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
- 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:
Forming Exempt Private Investment Funds (February 2024)
Special Purpose Vehicles: Uses and Abuses (March 2024)
Wyoming’s Digital Assets and DAO Laws and How to Use Them (January 2023)
Raising Capital: Deal Points Series
Raising Capital Through Private Placements: Deal Points (January 2024)
Raising Capital Through Private Placements Exemption Chart (January 2024)
Raising Capital through SPACs: SEC Adopts New Rules: Deal Points (February 2024)
Mergers & Acquisitions: Deal Points Series
Mergers & Acquisitions I: Overview and Transaction Types: Deal Points
Mergers & Acquisitions II: Tax Structuring Considerations: Deal Points
Mergers & Acquisitions III: Acquisition Consideration: Deal Points
Mergers & Acquisitions IV: Preliminary Documentation: Deal Points
Mergers & Acquisitions V: Stock Purchase Transactions: Deal Points
Mergers & Acquisitions VI: Asset Purchase Transactions: Deal Points
Mergers & Acquisitions VII: Mergers: Deal Points
Mergers & Acquisitions VIII: Antitrust Merger Control & Clearance: Deal Points
Mergers & Acquisitions IX: Intellectual Property Issues: Deal Points
Mergers & Acquisitions X: Financing M&A: Deal Points
Mergers & Acquisitions XI: Public M&A: Deal Points
Other Whitepapers and Advisories
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
Twitter Counters Elon Musk Takeover Offer with a Poison Pill
SEC Proposes Rule Amendments to Modernize Beneficial Ownership Reporting
Resales of Restricted Securities: Deal Points