Healthcare
Advising Salutem Healthcare on finance aspects of its various acquisitions.
Advising Apposite Capital on its acquisition of Health and Case Management Limited.
Advising a UK private equity fund on its propco/opco and development financing structuring.
Advising Apposite Capital portfolio company on various aspects of its debt facilities.
