Funds

Whether you are establishing, managing, investing in or lending to a fund, you need experienced advisers who have done it before.

Our specialist funds group has expertise in all fund types:

• open or closed-ended
• institutional or retail
• private or listed
• partnership or HoldCo
• authorised or unauthorised
• B-BBEE management structures

The South African based team is part of the leading CMS global funds group with over 100 experts. We advise clients wherever they are operating and can efficiently assist in coordinating your international and regional distribution strategy. We can advise you on all stages of a fund’s life-cycle, from formation and administration, as well as governance, regulation, investments, portfolio monitoring, value creation, restructuring and exiting.

As well as deep regulatory, taxation, commercial and exchange control expertise, we bring practical advice based on our extensive market experience. We are recognised experts in fund formation and advise on:

• debt finance
• fund mergers and restructuring 
• carry restructuring
• secondary transfers 
• regulatory matters

As well as our technical expertise, our advisors add practical value. We develop relationships with regulators, depositories, administrators and placing agents, which facilitates smooth transactions. In an increasingly volatile market, fundraising and deal-making have become so much more uncertain, and we can leverage the abovementioned relationships in guiding funds through such uncertainty.

Knowledge of the asset class can be essential to a successful fund launch. CMS’ sector-driven approach allows us to offer asset-class expertise, particularly for real estate, private equity, infrastructure, energy and clean energy, transport, life sciences & healthcare and pharmaceuticals, and TMC.