Five V Capital’s Acquisition Of Zenith Investment Partners


Clifford Chance has advised Australian private equity firm Five V Capital on its investment in funds ratings agency and investment research house Zenith Investment Partners.

Five V closed its third growth capital fund earlier this year, and its acquisition of Zenith Investment Partners marks the first deal out of Fund III. Zenith Investment Partners is a leading provider of independent investment research, managed accounts and consulting services for the financial advice industry.

Five V Capital is the growth partner to Australia and New Zealand’s leading companies. Five V Capital is a private equity fund manager based in Sydney with over $650 million of funds under management.

Zenith is a leading independently owned investment research provider dedicated to the delivery of premium investment research solutions for financial advisors.

Partner Andrew Crook (Picture) led a cross practice team for the transaction, with support from counsel Jacob Kahwaji and Jonathan Halliwell, senior associate Ivo Basoski and associate Alice Bradshaw. The acquisition financing for the transaction was led by Australia managing partner Richard Gordon, with support from senior associate Sherry Khalili.

Involved fees earner: Ivo Basoski – Clifford Chance; Alice Bradshaw – Clifford Chance; Andrew Crook – Clifford Chance; Richard Gordon – Clifford Chance; Jonathan Halliwell – Clifford Chance; Jacob Kahwaji – Clifford Chance; Sherry Khalili – Clifford Chance;

Law Firms: Clifford Chance;

Clients: Five V Capital;

Author: Michael Patrini