We deliver integrated services using creative approaches to help sponsor and investor clients pursue strategic opportunities in a wide array of private funds.

Our specialized team delivers sophisticated counsel to fund sponsors and managers in the formation, tax-efficient structuring, and ongoing operation of funds, including compliance with tax, securities, and other federal and state regulations. We also advise a wide range of institutional investors to evaluate options and deploy capital in private funds on terms negotiated to meet strategic investment objectives.

We understand the expectations, challenges, and market forces affecting how and why institutional investors choose an investment fund. This informed perspective enhances our ability to guide fund sponsors and managers in up-front and ongoing decisions to position and operate successful funds. Our comprehensive market experience allows our team to deliver efficient, cost-effective services to all clients.

Investment Management 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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