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Fund Formation & Syndications

Gibbs Giden has a robust and growing practice representing parties in complex investment fund formation and real estate syndications throughout California and Nevada. Our practice is built on close collaboration between the firm’s corporate, finance and real estate attorneys. This multi-disciplinary approach provides a 360-degree perspective which facilitates successful and profitable investments while controlling the risks inherent in such endeavors.

Fund Formation

Our fund formation and investment management attorneys work closely with fund sponsors, limited partners, managers and other fund participants to structure funds and alternative investment vehicles best suited to each client’s needs and goals. Combining creativity, deep knowledge of applicable legal and regulatory regimes as well as strategic guidance in equal measure, Gibbs Giden counsels our clients throughout the lifecycle of investment funds from formation to liquidation, including:

  • Fund structuring and formation
  • Foreign and domestic tax considerations
  • ERISA, securities, investment adviser, broker-dealer and other regulatory issues
  • Structuring and documentation of carried interest and other incentive arrangements
  • Fund capital raising
  • Preparation of offering and subscription materials and placement agent agreements
  • Fund management, governance and continuing regulatory compliance
  • Negotiation of fund credit arrangements
  • Deployment of fund capital through portfolio transactions
  • Secondary market transactions
  • Portfolio company spin-offs, initial public offerings and roll-ups
  • Liquidation, winding up and dissolution

Syndications

Gibbs Giden’s lawyers have deep experience crafting, structuring and documenting large-scale real estate syndication investments. We design and establish investment vehicles tailored to the needs of our clients, which include:

  • Sponsors
  • Underwriters
  • Investors
  • Limited partners
  • Investment advisors
  • Broker-dealers
  • Limited partnerships and limited liability companies
  • Hedge funds
  • Funds of funds
  • Private equity funds
  • Distressed asset funds
  • Leveraged buyout funds
  • International funds

We have experience with all types of syndications from conventional investment vehicles to crowdfunding. Our comprehensive syndication representation includes guidance and assistance with:

  • Corporate credit facilities
  • Financing transactions involving working capital and revolving credit loans
  • Term and convertible term facilities
  • Commercial paper and letter-of-credit facilities
  • Public and private note offerings
  • Convertible debt offerings
  • Mezzanine financings
  • Recapitalizations and debt restructurings
  • Leveraged leases
  • Leveraged buy-outs
  • Vendor finance transactions

Contact Us for Assistance Regarding Fund Formation and Syndication Matters

To learn more about our sophisticated fund formation and syndication practice, please call our Los Angeles office at 310-552-3400, our Irvine office at 949-287-8044 or our Las Vegas office at 702-836-9800, or contact us online.