
Fund Formation and Management
Select representations include:
- An emerging manager in the formation of a $200 million impact fund focused on growth equity investments in education and workforce training.
- A hedge fund in the formation of a $150 million fund with bespoke structure (e.g., investment into illiquid assets, tiered carried interest, no redemption rights).
- An emerging manager in the formation of a $20 million fund of funds focused on democratizing the private asset class.
- A fully integrated real estate platform that performs multiple acquisitions per year in (x) forming special purpose vehicles (SPV) and raising capital, (y) creating a new suite of SPV documents based on an LLC structure, and (z) establishing a succession plan to transition leadership.
- A mature real estate fund in establishing a new investor onboarding procedure and managing a Firm team to help process subscription documents and respond to investor questions and concerns.
Fund Transactions
Select representations include:
- A private equity fund in a $66.5 million add-on acquisition of a supply chain business.
- A private equity fund in the $25 million sale of an internet and telecommunications portfolio company to a communications cooperative.
- A mezzanine fund in the restructuring of debt financing for a manufacturer of specialty liquids.
General Outside Counsel
Select representations include:
- A call center business in various corporate governance matters, including providing counsel during board meetings, drafting a compensation policy and structuring shareholder redemption.
- A decorative concrete contractor in the reorganization of its corporate structure and creation of an equity incentive plan.
- A public company special committee in responding to shareholder demand letters, addressing accounting irregularities and improving internal controls.
- An early stage software-as-a-service workforce management company in drafting its form of customer agreement.
Mergers and Acquisitions
Select representations include:
- A hospitalist group in an acquisition of a similar company to expand its regional footprint.
- A U.S. provider of hemp-derived CBD products in its $40 million sale to a public cannabis company in Canada.
- A publicly traded senior living communities provider in restructuring lease agreements and refinancing a $65 million credit facility.
- A health services company focused on chronic kidney care in Series A and B preferred stock transactions, raising $5 million and $11 million, respectively.
Experience quote