Cases
Experience: Representative Matters: Fund Formation
Fund Sponsor / Manager Representations
Represented a new private fund sponsor in connection with the formation
structuring of interests in a hybrid evergreen fund targeting at least $1 Billion in total capital commitments.
Represented a successful private equity fund portfolio manager in connection with his exit from a well-known global asset manager
his formation
structuring of a new private equity fund sponsor that is pursuing an opportunistic take-private strategy with respect to publicly-traded companies in several industries,
in his related seed deal with an established, well-known hedge fund management firm.
Represented a large, minority-owned
controlled private investment firm managing approximately $2.3 billion in assets across several private credit funds in connection with the formation, structuring,
offering of interests therein
in the negotiation of a seed deal with two substantial anchor investors.
Represented an established, industry-agnostic private equity fund sponsor
SEC-registered investment adviser focused on investments in operating businesses with up to $200m in enterprise value in connection with several portfolio company transactions, a continuation vehicle,
various firm-level
carry vehicle matters.
Represented a U.S. middle-market private equity fund sponsor
its Fund VI, Fund VII,
parallel funds in connection with the formation
structuring of a new single-asset continuation fund.
Represented the investment management arm of a well-known insurance company in connection with the formation, structuring,
offering of interests in a new multi-class private equity co-investment fund.
Represented an emerging hedge fund manager in the structuring, formation,
launch of its quantitative macroeconomic fund,
in its organization as an investment adviser.
Represented a first-time private equity fund manager founded by two private funds industry veterans in the structuring, formation,
launch of its fund, which focuses on acquiring franchisee businesses operating in the consumer
business services industries.
Represented a new private equity fund sponsor, founded by the former CEO of a publicly-traded energy company focused on acquiring mineral
royalty interests, in the structuring, formation,
offering of interests in its inaugural fund,
in the negotiation of its strategic partnership with two other energy industry firms.
Represented multiple other private equity fund sponsors in the structuring, formation,
launch of their respective first funds,
in the launch of their respective investment management firms.
Represented a hedge fund manager in the structuring, formation,
launch of its market-neutral, multi-strategy fund,
in its organization as an investment adviser.
Ongoing representation of multiple private equity fund sponsors
hedge fund managers in connection with matters related to the corporate, regulatory,
operational functions of their respective investment management businesses
private investment funds.
Ongoing representation of a lower middle-market private equity fund sponsor in connection with its portfolio company transactions, including in the formation, structuring,
offering of interests in several special purpose vehicles
co-investment vehicles.
Counseled a complex multi-billion dollar fund sponsor on matters related to the structure
allocation of equity interests in its management company
general partner entities.
Represented a diverse investment manager in connection with the formation
structuring of a private equity 'access fund' designed to invest substantially all of its assets into a master-feeder fund structure managed by a large, well-known third-party asset manager investing in the professional sports arena, including in NBA teams
certain related service companies
related assets.
Represented a Latin-American private fund sponsor in connection with the formation, structuring,
offering of interests in a single-asset continuation vehicle.
Represented a middle-market private equity fund sponsor in connection with the formation, structuring,
offering of interests in several co-investment funds
alternative investment vehicles.
Represented a newly-formed private credit fund sponsor in connection with the formation, structuring,
offering of interests in its debut private credit fund.
Represented a middle-market private equity fund sponsor in connection with extensive GP-level negotiations with former partners
the associated restructuring of various GP
other upper-tier entities.
Represented an emerging growth-equity fund sponsor in connection with the formation, structuring,
offering of interests in several parallel funds
special purpose vehicles, a restructuring of its existing alternative investment vehicles,
multiple portfolio company transactions.
Represented a middle-market private equity
real estate fund manager in connection with the formation, structuring,
offering of interests in several financing
co-investment vehicles,
in the evaluation of NAV loan opportunities
a continuation vehicle.
Represented a middle-market private equity fund sponsor in connection with its SEC examination.
Represented a middle-market private equity fund sponsor in connection with the restructuring of its various GP entities
the equity ownership thereof.
Represented a Miami-based digital assets
blockchain-focused investment management firm in connection with the structuring
offering of interests in a hybrid fund.
Represented a U.S. Virgin Isl
s-based exempt reporting adviser in connection with the formation, structuring,
offering of interests in a new private credit hedge fund
in the restructuring of an existing offshore mini-master fund structure.
Represented a FL-based investment adviser to both open-end
closed-end funds in connection with the formation, structuring,
offering of interests in a new credit-focused fund-of-one for a large, non-U.S. strategic investor.
Represented a Latin-American private fund sponsor in connection with the formation, structuring,
offering of interests in its inaugural venture capital fund.
Represented a long/short equity hedge fund manager in connection with a fund side-pocket for an illiquid investment
associated regulatory compliance matters.
Represented a foreign private fund adviser in connection with the restructuring of an existing hedge fund to facilitate the offering of interests to investors in additional jurisdictions.
Represented a Latin-American private equity fund sponsor in connection with the formation, structuring,
offering of interests in a private equity fund
multiple SPVs in connection with their participation
the sponsor's lead role in an investor syndicate comprising certain well-known U.S. activist investment funds
other U.S.
Latin American investment funds that conducted a bail-out acquisition
subsequent successful restructuring
refinancing of a then-bankrupt multinational airline.
Represented Watchtower Capital Partners in connection with its acquisitions of SPS Mechanical
JF Plumbing & Heating.
Represented Watchtower Capital Partners in its capacity as an independent sponsor in connection therewith.
