Investments

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 Estudio Legal Bernal works with specialist investment and wealth management institutions to structure and implement tailored investment management strategies for their clients in accordance with their risk appetite. It works across all asset classes and investment structures including funds, pooled vehicles and segregated mandates.

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 Estudio Legal Bernal acts for both institutional investors and individual investors in their wealth management and generational planning. It has particular expertise working with clients that are not investment managers (such as insurance companies, manufacturers or fintech enterprises) but seek to generate returns from their liquidity or assets.

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 ELB also acts for Family Offices (both Single and Multi-Family Offices) that consolidate their assets and investments into a single office. It supports the entire lifecycle of the family offices from the corporate structure and commercial relationships to the structuring and diversification of their investment portfolio.

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 Relatedly, Estudio Legal Bernal provides Quant-Risk (ongoing or ad-hoc) analysis to its clients. It involves a critical quantitative and qualitative evaluation of their investment portfolio and strategies that includes stress-tests, value at risk (VAR) and risk-adjusted return calculations. It also compares and ranks the performance, costs and risk of their holdings against the market in real-time.

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Financing

 

 Estudio Legal Bernal acts for lenders, financial institutions, borrowers and advisors in the structuring and restructuring of facilities for financing including secured and unsecured term loans, base facilities, bridging loans, accordion facilities, revolving facilities and syndicated facilities.

 

 The Firm has particular expertise in arranging international financing solutions such as export financing and Export Credit Agency (ECA) cover for companies in one country that are importing technology, machinery or parts from another country.

 

 The clients often instruct ELB at an early stage of the financing initiative in order to arrange the matters that are essential to secure the financing. It can include things like the financial presentation, operation, performance and maintenance, offtake and Letters of Intent, guarantees (internal and external), collateral and insurance.

 

 Estudio Legal Bernal also works with clients on structuring the issuance of debt instruments including senior, mezzanine and junior debt, corporate bonds, commercial papers or loan notes.  It creates the appropriate structure that best services the needs of the underlying objectives such as project financing, refinancing, recapitalisation, management buyout, leveraged buyout, shareholder buyout, growth capital, acquisition and restructuring of the balance sheet.