In addition to representing emerging companies, we also represent individual and institutional investors, including venture capital and private equity firms. For these clients, we investigate, negotiate and document their investments and develop legal strategies to minimize the risks they face.
Attorneys in the Business & Finance Group regularly counsel clients through all phases of formation in key areas, including:
- Private equity financing such as venture capital, angel & mezzanine investments
- Private placements
- Strategic alliances
Representative matters include:
Representation of a family office, as general counsel, in connection with a multi-million dollar investment in a private health care company valued at $1.2B; an acquisition of two pieces of contemporary art valued at $20M involving a related loan transaction; and a gift of 60 acres of open space land to a land trust.
Representation of a food and beverage industry client with a series A financing with a strategic investor which included the formation of and contribution of assets to a new C Corporation so that the owners could take advantage of the IRS Section 1202 Qualified Small Business Exemption. The financing was structured in multiple tiers allowing for additional investments over time.
Representation of a private investor in connection with the acquisition of qualified opportunity zone property and the creation of a qualified opportunity zone fund in order to facilitate the deferral of significant amounts of capital gains.
