- Private Equity
- Debt and Equity Financing
- Early-Stage and Venture Capital Investments
- Fund Formation and Investment Management
- Independent Sponsors
- Mezzanine and Growth Stage Investments
- Portfolio Companies and Investors
- Regulatory Compliance
- Representation of Limited Partners and Other Investors
- Subscription Lines
Portfolio Company Management
With extensive expertise in portfolio company management, our team excels in providing comprehensive support to private equity firms and other investors. Our experienced team of lawyers possesses a deep understanding of the intricacies involved in managing portfolio companies across various industries and sectors. We offer strategic counsel and practical solutions tailored to optimize the performance and growth of portfolio companies, ensuring compliance with regulatory requirements and corporate governance standards. From mergers and acquisitions to risk assessment and operational enhancements, our firm is committed to assisting clients in achieving their investment objectives and maximizing the value of their portfolios. Drawing on the strength of our practice groups, our team advises our private equity clients and their portfolio companies as they make decisions related to:
- Establishment and structuring of operations, both foreign and domestic
- "Seed" financing tax-advantaged structuring
- Equity and/or debt financing
- Bank financing
- Private placements
- Securities matters
- IPOs
- Sarbanes-Oxley compliance
- Lease transactions
- Employment agreements
- Executive and employee compensation, including stock option plans
- Protection of global intellectual property rights
- Research and development contracts
- Licensing and distribution
- "Senior partnering" and "strategic alliances"
- Joint ventures and reorganizations
- Mergers, acquisitions and purchases, and sales of assets
- Restructuring
- Comprehensive regulatory advice regarding areas such as domain names, content liability, privacy, consumer and data protection, spamming, framing, and digital signature authentication
Representation of Limited Partners and Other Investors
The lawyers on our Private Equity team counsel investors, including university endowment funds, pension plans, institutional investors, and family offices, in structuring and negotiating their investments across diverse private equity funds. Leveraging our extensive experience in fund formation and integration with lawyers from different areas of expertise, we remain up-to-date with the latest developments, deal terms, and structuring tools, ensuring our clients have access to the most current and relevant information.
Moreover, our team counsels our clients on a wide range of projects from analyzing and negotiating fund documentation to creating private equity investment programs and protocols, and forming captive investment vehicles. With a focus on efficiency and precision, we are dedicated to supporting our clients in achieving their investment goals and objectives in the dynamic private equity landscape.
Regulatory Compliance
Drawing from our firm's extensive experience, we offer valuable insights and strategies to help private funds thrive in an increasingly complex landscape. Whether it's tackling regulatory compliance, optimizing tax efficiencies, or addressing any legal concerns that arise during fund formation and operation, our team is committed to delivering exceptional support and counsel to our clients, enabling them to achieve success in their endeavors.
Our comprehensive services encompass ongoing counsel on compliance matters for investment advisers, broker-dealers, and commodity pools, including specific guidance on adhering to broker-dealer regulations. We offer expert support in navigating emerging regulatory challenges such as ERISA and pension issues, securities registration exemptions, privacy regulations, as well as Sarbanes-Oxley and Patriot Act compliance, ensuring our clients are well -informed and equipped to meet their legal obligations effectively.
Independent Sponsors
Our team specializes in representing independent sponsors and their capital partners, facilitating both majority and minority equity investments. We possess a deep understanding of the intricate dynamics that surround independent sponsor transactions, including the impact on tax structure, economic sharing, alignment of interests between sponsors and investors, and exit strategies. Recognizing the potential for independent sponsors to identify compelling investment opportunities that draw capital providers, our lawyers actively contribute value by sharing these prospects within our extensive network. Through our comprehensive knowledge and collaborative approach, we strive to maximize success and mutual benefit for all parties involved.