USA

Nationwide

Investment Funds: Private Equity: Fund Formation


Investment Funds: Private Equity: Fund Formation - Nationwide

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第一等 |

Basic facts about the department
Key offices include New York and Washington, DC.

What the team is known for Market-leading private equity funds practice representing a host of prestigious clients in their investment activities. Experience with all major investment strategies and well equipped to handle international matters.

Strengths (Quotes mainly from clients)

"They're as good as it gets. They are commercial and proactive in addressing concerns before they are raised with investors, so you really feel like you go to market as well positioned as you can."

"They are really a fantastic team. What I really appreciate about them is they're very well internally coordinated and that makes for a seamless advocacy, which is very helpful."

"What is distinctive is that the service has been of a very high standard for many years. They have an enduring model that permits them to reinvest and refresh constantly to keep pace with the evolution of our firm. It's a core strategic relationship and they have been able to provide a consistency of service, advice and judgment that has proven very valuable to us."

Work highlights Represented Clayton, Dubilier & Rice in forming a $6 billion buyout fund.

Assisted Oaktree Capital Management in the formation of a $2.7 billion global real estate fund.

Notable practitioners  

Rebecca Silberstein receives extensive praise from clients and peers, who laud her "great advocacy and great representation in the context of a very commercial backdrop." Clients say she's "extremely energetic" and has a "can-do attitude, where she solves problems in a way that the business always appreciates."

Global practice head Erica Berthou has particular experience with emerging markets and "goes above and beyond to satisfy client needs and demands." One client comments: "I'm told she has other clients but I find that hard to believe because she's so dedicated to us! It's like we're her only client."

Market sources "have a high regard for" Jennifer Burleigh. She has experience with a broad range of investment strategies, including helping clients access international markets, and is an "excellent lawyer."

Jordan Murray acts for both sponsors and institutional investors in relation to a range of private investment vehicles. Market sources comment: "He is a very skilled lawyer, a very skilled technician and, more importantly, he is a valued adviser."

The "excellent" David Schwartz is a "very smart fund lawyer" and "a pleasure to deal with." Clients appreciate that he is "common-sensical and practical on tough gray issues."

Michael Harrell comes highly regarded by peers in the industry, who describe him as "king of the marketplace." He has extensive experience representing a number of leading sponsors of private investment funds and is "really superb."

Jonathan Adler is "not only a skilled lawyer but a pragmatic problem solver." He has experience handling fund formation and regulatory matters for private and hybrid funds, and is "quite global in his perspective."

Significant clients The Carlyle Group, HarbourVest Partners, KKR, Stone Point Capital, Morgan Stanley.

第一等 |

Basic facts about the department
Key offices include Chicago and New York.

What the team is known for Preeminent and large group of funds lawyers working across the firm's global platform to service an impressive and growing list of clients. Acts on behalf of both GP and LPs and has particular experience with real estate funds.

Strengths (Quotes mainly from clients)

"Their depth in the funds space is second to none; they are clearly leaders in the field and deliver a high-quality work product. Their ability to turn around and execute processes at all hours and bring in extra support if needed was appreciated." 

"Given the depth of their practice in all areas of the fund practice, they really have their pulse on the market. They have a total command of the space and can cut through a lot of the back and forth on negotiations and help us focus on where we really need to be."

"The service level is excellent. We are not the largest client they have – by far – but I always get outstanding service and attention." 

Work highlights Assisted American Capital in its $1.1 billion formation of American Capital Equity III.

Represented Energy Capital Partners in the formation of its third private equity fund, raising $5.05 billion in commitments.

Notable practitioners  

Founder of the private funds group Bruce Ettelson is "more knowledgeable about the private equity market than anyone else in the business," according to one source. He focuses his practice on the formation of PE funds and their management companies, and is a "great problem solver."

The "phenomenal" Sarah Kirson has experience representing both new fund managers and well-established investment managers based domestically and offshore. Sources say that she has "an exceptional understanding of the market and a very effective negotiating style."

John O'Neil is described by several clients as having a "very good industry perspective." He has extensive experience assisting clients on a range of operational and transactional matters and "knows everyone and everything."

Andrew Wright acts on behalf of both US and international sponsors in relation to the formation and operation of their funds. He is "very active and well-connected in the market" and is noted for his "outstanding client service."

