North Star

Corporate Finance

Funds Advisory

Our Services

North Star Corporate Finance is a boutique advisory and consulting firm specialising in providing professional services to UK and European fund managers.

Our SERVICES include:

Lead advisory and project management services for the structuring and restructuring of alternative (real estate/infrastructure/private equity) funds and products in the UK and Europe.

Regulatory and compliance services including holistic compliance with FCA and European legislation – for both funds and fund managers.

Cross border fund marketing advisory services.

North Star Asset Management – AIFM services to UK real estate collective investment schemes

Fund consulting and operational services

Governance services with provision of Non-Executive (Independent) Director services for authorised fund managers

Lead Advisory | Project Management | Governance

  • “Pragmatic, professional with a detailed approach to challenging and complex corporate transactions”

    Sarah McKellar | Partner | Norton Rose Fulbright LLP

  • “Extremely intelligent solutions across legal, tax, accounting and corporate issues with combined project management. Scopes projects tightly while working efficiently and intelligently with external advisers. I would have no hesitation in recommending”

    Michaela Walker | Partner | Eversheds LLP

Regulatory and Compliance Services

 

North Star have unrivalled knowledge of UK and European regulation impacting alternative funds – both regulated and unregulated products. The creep of regulation means that any collective investment undertaking (i.e the basic pooling of capital) or those managing the scheme are caught by some form of regulation – even without the scheme itself being so. Our products and services include:

* Regulatory consulting for funds and fund managers in the UK and Europe
* AIFMD consulting services
* MiFID II consulting services
* MiFID II – costs and charges analysis and output templating ad annual refresh;
* PRIIPs preparation and update
* NURS KII preparation and update (and Key Features Documents, if applicable)
Reporting obligations for AIFMs and AIFM data submissions

North Star Asset Management | AIFM Services

Cross Border Marketing Advisory

Any firm (whether EU or non-EU) wishing to market or provide funds and investment management services on a cross-border basis into the EEA, will need to understand the requirements of European and national legislation. More widely, any fund or its manager wishing to undertake financial promotion internationally will need to be aware of the local regulations and indeed ensure their onshore and offshore activities are compliant with local laws, regulations and practices and, as necessary, local filings and registrations of products. Our products include:

* Bespoke cross border marketing written advice on a country by country basis for in excess of 70 countries worldwide. This includes onshore and offshore activity advice and protocols (including penalties for non-compliance). This can be refreshed on a regular basis as local laws and regulations change. Source memoranda and legislation provided.
* Written and oral disclaimer language for inclusion with any financial promotion, which are approved and signed off via our network of partner international law firms, to ensure that the cross border activities undertaken are conducted with minimal risk.
* Project management of offshore regulatory or licensing product registrations and ongoing local compliance filings in order to ensure that the client and product is fully compliant with local regulations for the marketing of their products and services.
* Review of financial promotion and other materials to be utilised cross border
Onsite training

  • “Pragmatic, professional with a detailed approach to challenging and complex corporate transactions”

    Sarah McKellar | Partner | Norton Rose Fulbright LLP

  • “Extremely intelligent solutions across legal, tax, accounting and corporate issues with combined project management. Scopes projects tightly while working efficiently and intelligently with external advisers. I would have no hesitation in recommending”

    Michaela Walker | Partner | Eversheds LLP

Fund Operational Consulting

ABOUT US

North Star Corporate Finance was founded by Andrew Månsson-Lowe in 2012, an experienced entrepreneurial corporate finance professional with over 16 years direct corporate finance experience across multiple sectors and corporate finance disciplines.

North Star professionals have gained notable depth of experience in advising fund managers and their funds – launching and exiting a number of fund management platforms including Thames River Capital, Pacific Real Estate Capital Partners and Alpha Real Capital, together with direct advisory of numerous funds across multi asset classes. North Star also has demonstrable expertise in PLC advisory (Official List, AIM and Specialist Fund Market) as well as private equity M&A.

Key areas of recent project expertise include structuring and re-structuring property funds – both onshore (regulated and unregulated) and offshore, with significant experience in delivering complex projects across all aspects of commercial, financial, tax, legal, regulatory and administrative work packages.

North Star advised on the launch of the first residential ground rent Property Authorised Investment Fund, the Freehold Income Authorised Fund, working alongside the offshore trustee of the predecessor trust fund and the fund manager. North Star continues to advise the Fund (including projects such as conversion to a Non-UCITS Retail Fund, compliance with AIFMD and the restructuring of a complex corporate holding structure, tax efficiently) and has recently launched a market-leading commercial ground rent fund (for retail investors), under the same umbrella entity. North Star have deep relationships with the legal, tax and accounting professions, together with the Financial Conduct Authority.

North Star’s unique offering – bolstering your management team with expert experience on a project or interim basis – significantly reduces transaction risks, increases the likelihood of the successful delivery of the project or transaction and increases the efficiency of transactions in terms of both time and professional costs, whilst allowing key management to remain focussed on day to day operations. North Star work with a range of clients employing relevant professional partners where necessary to offer a diverse and complete range of Corporate Finance services.

For further details see some of our Recent Projects