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Investment Structuring & Execution
Investment Structuring & Execution
AZJ Legal advises investors, family offices, and investment firms on the structuring and execution of private capital investments. We support clients through the full investment lifecycle, from initial deal review and due diligence to term sheet negotiation, execution, and post-completion matters, including governance oversight and follow-on investment rounds.
AZJ Legal drafts and negotiates key investment documents, including subscription agreements, shareholders’ agreements, convertible loan notes, preference share terms, and co-investment arrangements. AZJ Legal ensures that these instruments are aligned with the client’s commercial strategy, governance expectations, and investor protections, including exit rights and anti-dilution provisions.
In addition, AZJ Legal advises on the use of nominee arrangements, holding companies, and bespoke share classes to support tax planning, confidentiality, and control requirements. We work closely with tax and corporate service providers to implement efficient and compliant investment structures, particularly in cross-border and multi-party transactions.
AZJ Legal’s investment expertise is trusted by anchor investors, lead sponsors, and family offices seeking tailored, discreet, and strategically informed legal support. Our advice is grounded in experience, delivered with commercial focus, and designed to protect and enhance long-term capital deployment.
A shareholders’ agreement governs the relationship between investors and founders, setting out rights on decision-making, transfers, exits, and dispute resolution. AZJ Legal ensures agreements are tailored to protect investor interests while balancing commercial relationships.
CLNs allow investors to provide funding that later converts into equity, often at a discount or with preferential rights. We draft and negotiate terms to ensure clarity on conversion mechanics, valuation protections, and investor exit options.
Nominees and holding companies can provide confidentiality, simplify administration, and facilitate tax-efficient structuring. AZJ Legal advises on when these structures are suitable and works with service providers to implement them compliantly.
Key protections include anti-dilution rights, liquidation preferences, information rights, and board representation. We help investors negotiate balanced terms that secure downside protection without undermining commercial deal dynamics.
Cross-border deals raise additional challenges around jurisdiction, tax, and enforceability. We coordinate with local counsel and tax advisers to design investment structures that are efficient, compliant, and aligned with the client’s strategic objectives.