Institutional Investors
As innovative investment products flourish, our firm provides institutional investors with sophisticated and effective guidance on issues related to investing in private investment funds. Taking an integrated, multidisciplinary approach, we advise on the unique attributes of hedge funds, private equity funds, funds-of-funds, real estate funds, venture capital funds and similar vehicles. We have successfully negotiated investments in excess of $4 billion for our institutional investor clients.
An Integrated Approach
With a deep understanding of the specific needs of institutional investors, we provide practical, high-quality service tailored to our clients’ individual objectives. Not only do we advise on investing in private funds, but we leverage the resources of our nationally recognized investment management practice to provide seamless support across the board, including in areas such as securities, commodities, derivatives, corporate, real estate, structured finance, tax and the Employee Retirement Income Security Act (ERISA).
Our Services
On behalf of banks, trusts, endowments, foundations, corporations and family offices seeking guidance on their investments in various types of private funds, we counsel on legal due diligence, advising on market practices and U.S. Securities and Exchange Commission (SEC) areas of focus and actions, and negotiating side letters.
Document Review
Reviewing and analyzing offering memoranda, governing and organizational documents, subscription documents, and any related documents proposed by the private fund or the manager.
Market Practices
Analyzing market terms, providing insight into specific terms and conditions, and advising on developments throughout the world.
Unique Issues
Creating an issues list with an emphasis on each client’s particular sensitivities.
Negotiation of Side Letters
Preparing and negotiating side letters resulting in more favorable terms for our clients’ investments.
Our Multifaceted Skillset
In addition to providing high-quality legal work, our lawyers leverage their wealth of experience in the private fund space, including prior regulatory and in-house roles with the SEC and Commodity Futures Trading Commission, as well as in risk, legal compliance and operations.
