Members of our Corporate Transactions & Securities practice group provide counsel on the formation of QOFs, as well as every other type of fund, of all stages and sizes. We help clients navigate every facet of the fund formation process, including:
- Determining optimal organizational fund structure and establishing the fund
- Defining the fund’s investment strategies and policies
- Drafting private placement memoranda (PPM)
- Determining the material terms of key fund agreements; drafting and negotiating the agreements
- Addressing federal, state and foreign securities law matters
- Commencing the offering process and distributing offering documents
- Evaluating opportunities and performing due diligence in connection with proposed investments
- Drafting, reviewing and negotiating documents related to potential investments
- Providing ongoing regulatory and transactional advice
- Counseling on operational best practices
- Assisting with other issues that may arise related to taxation, intellectual property, etc.
- Private fund securities law compliance