Chris Kallos "understands the big and small picture and provides tailored advice for all situations." He has experience working with a number of the firm's large PE firm clients, including Adam Street Partners and Sorenson Capital, and is praised for his "excellent business judgment and responsiveness."

Significant clients Vista Equity Partners, Warburg Pincus, Sun Capital Partners, 3G Capital, Golden Gate Capital.

第一等 |

Basic facts about the department
Key office is New York.

What the team is known for Private equity powerhouse with substantial expertise forming funds for a number of sophisticated market participants. Particular experience with alternative investment strategies.  

Strengths (Quotes mainly from clients)

"They are very strong intellectually, constantly aware of the market and the evolving terms and conditions and really cut to the key items."

"They are among the best if not the best. They are clearly thought leaders in the funds practice." 

"They're very intelligent, very resourceful, well measured and they're active - they don't just wait for my instruction but act on my behalf."

Work highlights Represented Silver Lake in the $10.3 billion formation of Silver Lake Partners IV.

Acted on behalf of GSO Capital Partners in establishing its $5.125 billion Capital Solutions Fund II.

Notable practitioners  

Head of the PE funds group Thomas Bell acts on behalf of several prominent clients including Morgan Stanley, CVC Capital Partners and J.C. Flowers. He is well known by market observers, who say he is "clearly a leader in the practice."

Michael Wolitzer comes highly praised by clients who say he's "an amazing lawyer" and "very client focused." He represented Silver Lake in its establishment of one of the largest-ever technology investment-focused PE funds.

Barrie Covit acts on behalf of several of the firm's largest clients and is "exactly the right type of adviser," according to one market source. Clients say he "has the right balance of being thoughtful, responsive and calling it the way it is."

The "spectacular" Glenn Sarno is singled out for his familiarity with fund formation documentation. He has experience working with large private funds in Asia and Latin America.

Jason Herman recently represented KKR in the $1.2 billion establishment of its first private equity real estate fund. One impressed client says: "He is terrific. He's just so smart and really loves what he does. I really don't think he can imagine ever doing something else!"

Significant clients Blackstone, Carlyle, BTG, New Mountain, Lexington Partners.

第二等 |

Basic facts about the department
Key office is New York.

What the team is known for Thriving practice representing an increasing number of leading sponsors. Continues to handle a number of major fund launches for private equity managers around the globe.

Strengths (Quotes mainly from clients)

"We have a deep relationship with them and they continue to do a terrific job."

Work highlights Represented Apollo in the formation and closing of its latest flagship PE fund, with total commitments of over $18 billion.

Assisted General Atlantic with the formation of several commitment agreements with major investors.

Notable practitioners 

Marco Masotti co-heads the private funds group and is praised for being "very responsive." He acts on behalf of a diverse range of sponsor clients and recently represented Triton Advisers on the EUR500 million launch of its latest fund.

The "terrific" Robert Hirsh has handled matters for a number of prominent sponsors including Sterling Group, TowerBrook and Unison. As well as fund formation, he has extensive experience handling transactional matters including secondary sales of fund interests.

Michael Hong comes highly praised by peers who describe him as "hard-working, creative, practical and constructive in working together to get a deal done." He represented Apollo in its recent $18.4 billion capital raising efforts and is "respected and valued by clients."

Significant clients Oak Hill, Blackstone, Roark Capital, Oaktree, KPS Capital.

第二等 |

Basic facts about the department
Key offices include Silicon Valley and Boston.

What the team is known for Significant investor-side representation, acting on behalf of LPs investing in a wide range of asset classes. Supported by dedicated teams in Europe and Asia.

Work highlights Advised Altamont Capital on the fundraising of its second institutional buyout fund.

Represented Thomas H. Lee Partners in the fundraising of its seventh fund.

Notable practitioners  

Ann Milner primarily represents fund managers in formations and ongoing operational matters. She also represents investors in connection with their investments into private funds and other alternative investments.  

Raj Marphatia is an "incredibly strong lawyer in fund formation" with "a good business perspective," according to market sources. He co-heads the private funds group and has experience acting for both sponsors and institutional investors.

Larry Jordan Rowe has a "good reputation," primarily representing institutional investors. He continues to act on behalf of major clients with significant endowments with respect to their investment activities.

