Private Equity and Investment Funds

Munger, Tolles & Olson provides a comprehensive range of services to private investment funds, their sponsors and fund investment professionals. The firm’s substantial experience in this area includes forming private equity funds, hedge funds, venture capital funds and other pooled investment vehicles as well as structuring hybrid funds and other non-traditional investment arrangements.

We regularly represent fund sponsors in organizing their internal affairs and compensation arrangements, and in a wide range of joint ventures, strategic partnerships and co-investment arrangements with other fund sponsors and institutional investors.

As part of our practice, we regularly work with or oppose key players in the private investment fund space, including public pension funds, private pension funds and sovereign wealth funds. We also advise our clients in this area on compliance with the Investment Advisers Act, in responding to Securities and Exchange Commission and other governmental investigations, in negotiating employment and separation arrangements and in resolving disputes with investors, investment professionals and other parties.

In addition, private investment funds regularly turn to us to assist them in their investment activities, including in acquiring, financing, restructuring and disposing of portfolio companies. We take an integrated approach to our representation, combining our expertise in fund formation and fund governance with our extensive experience in M&A, securities, financing and other areas of corporate, tax and bankruptcy law to help our clients strategically and efficiently achieve their goals.

Below is a representative list of some of our clients in this area:

  • Angeleno Group
  • Angeles Equity Partners
  • Basepoint Ventures
  • BDT Capital Partners
  • DoubleLine Capital
  • Eagle Cliff Partners
  • Fortress
  • Himalaya Capital
  • Nogales Investors
  • Oaktree Capital Management
  • Red Mountain Capital Management
  • Rustic Canyon and Rustic Canyon/Fontis
  • Taiyo Pacific Partners
  • Wasserstein & Co.
  • The Yucaipa Companies

C. David Lee