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Catriona Wheeler

Manchester, United Kingdom

1 Testimonials
1 Case studies
0 Articles

Summary

Practice Areas:

  • Commercial Property
  • real estate investment
  • Commercial Property, Finance and Development
Berg

Commercial Real Estate Solicitor with a broad range of experience. I always work through matters in a logical way engaging with my clients get their desired result for them.

Highlights

  • Managed the day to day conduct of a £14m portfolio sale of four shopping centres and the refinance of the remaining centre (£3.6m) for a north west investor;
  • Lead on a £5.5m two stage refinance for a north west property investor;
  • Part of the team instructed on the sale of a large mixed use development project in receivership;
  • Key client contact point for development work with two UK house builders;
  • Billed close to 12 month target in an 9 month period;
  • Business development to bring on board new clients including Arbuthnot Latham private bank and lead on their matters by their request;
  • Developed relationships with Together Bridging Finance and Metro Bank generating long term revenue;
  • Part of the team acting on the disposal of a mixed use Liverpool development for a North West based developer/investor, involved in both the individual apartment sales and freehold sale to a pension fund;
  • Nominated by the Managing Partner for young Manchester solicitor of the year 2016.

Personal

During my time with Berg we completed the three peaks challenge for charity, it was a tough test but the feeling at the top of the last mountain, Snowdon, was incredible. Represented Riding Club to national level on teams in all disciplines of equestrianism, qualified to compete at Olympia International Horse Show in 2013. Riding brings great pressure as the other members of the team are relying not only on you but your horse as well, by keeping calm you can get the most out of your horse and the best result for the team. During university I skied for Bristol Ski Club, we had tremendous success as a direct result of the fantastic team moral. I also have a passion for sailing, although I do not compete, I enjoy the satisfaction you get from negotiating a difficult passage with the rest of the crew.

Previous Employment

Experience

Paralegal - Insurance Motor Fraud (September 2011 – September 2012)

Responsibilities:

  • Joined the team to assist with running cases and supporting the lead partner;
  • Developed a good working knowledge of the CPR and responsible for drafting a wide range of Court documents;
  • Liaised with insurance companies to negotiate case settlements;
  • Collating management information to support the senior team.

Highlights:

  • Gained trust of the clients and partner resulting in increased caseload;
  • Day to day conduct of complex multi-track fraud matters;
  • Assisted with the development and roll out of a single screen case management system;
  • Received a number of complements from Counsel on the quality of complex briefs drafted;
  • Trusted to liaise directly with clients and was part of a small group responsible for business development and client wins.

Education

University of Bristol

University

2005 - 2009

Chemistry and Law BSc

Testimonials

Testimonial

Over the past 6 months, Catriona has acted on my behalf on the sale of my company’s shopping centre portfolio, the refinance of a high value development as well as providing assistance on the portfolio’s day to day property matters. She is reliable, thorough and client friendly. She is not pressured by timescales and  considers all the legal and commercial aspects carefully before acting. I would not hesitate to recommend her.

Case Studies

Refinance

In August 2015, we received instructions from a client who had approximately £6.6m outstanding under a 5 year facility agreement with a major bank.

The bank had advised the client at the time of entering into the facility agreement that the client must purchase a hedging product in order for the facility agreement to be approved.

The client had agreed an exit deal with the bank whereby the client would pay £5.3m to the Bank in full and final settlement of the amounts due. The consideration was being accepted by the bank on the basis that the agreement was also in full and final settlement of all liabilities the bank had to the client save that the client could take part in the IRHP Review and could bring a claim for consequential losses.

The client’s instructions were to review the Settlement Deed that was provided by the bank’s solicitors and advise the client as to the nature and effect of the terms.

However, the matter was also referred to our non-contentious banking team who were able to deal with a refinance for the client.

Due to the time constrains of the settlement with RBS, we arranged a two stage refinance with a bridge between the bank and the clients new lender. The bridge was completed within 2 weeks and the new facility is due to complete imminently. The refinance posed unique difficulties as the residential portfolio is predominantly let to high net worth individuals and as such the letting documents contain confidentiality clauses meaning they could not be disclosed. We worked with the client to provide the comfort to satisfy both the bridging provider and new lender.

 

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Achievements

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Associations & Memberships

SRA - since 2015

Solicitors Regulation Authority

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