Private Equity, Venture Capital, Hedge Fund, Family Office and other Financial & Strategic Investments
Financial & Strategic Investments Solutions:
We represent both Financial Investors and Strategic Investors, and the enterprises in which they invest and lend, in:
- Structuring, Formation, Governance and Administration for Onshore/Offshore Investment Funds and Companies
- “Master Feeder” and Hierarchical Structuring for Segregating/Aggregating Onshore/Offshore Investor Pools
- Tax and Regulatory Compliance Counseling for Onshore/Offshore Investment Funds
- Raising Capital for Investment Funds
- Private Equity Investments on both the Investor and Company Sides
- Buyouts, Spin-Offs and Going Private Transactions
- Early and Late Round Venture Capital Investments on both the Investor and Company Sides
- Strategic Investments in Vertically Integrated and Horizontal Competitor Companies
- Technology Transfer Royalty-bearing Transactions between Universities or Research Institutes and Private Commercial Parties or Spin-Offs
- “Deep Tech” Finance and Support for Innovative, Research-Intensive Projects Requiring Longer Term Investment Horizons
- Bridge and Mezzanine Lending
- Private Investment in Public Equity (PIPE) and Reverse Merger Transactions
- Growth-Equity Financing
- Recapitalization, Restructuring and Acquisitions of Bankrupt or Distressed Companies and Assets
- Fund Portfolio Company Representation
Financial & Strategic Investments Representative Transactions
Financial & Strategic Investments Whitepapers and Advisories:
SEC Charts Comprehensive Cryptocurrency/Digital Asset Regulation Course (November 2025)
Forming Exempt Private Investment Funds (September 2025)
Special Purpose Vehicles: Uses and Abuses (February 2025)
How to Handle an Initial Coin Offering (April 2025)
Raising Capital: Deal Points Series
Raising Capital Through Private Placements: Deal Points (January 2026)
Raising Capital Through Private Placements Exemption Chart (January 2026)
Raising Capital with Regulation D (June 2025)
SPACs are Back: An IPO and Private Equity Alternative: Deal Points (October 2025)
Raising Capital: Structuring a Security (May 2025)
SEC FY 2024 Raising Capital Statistics
Mergers & Acquisitions: Deal Points Series
Mergers & Acquisitions 1: Overview and Transaction Types: Deal Points (October 2024)
Mergers & Acquisitions 2: Tax Structuring Considerations: Deal Points (October 2024)
Mergers & Acquisitions 3: Structuring Payment: Deal Points (November 2024)
Mergers & Acquisitions 4: LOIs, MOUs and Term Sheets: Deal Points (November 2024)
Mergers & Acquisitions 5: Stock Purchases: Deal Points (November 2024)
Mergers & Acquisitions 6: Asset Purchases: Deal Points (December 2024)
Mergers & Acquisitions 7: Mergers: Deal Points (December 2024)
Mergers & Acquisitions 8: Public M&A: Deal Points (January 2025)
Mergers & Acquisitions 9: Financing M&A: Deal Points (February 2025)
Mergers & Acquisitions 10: Antitrust Merger Control and Clearance: Deal Points (March 2025)
Mergers & Acquisitions 11: Intellectual Property Issues in M&A: Deal Points (April 2025)
Mergers & Acquisitions 12: Cross-Border M&A: Deal Points (May 2025)
Mergers & Acquisitions 13: Distressed Target M&A: Deal Points (October 2025)
Mergers & Acquisitions 14: Going Private Transactions: Deal Points (November 2025)
Mergers & Acquisitions: M&A Corporate Governance and Due Diligence: Deal Points
Other Whitepapers and Advisories
SEC Charts Comprehensive Cryptocurrency/Digital Asset Regulation Course (November 2025)
Is Delaware Still the Corporate Domicile of Choice (July 2025)
FTC Announces 2025 Hart-Scott-Rodino Reporting Thresholds
SEC Adopts New Rules to Enhance Private Fund Advisor Reporting
CFIUS-FIRRMA Foreign Investment Rules Impact Cross-Border Deals
SEC Proposes New Rules to Protect Private Fund Investors
Public or Private: When Should a Company Go Public and When Stay Private? (March 2025)
Twitter Counters Elon Musk Takeover Offer with a Poison Pill
SEC Proposes Rule Amendments to Modernize Beneficial Ownership Reporting
Resales of Restricted Securities (April 2024)


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