Significant clients Bain Capital, TPG Capital, PIMCO, THL Partners, BlackRock.

第二等 |

Basic facts about the department
Key offices include New York and Boston.

What the team is known for Sizeable team with a global reach, catering to a wide range of funds. Expertise in a wide range of asset classes and in dealing with multijurisdictional fundraisings.

Strengths (Quotes mainly from clients)

"They are responsive, effective communicators who are precise, thorough and fair in terms of their billing rates."

"They do high-quality work and they're generally knowledgeable about what the important things are to us and what are the less important things, which makes life easier. It's like a marriage and one that works incredibly well."

Work highlights Represented American Securities in the formation of American Securities Opportunities Fund III.

Acted on behalf of CCMP Capital in its formation of CCMP Capital Investors III.

Notable practitioners  

Clients are "very, very pleased" with Jeffrey Tabak, who founded the firm's private funds practice. He represents both sponsors and institutional investors, acting on behalf of several money management firms.

Jonathon Soler co-heads the private funds group and frequently represents sponsors in the organization and operation of funds. His client list includes CCMP, Genstar Capital and Centre Partners.

David Kreisler is singled out for being "very easy to work with in terms of easy to communicate with, easy to get a hold of and easy to understand when he's providing his interpretation of something." Clients appreciate his ability to respond in an "expeditious manner."

The "wonderful" Barry Wolf is chair of the firm's management committee. Market sources regard him as a "go-to" for high-level strategic advice, thanks to his outstanding expertise.

Significant clients Berkshire Partners, Goldman Sachs, Brookfield Asset Management, York Capital, Parella Weinberg.

第三等 |

Basic facts about the department
Key office is New York.

What the team is known for Multidisciplinary team offering strong regulatory support from complementary practice areas. Well equipped to handle international matters and recently involved in a number of large Asia-focused funds. Also strong in Latin America.

Strengths (Quotes mainly from clients)

"They are very client-service oriented and I enjoy working with them. It's a great team that I can tell have a great culture internally."

"They are very responsive, very client focused and have very good talent. We've had some very technical issues come up and they've really been able to provide resources on the tax and ERISA side and come up with some great solutions."

"They are very solid and knowledgeable about current trends in the space." 

Work highlights Represented TPG in the establishment of various funds including TPG Alternative and Renewable Technologies Partners.

Assisted Blackstone Alternative Asset Management on the formation of a fund-of-one and other managed account arrangements.

Notable practitioners  

Market commentators have a "great deal of fondness" for Michael Gerstenzang. He frequently represents TPG in its fund formation and investment matters and is "exceptionally brilliant." 

The "absolutely incredible" Elizabeth Lenas is "very calm, very composed and a great adviser," says one client. She has experience working with new and emerging fund managers in the USA, Latin America and Asia.

Significant clients Deutsche Bank, JPMorgan Chase, KKR, The Raine Group, Viking Global.

第三等 |

Basic facts about the department
Key office is New York.

What the team is known for Broad alternatives practice with significant experience structuring private equity funds. Strong regulatory expertise, with deep knowledge of the CFTC, SEC and other regulators.

Strengths (Quotes mainly from clients)

"The service is impeccable. Davis Polk is really exceptional in terms of client service, going above and beyond and meeting demanding time requirements."

"They understand our business, provide insight and are there when we need them. They are also very responsive: a hallmark of the firm."

"I often bounce ideas off of them and it's great having that as a resource. I can call up a number of partners and get an answer or initial feedback."

Work highlights Advised several private equity firms, including Oaktree and Deutsche Bank Asset Management, in relation to regulatory developments under Dodd-Frank. 

Advised Perella Weinberg Partners on a range of multi-asset class investment products.

Notable practitioners  

Co-head of investment management Yukako Kawata is widely regarded as "a real leader in the field." Clients say she "has tremendous insight as to how the market has moved and whether there is movement in terms of negotiating with other clients, which is very helpful."

Leor Landa is singled out for his "creative and thorough lawyering" and "good market understanding." One impressed client comments: "You go through fund formation and get all sorts of demands and requests and he's been a nice balance to that conversation. He gives us market feedback, which we appreciate."

Significant clients Crestview Partners, Morgan Stanley, PIMCO, Credit Suisse, Reverence Capital Partners.

