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Strategic Equity Solutions

Latham’s Strategic Equity Solutions team advises sophisticated market participants around the globe, including investment and private banks, investment funds, listed companies, and major shareholders, on all forms of market-linked capital markets products, structured finance solutions and over-the-counter (OTC) derivatives across all asset classes and major jurisdictions.

With experienced practitioners in London, Europe, New York, and Hong Kong, we provide clients market-leading advice drawing on our experience documenting sophisticated equities and other innovative asset-linked transactions around the world. We routinely advise on the market’s most complex and innovative domestic and cross-border capital markets products, OTC derivatives, as well as margin loans and other structured equity finance transactions.

Our Strategic Equity Solutions team draws on experience in OTC derivatives, loans, and capital markets products, as well as in the syndication and transfer of the risk of these transactions. Latham consistently tops the league tables for advising on “US underlying” capital markets and margin loan transactions. Complementing our capital markets and financing track record, we advise on all types of derivative structures, ranging from swaps, options and forward contracts, structured notes, sophisticated hybrid securities, and complex hedging and monetization strategies. We also regularly advise clients on complex cross-border issues to establish tax-efficient trading structures or risk-optimization strategies in stress scenarios, including margin calls.

We work closely with Latham’s premier regulatory, tax, restructuring, and disputes practices.  We engage early in the transaction life cycle, providing structuring advice and creative solutions as well as strategic advice in distressed situations.

Our experience on the “sell side” of the market informs our ability to advise issuer and shareholder clients on products and structuring. Our product and execution expertise enables clients to acquire, leverage, and dispose of strategic equity and other tradable asset holdings.

Latham advises sophisticated market participants around the globe on all forms of market-linked capital markets products, structured finance solutions and over-the-counter derivatives.