We efficiently and effectively take fund sponsors through the process of fund formation and assist investors in evaluating and negotiating terms of investments in funds.

Our Approach
We offer clients a personalized, yet efficient approach to capitalize on fund formation opportunities. With specialized areas of knowledge and industry experience, our team collaborates closely with clients to offer tailored services that align with clients’ creativity in developing their next investment fund. Our clients turn to us for sophisticated, top-level experience without the coastal price tag.

We specialize in representing mid-market investment fund and individual and institutional investor clients in all varieties of funds, including:

  • Private Equity Funds
  • Venture Capital Funds
  • Hedge Funds
  • Buyout and Restructuring/Distressed Funds
  • Real Estate Opportunity Funds
  • Oil and Gas Opportunity Funds
  • Food and Beverage Opportunity Funds

We help funds:

  • Select and structure tax-efficient vehicles
  • Generate fund agreements, private placement offering documents and other needed documents
  • Comply with U.S. and state regulatory requirements, including adviser registration and reporting
  • Negotiate side letter agreements
  • Perform initial, interim, and final closings
  • Conduct most-favored-nations processes

Fund Formation Client Results

  • Representation of $100 million food and beverage venture capital fund.

  • Representation of $200 million real estate fund holding solely GP interests.

  • Representation of $40 million oil and gas hard asset fund.

  • Representation of a $100 million real estate fund.

  • Representation of an institutional investor for hundreds of millions of dollars placed in various funds.

  • Formation of $24 million private fund.

  • Representation of real estate investment firm in formation of a series of real estate funds.

  • Representation of a real estate developer in formation of EB-5 investment funds.

  • Representation of family office fund in private equity, venture capital, and fund-of-funds investments.

  • Guidance for investment advisers through the registration process with the SEC and state securities authorities.

  • Negotiation of side-letters for LP investors in a variety of private investment funds.

  • Representation of investment adviser in administrative enforcement action with state securities regulator.

BTI's Law Firms with the Best Collaboration

One of nine firms nationwide named in 2017 by leading legal decision makers for “standout collaboration”

Chambers USA: Corporate/ M&A; Corporate/Commercial

Recognized by Chambers USA 2020 in 36 practices including: Corporate/M&A and Corporate/Commercial


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