第三等 |

Basic facts about the department
Key offices include New York and Washington, DC.

What the team is known for Represents a diverse client base that includes a number of blue-chip institutions. Particular experience with funds focused on credit, buyouts, real estate and energy.

Strengths (Quotes mainly from clients)

"Fried Frank is an excellent firm. The level of service and commitment to clients is exceptional. I view them as a trusted partner and adviser."

"Not only superior partners but also superior client service. Always prompt in response and always helpful advice."

"The responsiveness is extremely good." 

Work highlights Represented Permira in the formation of its latest flagship fund, Permira V, which raised over EUR4 billion, meeting its target.

Assisted Sankaty Advisors in its formation of its senior loan fund and on its interests in a wide range of investment opportunities.

Notable practitioners  

Lawrence Barshay leads the asset management group and is noted for his impressive funds practice. He is a leading hedge funds attorney and often represents big-name clients like Goldman Sachs.

Head of private equity Kenneth Rosh receives praise for being "relentless in his pursuit to provide the highest level of service to his clients." One impressed client says: "I love working with Ken. He is always accessible, extremely commercial and very patient."

Sources report that Richard Ansbacher is "very well networked and plugged into the market." Clients appreciate his "technical excellence" combined with "client-friendly commercial acumen."

Significant clients Audax Group, Fortress Investment, Highbridge Principal Strategies, Morgan Stanley, JPMorgan Asset Management.

第三等 |

Basic facts about the department
Key offices in New York and Los Angeles.

What the team is known for Diverse practice with particular experience handling co-investments, secondary and fund-of-funds. Represents a number of sponsors focused on the Middle East and Africa.

Strengths (Quotes mainly from clients)

"The level of service is excellent and they can always quickly find an answer. In particular, we're very comfortable having them directly confer with limited partners and prospective investors." 

"Their cachet in the marketplace due to their well-earned reputation with large LPs was very helpful. When they spoke of what is 'market' or 'non-market' the other parties paid attention and respected their opinions. This goes a long way in the negotiation of side letter terms and in the long run helps the GP and the fund."

"They're very responsive and they grow with us. As we grow and evolve with the complexity of our issues, having them alongside has helped us tremendously. They don't miss a beat."

Work highlights Advised JPMorgan Private Investments in relation to the formation of real estate funds for its Junius Real Estate Partners platform.

Assisted Neuberger Berman in raising $2 billion for a secondary fund, NB Secondary Opportunities Fund III.

Notable practitioners  

The "tremendously practical" Edward Sopher receives wide acclaim from clients, who describe him as "commercial and constructive." He cochairs the investment funds group and has particular experience in the Middle East.

Shukie Grossman represents both domestic and offshore sponsors. His representative clients have included aPriori Capital, Capital Z and Credit Suisse.

Significant clients Investcorp, Olympus Partners, Evercore Partners, Meadow Partners, Hamilton Lane.

第三等 |

Basic facts about the department
Key offices are New York, Los Angeles and DC.

What the team is known for Highly regarded group acting on behalf of several well-known private equity funds. Advises on the full spectrum of funds issues, including formation and transactional matters.

Strengths (Quotes mainly from clients)

"Their willingness to come up with creative ways to bridge gaps and get to the finish line has been fantastic. They use good arguments to get the answer and work effectively with LPs to get the best outcome."

"Their attention to detail is very high, they're very commercial and they negotiate hard, which is critical. They gave us first-class service and made us feel like we were the most important client they had."

"They've been a fantastic resource on private equity matters for us. They've got a depth of knowledge from representing other PE funds, large and small, so they've seen how the problems have been faced and solved by others in our peer group. This depth of experience in the market really stands out."

Work highlights Assisted Onex Partners with the formation of its fourth large cap buyout fund focused on North America, raising a total of $5.15 billion in commitments.

Advised LaSalle Investment Management on its formation of LaSalle Asia Opportunity Fund IV.

Notable practitioners  

Global cochair of investment funds Barton Clark is a "creative lawyer who is very good at finding solutions to complex problems." One impressed client says: "His attention to detail and advocacy for us as a client remain unrivaled."

Significant clients Highstar Capital, Milestone Capital, BDT Capital Partners, Riverstone Holdings, Vistria Group.

