With Jeremy Elmore at the helm, Travers Smith LLP‘s listed funds team is instructed by various parties in the listed funds space, advising on complex tender offers, M&A, managed wind-downs, restructuring schemes, US securities, and more. The group includes the ’immensely knowledgeable’ Aaron Stocks, who has notable experience with IPOs. Will Normand acts for various players in the closed-ended space, as does Stuart Mackenzie, who ‘knows listed funds inside-out’.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘Incredibly responsive, trusted advisers who provide a clear steer and answers to requests.’
‘Aaron Stocks is immensely knowledgeable and experienced. Stuart Mackenzie has always been quick to respond and knows listed funds inside-out.’
‘Aaron Stocks and the team are rare amongst City lawyers. You tell them where you want to get to, and they try to help you achieve it, rather than telling you why you can't!’
‘Aaron Stocks is knowledgeable, always cool in a crisis and a nice chap to have dinner with. Stuart Mackenzie is very competent, patient and very available.’
'Travers Smith LLP consistently provides high quality and user-friendly legal advice. They provide excellent advice to their clients, and in my experience, are willing to go the extra mile when needed.'
'Working with Stuart Mackenzie specifically, we receive high quality and timely advice on our transactions. I especially appreciate being able to discuss matters adviser-to-adviser to reach a conclusion - taking the time to discuss matters in detail is very useful. Response rates are always excellent.'
Key clients
- Literacy Capital
- Book Asset Management LLP
- Chrysalis Investments Limited
- RM Infrastructure Income
- Nippon Active Value Fund
- Marwyn Capital LLP
- Care REIT
- Schroder British Opportunities Trust
- Stifel Nicolaus Europe Limited
- Singer Capital Markets Securities Limited
- Smithson Investment Trust
- Oakley Capital Investments Limited
Work highlights
Advised Chrysalis Investments Limited on the adoption of a new capital allocation policy, termination of external management arrangements with Jupiter, appointment of a new third-party AIFM, and entry into a new investment advisory agreement.
Advised Panmure Liberum on the combination of JPMorgan Mid Cap Investment Trust with JPMorgan UK Smaller Companies Investment Trust plc.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Aaron Stocks
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Stuart Mackenzie
Practice head
Jeremy Elmore
Other key lawyers
Aaron Stocks; Will Normand; Stuart Mackenzie; Manisha Shuklas