Representatieve ervaring

Fondsvorming

• Represented a San Francisco-based sponsor in the structuring, operations, ESG applications, international domiciling, and use of zero federal tax drag structures across several funds that included:
  • Forming a $2.1bn direct lending closed-ended Irish Collective Asset Management Vehicle with multiple parallel funds organized in the United States, the Cayman Islands, and Luxembourg.
  • Forming a $315m Ontario-based, multi-class direct lending fund-of-one for various country- specific subsidiaries of an international insurance company.
  • Forming a $180m Luxembourg-based evergreen, open-end direct debt impact/ESG fund.
• Represented a Seattle-based sponsor in simultaneously forming two oversubscribed evergreen, open-ended funds with a combined $1.65bn of capital commitments, each targeting investments in publicly traded health care companies.
• Represented a New York-based venture capital sponsor in simultaneously forming two venture capital funds with a combined $650m of capital commitments, one targeting Seed-stage investments and the other targeting Series A and later-stage investments in early-stage technology companies.
• Represented a Westport-based middle-market sponsor in forming a $600m direct lending fund pursuing a mixed debt and equity investment strategy.
• Represented a New York-based venture capital sponsor in forming a $350m fund pursuing a global healthcare investment strategy.
• Represented a Boston-based middle-market sponsor in forming a $250m venture capital fund targeting early-stage investments in health care companies.
• Represented a Minneapolis-based middle-market sponsor in forming a $225m buyout private equity fund.
• Represented a Little Rock-based sponsor in forming a $200m growth private equity fund targeting investments in the Heartland.
• Represented a Minneapolis-based sponsor in forming a $200m private equity fund targeting late- stage crossover investments in health care companies.

Private Capital Investments

• Represented an Arizona public pension plan in over 75 private capital transactions totaling over $10bn in committed capital across numerous private investment funds.
• Represented a New York public pension plan in over 15 private capital transactions totaling over $3bn in committed capital across numerous private investment funds.
• Represented a California public pension plan in over 30 private capital transactions totaling over $2bn in committed capital across numerous private investment funds.

Fondstransacties

• Represented a New York-based venture capital sponsor in a secondary strip sale of a legacy venture capital fund portfolio with a transaction value of $99m.
• Represented a Connecticut-based asset manager in a significant minority sponsor investment by an institutional third-party investor with a transaction value of over $45m.