Registered Funds - USA
What the team is known for
Eversheds Sutherland's registered funds practice is noted for its offerings in the registered insurance product and BDC spaces, along with key aptitudes in structuring and maintaining ETFs, closed-end vehicles and mutual funds, both in the USA and internationally. Regularly advises on the structuring and management of investment products in the retail, high net worth and retirement markets.
Strengths
"The practitioners' knowledge and experience is both deep and broad in the BDC space."
"The team is adept at advising on the complex matters facing our funds. They are an excellent service provider and always responsive."
Work highlights
Eversheds Sutherland assisted Trinity Capital with the public offering of USD75 million aggregate principal amount of 4.25% notes due 2026.
Notable practitioners
Stephen Roth is lauded for his expertise in mutual funds and insurance products. "Stephen has proven to be a critical member of our team, he is very accessible, thoughtful and insightful."
Steven Boehm is renowned in the market for his distinguished practice in the BDC space. "Steve is extremely knowledgeable in the BDC space."
