Leading Associates

Banking, finance and capital markets in Isle Of Man

Appleby

Appleby‘s banking, finance and capital markets team is regularly instructed by a clientele spanning large local and global corporations. The practice co-leaders are Tom Brook and Garry Manley. Brook is a leader in debt, real estate and acquisition financing, with close working relationships with major Isle of Man and international banks, while Manley is a multi-disciplinary specialist who advises on banking and financial legal requirements amid transactions. The bench depth of the practice is demonstrated by Eleanor Harding, a shipping and aviation financing specialist, Sophie Corkish, who leads on asset financing transactions and Sophia Howell-Evans, who excels in debt and trust restructuring matters.

Responsables de la pratique:

Garry Manley; Tom Brook


Autres avocats clés:

Eleanor Harding; Sophie Corkish; Sophia Howell-Evans; Louise Dougherty


Les références

‘Great experience working with the banking team – very responsive and show expertise in their field, handling their workstreams and needing minimal lead counsel input.’

‘Tom Brook and Louise Dougherty are excellent and skilled lawyers. They know what a funder needs.’

‘Good team – friendly, approachable, willing to assist at short notice.’

Principaux clients

Barclays


BNP Paribas


Citibank


HSBC


Investec


Lloyds


Santander


The Royal Bank of Scotland


The Standard Bank of South Africa


The Blackstone Group International


OakNorth Bank


Topland Group


Principaux dossiers


  • Advising UBS Group AG on the integration of the Credit Suisse Group following its $3.2bn merger in 2023.
  • Advising British American Tobacco Plc on a £1.5bn block trade.
  • Advising Silver Point Finance, as the sole lead arranger and lender, in connection with the amendment of its £500m facilities with STG Partners, LLC following its take-private acquisition of Momentive Global, Inc.

Cains

Instructed by large clients across a wide range of industry sectors on domestic and international matters alike, Cains’ banking and finance team is led by Tim Shepherd, who excels in debt and acquisition financings for clients in banking and investment, and Scott Leonard-Morgan, a loan facility agreement specialist. Boasting an intra-group approach, the talents of the department are bolstered by the experience of Tristan Head in documentation and regulatory compliance matters, and commercial real estate expert Stephanie Chew. Associates Holly McGarrigle, highly knowledgeable in corporate sales, acquisitions and insolvencies, and cross-border financing and restructuring specialist Catherine Hamill are also prominent.

Responsables de la pratique:

Scott Leonard-Morgan; Tim Shepherd


Autres avocats clés:

Tristan Head; Stephanie Chew; Holly McGarrigle; Catherine Hamill


Les références

‘Responsive. Pragmatic. Very experienced.’

‘No nonsense. Straight talking. Scott Leonard-Morgan leads with sensible and responsive advice. He always gets the job done with minimal fuss. A real professional who doesn’t take himself too seriously.’

‘The team is always very responsive to queries and very personable. They always clearly understand their role in a transaction and makes dealing with IoM matters a breeze. If any IoM work comes into our team we recommend the firm as our experience has always been fantastic.’

Principaux clients

Nampak


Coutts & Company


Davidson Kempner


Principaux dossiers


  • Acting for Nampak on a group refinancing funded by The Standard Bank of South Africa.
  • Acting for Coutts & Company in connection with a circa £65m refinancing facility to the Aziz Group secured over the building occupying 1-4 Leicester Square, London.
  • Acting for Davidson Kempner on its RMBS refinancing Stratton Mortgage Funding 2024-2, a securitisation of non-prime owner occupied and BTL mortgages backed by properties located in the UK.

DQ

DQ‘s banking and finance practice is headed by Andrew Harding, who has considerable experience acting for borrowers and lenders alike as Isle of Man counsel on secured lending matters. The depth of the practice is illustrated by Mark Dougherty, who leads on existing facility agreement amendments, and Donna Matthews and Esme Scott, both trusted by large clients in the ship financing sector on a range of matters. The department’s depth was bolstered by the arrivals of Helen Fretwell, formerly of the Attorney General’s office, and Cains' Matthew Wilkinson, in October 2024 and January 2025 respectively.

Responsables de la pratique:

Andrew Harding


Autres avocats clés:

Mark Dougherty; Donna Matthews; Esme Scott; Helen Fretwell; Matthew Wilkinson


Keystone Law

Particularly renowned for its work in the real estate field, Keystone Law‘s banking and finance team works with clients on both borrower and lender-side mandates. Managing director Geoff Kermeen marshals his skills and experience in the British and European commercial real estate sectors, specialising in loan facility establishment and acquisition financing. Sally Cranshaw and William Margot provide Isle of Man legal and regulatory counsel on global financial transactions, and Hazel Dawson is experienced in counselling listed companies on an array of debt, tax, rights and regulatory issues.

Autres avocats clés:

Geoff Kermeen; Sally Cranshaw; William Margot; Hazel Dawson


Les références

‘Sally Cranshaw is very user friendly and and responsive. Always on top of the key Manx issues and pragmatic in her approach. Geoff Kermeen is also very good in his field.’

‘Sally Cranshaw is superb, our go-to counsel for all IoM-related matters. Highly responsive, incisive and generally great to do business with.’

‘Hazel Dawson was very responsive and she gave authoritative commercial advice.’

Principaux clients

SJK Properties Limited


Project Anchor Property Limited


Hereford Prop Co Limited


Monet Limited


Coutts & Company


Melford Capital


PMP Europe LP


Abu Dhabi Al Islami UK


Hadley Blackwall Yard Property Limited


Fundamentum Social Housing REIT plc


Blue Heaven Holdings Ltd


Panoro Energy ASA


Principaux dossiers


  • Provided SJK Properties Limited with Isle of Man legal advice in relation to the acquisition of Broadlands Business Park.
  • Provided Project Anchor Property Limited with Isle of Man legal advice and opinions in connection with the acquisition by an IoM private equity SPV of the ground rents of three UK hotels from Lloyds Pension Fund.
  • Provided Hereford Prop Co Limited with Isle of Man legal advice in connection with the acquisition by an IoM private equity SPV from Legal & General of the Premier Inn Hereford.

Simcocks

Simcocks' banking and finance team has established relationships with large international law firms, financial institutions and property companies. Alex Spencer is valued highly by global banking clients for his experience in loan facility establishment and documentation preparation, and Janice Turnbull specialises in corporate, commercial and trust law regarding internal management issues.

Responsables de la pratique:

Alex Spencer


Autres avocats clés:

Janice Turnbull


Les références

‘We have worked with the Simcocks team extensively over a number of years now. They are very aware of the client’s structure and requirements and very responsive as well, while taking a commercial approach to get things done.’

‘We mainly with with Alex Spencer who is our go-to partner for Isle of Man work. He is responsive and commercial and will pull out the stops to get a deal over the line.’