INDUSTRIES & PRACTICES

worldwise advantage

Funds
WE PROVIDE INNOVATIVE STRUCTURING AND COMPLIANCE SOLUTIONS TO INVESTMENT FUNDS, BOTH PUBLIC AND PRIVATE.

Overview

Public Investment Funds
We have substantial experience representing open- and closed-end funds, bank-affiliated funds, no-load and load funds with a variety of classes and funds underlying insurance products. Clients rely on us for a broad spectrum of advice, including SEC compliance, governance and fund mergers and acquisitions. We assist with fund formation, representing over 200 funds in connection with their SEC registration.

Private Investment Funds
We advise fund managers and sponsors in connection with the formation, capitalization and operation of buyout, real estate, venture, debt, special opportunity, hedge and other funds. We also represent individual and institutional investors, including banks, endowments, insurance companies and fund of funds, in connection with their private fund investments. We have fully-integrated fund formation teams experienced in partnership, securities, tax, ERISA, ‘40 Act, Advisers Act and international issues, with in-depth knowledge of market terms for private funds. We provide cost-effective, responsive service from experienced attorneys.

Experience

Public Funds
We represent over 70 SEC-registered investment funds in the United States, including:

  • Numerous Allianz AZL® funds
  • Numerous Securian funds
  • Numerous Sit funds

Private Funds
We represent fund managers of a range of private funds, including:

  • Buyout funds targeting small to middle-market businesses in the US
  • Early-stage, “value add” life sciences venture funds
  • Venture funds
  • Secondary funds
  • Fund of funds
  • Real estate funds
  • Sector-focused buyout funds
  • Private funds targeting investors in China and Southeast Asia
  • Distressed debt funds
  • Small Business Investment Companies (SBICs)

Accolades

Contacts

Alan Bell
Practice Group Co-Chair
Michael Radmer
Practice Group Co-Chair

Industries & Practices

Bankruptcy & Financial Restructuring
Securities & Financial Services Litigation & Enforcement
  • Bankruptcy & Financial Restructuring
  • Capital Markets
  • Corporate Governance & Compliance
  • Financial Services Regulatory
  • Investment Management
  • Mergers & Acquisitions
  • Private Equity
  • Securities & Financial Services Litigation & Enforcement
  • Securitization
  • Tax