Private Equity Fund Formation
Schwartz has many years of experience in structuring private equity funds for independent private equity firms and sponsors. Our work for such clients includes structuring private equity management companies, formation of funds, formation of pledge funds, agreements among sponsors or co-investors, structuring co-investment and “club” deal investment vehicles and structuring holding entities for portfolio companies.
We have longstanding relationships with many of the multilateral and international development finance institutions (DFIs) that are active investors in emerging markets private equity.
Schwartz advises private equity fund sponsors and buyout firms on a wide range of tax, legal and securities issues related to the private equity business in emerging markets. Schwartz is actively involved in structuring and advising clients on complex cross-border private equity holding structures, often involving multi-tiered entities in several jurisdictions. Schwartz has advised on the formation of private equity pledge funds and emerging market private equity firms organizing or sponsoring “club-deals”. Schwartz has also structured domestic and international syndicates for venture capital investments involving major venture capital firms.
Private Equity Firms
We have experience in organizing and structuring private equity firms in a variety of jurisdictions, advising on internal arrangements among the principals, financial investors and other personnel of sponsors, including governance structures, shareholders agreements, carried interest allocation plans, and co-investment vehicles for executives and employees.