Fund Formation TRANSACTIONAL

A premiere fund formation practice representing private equity and venture capital funds throughout the United States, Europe and Asia.


The attorneys in our full-service Fund Formation Practice combine deep market knowledge, strong relationships with institutional limited partners, and experience in corporate, tax, securities and ERISA law to provide private equity and venture capital clients with excellent business insights and solutions. We assist clients at every step of the fund-raising process, including preparing offering materials, negotiating with prospective investors, preparing partnership and LLC agreements, advising on and documenting management and compensation arrangements, and closing fund formation transactions. Our attorneys also routinely advise on negotiations with institutional investors, family offices and asset allocators, and help venture capital fund clients manage clawbacks, fund size reductions, transparency of fund data and performance information, and separation arrangements.

Experience

Examples of our recent experience include:

  • counseling a leading private equity and venture capital firm in the formation of funds to invest throughout the world;
  • representing a Zurich-based asset manager in US regulatory compliance matters for its sponsored funds, as well as in the formation of investment vehicles and the closing of numerous direct and secondary investments;
  • serving as fund counsel for an Irish limited partnership that targets European investors and invests in European companies;
  • serving as fund counsel for a prominent US-based life sciences fund that targets investments in human therapeutics, nutritional health, agricultural and medical device companies; and
  • serving as fund counsel for a Mauritius fund that invests in real estate interests in India and other parts of Asia.

Publications & News

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July 13, 2016

Civil Fines Jump Across Agencies Under Inflation Adjustment Act

Civil fines across federal agencies have recently been increased dramatically under the Federal Civil Penalties Inflation Adjustment Act Improvements Act of 2015 (2015 Act) (Sec. 701 of Public Law 114-74), with some more than doubling. Companies violating the Hart-Scott-Rodino (HSR) Improvements Act, the Securities and Exchange Act, or the Occupational Safety and Health Act (OSHA), among others, could soon face civil monetary penalties that are up to 150% higher than the existing levels. According to the Congressional Budget Office, the 2015 Act would increase the federal government's revenue by $1.3 billion over the next ten years.

May 19, 2015

WilmerHale Practices, Lawyers Ranked Among Nation’s Best by Chambers USA

Chambers USA: America's Leading Lawyers for Business announced its final rankings for the 2015 edition, with WilmerHale ranking among the nation's best in 46 practice area categories. Chambers also ranked 86 WilmerHale attorneys as leaders in their respective fields.

March 14, 2014

Chambers & Partners Recognizes WilmerHale in its 2014 Global Edition

Thirty-one WilmerHale lawyers have been named among the “World’s Leading Lawyers for Business” in the 2014 edition of Chambers Global. In addition to these individual accolades, 13 of the firm’s practice areas were also recognized.

November 1, 2013

WilmerHale Among U.S. News – Best Lawyers® “Best Law Firms” and Again Named International Arbitration “Law Firm of the Year”

The 2014 edition of the U.S. News – Best Lawyers® “Best Law Firms” list names WilmerHale as “Law Firm of the Year” in International Arbitration—this is the second consecutive year that the firm has won this honor—and honors WilmerHale as a first-tier law firm in 27 national and 60 metro-area rankings.

May 24, 2013

Chambers USA 2013 Final Results Announced

Chambers USA: America's Leading Lawyers for Business today announced its final rankings for the 2013 edition, in which 93 WilmerHale lawyers and 44 firm practice areas have been recognized as leading in their field.

April 15, 2013

Rothermel and Kent Shortlisted for Euromoney "Americas Women in Business Law Awards"

Euromoney Legal Media Group has placed Partners Sarah Rothermel and Rachael Kent on its shortlist for the "Americas Women in Business Law Awards" for the second consecutive year.

June 7, 2012

Chambers USA 2012 Final Results Announced

May 9, 2012

WilmerHale Partners Shortlisted for EuroMoney “Americas Women in Business Law Awards”

April 3, 2012

Daily Journal Names Firm Among Top 10 in Silicon Valley

March 16, 2012

Chambers Global 2012 Ranks 29 WilmerHale Lawyers, 12 Practices