Serena Lee

Serena’s experience includes advising/representing:

• Macquarie Asset Management on its acquisition of Spire Management, a UK-based independent collateralized loan obligation manager in Europe
• Children’s Investment Fund Foundation on its investment in TDR Capital Titan for the purpose of acquiring a majority stake in David Lloyd Leisure, a UK-based operator of premium racquets, health, and fitness clubs
• Hunter Point Capital on its acquisition of a 16.1% stake in Equitix, a UK-based project management company developing infrastructure projects, from Tetragon and Equitix Management
• Princeton Digital Group, one of Asia Pacific’s leading data center operators, on its US$1.3 billion preferred equity investment from Stonepeak
• BlueGem Capital Partners in the formation of BlueGem IV, SCSP, a vehicle established to primarily target investments in European lower mid-market businesses in the non-discretionary consumer sector
• A leading private credit manager on the formation of a single investor credit fund that will invest in synthetic securitization loans originated by European banks, non-performing loan portfolios from relationship banks, and certain growth strategies
• Fund managers on fund formation and separately managed account arrangements, fee and carry structures, incentive compensation planning, secondary transactions, and investment structures
• A number of sovereign wealth institutions and other institutional investors on their primary investment and co-investment activity, including in relation to the establishment of bespoke single managed accounts, funds-of-one, and similar across various asset classes, including credit, infrastructure, and real estate
• BrightSphere Investment Group PLC, a NYSE-listed global asset management company, on the acquisition of certain investment assets and a related corporate reorganization*
• The noteholders of Premier Oil, an independent British UK oil company with worldwide oil and gas interests, in the restructuring of its US$2.7 billion debt and its merger with Chrysaor Holdings Limited*
• The ad hoc committee of noteholders in relation to the financial restructuring of Valaris pic, an offshore drilling contractor, and its outstanding debt liabilities*
• The liquidators of ARM Asset Backed Securities S.A. on the transfer of investor money held in Individual Savings Accounts (ISAs) in the context of a liquidation distribution, including liaising with the Financial Conduct Authority, the Financial Services Compensation Scheme, and HMRC to ensure that investors could preserve the ISA treatment of any investments they were able to recover*

*Matter handled prior to joining Latham