Private Equity Funds

The creativity of our Private Equity team is our unique strength; we do not see every client through the same conventional private equity lens.

Our advocacy is comprehensive. We advise domestic and offshore private equity funds and their portfolio companies on every aspect of their business, from formation through the life of the fund. Our practice embraces the full range of investment strategies and asset classes, including real estate funds, venture funds, credit funds, country-specific funds and industry-specific funds. Together with our Corporate Transactional and Finance and our Real Estate practice groups, we assist clients in executing portfolio investments and dispositions and offer continuing advice on formation, structuring, regulatory, securities and tax issues.

After decades in the industry, we have garnered invaluable experience in the negotiation of term sheets and side letters—key aspects of private equity fund formation and operation. We have negotiated for decades across from some of the largest institutional and sovereign investors in the world, and our clients enjoy the benefits of this experience.

We bring to bear our extensive experience with a breadth of private investment funds to serve our private equity fund clients. As one example, we have leveraged our world-class hedge fund experience to devise innovative hybrid private investment vehicles that combine elements of private equity funds with elements of a more open-ended, hedge fund product.

Our services include:

  • Fund term sheet and governing agreements
  • Preparing offering and subscription documents
  • Fund general partner and investment manager formation and structuring
  • Seed deals
  • Incubation and strategic investor arrangements
  • Side letters
  • Establishing foreign offices

  • Domestic and international transaction execution (M&A transactions along with control and non-control investment transactions)
  • Litigation, investor rights enforcement and risk management
  • Distressed asset related investment work
  • Debt and equity financing agreements for various investments
  • Real estate related investment work
  • Angel and venture stage investment transactions

  • Investment adviser registration and exemption filings
  • Preparing compliance manual and code of ethics
  • Developing and instituting compliance programs
  • Regulatory and securities filings

  • Employment and compensation issues (including phantom equity and other equity compensation arrangements)
  • Subscription credit facilities and other financing arrangements
  • Securities law issues and compliance
  • Protection of proprietary information
  • Confidentiality agreements
  • Licensing and technology agreements
  • Agreements with service providers, consultants and third-party marketers
  • Capital raising and investor relations, including placement agent issues and agreements
  • Tax
  • Estate planning
  • Business continuity planning for fund managers
  • Leasing or other workplace real estate work
  • Personal tax, deferred compensation and asset protection planning for fund managers