We efficiently and effectively assist institutional and individual investors to evaluate and negotiate terms of investments in funds.

Our clients include a wide variety of institutional investors, including private foundations, family offices, insurance, companies and government affiliated entities, in making public and private investments.

We counsel our investor clients in deploying capital and subscribing to a broad range of funds, including:

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

We help institutional and individual investors review and negotiate:

  • Legal structures and tax issues
  • Carry, compensation expense reimbursement, and fee offsets
  • Waterfalls, distributions, and liquidation rights
  • Governance, voting, and consent rights
  • Valuation, financial reporting, information rights, inspection rights, and transparency
  • General Partner (GP) rights, obligations, and exculpations
  • Limited Partner (LP) rights and obligations, including where investor specific
  • Self-dealing and affiliate transactions
  • Claw backs
  • Exits, break-ups, and no-fault divorce
  • Co-investing

We negotiate a full range of agreements associated with the management of diversified investment portfolios, including:

  • Separately managed accounts
  • Asset management agreements
  • Funds of funds
  • Custody agreements
  • Securities lending agreements
  • Other standard and customized arrangements

Institutional Investors Speaking Engagements and Events

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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