Key Takeaways
- • Addleshaw Goddard advised LIFT Asset Management on establishing LIFT Investment Management, a private equity management company registered with Spain's CNMV, to capitalize on strong institutional demand for differentiated international private equity funds.
- • LIFT Investment Management will manage a new fourth fund-of-funds vehicle, expanding LIFT AM's current portfolio of three existing funds-of-funds and one direct investment vehicle.
- • The establishment strengthens LIFT AM's strategic positioning to serve family offices seeking high-value-added co-investment opportunities in international private equity with long-term interest alignment.
- • The Addleshaw Goddard legal team included Funds partner María de Orueta, senior associate María Mata, and associate Jacinto Berdaguer.
Summary
Addleshaw Goddard has completed a regulatory and corporate advisory engagement with LIFT Asset Management, an independent financial advisory and asset management firm, on the creation of a dedicated private equity management company, LIFT Investment Management. The new entity, registered with the CNMV (Spain's securities regulator), represents a strategic expansion designed to address sustained institutional demand for access to differentiated and exclusive international private equity investment opportunities.
The establishment of LIFT Investment Management marks a significant organizational development for LIFT AM. The firm currently manages three funds-of-funds structures and one direct investment vehicle. The new management company will oversee the launch of an anticipated fourth fund-of-funds vehicle, broadening LIFT AM's product offering and infrastructure capacity to serve its target client base of family offices and qualified institutional investors.
LIFT AM's strategic rationale centers on a business model emphasizing direct client relationships, co-investment participation, and structural alignment of economic interests over extended time horizons. By establishing its own regulated management company, LIFT AM gains operational independence and direct regulatory oversight to offer proprietary investment products that meet heightened compliance and governance standards demanded by institutional investors in the Spanish and European markets.
The transaction was handled by Addleshaw Goddard's asset management and regulatory practice, with María de Orueta leading the engagement as Funds partner, supported by senior associate María Mata and associate Jacinto Berdaguer. The firm's involvement underscores the legal complexity inherent in establishing CNMV-registered management entities operating across international private equity markets.
The establishment of LIFT Investment Management marks a significant organizational development for LIFT AM. The firm currently manages three funds-of-funds structures and one direct investment vehicle. The new management company will oversee the launch of an anticipated fourth fund-of-funds vehicle, broadening LIFT AM's product offering and infrastructure capacity to serve its target client base of family offices and qualified institutional investors.
LIFT AM's strategic rationale centers on a business model emphasizing direct client relationships, co-investment participation, and structural alignment of economic interests over extended time horizons. By establishing its own regulated management company, LIFT AM gains operational independence and direct regulatory oversight to offer proprietary investment products that meet heightened compliance and governance standards demanded by institutional investors in the Spanish and European markets.
The transaction was handled by Addleshaw Goddard's asset management and regulatory practice, with María de Orueta leading the engagement as Funds partner, supported by senior associate María Mata and associate Jacinto Berdaguer. The firm's involvement underscores the legal complexity inherent in establishing CNMV-registered management entities operating across international private equity markets.
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