1.Consultancy and Corporate Legal Services: ISIS Limited and ISIS Law

Set out below are some examples of the transactions that The ISIS Group has completed or is currently working on.

Client: Australian investment managers
Business Objective: The structuring and establishment of offshore mutual fund companies or unit trusts fund whether as publicly listed or privately held infrastructure funds or as part of a triple stapled security listed on the ASX.
ISIS's Role: Consultant and more recently as Bermuda legal counsel

Client: Hedge Fund Managers
Business Objective: The structuring and establishment of various types of offshore structures including:
  • Fund of Funds
  • Segregated Account or Portfolio Companies
  • Master/Feeder structures
  • Partnerships
  • Private Equity funds
  • Special Purpose Vehicles
ISIS's Role: Consultant and more recently as Bermuda legal counsel

Client: Business owner
Business Objective: Restructuring of large, internationally known investment management firm
ISIS's Role: Consultant


2.Corporate Finance Advisory: ISIS (Asia Pacific) and ISIS Limited


Client: Hypo International
Business Objective: Advisor on reinsurance structures
ISIS's Role: Commercial advisor and legal counsel

Client: Hypo Vereinsbank
Business Objective: To establish a Class 4, Bermuda based reinsurance company, in partnership with an existing Bermuda reinsurer.
ISIS's Role: Advisor and Project Manager.

Client: Large listed Bermuda Reinsurer
Business Objective: Analysis of and due diligence on multi-faceted financial services groups
ISIS's Role: Consultant and advisor


3. Private Placement and Capital Raising : ISIS (Asia Pacific)

Client: Terra Firma
Business Objective: Capital Raising for Terra Firma Capital Partners II
ISIS's Role: Placement Agent

Client: Strategic Value Partners
Business Objective: Capital Raising for hedge and private equity funds
ISIS's Role: Placement Agent
Strategic Value Partners (SVP) is not licensed to provide financial services in Australian and that all enquiries in relation to SVP’s products being offered to Australian wholesale investors should be made through ISIS as SVP’s placement agent.

Client: Max Re Capital Limited
Business Objective: To raise private equity for large new Bermuda insurer and reinsurer.
ISIS's Role: Private Placement Agent.

Client: Moore Japan Restructuring Fund
Business Objective: To raise capital for Japanese distressed debt fund managed by Moore Strategic Value Partners, LLC.
ISIS's Role: Private Placement Agent.

Client: AXIS Capital Holdings Limited
Business Objective: Initial Public Offering of US$316 million of large new Bermuda reinsurer
ISIS's Role: Sales Agent


4.Fund Administration: ISIS Fund Services Ltd.

Please log on to www.isisfunds.bm for more information

5.Social Entrepreneurship: The ISIS Group and The ISIS Foundation

Please click here for more information