Overview of Services
Our attorneys have a wealth of experience in advising fund sponsors on the organization of a variety of private investment funds and similar products – whether structured as a fund, separate account, or other arrangement, irrespective of the focus of the asset class in the investment strategy.
Private fund sponsors face increased regulation around the world. Our considerable experience helps them comply with requirements as we pay close attention to internal governance and economic arrangements, including the allocation and vesting of carried interest. We also counsel sponsors as to the structure and operation of the entities that serve as general partners and managers to their funds. Other areas where we add value include joint ventures with, and investments from third parties, generational transition and other partner additions and departures, family wealth planning, placement agent agreements, subscription lines of credit, labor and employment matters, intellectual property, and insurance coverage.
A core part of our private fund practice is the representation of a broad and significant number of institutional investors in connection with their alternative investment activities. We are well-versed in the complexities associated with a wide range of alternative investments and transactions and have represented institutional investors in negotiating all parts of their agreements, advising them with respect to separately managed account arrangements, co-investments, and secondary transactions. We also represent fund advisory boards in their negotiations with fund sponsors.
After years of legal experience and activities in the market, we are intimately familiar with identifying and resolving the special commercial, regulatory, and tax concerns of different types of investors. We work with pension funds, corporations, tax-exempt organizations, funds of funds, sovereign wealth funds, and foundations.
Our in-depth knowledge of the intricacies of fund documentation enables us to quickly identify significant economic issues that are otherwise difficult to uncover, and to craft solutions to complex problems pertaining to tax, ERISA, and more. We are a member of several legal networks that permit us to address special tax and structuring issues involved in funds focused on regions such as Australia, Canada, Africa, Brazil, China, Europe, India, and Asia.
Experience
We have assisted our institutional investor clients with:
- Buyout funds
- CDOs/CLOs
- Co-investment funds
- Credit opportunities funds
- Energy funds
- Fund of funds
- Hedge funds
- Loan funds
- Mezzanine funds
- Natural resources funds
- Real estate funds
- Royalty funds
- Secondary funds
- Single member funds
- Special Situations
- Venture capital funds
