Legal Investment Funds

“Patient, thoughtful advice that strikes a balance between speed, urgency and risk management. Thanks to the creativity, perseverance and thoughtful flexibility of the Cleary team, we have built entirely new lines of business and removed significant barriers. As an emerging fund with limited resources, Cleary has agreed to work on our first pro bono fund and our second low bono fund. They understand the significant challenges faced by new Black-led and resource-limited funds, and how this can lead to problems at all levels. Their drive to reduce costs while providing world-class advice has positioned our firm for long-term success. And even though we were pro bono customers, the Cleary standard of exceptional attention to detail and responsiveness remained. “Matthew Chase is without a doubt the best private equity lawyer I`ve ever dealt with. He knows the market, knows our business and is very focused on customer service. We regularly advise fund sponsors and investors on the design and development of investment products and services, including private equity funds, private equity funds of funds, venture capital funds, debt funds and infrastructure funds. Clients turn to us for advice on how to obtain the most economically, tax, legal and regulatory investment vehicles. “Seyfarth Shaw is one of the few large law firms whose investment management practice focuses primarily on institutional investors rather than managers.

Seward & Kissel LLP`s New York-based investment management practice is recognized for its expertise in building private equity funds, particularly with respect to mid-market funds. The firm also has in-depth knowledge of the legal and regulatory requirements that apply to both the funds themselves and their investment advisors, including those that are relevant not only at the outset, but throughout the life cycle of a fund. Patricia A Poglinco and Robert B Van Grover are the most important names. MMFs — Advising funds and investment banks on regulatory compliance and structuring of products eligible for purchase by MMFs, including advice on structuring equity and expandable debt securities among the first eligible preferential products. The Legal 500 U.S. noted that Dechert “has a strong global fund practice that advises clients on all aspects of fund formation and represents the full range of fund types, investment strategies and asset classes.” Chambers UK said the firm is a “leading player in alternative asset management and an established and active participant in the hedge fund space”, while Chambers Asia noted that “the team enjoys a good reputation among fund managers, cutting-edge regulatory practice and a keen sense of the issues that matter to clients”. Dechert`s mutual fund practice has also been recognized by IFLR1000, Practical Law Company, The Hedge Fund Journal, ETF.com, Private Debt Investor, HFMWeek, Who`s Who Legal and Best Lawyers. We have particular experience in supporting venture capital and private equity funds in their investment activities. Our engagement begins with the acquisition or investment documentation, continues with the execution of due diligence on the target portfolio companies until the actual investment or acquisition.

After the investment, we help our clients manage their rights and obligations and provide legal advice and advice in connection with exit transactions, whether through a secondary sale or other sale of securities, a sale of the holding company or an IPO or other public offering. For example, we regularly represent traders and end-users in connection with credit default swaps on portfolio and single-name exposures, as well as asset-backed securities and total return swaps on equity securities, hedge funds, loans, asset-backed securities and other assets. In addition, we represent companies in hedging currency, commodity, credit and interest rate risks through swaps and other derivative transactions. Regulation and Compliance Sidley advises the U.S. and other U.S. Investment Advisor on matters relating to the Investment Companies Act of 1940, the Commodity Exchange Act, the Investment Advisers Act of 1940, the USA PATRIOT Act and the Employee Retirement Income Security Act (ERISA). Advisors` clients outside the U.S. often seek advice on matters that affect the extraterritorial scope of the Advisers Act and the Commodity Exchange Act. We helped develop a range of innovative investment products, many of which were the first of their kind in Hong Kong and elsewhere in Asia.

“Adam Brown is super responsive, easy to use and technically excellent. He is my contact person for all complex funds or tasks of the company. Master Protected Funds – many U.S. and non-U.S. funds The largest protected funds. The private mutual fund group consists of more than 100 lawyers who provide global coverage. We have fund lawyers based in the US, Europe and Asia to provide real-time advice and local knowledge to sponsors and investors in each of these regions. Based in New York, Clifford Chance works closely with fund, regulatory and tax specialists in the firm`s offices around the world – including London, Paris, Frankfurt, Amsterdam, Hong Kong and Beijing – to ensure the Group can seamlessly meet all international fundraising requirements. The team has particular expertise in real estate, clean energy and infrastructure funds, as well as GP investments and secondary transactions. In the spring of 2021, Susan Burkhardt`s lateral incoming, who brings a decade of combined experience at Apollo, Blackstone and its private credit arm GSO Capital Partners and D.E.

Shaw, expanded the range of talent available at the partner level in April and Daniel Drabkin`s subsequent internal promotion in May. Michael Sabin and Clifford Cone share the direction of the practice. Private Equity Real Estate and Joint Ventures In recent years, the real estate market has seen a sharp increase in demand for less traditional and more diversified financing products. In response, Sidley has developed an extensive practice in preferred share and joint venture transactions representing a range of clients, including investment banks, opportunity and private equity funds, pension funds, bank subsidiaries and mortgage REITs. These clients typically expand their operations from traditional mortgages to mezzanine and other equity-based transactions and wish to invest both domestically and internationally. In addition, we represent owners who wish to attract acquisition and development financing or monetize their portfolios with maximum leverage. In close collaboration with our colleagues in tax and ERISA, we structure, negotiate and create documents tailored to each company. Depending on the type, location and financing, the risk vehicle can be a general or limited partnership, a limited liability company or a main business consisting of several investment vehicles. We have leading expertise in listed and unlisted funds, alternative investments (loans, real estate, private equity, energy, infrastructure and distressed debt), pension funds, wholesale and retail funds, securities, derivatives, mortgages and fixed income.

Support is provided by our tax, regulatory, financial, employment and dispute resolution teams. We assist independent sponsors in seeking, structuring and negotiating investment, acquisition and financing transactions, including the preparation of terms sheets and letters of intent, private placement notes and acquisition and financing documents, as well as compliance with securities laws and other legal requirements. Following the fund`s investment, our firm often acts as general counsel for portfolio companies, assisting the operational team in implementing its business plan. Finally, we support exit operations, product distribution and settlement of investment vehicles. The year 2021 was marked by significant growth for Goodwin, with the arrival of a large number of specialist partners at a number of key locations. The New York office, which also features Mandee Gruen, welcomed Runjhun Kudalsya of Paul Hastings LLP, Adam Sussman of Proskauer Rose LLP, David Wagner of Simpson Thacher & Bartlett LLP, Michael Aluko of Greenberg Traurig, LLP and Karen Chao of Sidley Austin LLP. Gren`s counterpart in Washington DC, Paul Verbesey, was joined by Greg Larkin, formerly Debevoise & Plimpton LLP. Finally, Zee Ahmedani, formerly Morrison Foerster, was a new addition to the Los Angeles office, cementing the firm`s presence in the funds. The Group continues to provide expert advice in all areas of this area, including venture capital, real estate, infrastructure, debt, responsible investment and emerging market funds; large-scale liquidity events led by general practitioners; Restructuring; segregated managed accounts; Secondary; and complex incentive agreements.

“Extensive experience in private equity, real estate and private lending. Incredibly responsive and innovative when it comes to structuring private funds across multiple jurisdictions. The company maintains an extensive anonymized database that provides an exclusive perspective on the terms and structure of the fund. Seyfarth Shaw LLP continues to distinguish itself through its commitment to serving primarily institutional investors. Government pension plans, corporate and multi-employer plans, university endowments and the most reputable family offices consider the firm to be the principal advisor to all their most complex mandates. The firm`s interdisciplinary offering includes more than 50 lawyers specializing in various areas, including corporate law, securities, litigation, tax, derivatives, real estate and insolvency.