Private Equity: Fund Formation
USA Guide 2024 : Massachusetts
Band 3
Email address
[email protected]Contact number
+1 617 248 5000About
Provided by Choate Hall & Stewart LLP
Choate’s active and sophisticated fund formation practice serves private investment funds around the globe from a single office in Boston, focusing our highly integrated team on delivering world-class service to every client. We advise and represent sponsors in the formation, structuring, and negotiation of an array of private investment vehicles across the entire spectrum of private equity sectors. Choate provides strategic market and regulatory advice during fundraising and throughout all phases of a fund’s life cycle.
We structure, organize, and represent a variety of private investment funds in North America, Europe, and select Asian geographies, and represent all types of private investment firms, including private equity/buyout funds, growth equity funds, venture capital funds, funds of funds, separate account funds, credit funds, leveraged investment funds, subordinated debt and mezzanine funds, offshore funds, special-purpose investment vehicles (formed to comply with regulatory, technology or economic development programs), and crossover investment funds (mixed public and private).
Our team works closely with clients as true business partners and go beyond fund formation and fund raisings to advise on the entire gamut of legal issues our clients face, including increasing regulation, upper tier structuring and internal compliance, carried interest incentive and co-investment arrangements, reorganizations and fund restructurings, and liquidity solutions.
Chambers Review
Choate Hall & Stewart LLP has a strong fund formation practice with a strong track record of forming venture capital funds, including those focused on the technology sector. Popular destination for sponsors seeking to establish funds focused on ESG investment.
Work Highlights
- Choate Hall & Stewart provided counsel to Sverica Capital Management on the formation of the oversubscribed Sverica Capital Partners VI.
Notable Practitioners
Kimberley Kaplan-Gross regularly advises GP-side clients on the formation of venture capital funds.
"She is extremely responsive and hard-working."
"Kim is very knowledgeable."