Investment Funds
LEGE’s integrated investment funds practice provides clients with responsive, market-aware, innovative advice and solutions.
LEGE regularly advises sponsors in the formation, structuring, and negotiation of a wide variety of private investment vehicles, as well as on the full spectrum of securities, tax, and regulatory issues typically associated with such transactions. These vehicles run the gamut from traditional “blind pool” private investment funds to single-investment special purpose co-investment vehicles and “pledge” or “club” funds.
The firm assists in the formation and ongoing operations of:
- Debt funds (including mezzanine and distressed)
- Drafting partnership agreements, management agreements, private placement memorandum, subscription documents, and other relevant documents;
- Emerging markets, energy & infrastructure, leveraged buyout and real estate funds
- Initial acquisition of portfolio companies
- Negotiating terms with potential investors, including side letters, and closing investments in the funds.
- Other industry / sector funds
- Providing advice with respect to compliance matters and securities laws exemptions relating to the private offering of interests;
- Satisfaction of ancillary regulatory requirements
- Spin-outs
- Strategic and tax-efficient deal structuring and financing
- Structuring and execution of exit transactions
- Structuring complex domestic and international structures
- Venture capital funds