Practice Summary
Our private funds group advises clients on the formation of private equity, venture, hedge, search, real estate and opportunity zone funds, as well as compliance with exemptions under the Investment Adviser, Investment Company and Commodities Exchange Acts. We advise investment advisers, fund managers, and institutional and high net worth investors on investment funds and secondary sales of alternative investments.
Attorneys
Clients and Services
There are a wide variety of clients we serve and services we offer through our Private Funds practice group including:
- Formation of private equity, venture, hedge, search, real estate and opportunity zone funds and preparation of offering memorandums, fund agreements and subscription agreements
- Formation and structuring of management companies and unique ownership considerations
- Form D and related state compliance and filings for private offerings
- Form PF
- Analyzing registration exemptions under federal and state laws, including the Investment Advisers and Investment Company Acts
- Analyzing registration exemptions as a commodity pool operator (CPO) under the CFTC
- Structuring and negotiating strategic transactions involving funds and investment advisers, including mergers and acquisitions, divestitures, joint ventures and succession planning
- Review of fund offering materials for prospective investors and assistance in completing subscription agreements
- Negotiating secondary sales of alternative investments
- Finder compliance
Our Approach to Private Funds
We know that tax laws are complicated and, in some cases, extremely convoluted. We know and deeply understand the tax laws required to participate at any level in private funds. We have done structured funds that have never been done before because we have a high level of demonstrated experience and closed deals under our cumulative belts. We can simplify the complexities of private funds and develop solutions that will benefit your business, then clearly communicate the intricacies of the deal and the inherent tax saving you will achieve.
Private Funds Services Experience
- Structuring and formation of $100M tax-advantaged multi-asset real estate opportunity zone investment fund
- Formation of hedge fund investing in crypto currencies
- Representation of institutional investors as LPs in private funds and alternative investment vehicles, including review of LP Agreements and completion of subscription agreements
- Representation of institutional LPs in secondary sales of interests in Private Funds
- Structuring and formation of a multi-asset opportunity zone fund focused on triple bottom line impact investing in Minnesota
- Structuring, formation and securities law compliance for a variety of single asset opportunity zone funds developing and constructing various real estate projects in the Twin Cities
What Our Clients Say
“Lisa has been a tremendous asset in achieving GBR’s acquisition strategy. Deeply experienced in M&A, she uses that knowledge to help guide the deal while retaining common sense and practicality in her recommendations. Responsive and customer-focused, she’s been great to work with and continues to be a valued member of my team.” – Michael Kelker, Operating Executive
Contact Us
Are you interested in learning more about private funds and how they might benefit your business? Please contact us today.
