Fund formation, M&A, tax planning, funding and fundraising, corporate advisory and investor services. Most transactions need several of them at once, and we handle them together.
We help U.S. and global sponsors launch funds that can operate efficiently and flexibly. That covers private equity funds, qualified opportunity funds, hedge funds, SPVs and syndications.
After launch we stay on for restructurings, refinancings, add-ons, management incentive plans, tax, governance and investor relations.
We represent buyers, sellers, boards, private and public companies, and PE and VC firms through the full M&A process.
Asset and stock purchases through leveraged buyouts and reverse subsidiary mergers, structured to minimize tax.
LOIs, term sheets, NDAs and creative deal structures that stay compliant.
Thirteen areas, from intellectual property and material contracts to FCPA and ownership structure.
We stay on after the deal closes.
Instead of treating tax as a compliance exercise, we treat it as an opportunity. State, federal and international, built into the deal from the start.
Tax planning on acquisitions, sales, financings and fund formations. Structures are chosen with the tax result in mind, and diligence covers each deal's tax implications.
For sponsors, investors and companies working across borders, the international side is planned alongside the state and federal side, not after it.
When a group with entities in more than one country changes its structure, we plan the tax steps together with the corporate steps.
Management incentive plans and equity plans, set up so they work for the company and for the people receiving them.
We work on financings for companies raising money and for the investors putting it in. The documents differ a great deal from one type of round to the next, and we handle all of them:
We advise boards, committees and management on disclosure, shareholder rights, compensation, change-in-control and investigations.
We also handle the work that keeps a company in good order between deals: entity formation, strategic partnerships, restructurings, and the LOIs, term sheets and NDAs that start new relationships.
After a fund launches we stay on for governance and investor relations. We also represent investors directly, on their investments in companies and on the funds and vehicles they invest through.
That includes reviewing and negotiating investment terms, running diligence before the money goes in, and the governance and reporting questions that come up afterward.