第三等 |

Basic facts about the department
Key office is Boston.

What the team is known for Seasoned and growing practice of funds lawyers representing a range of clients in the alternatives space. Well known for advising limited partners.

Strengths (Quotes mainly from clients)

"They are always available, responsive and bend over backwards in the client service area. They view this as a relationship rather than a quick engagement."

"The service has been absolutely excellent. I think the partners and their attention to detail stand out. They are consistent across fund formation and transactions."

"My impression of the firm is very favorable. They are my first call on complicated issues."

Work highlights Assisted Deerfield Management Company in the formation of Deerfield Private Design Fund III, a healthcare industry-targeted fund.

Represented Newbury Partners in its $1.1 billion closing of Newbury Partners III.

Notable practitioners  

Robin Painter serves as global co-head of the private investment funds group and is "very well known in the industry." Market commentators describe her as "one of the biggest players" for LP representation.

The "dependable" Sean Hill is singled out for his "good business judgment." He co-heads the department and handles the full spectrum of investment activities for alternative managers.

Significant clients Charles River Ventures, Ares Management, Lexington Partners, Resource Capital Funds.

第四等 |

Basic facts about the department
Key office is New York.

What the team is known for Traditionally represents investor-side clients and acts on behalf of several of the largest private equity funds. Particular experience in emerging markets.

Strengths (Quotes mainly from clients)

"Akin has consistently provided top-quality legal advice as well as a level of responsiveness that we don't always see from counsel. The client service concept is clearly very important at Akin, and they make us feel like we are their only client."

"They are extremely responsive and practical. They are not just trying to run up huge bills, but really understand what's important and what's not." 

Work highlights Represented Mariner Infrastructure Investment Management in the formation of a fund manager platform and closed-end vehicle. 

Notable practitioners  

Prakash Mehta receives wide acclaim from clients, who say he "provides business acumen and strategic judgment that is at the top of the market." He co-heads the investment funds and private equity practice and has a "wealth of experience in the fund formation space."

Significant clients Apollo Global Management, GE Capital, Riverstone Holdings, Blackstone Alternative Asset Management.

第四等 |

Basic facts about the department
Key office is Boston.

What the team is known for Reputed for representing private equity and venture capital funds, with deep expertise in the real estate sector. Offers complementary strength in regulatory and tax advice.

Strengths (Quotes mainly from clients)

"They are clearly very smart, engage in the market and know what market practice is and what are the best ways to resolve complex issues. It's rare that they haven't seen something before, which makes them very valuable to us."

"They've done a very good job internally of collaborating and making sure that market trends, new techniques and ways to deal with legal issues with one set of funds is translated over to other type of funds, including private equity. So they have an advantage of being on the leading edge of practical market trends, because of the breadth of their practice."

"The service has been top notch. They are always very responsive and always get back to us any day or night. It seems as though they work around the clock!"

Work highlights Acted on behalf of Canyon Capital Realty Advisors in the establishment of several separate accounts for investments in debt securities.  

Notable practitioners

David Watson chairs the private investment funds practice and is a key contact.

Significant clients Advent International, Brookfield, Charlesbank Capital Partners, TA Associates, Sequoia Capital.

第四等 |

Basic facts about the department
Key office is New York.

What the team is known for Acts for both investors and sponsors in relation to all types of private funds. Experience with cross-border fund structures including master-feeder and parallel funds.

Strengths (Quotes mainly from clients)

"They are very professional, very knowledgeable and very responsive. Those are the three things that you'd want in a service provider, and they check the box for all of it."

"I am impressed by their commitment, both in terms of the number and quality of the resources that they provide to us and the personal level of commitment from the entire team to dig in deeper and think about potential new topics that need to be addressed."

"We're not a large legal team that's well versed in the ins and outs of fund formation so they held our hands throughout the whole process, were very patient and very responsive to all of our questions and very attentive to our needs "

Work highlights Assisted TPG Capital in the $500 million formation and capitalization of a co-investment fund.

Advised Spring Mountain Capital in relation to the formation of a growth equity fund, targeted at US investment opportunities.

Notable practitioners  

Clients have "nothing but compliments" for head of department John Caccia. One impressed client comments: "He's able to have most of the answers off the top of his head, but can connect with his colleagues in an expedient manner and coordinate topics."

