Fund Formation & Investment Management 

We develop cohesive, multi-disciplinary approaches to the business, tax and investment goals of our clients.

Business driven legal advice

Our extensive experience allows us to offer practical insights that make a difference at each stage of a fund’s lifecycle, and offer informed legal advice with full familiarity of market conditions.

We advise clients in securities regulation and successfully navigating the increasingly regulated private investment fund space.

A well-connected approach is Fundamental

Our fund formation team organizes and structures private equity, venture capital, real estate, mezzanine, asset-based funds, fund of funds, and similar types of investment vehicles for mid-market sponsors.

Our fund attorneys, in conjunction with experts across our firm’s other practice areas, are well versed in securities, regulatory and compliance matters, executive compensation arrangements for the sponsor’s employees and agents, tax matters, securities enforcement and litigation.

Once a fund has been formed, our attorneys expertly handle fund investments, exits from such investments, investor matters and ongoing operational and compliance-related matters.

We also represent limited partners, high net worth, and institutional investors in connection with their investments in private investment funds, as well as with co-investments and “secondary” transactions.