PRACTICE

Private Investment Funds

Overview

Pierson Ferdinand’s Private Investment Funds Team offers comprehensive guidance to clients in the global private investment funds industry, spanning various market sectors and investment strategies. We assist fund sponsors and managers throughout the entire lifecycle of private funds, from their formation, operation, and regulation to strategic arrangements and investment opportunities assessment. We also handle structuring agreements with service providers and ensure compliance with intricate local and international regulations.

  • Full Spectrum of Business Transactions

    Like traditional large law firms, we regularly assist clients in the full spectrum of business transactions and related company matters, a large portion of which involves mergers and acquisitions, capital markets, banking and credit, employment, regulatory, corporate governance and board advisory, intellectual property, and financial restructuring and reorganization, among others.  

  • Leveraging Technology

    Our Corporate team leverages cutting edge technology in all aspects of practice and our diverse all-partner teams focus on what matters most to our clients and stakeholders, delivering outcomes through shared values of strength, diversity, and collaboration.  

  • Forging Close Partnerships

    We believe in forging close partnerships with our clients to better understand their business operations, enabling us to provide more effective counsel and to deliver exceptional value during pivotal moments that often shape profoundly the trajectory and success of our clients’ businesses.

  • Effective Low-Leverage Platform

    Our unique low-leverage platform is not only more cost-effective, it allows us to focus on fewer, targeted engagements than our peers at traditional, elite law firms. This model allows us to get closer to our clients and to know their  businesses, preferences, and cadence, and to ultimately meet our clients where they are.

Capabilities

We provide strategic advice to institutional investors regarding the structuring of their global investment and training programs, representing these investors in their primary investments, co-investments, and secondary investments. Our services extend to facilitating transactions for global buyers and sellers of private fund and portfolio company interests in the secondary market. We also craft unique investment structures such as customized investment funds, separate accounts, joint ventures, seed arrangements, and various other tailored products.

We offer guidance to a wide range of participants in the private funds industry, including hedge funds, private equity funds, funds of funds, secondary funds, venture capital funds, clean-tech funds, infrastructure funds, hybrid funds, impact (mission-related) funds, and crypto-focused funds. We collaborate closely with our clients to achieve their business objectives in a diverse array of complex and innovative matters.

Our services encompass structuring the participation of institutional limited partners in both United States and international funds, designing tax-efficient management company and employment arrangements, ensuring compliance with regulatory restrictions on fund investments by regulated entities, and minimizing United States federal taxes for non-United States persons. We also guide clients in adhering to various US laws, such as the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Commodity Exchange Act, the Internal Revenue Code, and the Employee Retirement Income Security Act (ERISA), as well as the laws of different international jurisdictions, in consultation with local counsel.