Represented a fund manager in the formation of a middle-market buyout fund with more than $900 million in investor commitments, and represented the same manager in the earlier formation of three private equity funds with aggregate commitments of approximately $2.1 billion.

Assisted an outsourced investment office services firm with the formation of a multiseries investment vehicle for its clients with more than $1 billion of commitments to its initial series.

Represented a fund of funds manager with approximately $2 billion of assets under management in the sale of its business to a global private equity manager.

Represented a fund sponsor in connection with the formation of a venture capital fund of funds.

Assisted with the spinout of the investment office of a prominent state university, and the creation of a multi-strategy fund of funds managing the endowment and foundation assets of the university and its affiliates.

Represented a private equity investment team in its spinout from a major financial institution.

Represented a community nonprofit hospital in the formation of a captive venture capital fund.

Represented a fund manager in the formation of a hedge fund of funds.

Represented management in the spinout of an investment office from a major university and creation of an outsource CIO joint venture.

Represented a fund sponsor in the formation of a mezzanine fund with capital commitments of $105 million, including the formation of a drop-down SBIC subsidiary fund and the application for its SBIC license, and the formation of associated sidecar funds.

Represented a multifamily office in the establishment of a fund of hedge funds targeting $100 million in investor subscriptions.

Represented managers of first-time hedge funds targeting initial commitments from $2 million to $20 million.

Represented a fund manager in the formation of a lower middle-market buyout fund targeting $100 million in investor commitments.

Represented a fund of funds manager in the formation of three successive sets of U.S.-focused funds of funds, two successive sets of European-focused funds of funds and various separately managed accounts, with aggregate investor commitments of more than $2.1 billion.

Represented an investment manager in the formation of a secondary fund of funds comprised of interests in 26 buyout funds with aggregate investor commitments exceeding $700 million.

Represented a fund sponsor in the formation of a hybrid fund with aggregate commitments of $270 million, focusing on both publicly traded securities and investments in private companies, and the subsequent conversion of that fund to a hedge fund.

Represented a fund sponsor in the formation of multiple funds focused on investing in solar farms eligible for North Carolina state tax credits.

Represented a fund sponsor in the formation, offering and SBIC licensing of a mezzanine investment fund with approximately $55 million of private investor commitments.

Represented a publicly traded business development company in the formation of a joint venture with a publicly traded insurance company for investment in senior secured loans in middle-market companies.

Please visit our Institutional Investors page for examples of our experience in that field.