Ulmer & Berne’s private equity/venture capital practice provides timely, efficient and effective legal services to our private equity and venture capital clients. Our team advises a variety of funds and fund participants, whether they fund sponsors or investors. We also represent both early stage and established companies seeking capital from private equity and venture capital firms. Our experienced lawyers support clients across the full range of fund and financing models, from early stage and venture capital, to later stage equity and minority investments, to leveraged buyouts, to senior and mezzanine debt. We support and counsel our clients on all matters and challenges facing them, including:
- Fund formation and structuring
- Tax matters
- Securities and regulatory compliance
- Investments in funds
- Fund administration and transfers of fund interests
- Investments in portfolio companies and related issues, including creative deal structuring; providing corporate governance and special committee counseling; negotiating and drafting clear, thorough transaction agreements and documents; coordinating local or special counsel (nationally and internationally); structuring new transaction vehicles; building frameworks for compliance with tax and securities laws and other regulations; and exit events and portfolio company dispositions
- Compensation and estate planning for principals and partners
As with our other business disciplines, the private equity/venture capital practice is integrated and multidisciplinary, drawing on our firmwide securities, tax, ERISA, technology and related business and transaction expertise to deliver the high quality legal counseling and service our clients expect.
At Ulmer & Berne, our mission is to provide our clients with exceptional, value-added service by a team of highly skilled attorneys who possess not only the legal expertise but the business acumen to produce the desired results and close the deal in a timely and cost-efficient manner.