第四等 |

Basic facts about the department
Key office is New York.

What the team is known for Traditionally represents sponsor clients, with additional institutional investor representation capabilities. Formation practice complemented by strong regulatory expertise.

Strengths (Quotes mainly from clients)

"They have good market intelligence of the terms that we should negotiate for and are very proactive in doing as much as they can in terms of dealing with investors and tying up all the loose ends."

"A good group to bounce ideas off; they do so many different funds so they have a really good handle on what is market and what is not market."

"They know all the different pieces of information that have to be pulled together to close the fund, so they lead you to water. Being able to have this team leading you through the whole thing is incredibly helpful." 

Work highlights Assisted ICV Partners with the formation of its third midmarket buyout fund, which drew $400 million in commitments.

Acting on behalf of Bridge Growth Partners in the establishment of its inaugural fund, focused on PE investments in midmarket technology and financial services companies.

Notable practitioners  

Phillip Isom receives extensive praise from clients who single him out for his "very commercial instincts." One client says he has "moved the market forward in the way that people think of funds" and has been "at the forefront" of the convergence of alternative assets.

Significant clients Warburg Pincus, Insight Venture Partners, Lime Rock Partners, Neuberger Berman, Monarch Alternative Capital.

第五等 |

Basic facts about the department
Key office is New York.

What the team is known for Primarily represents fund sponsors in their fundraising activities. Advises on a number of cross-border funds involving Asia, Europe and Latin America.

Strengths (Quotes mainly from clients)

"They have a deep and sophisticated regulatory practice and understand what the concerns and priorities are for investment managers, so can bring those issues to your attention proactively. It's a very reassuring feeling to know that they're always one step ahead of you."

"They are incredibly knowledgeable in terms of the laws and the rules and are attuned to things so they're good at looping in and identifying issues to provide input."

"We've gotten good value and appreciate their approach in terms of staffing and time dedicated to projects. They have a good, common sense view on how to handle transactions so you get the level of response without a lot of extraneous, unnecessary work."

Notable practitioners  

Clients are "more than pleased with the service and support" from Loretta Shaw-Lorello. She vice-chairs the private funds practice and has experience with a wide range of private equity funds.

Significant clients PineBridge Investments, Neuberger Berman, Pantheon, Octavian Advisors, Premium Point Investments. 

Band 5 | Linklaters

第五等 |

Basic facts about the department
Key office is New York.

What the team is known for Nimble team working across its offices in major financial centers to assist a select number of key clients in their private equity operations.

Strengths (Quotes mainly from clients)

"I have found this team to be incredibly rewarding to work with. They are truly team players; they are collaborative, thoughtful and user-friendly."

"They are very, very strong technically. They not only have a very good understanding of their own immediate areas of advice on US law, but also a strong understanding of legal issues involving other areas."

"They have a good grip of the requirements of the transaction and client needs taken as a whole. They really are a pleasure to work with because they make it very clear what they want or need well in advance."

Notable practitioners  

Global head of investment management Scott Bowie is described by one market observer as "a linchpin." Sources comment: "He's absolutely on top of client needs and the subject matter and is just a very, very straightforward and personable individual to deal with."

The "extremely strong" Justin Storms is "focused on getting the best result for his client." Clients say he "brings huge experience, intellect and ability."

第五等 |

Basic facts about the department
Key office is Chicago.

What the team is known for Broad experience assisting sponsors with a variety of fund structures. A popular choice for real estate funds.

Work highlights Assisted The Jordan Company in the formation of The Resolute Fund II, with $3.2 billion of total commitments.

Advised Walton Street Capital in the formation of its $750 million Walton Street CKD Trust fund.

Notable practitioners  

John Noell is the US leader of the private investment fund practice and is a key contact.

Significant clients Equity International, Clarion Partners, Heitman Capital Management, UBS, Waterton Associates.

第五等 |

Basic facts about the department
Key office is New York.

What the team is known for Primarily represents institutional investors in their investments around the globe, thanks to its impressive domestic and international footprint.

Strengths (Quotes mainly from clients)

"They have a significant presence in this market, nationally and internationally, and have been very helpful at telling us about current trends and giving us an insight into changes that they see or fear are coming."

