Sam Whittaker is an investment funds partner who advises fund managers, sponsors and institutional investors across the private markets.
He has particular expertise in the formation, structuring and operation of venture capital, growth capital, real estate, infrastructure and other alternative investment funds. His broader practice includes primary fund investments, co-investments, secondary transactions and continuation vehicles, managed accounts, joint ventures, carried interest arrangements and the establishment and operation of investment management businesses.
Sam advises established international fund managers, institutional investors, family offices and emerging managers throughout the fund lifecycle. Having advised both sponsors and investors across a wide range of fund structures and transactions, Sam brings a sophisticated understanding of market practice, negotiating dynamics and the commercial considerations that shape outcomes on both sides.
He regularly leads complex and cross-border matters, coordinating advice across fund formation, financial services regulation, tax, corporate, finance and other specialist disciplines. Clients value his ability to act as a single point of contact, identify the issues that matter and deliver clear, commercially pragmatic solutions.
Sam is ranked by Legal 500 for real estate funds and by Chambers UK in both venture capital funds and real estate funds. Chambers describes him as “very bright, user-friendly and solution-focused”, while clients have praised his commercial pragmatism, project management and ability to see the bigger picture.
