Irtaza Asif
Consejero Senior
Taza asesora a gestores de inversiones profesionales y patrocinadores de inversiones privadas en todos los aspectos relacionados con la constitución de fondos, incluyendo la estructuración de fondos y «niveles superiores», la implementación de comisiones y participaciones en beneficios, la preparación de documentos de oferta y otros materiales de marketing, y la negociación de cartas complementarias. Taza también tiene una amplia experiencia en cuestiones normativas, de cumplimiento y operativas, tanto durante la recaudación activa de fondos como durante la fase operativa, incluyendo el registro y las exenciones de la Ley de Asesores, el establecimiento de programas de cumplimiento y las revisiones anuales y exámenes normativos. Taza es asesor sénior en la oficina de Dallas de la firma. Taza es miembro del departamento de Constitución de Fondos y Gestión de Inversiones de la firma, al tiempo que trabaja en asuntos complejos en los ámbitos de Derecho Corporativo y Gobierno Corporativo, Mercados de Capitales y Asesoramiento a Empresas Públicas y Capital Riesgo y Capital de Crecimiento.
Taza’s sponsor clients include established and emerging private equity, hedge fund, venture capital, growth equity, credit and fund-of-funds sponsors. Additionally, Taza advises institutional “allocators” to funds, including endowments, governmental plans, family offices, fund-of-funds, and corporations on their private capital investment activity.
In addition to his investment management focus, Taza advises a range of public and private clients on complex corporate, M&A, securities and governance matters. The work includes transaction agreements, equity holder and operating agreements, financing arrangements (equity and debt), recapitalizations and incentive equity structures, as well as the drafting and advice on ‘34 Act filings (including Form 13D for active investors and Section 16 filings).
Experiencia representativa
- Represented Texas-based PE/growth equity sponsor raising first-time fund and establishing investment management platform ($250 million).
- Represented Houston-based hedge fund manager raising multiple private funds ($250 million).
- Provided ongoing corporate and operational support to Switzerland based institutional manager with a focus on publicly traded commodities.
- Spearheaded outsourced regulatory compliance oversight on retained basis for leading institutional investment managers in D.C. area, including guidance through SEC examinations.
- Provided corporate and diligence review to billion-dollar asset manager in private capital transactions across various private investment funds.
- Represented Texas-based wealth manager in sale of business to institutional asset manager.
- Represented Israeli based investment manager in formation of a Series Limited Partnership focused on club-style investments in Israeli start-ups.
- Led Spin-out of multi-billion-dollar investment advisory platform from established Dallas-based family office ($10 billion).
- Led Real-Estate acquisition of Dallas landmark hotel by private real estate investment firm.
- Representing Special Committee of the Board of Directors of public company in going-private transaction ($165 million).
- Representing mid-cap public company on a variety of SEC filing and general disclosure matters, Sarbanes-Oxley issues and other public securities and governance matters.
- Representing a large Texas based institutional shareholder on a variety of Section 16 filings and general disclosure matters.
- Represented the Conflicts Committee of a public company in connection with controlling limited partner taking the master limited partnership private.
- Represented a Dallas-based midstream energy master limited partnership in a strategic merger.
- Represented a Utah minerals focused start-up in a Series A equity financing at a $100 million valuation.
- Represented the sale of Texas-based end to end IT services company to UK buyer.
Afiliaciones
- Miembro del Colegio de Abogados de Texas
- Secretary, Dallas Bar Association Securities Section
Presentaciones y publicaciones
- Author, “SEC Proposes Amendments to 13(d) and 13(g) Reporting Requirements – Accelerates Filing Deadlines and Addresses Group Formation Activity” Legal News: Capital Markets & Public Company Advisory (February 16, 2022)
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