"The main differentiator is that they provide a very high-quality level of service, whether regarding plain vanilla issues or the more tricky stuff that may arise. In addition, the speed and turnaround time that they achieve is very good."

"They have a very good sense of different approaches, how those approaches play in the marketplace and have a good ability and sense as to how to balance risk."

Work highlights Acted as US counsel to Gilde Equity Management Benelux in relation to a Dutch midmarket private equity fund.

Represented Pantheon in its formation of Pantheon Access, a fund-of-funds involving both US and Luxembourg entities.

Notable practitioners  

Global head of the private investments group Louis Singer "knows the industry very well" and is a "tremendous resource." He receives particular praise for his client service, with one source commenting: "He ensures that we get the same level of service, irrespective of which parts of the firm are working on the deal."

The "very knowledgeable" Georgette Schaefer acts on behalf of many of the largest pension funds in the USA. Sources say: "What I really like about her the most is that she's very practical. She understands the legal issues but has a very practical approach."

Significant clients Credit Suisse, JPMorgan Asset Management, AlpInvest, CalPERS.

第五等 |

Basic facts about the department
Key offices include Buffalo and New York City.

What the team is known for Primarily represents public and private institutional investors. Extensive experience helping retirement funds with their private equity investments.

Strengths (Quotes mainly from clients)

"They are very responsive and have a very good grasp of the marketplace. They provide a very practical filter over their great legal advice of what's commonplace in the market."

"They're very responsive and I find that, across the board, they really have a knack of getting to the big issues and not spending a lot of time on the small things."

"It's been great service. They're very personable people so I like working with them." 

Notable practitioners  

The "very knowledgeable and responsive" Charles Jacobs receives wide acclaim from market observes, who describe him as a "dean" of limited partner representation. Clients say he's "customer-focused" and a "true expert in the field."

Department chair John Koeppel is hailed as a "very experienced secondary lawyer." One happy client comments: "What's more impressive about John is his devotion to client service. He eats, sleeps and breathes client service."

Significant clients State of New Jersey, Indiana Public Retirement System, Oregon Public Employees Retirement Fund, Tennessee Consolidated Retirement System, Illinois Municipal Retirement Fund. 

Other Ranked Lawyers 其他上榜律师

Roger Singer heads the private funds practice at Clifford Chance US LLP and is described as "accessible, practical and solution-oriented." One source says: "He's extremely knowledgeable about everything that a GP could ask for as it relates to creating and marketing a fund." 

The "outstanding" David Winter of Hogan Lovells US LLP is singled out for his experience with international funds. He co-heads the global investment funds group and has "very deep knowledge in the SBIC arena."

Stephen Culhane heads the investment funds practice at Kaye Scholer LLP. He primarily represents sponsors in the formation and operation of private fund structures.

The "extremely intelligent" Joshua Sternoff of Paul Hastings LLP is recommended for his negotiation skills. One impressed client comments: "His negotiating style works really well with lots of different individuals. He takes a very practical perspective and comes across as being very reasonable, so it's difficult to argue with him!"

Joseph Smith is "willing to work hard and he's always trying to do the right thing and protect us," according to clients. The Schulte Roth & Zabel LLP attorney "is a very seasoned and experienced PE lawyer, with both GP and LP clients. He therefore can see the business from both sides."

Sarah Rothermel is "an expert in fund formation" at WilmerHale. She represents a number of family investment vehicles, first time funds and other investment entities.  

Foreign Experts

Foreign Experts are individuals with expertise in a different jurisdiction to the one they are based in. These individuals are particularly highly regarded for international and cross-border work. Usually, they will be identified in the jurisdiction in which they are based and in their country of expertise.

Senior Statesman

A 'Senior Statesman' is a lawyer who no longer works hands-on with the same intensity but who, by virtue of close links with major clients, remains pivotal to the firm’s success.

Eminent Practitioners

'Eminent Practitioners' are highly influential lawyers in a particular practice area who, due to managerial or client relationship commitments, are less active in day-to-day work but remain key players in the team.

Other Noted Practitioners

Other Noted Practitioners are individuals who have not yet been ranked but are seen to be active and accomplished in this area of law.

Other Noted Firms

Other Noted Firms are firms that have not yet been ranked but are seen to be active and accomplished in this area of law.