Dan studied Scots Law at the University of Glasgow and currently practices British Virgin Islands, Cayman Islands and English law. He regularly advises on the entire lifecycle of open and closed-ended funds, including advising investors on primary and secondary fund investments, M&A, financing, taking security, private equity, and series equity financing. His expertise also extends to digital assets, including token/SAFT issuance, DAO structuring, and Virtual Asset Service Provider registration/de-registration, as well as Securities Investment Business licensing (including for FX/derivatives broker-dealers). Additionally, he provides guidance on regulatory compliance (including Beneficial Ownership, Economic Substance, and FATCA/CRS), unit trusts and family trusts, and commercial contracts.
Dan completed the two-year legal analyst programme with Goldman Sachs, providing legal oversight for debt and equity capital markets transactions and derivatives origination, before training with Maclay, Murray & Spens (Chambers Band 1 Corporate, Scotland). Admitted in England and Wales in 2009, Dan advised on private M&A (including the sale of Charlton Athletic football club in 2012) and commercial contracts (including SaaS and software licensing). He then joined the award-winning Funds and Indirect Real Assets team at Nabarro (Chambers Band 1 Investment Funds: Real Estate, London – now part of CMS Nabarro Olswang).
Since 2016, Dan has practiced BVI and Cayman Islands law at leading firms, including Ogier (Chambers Band 1 Corporate & Finance, including Investment Funds, BVI). Prior to his legal career, Dan excelled as a salesperson and sales manager in the educational publishing sector.