Fund Formation and Investments

We have a long track record helping clients realize their fund formation and investment activities across a wide range of strategies—from private equity buyout, venture and growth capital, to alternatives such as hedge, real estate and infrastructure.

Overview

Some of the largest pension funds, sovereign wealth funds and investors look to us for counsel in the development of their fund formation and fund investment activities. We work with sponsors to structure and establish funds seeking to raise capital in North America and worldwide. We also advise investors in their investments across the entire fund investment spectrum; from passive fund investments, to separately managed accounts and platforms, funds-of-one, and co-investments.

Through our Canadian and New York offices, we provide comprehensive cross-border counsel, including advising Canadian investors on their investments in U.S. funds and forming private funds with Canadian and U.S. investors. We also advise on tax, regulatory and securities law issues clients may encounter.

Primary Contact

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Areas of Service

Fund Formation
We work with fund sponsors to structure and establish funds seeking to raise capital in North America and globally. Sponsors regularly look to us for advice on the organization and formation of their funds, including fundraising and negotiating with investors on their behalf.
Fund Investments
We advise institutional investors and sovereign wealth funds on their global investments in funds, separately managed accounts and platforms—from passive fund investments to customized mandates.
Sponsor Arrangements
With practical insights and a multidisciplinary approach, we bring extensive experience advising sponsors on their governance and economic arrangements such as carried interest entitlements, sponsor commitment obligations in connection with day-to-day fund operations and exit arrangements.
Private Fund Transactions
From secondary transactions to complex GP-stakes and continuation fund transactions, we work closely with sponsors and investors across a broad array of fund-related transactions in the private markets.
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Some of the world’s leading investors turn to us for strategic counsel to realize their investment activities.

Deep experience.

Our work with investors gives us unique perspective advising fund sponsors. In the past five years, we have acted in over 840 fund investments, representing aggregate capital commitments of US$56 billion.

Active deal flow.

With an active cross-border practice, we help fund sponsors establish funds seeking to raise capital across North America and worldwide. In the last five years, we have helped raise capital in excess of US$28 billion.

840+

Fund investments

US$56B

In commitments

US$28B+

Aggregate capital raised