Investment Funds
We advise clients on the structure, organization and offering of private investment funds, including private equity funds, hedge funds, real estate funds and funds of funds.

With decades of experience representing investment funds, our advice covers a broad scope of legal and compliance issues faced by funds and their managers under state and federal laws and regulations.

We also leverage the skills of multiple areas of law to provide a full range of services to our clients, including:
  • Fund structure, formation and documentation
  • Business term alternatives
  • Tax and ERISA analysis
  • Marketing arrangements
  • Investor negotiations, including side letters and coinvestment structures
  • Structuring funds to comply with banking regulations (for funds sponsored by banks)
  • Contracts with service providers
  • Manager structure and formation issues
  • Fund transactions, including portfolio loans and investments, acquisitions, dispositions, coinvestments and portfolio company representation