Structuring Private Equity Co-Investments and Club Deals: Risks and Opportunities for Sponsors and Investors
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE program will review legal developments in co-investments for private equity, investment structures, and key deal terms. The panel will provide insights and perspectives into opportunities and risks for both sponsors and investors.
- Co-investment structures
- Deal documents and critical deal terms
- Current trends in private equity co-investments
- Regulatory hurdles: broker-dealer, investment company, investment adviser, and state blue sky regulations
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 are typical deal structures for co-investments?
- What regulatory problems most often derail co-investment and club transactions?
Nathaniel M. Marrs
Partner, Co-Head of Investment Funds Practice
Mr. Marrs represents domestic and international fund sponsors and other institutional owners and operators of real... | Read More
Mr. Marrs represents domestic and international fund sponsors and other institutional owners and operators of real estate in a variety of corporate transactions, including fund formations and investments, joint ventures, portfolio and single asset acquisitions and dispositions, and financings. He has worked with open and closed-end real estate fund sponsors focused on core, value-add and opportunistic strategies.Close
Phyllis A. Schwartz
Schulte Roth & Zabel
Ms. Schwartz focuses her practice on the structuring, formation and operation of private equity funds, including buyout... | Read More
Ms. Schwartz focuses her practice on the structuring, formation and operation of private equity funds, including buyout funds, venture capital funds, mezzanine funds, distressed funds and real estate funds. She represents both fund sponsors and investors in her practice. In addition to assisting fund sponsors with their internal management arrangements, succession planning and the creation of internal investment and co-investment vehicles, she has extensive experience with institutional investors and regularly advises clients on market terms of investment funds. She also advises private equity funds in connection with their investments in, and disposition of, portfolio companies and the establishment of capital call credit lines.Close