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Ogier

44 THE ESPLANADE, ST HELIER, JE4 9WG, JERSEY
Tel:
Work 01534 514000
Fax:
Fax 01534 514444
Email:
Web:
www.ogier.com
Grand Cayman, Hong Kong, London, Luxembourg, Shanghai, St Helier and 3 more

Simon Felton

Tel:
Work +44 1534 514387
Email:
Ogier

Position

Partner

Career

Simon is known for his experience in leading international teams working on complex and ground-breaking structured finance transactions. His areas of expertise are:

•  Banking and Finance
•  Corporate and Commercial
•  Mergers and Acquisitions
•  Restructuring & Insolvency
•  Structured Finance

Simon advises leading financial institutions, corporate clients and intermediaries on a wide range of capital markets, structured finance and securitisation transactions. Simon advises clients in relation to high profile acquisitions (including through schemes of arrangement) and publicly offered equity capital markets work. His practice also extends to Restructuring and Insolvency and he has advised arrangers and SPVs in relation to the Jersey aspects of work outs of a number of structured finance portfolios.

Simon's recent work has included assisting a global financial institution to establish a platform to consolidate its global issuance of structured products outside of the US, assisting an SPV to participate in a programme for the repackaging of securitisation residuals, advising a Jersey receivables trustee in relation to the disposal of a substantial portfolio of mortgage receivables and advising in relation to a significant publically offered equity raise by a listed Jersey company. Simon has also advised in relation to substantial private M&A activity for institutional and private equity clients.

Described as 'technically sophisticated', the latest edition of the Legal 500 UK calls him 'pragmatic and commercial'.

Simon joined Ogier as a partner in 2017 having spent 10 years as a partner at another offshore firm, where he also spent time leading legal teams in London and New York.


Jersey

Banking and finance

Within: Banking and finance

The Ogier team ‘provides a first-class service, makes itself readily available at short notice and provides concise advice and guidance’. Clients praise ‘bright, approachable and focused’ practice head Katrina Edge, who ‘demonstrates a clear understanding of what clients need’. Especially strong in lender-side real estate financing transactions and acquisition finance, the team was recently bolstered by the arrival of Simon Felton from Mourant Ozannes and the promotion to counsel of Peter Longstaffe. Barclays engaged the group – as well as its Guernsey and BVI counterparts – to advise on its refinancing of Tritax Big Box REIT’s secured syndicated facility, and Bruce MacNeil represented ADEEM in the restructuring of the conventional and shari'ah-compliant financing arrangements provided to certain of its subsidiaries. Richard Daggett, senior associate Chula O’Donoghue and associate Jennifer Cox are also recommended for their ‘conscientiousness and responsiveness’. Other notable clients include the Bank of Montreal, Credit Suisse and HSBC.

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Structured finance and securitisation

Within: Structured finance and securitisation

At Ogier, ‘the advice is always very comprehensive yet clear and succinct so that clients find it easy to follow’. Practice head Simon Felton – supported by counsel Peter Longstaffe – led the advice to a structured investment vehicle on its winding-up, and the ‘very experienced and responsiveDaniel Richards acted for a financial services company in a series of debt security listings on The International Stock Exchange (TISE). Instructed by IDB Trust Services as issuer, Bruce MacNeil oversaw the issuance of high-value trust certificates for the purchase of several shari'ah-compliant assets from the Islamic Development Bank. In other highlights, the team handled a major bank’s acquisition of a high-yield bond offering to redeem existing notes and make a number of shareholder payments. Katrina Edge spearheads the firm’s banking and finance department and is also a key name. Senior associate Lucy Chambers re-joined the department from an in-house position at TISE.

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Legal Developments by:
Ogier

Legal Developments in Jersey

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to
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  • Exclusive and Inherent Jurisdictions: to boldly go where no Court has gone before?

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