Private Equity, Venture Capital, Hedge Fund, Family Office and other Financial & Strategic Investments

Financial and Strategic Investments involve investors or companies making investments in business enterprises short of taking a majority stake or making a full acquisition. Financial Investors are usually investment firms whose core business is investing, such as Private Equity firms, Venture Capital firms, Hedge Funds, Family Offices and Trusts. Financial Investors usually are principally interested in a return on their investment, although they also sometimes seek to assemble a portfolio of companies that complement each other. Strategic Investors are companies in any industry or business that invest in vertically integrated companies, which may be upstream vendors or suppliers, or downstream distributors or customers; or, sometimes, horizontal competitors. While Strategic Investors also care about their return on investment, they are usually also motivated by the strategic implications of their investment, such as securing their supply or distribution chain, or taking a minority stake in a smaller company as a prelude to a full acquisition.

Financial & Strategic Investments Solutions:

We represent both Financial Investors and Strategic Investors, and the enterprises in which they invest and lend, in:

Structuring, Formation and Governance for Onshore/Offshore Investment Funds and Companies
“Master Feeder” and Chained 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
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