Alternative Investment Transactions

Representing sponsor group in the formation of a US $100 million fund-of-hedge funds.

Representing sponsor group in the formation of a US $50 million fund focused on investing in the education sector.

Representing a hedge fund in a debt investment into a publicly-traded US medical device company.

Representing a family investment office in its purchase of a minority stake in an NFL franchise.

Representing a private college in the creation of a joint venture with a private equity fund to develop an online university degree program.

Representing a US-based public biotechnology company in the establishment of a Russian-based subsidiary and in the sale of a 49% equity stake in such entity.

Representing a sponsor group in a US $50 million fund focused on investing in the commercial mortgage-backed securities market.

Representing a US-based sector-specific hedge fund in its fund formation efforts as well as its acquisition of a platform company and several add-on companies.

Representing a private investment fund in its US $100 million purchase of an inland waterway transportation company.

Representing limited partners in the following transactions:

• A state agency in an aggregate of US $263 million in investments in real estate, hedge and corporate debt funds;
• A state pension fund in its investment of US $15 million in a private equity fund;
• A union investment fund in its investment of US $10 million in a real estate mezzanine debt fund;
• An individual in a potential lead investment in a US $750 million fund focusing on the hospitality sector; and
• An individual in a US $80 million investment in a portfolio of fixed income, private equity and hedge funds.

Representing a state agency in negotiating the terms of several workout/reorganization proposals, in each case relating to real estate development projects.

Representing a startup media company in four rounds of financing and in the negotiation of several strategic partnerships.

Strategic Merger and Acquisition Transactions 

Advising a Europe-based company in its US $445 million stock acquisition of a US business and weather information services provider.

Advising a specialty chemicals corporation in the US $750 million divestiture of a division involving the sale of more than 20 different entities on five continents.

Representing an owner and operator of amusement parks in acquisitions totaling more than US $1 billion and related refinancing of indebtedness.

Acting as purchaser’s counsel in a tender offer for a publicly held US-based corporation and in the subsequent merger. 

Securities Representations

Advising a US bank holding company in its sale of securities to the US government as part of its participation in the Troubled Asset Relief Program.

Advising a public company on its simultaneous equity and debt offering for US $175 million.

Counseling a foreign private issuer in its US $103 million private placement of securities in a private investment in public equity (PIPE) transaction.

Advising a financial institution in its offering of US $50 million in debt securities.

For several years, represented two US public companies in all of their 34 Act filings.