North Star Corporate Finance is a specialist provider of interim corporate finance services. We are unique in delivering our expert services directly alongside your internal teams allowing for enhanced efficiency (cost and time) and reduced transaction risk, whilst ensuring maximum focus is retained on the day-to-day operations by management.
Major projects include M&A and corporate action services to Official List, AIM and SFM traded companies; M&A for PE backed businesses and specific expertise in the fund management sector (both at manager and fund levels). We have notable strengths in our commercial contractual legal knowledge, UK tax, UK regulation (FCA Handbook) and overall project management capabilities.
Recently North Star planned and transacted the first UK conversion of a ground rent property fund to a PAIF and we have further subsequently launched a market-leading commercial ground rent (property) fund for the retail investor market. Current projects include the launch of new social infrastructure fund for institutional capital and an institutional-focussed version of the commercial ground rent proposition.
Our solutions are designed to deliver your objectives in a cost conscious timely manner (including a material reduction in third party advisory fees), while materially reducing transaction associated risks. North Star work closely with your team throughout the duration of each transaction and are in turn supported, at the right juncture, by specialist professional advisors. North Star Corporate Finance can plan, structure, transact and implement your strategic corporate goals across the range of Corporate Finance Services including:
▪ M&A AND PRIVATE EQUITY
▪ LISTED COMPANY AND REGULATED ENTITY ADVICE
▪ PAIF CONVERSION AND REAL ESTATE FUNDS INCLUDING FUND MANAGEMENT
North Star offer expertise across a broad range of corporate finance skills. To find out how North Star can help and to discuss your requirements please Contact Us
Our service provisions include:
All aspects of mergers and acquisition including:
▪ STRATEGIC REVIEWS
▪ EXIT PLANNING
▪ BUYING/SELLING A BUSINESS (END TO END MANAGEMENT OF PROCESS)
▪ RAISING FINANCE TO SUPPORT YOUR BUSINESS PLANS (THROUGHOUT THE CAPITAL STACK DEBT THROUGH TO EQUITY), INCLUDING IPOS
▪ MANAGEMENT BUY INS/OUTS
We have notable depth in our knowledge of listed and regulated entities and the relevant impacts of the regulatory framework that applies to any corporate activity:
▪ UKLA LISTING RULES
▪ DISCLOSURE RULES AND AIM RULES COMPLIANCE (WHETHER IN A TRANSACTION CONTEXT OR GENERALLY)
▪ TAKEOVER CODE
▪ COLL SOURCEBOOK
▪ FCA RULEBOOK GENERALLY
The Fund Management sector requires a specialist set of expertise. In particular, North Star advise on:
▪ FUND AND FUND MANAGEMENT STRUCTURING – BOTH INSTITUTIONAL AND RETAIL FUNDS
▪ CONVERSION OF REAL ESTATE FUNDS TO PAIF’S AND OTHER TAX EFFICIENT STRUCTURES
▪ ON SHORE AND OFF SHORE FUND STRUCTURES
▪ PRIVATE PLACEMENTS (INCLUDING PREPARATION OF ALL DOCUMENTATION SUCH AS INFORMATION MEMORANDA)
▪ SERVICE AGREEMENTS (i.e INVESTMENT MANAGEMENT AGREEMENTS)
▪ FCA/LOCAL REGULATOR REGULATORY LIAISON AND COMPLIANCE MATTERS ARISING
▪ PROMOTIONAL MATERIAL FOR PROSPECTIVE INVESTORS
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