Much of the legal work that determines a portfolio company’s trajectory happens after the deal closes. We provide fund sponsors and their portfolio companies with strategic, ongoing support — covering the governance, commercial and regulatory matters that decide whether the investment thesis actually plays out.
We work as an extension of the sponsor’s deal team and the portfolio company’s management — combining the commercial perspective of a principal with the legal judgment of senior transactional counsel.
Supporting sponsor directors and management boards on governance, strategic decisions, sensitive matters and shareholder dynamics throughout the hold period.
Constitutional documents, shareholder agreements, reporting regimes, and the regulatory and compliance frameworks that protect value and reduce execution friction.
Structuring and implementing management incentive plans, option schemes and ratchet arrangements that align management with the investment case.
Material contracts, joint ventures, bolt-on acquisitions, financing arrangements and the strategic legal matters that arise during the ownership period.
“I built Kelvedon Legal to bring the rigour and strategic approach of the world’s leading investment firms to growing businesses and platforms. These businesses often have superior ideas but face challenges on the road to execution. We can help.”
David’s career spans more than 25 years advising some of the largest corporations, institutions and family offices in the world — across Sydney, Tokyo, Washington D.C., Hong Kong and New York. He now works with clients building the next generation of businesses across the private capital markets.
His career began more than 25 years ago as trusted legal adviser to some of the largest corporations in the world, and now he works with clients seeking to build the next generation of leaders.
Former Dual Role at Major US Fund
Fund sponsors managing portfolio companies, family offices with direct investments, and the management teams of privately-held businesses backed by sophisticated investors. Some clients engage us for a single portfolio company; others retain us across a wider portfolio.
If you find yourself in a building dispute, it’s important to seek legal advice as soon as possible. Our firm can help you understand your rights, the legal framework governing your situation, and the best steps forward to resolve the dispute efficiently.
If you find yourself in a building dispute, it’s important to seek legal advice as soon as possible. Our firm can help you understand your rights, the legal framework governing your situation, and the best steps forward to resolve the dispute efficiently.
If you find yourself in a building dispute, it’s important to seek legal advice as soon as possible. Our firm can help you understand your rights, the legal framework governing your situation, and the best steps forward to resolve the dispute efficiently.
If you find yourself in a building dispute, it’s important to seek legal advice as soon as possible. Our firm can help you understand your rights, the legal framework governing your situation, and the best steps forward to resolve the dispute efficiently.
Upon receiving your inquiry, a partner will contact you directly to discuss your upcoming transaction, investment objectives, and how we can strategically facilitate your next deal.
