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| 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 | ||
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| Client: | Hedge Fund Managers | ||
| Business Objective: | The structuring and establishment of various types of offshore structures including:
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| ISIS's Role: | Consultant and more recently as Bermuda legal counsel | ||
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| Client: | Business owner | ||
| Business Objective: | Restructuring of large, internationally known investment management firm | ||
| ISIS's Role: | Consultant | ||
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| Client: | Hypo International | ||
| Business Objective: | Advisor on reinsurance structures | ||
| ISIS's Role: | Commercial advisor and legal counsel | ||
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| 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. | ||
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| Client: | Large listed Bermuda Reinsurer | ||
| Business Objective: | Analysis of and due diligence on multi-faceted financial services groups | ||
| ISIS's Role: | Consultant and advisor | ||
| Client: | Terra Firma | ![]() |
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| Business Objective: | Capital Raising for Terra Firma Capital Partners II | ||
| ISIS's Role: | Placement Agent | ||
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| Client: | Strategic Value Partners | ![]() |
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| 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. | |
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| Client: | Max Re Capital Limited | ![]() |
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| Business Objective: | To raise private equity for large new Bermuda insurer and reinsurer. | ||
| ISIS's Role: | Private Placement Agent. | ||
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| Client: | Moore Japan Restructuring Fund | ![]() |
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| Business Objective: | To raise capital for Japanese distressed debt fund managed by Moore Strategic Value Partners, LLC. | ||
| ISIS's Role: | Private Placement Agent. | ||
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| Client: | AXIS Capital Holdings Limited | ||
| Business Objective: | Initial Public Offering of US$316 million of large new Bermuda reinsurer | ||
| ISIS's Role: | Sales Agent | ||