Private Equity Investments
Schwartz represents private equity firms and major private investors in connection with all aspects of their private equity business, from structuring and organizing private equity management firms and private equity funds to acquiring and exiting portfolio companies. Our knowledge of securities, corporate and tax laws is concentrated in the areas relevant to serving the emerging markets private equity deal community. Our combination of experience working with emerging markets, our knowledge of foreign legal systems and our fluency in many foreign languages makes us uniquely suited to serving private equity sponsors, managers and investors in emerging markets — one of our core practices and recognized strengths.
We have experience in a wide variety of private equity investments and exit transactions, including control investments and minority investments, purchases of subsidiaries and divisions of larger companies and “club” deals. Some of the private equity transactions in which we have played a role are listed beginning on page 26 of our pdf firm brochure.
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 financial institutions (IFIs) 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.