At Turcan Connell, our dedicated team of legal and tax advisors provide specialist advice to individual investors and investment institutions.
We recognise how important investors are to Scottish businesses and the wider UK economy, and are able to provide a full suite of services to assist them throughout all stages of the investment process – from initial due diligence, advice to portfolio companies and to realising an exit.
We advise individuals and institutions on their private equity investments. We have a strong track record in advising investors across a range of sectors and industries from the food and drinks industry to traditional manufacturing businesses and the tech industry.
Turcan Connell brings a commercial perspective to private equity transactions. Our experience has enabled us to understand the key issues and risks pertaining to equity investments across each sector and we pride ourselves in providing pragmatic advice in order to secure a successful investment, while protecting our clients’ interests. Our lawyers have completed a substantial number of private equity and venture capital (VC) investments for individuals and investment institutions.
The Business Law Team provides advice to venture capital firms on a broad range of investments, from investments in early stage companies to the provision of follow-on growth capital. Our team comprises solicitors with experience in different types of investments and who understand the VC market in Scotland, including the interaction and relationship with publicly funded co-investment partners. Venture Capital firms frequently target technology-based companies and our Business Law Team’s tech sector experience allows us to provide pragmatic, clear and focused advice on the key protection and commercialisation issues facing these companies for the benefit of our investor clients.
Debt Funding and Security
Early stage and growth companies often require traditional forms of debt funding from investors as well as seeking private equity investment. Our team is experienced in providing advice in relation to a full suite of funding and security documents, from traditional loan agreements to convertible loan notes, share pledges and floating charges.
Realising your Investment
We understand that the ultimate goal for investors is to successfully realise their investment. Our team has considerable experience advising on different forms of exits, including trade sales, Management Buy Outs, and Partial Exits. Much of our recent exit experience has involved international purchasers, particularly from the US, with large teams of lawyers who require skilful handling.
Tax Advice for Investors
The business law team works closely with Turcan Connell’s specialist tax advisors who can provide tailored tax advice to ensure your investments are structured to be as tax efficient as possible. In particular, our teams have considerable experience in providing detailed advice around SEIS, EIS and Entrepreneur’s Relief.
Specific Legal Services for Investors include:
- Term sheets
- Due diligence and reports
- Investment agreements
- Articles of association
- Disclosure letters
- Security and debt funding documentation
- Commercial Contracts
- Warranty Claims
- Tax Advice