An integral part of our firm, the Jones Walker private equity team has the core resources and experience needed to help private funds, their investors, and their portfolio companies meet challenges and pursue opportunities at every step. Our attorneys represent private equity interests across the United States and beyond and understand the business, legal, regulatory, and economic environments facing private equity firms, investors, and private equity-backed companies.
Experience in Established and Growth Industries
In addition to sophisticated legal counsel, private equity groups and their portfolio companies need advisors with in-depth understanding of the industries in which they invest and operate. While we handle transactions across a wide variety of industries, we have developed critical experience in the following capital-intensive industries:
Investing in, Acquiring, and Selling Fund Portfolio Companies
Our team has considerable transactional experience representing private equity funds that are investing in, buying, or selling portfolio companies and assets, including in carve-out transactions, whole company or asset acquisitions or dispositions, and acquisitions of controlling or minority stakes in operating companies and assets. We understand the different market dynamics that distinguish fund buyers and sellers from strategic buyers and sellers, and our attorneys routinely represent clients of every type. We further understand the investing priorities and criteria of “limited life fund” investors versus those of family offices and other evergreen investment vehicles. Our lawyers have worked on numerous international transactions involving private equity buyers and sellers, and have developed valuable relationships with overseas counsel through our Lex Mundi membership.
Portfolio Company Services
We regularly represent private equity-backed companies as well as companies targeted for, and that independently seek, private equity capital investment. In many instances, our private equity fund clients retain Jones Walker to handle portfolio company matters. Our services include the following:
Fund and Fund Investor Representation
Our attorneys understand the transactional, tax, regulatory, and other legal issues that impact and shape private fund formation, fund structure and governance, and fund investing, and we regularly advise private funds and their principals and general partner and management company entities with respect to such matters. We have negotiated a variety of partnership and other agreements on behalf of our fund clients, their sponsors, and principals, including agreements for “side-car,” parallel, master and feeder funds, and alternative investment vehicles.
Moreover, we have negotiated such agreements and documents with a variety of specially regulated, tax-exempt, and foreign investors whose fund commitments are often subject to or conditioned upon special regulatory considerations, US and foreign tax concerns, specific “side-letter” provisions, and special withdrawal rights. We also counsel fund managers on all aspects of day-to-day operations and serve as a trusted resource for third-party fund administrators.
In addition to representing private funds, we regularly represent high-net worth individuals, privately owned vehicles, and institutional investors in connection with their investments in private funds. We are in tune and familiar with the often complex tax, regulatory, and economic concerns and objectives of such fund investor clients, and we blend a practical approach with the most current market intelligence regarding fund investing in furtherance of our clients’ interests.
In a post-Dodd-Frank world featuring heightened regulatory scrutiny, compliance is a paramount concern for private funds. Our team of investment management legal services and securities lawyers add critical structural and regulatory experience to our private funds practice. We regularly advise fund managers on all aspects of the regulatory framework that touch and concern private fund formation and governance, including, but not limited to, the following:
Recognized for Excellence and Quality Client Service
At Jones Walker, our attorneys are recognized among the most trusted practitioners in the Southeast. Members of our team have been named in The Best Lawyers in America as "Lawyer of the Year" in Venture Capital Law and related disciplines.
Our private equity, venture capital, securities, and other practices have been ranked at the top in markets across the Southeast and nationally by U.S. News & World Report-Best Law Firms and Chambers USA.