Introduction to Private Equity: Fund Structures, Documentation, Transaction Terms, Legal and Regulatory Matters
Recording of a 60-minute premium CLE video webinar
This CLE webinar will provide an overview of private equity (PE) and the role it plays in the economy and in corporate finance. The panel will discuss PE fund formation, structuring considerations, document drafting, investment types, the players involved in these financing arrangements, and legal and regulatory compliance matters.
Outline
- Overview of PE and current market conditions
- PE funds
- Parties
- Structures
- Documentation
- Fund terms
- Governance
- PE investment types
- Legal and regulatory compliance matters
- Other considerations and practice pointers
Benefits
The panel will discuss these and other key considerations:
- What is PE and what role does it play in corporate finance?
- What are the most common PE fund structures and what are the main drivers behind these structures?
- What are the various types of PE investments?
- What are typical PE fund documents and key transaction terms?
- What are the legal and regulatory compliance matters that impact PE funds?
Faculty
Nanette C. Heide
Partner
Troutman Pepper Locke
Ms. Heide advises public and private investors and borrowers on their sophisticated finance transactions and compliance... | Read More
Ms. Heide advises public and private investors and borrowers on their sophisticated finance transactions and compliance issues. She has significant experience in private equity, capital markets, and joint ventures. Ms. Heide has a proven track record of representing clients in complex mergers and acquisitions, including cross-border transactions and high-stakes deals in various industries such as consumer products, technology, cosmetics, retail and cannabis. She advises on equity and asset purchases, strategic mergers and reverse takeovers, navigating multifaceted legal landscapes and helping clients to achieve optimal outcomes. Her skill in managing large-scale transactions and her approach to deal structuring have earned her a reputation as a trusted advisor in the M&A space. Ms. Heide frequently writes and speaks on corporate finance and private investing.
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Adam S. Tope
Partner
DLA Piper
Mr. Tope advises secondaries firms, investment fund sponsors, and investors on fund formation and secondaries... | Read More
Mr. Tope advises secondaries firms, investment fund sponsors, and investors on fund formation and secondaries transactions. Having completed more than 250 secondaries transactions in his career, he has significant experience with pooled sale/purchase transactions and GP-led restructurings. Mr. Tope’s secondaries clients include lead investors in connection with GP-led and other complex secondary transactions and buyers and sellers in connection with the purchase and sale of fund interests. His sponsor-side clients include prominent and emerging private equity, infrastructure, energy transition, real estate, venture capital and hedge fund sponsors. Mr. Tope advises in multiple areas, including the drafting of offering memoranda, negotiations with investors and Investment Advisers Act and Investment Company Act compliance. He brings a global perspective to his practice, having represented managers and investors in dozens of jurisdictions. Mr. Tope has worked with spin outs from Apollo, Carlyle, Riverstone, Summit Partners, and others. He has a deep understanding of how principal compensation is structured and can guide principals in negotiating vesting arrangements, key person/for cause removal rights, and rights to carried interest/promote. He is experienced representing managers in connection with negotiations with anchor and lead investors and GP-stakes transactions. Mr. Tope’s investor-side clients include allocators, family offices, funds of funds, endowments, sovereign wealth funds and royal families. He represents these investors in dozens of transactions in nearly every jurisdiction on an annual basis.
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