Structuring Private Equity Co-Investments and Club Deals: Risks and Opportunities for Sponsors and Investors
Choosing the Right Investment Structure, Negotiating Key Deal Terms, and Navigating Tax and Regulatory Ramifications
Recording of a 90-minute CLE webinar with Q&A
This CLE program will provide counsel to commercial investors and sponsors with a review of legal developments in co-investments for private equity, investment structures, key deal terms, and tax considerations. The panel will provide insights and perspectives into opportunities and risks for both sponsors and investors.
- Co-investment structures
- Deal documents and key deal terms
- Current trends in private equity co-investments
- Regulatory hurdles: broker, dealer and investment advisor regulation
- Tax considerations for sponsors and investors
The panel will review these and other key issues:
- What are current developments that impact co-investments and club deal structures and how have the terms of these arrangements evolved?
- What deal structures are typically used for co-investments?
- What regulatory problems most often derail co-investment and club transactions?
C. Spencer Johnson, III
King & Spalding
Mr. Johnson’s practice includes extensive experience in complex capital formation and joint venture transactions,... | Read More
Mr. Johnson’s practice includes extensive experience in complex capital formation and joint venture transactions, including funds formation transactions, private equity sponsor platform formation, strategic alliances, and corporate finance transactions. He also has significant experience with mergers and acquisition transactions. He routinely counsels asset managers, private equity sponsors, investment banks and operating companies in connection with these matters.Close
Sadis & Goldberg
Mr. Huttler has extensive experience in corporate, finance, investment fund and securities matters, including the... | Read More
Mr. Huttler has extensive experience in corporate, finance, investment fund and securities matters, including the representation of U.S. and foreign investment funds, underwriters, and private clients in various registered public and private offerings of debt and equity securities totaling in excess of $10 billion. His legal practice has exposed him to diverse fund clients with an exceptionally wide range of investment programs and structures, including large mutual funds and hedge fund complexes, private equity firms, real estate partnerships and funds, venture capital funds and funds focused on specialty finance assets.Close
Sadis & Goldberg
Mr. Gelinas focuses his practice on providing tax advice to investment managers of hedge funds, private equity funds... | Read More
Mr. Gelinas focuses his practice on providing tax advice to investment managers of hedge funds, private equity funds and other investment funds on all aspects of their businesses, including management entity and fund formation, partnership taxation issues, compensation arrangements and ongoing investment activities and transactions. He also provides tax advice to U.S. pension funds, sovereign wealth funds and other U.S. and foreign institutional investors in connection with their investments in private equity funds, hedge funds and U.S. joint ventures.Close