GP Stakes
Seed Deals
Represented Xponance Alts, LLC (a subsidiary of Xponance, Inc.), a multi-strategy investment firm that seeks to partner with GPs that manage alternative asset strategies across private equity, private credit, real estate,
infrastructure, in its negotiation
structuring of a strategic partnership with The Copia Group, an investment adviser that provides capital solutions to private middle-market companies, which included both a minority GP-stake transaction
a private fund investment.
Represented Caro Investors Management, LLC ('Caro Investors'), a newly-established middle-market private equity fund sponsor in its negotiation
structuring of a seed deal with global alternative asset management firm, TPG, Inc., which, through TPG NEXT, made a passive minority investment in Caro Investors
will be an anchor investor in Caro Investors' inaugural real estate private credit strategy.
In connection therewith, representing Caro Investors in the structuring, formation,
launch of its inaugural real estate private credit strategy.
Represented a diverse private equity
private credit-focused fund sponsor in its joint venture with an international manager of alternative investment products, in connection with the evaluation
pursuit of several potential GP stake transactions.
Institutional Investors
Placement Agents
Represented multiple well-known institutional investors in connection with their investments in private funds managed by various third-party managers, including in the negotiations of side letters
fund-of-one terms
governing documents.
Represented a sovereign wealth fund in connection with its participation, through a fund-of-one, in a large, stapled-secondary transaction, alongside the flagship fund of a leading global manager of secondaries funds.
Ongoing representation of a well-known global investment bank in its capacity as placement agent for numerous continuation fund vehicles sponsored by various third-party private equity fund sponsors.
Represented a well-known global investment bank in its capacity as placement agent
exclusive financial advisor to New Mountain Capital in connection with the offering of interests in a $3.1 billion single-asset continuation fund to acquire Real Chemistry, which is the largest-ever single-asset continuation vehicle raised to-date.
Representative Matters prior to joining GT: Represented a well-known institutional investor on its investment in private funds managed by various third-party managers, including the negotiation of side letters
custom single-investor fund vehicles.
Represented the asset management business of a global financial institution in connection with its strategic launch
seeding of,
the offering of interests in, several private funds dedicated to investing in portfolio companies managed by female-owned
female-led venture capital firms.
In connection with the foregoing, advised on the structuring
formation of related special employee funds to facilitate the offering of these investment opportunities to the financial institution's executives
certain other qualified employees.
Advised the alternative investment management fund-of-funds business of a well-known asset manager on the formation
launch of its third credit fund-of-funds
on the fund's subsequent investments in private funds managed by several third-party credit-focused investment managers.
Advised the private equity funds business of a large asset manager on the structuring
creation of several private equity co-investment vehicles for a significant foreign sovereign wealth fund.
Represented a hedge fund manager in the negotiation of a strategic fund investment from a well-known asset manager.
Advised a global financial institution on the structuring, formation,
offering of interests in several private funds designed to invest in private business development companies managed by third parties.
Represented the broker-dealer unit of a well-known asset manager in the negotiation of multiple placement agent relationships with private equity
hedge fund managers.
Represented the asset management business of a well-known asset manager in the structuring, formation,
offering of interests in multiple domestic
offshore 'access' fund vehicles, in each case, designed to invest all or a significant portion of their respective assets into other private equity funds managed by third parties, the asset manager, or both.
Advised the private wealth management business of a well-known asset manager on the structuring, formation,
offering of interests in several dedicated feeder vehicles for its private wealth clients.
Represented several private equity fund managers in the structuring, formation,
launch of their respective first funds.
Represented a private equity fund manager in the negotiation
structuring of a seed deal with a strategic investor making an investment in both the management company
its funds.
Represented a fund-less private equity sponsor in its acquisition of a portfolio company
its negotiations with strategic co-investors.
Advised a first-time private equity sponsor on the structuring
formation of a special purpose buy-out fund
its subsequent take-private of a publicly-traded company, in a cash transaction valued at over $500 million.
In connection with the foregoing, also advised the private equity sponsor on its SEC registration
related filings.
Counseled a large, complex hedge fund manager on changes to its investment program
guidelines across several master-feeder fund structures
related revisions of its fund documents.
Advised a small futures-focused quantitative hedge fund manager pursuing a high-frequency trading strategy in connection with its NFA examination.
Advised a long/short equity hedge fund manager in connection with its SEC examination.
Conducted an internal investigation on behalf of a hedge fund manager in connection with an inquiry from a strategic investor,
advised the client in its resolution of related human resources matters.
Represented a partner in an investment management firm in the restructuring of the management company
general partner entities following the firm's buy-back of its seed investor's interests.
Advised a start-up financial research firm
its founder on a wide range of legal matters germane to its business, including its initial
subsequent capital raises
related securities law matters
filings, employment agreements with executives,
general organizational issues.
Counseled an SEC-registered investment manager on the expansion of its investment m
ate
potential options for trading in cryptocurrencies
other digital assets within an existing fund, as well as separately through a new special purpose vehicle.
The above representations were h
led by Ms. Marian prior to her joining Greenberg Traurig, LLP.
In-House Experience: General Counsel
Chief Compliance Officer, Civic Capital Advisors, LLC, 2015-2017
Vice President, Chief Compliance Officer & Deputy General Counsel, Tinicum, Inc., 2013-2015
General Counsel
Compliance Risk Manager, Golden Seeds, LLC, 2012-2013
Previous Experience: Fried, Frank, Harris, Shriver & Jacobson, LLP, 2019-2021
Weil, Gotshal & Manges, LLP, 2008-2012
