Highlights

  • Over 600 investment management industry clients
  • Launched over 70 funds in 2016

Private Funds - Hedge Funds, Private Equity Funds, Real Estate Funds & Venture Capital Funds

  • Drafted purchase and sale agreements for sale of hedge fund managers or other asset management firms
  • Negotiated seed deals and strategic investments in private fund managers
  • Developed and launched vehicles to accommodate ERISA assets
  • Developed structured products and SPV's for leveraged vehicles, tax efficiency and access to foreign markets
  • Negotiated loan agreements for investment managers and for fund vehicles
  • Negotiated ISDAs and Prime Brokerage Agreements with over 20 counterparties
  • Negotiated margin lock-ups and term commitments with numerous prime brokers
  • Successfully resolved regulatory inquiries with the SEC, the CFTC and the NFA
  • Structured compensation and earned interest plans
  • Developed employment manuals and employment policies for hedge fund managers