News & Analysis as of

Private Equity Investment Management Private Equity Funds

Wilson Sonsini Goodrich & Rosati

The Entrepreneurs Report – 1H 2024

In this latest issue of The Entrepreneurs Report, we’ve compiled a range of data on venture, convertible note, and SAFE financing transactions in which the firm was involved during the second quarter of 2024, with the...more

Cadwalader, Wickersham & Taft LLP

Chevron and Carry On July 2024 - Investec’s Secondaries Report 2024 Out Now

Investec’s latest Secondaries Report, Charting a course for further growth is out now. It’s packed with the latest insights on the secondaries market and explores the exceptional performance over the last year, despite deep...more

Proskauer - Private Market Talks Podcast

[Podcast] Private Market Talks: Navigating PE Realization and Structuring Products for Wealthy Individuals with Hg Capital

In this episode, we’re joined by Steven Batchelor and Martina Sanow of Hg Capital, one of the largest and most successful private equity firms in the world. Specializing in technology, financial services software, and...more

Skadden, Arps, Slate, Meagher & Flom LLP

Continuation Funds: What You Need To Know

Over the last 10 years, continuation funds have evolved to be a well-established potential exit route for private fund sponsors. According to advisory estimates, some $40 billion deals were completed in 2023, with more than...more

Procopio, Cory, Hargreaves & Savitch LLP

The Current Landscape for Private Equity Investment: What Entrepreneurs Need to Know

What do entrepreneurs looking for private capital investment need to know in today’s economic climate? Procopio Mergers & Acquisitions and Strategic Joint Ventures co-leader Jason Femrite dove into that topic in a Q&A with...more

Proskauer Rose LLP

UK Tax Round Up - March 2024

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Welcome to March’s edition of our UK Tax Round Up. This month has seen a number of interesting cases covering a range of issues, from the deductibility of costs against employment income to the place of effective management...more

Proskauer - Private Market Talks Podcast

[Podcast] Private Market Talks: Thinking Different in Direct Lending with Hayfin’s Tim Flynn

On this episode of Private Market Talks, we’re joined by Tim Flynn, Co-Founder and CEO of Hayfin, an alternative asset manager that has invested €35 billion of capital across more than 470 portfolio companies since its...more

Skadden, Arps, Slate, Meagher & Flom LLP

The Capital Ratio: Roundup of Upcoming UK Regulatory Reforms for Financial Institutions

UK regulators have recently announced a number of reforms for banks and other financial institutions. - On 23 November 2023, the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA) (together,...more

Bennett Jones LLP

Continuation Funds: ILPA Updated Guidance

Bennett Jones LLP on

The Institutional Limited Partner Association (ILPA) published new guidance on May 15, 2023, relating to continuation funds. The guidelines build on ILPA's prior (2019) guidance on best practices for GP-led secondary fund...more

Morgan Lewis

SEC Amends Form PF to Expand Hedge Fund and Private Equity Fund Disclosure

Morgan Lewis on

The US Securities and Exchange Commission (SEC) on May 3, 2023 voted 3-2 to adopt amendments to Form PF that will impact the required reporting for certain SEC-registered investment advisers in the private fund industry (the...more

Skadden, Arps, Slate, Meagher & Flom LLP

Tax Court Holds Indirect Grant of Profits Interest To Be Non-Taxable, Citing IRS Guidance

On May 3, 2023, the U.S. Tax Court upheld a taxpayer’s reliance on Revenue Procedure 93-27 to characterize as a profits interest a partnership interest granted in exchange for services that were provided indirectly for the...more

Freeman Law

Hedge Funds 101: An Introduction to Tax Issues

Freeman Law on

Hedge Funds and Taxes - Hedge funds provide a vehicle to pool private capital for investment in stocks, securities and financial derivatives. While hedge funds take on many different structures—including master-feeder,...more

Akin Gump Strauss Hauer & Feld LLP

The Key Dynamics of Private Debt

Executive summary • Despite the COVID-19 pandemic, 2020 still saw robust private equity (PE) activity relative to historical activity, with well over 5,000 completed transactions even amid a drop in aggregate deal value...more

McDermott Will & Emery

DOL: Path for 401(k) Plans to Offer Private Equity Investment Options

McDermott Will & Emery on

The US Department of Labor (DOL) issued an information letter in June 2020 indicating that, in limited circumstances, it will allow defined contribution retirement plans (such as 401(k) plans) to indirectly invest in private...more

McDermott Will & Emery

[Webinar] PEER Series - What Private Equity Wants to Know About PIPEs - August 20th, 1:00 pm - 1:45 pm ET

McDermott Will & Emery on

As recent volatile markets have necessitated diversification in transaction and financing structures, private investment in public equity (PIPE) transactions have been on the rise, with sponsors increasingly considering these...more

Epstein Becker & Green

DOL Provides Guidance for Private Equity Investments in 401(k) Plans

Epstein Becker & Green on

Employers that are fiduciaries of participant-directed individual account plans (such as 401(k) plans) subject to the Employee Retirement Income Security Act of 1974, as amended (‘Plans” and “ERISA”, respectively) should be...more

Burr & Forman

DOL Cracks Open the Door for Private Equity in 401(k) Plans

Burr & Forman on

The U.S. Department of Labor (the “DOL”) recently released an information letter that concludes, if certain conditions are met, a plan fiduciary will not violate his fiduciary duties under the Employee Retirement Income...more

Epstein Becker & Green

Should You Sell Your Medical Practice to Private Equity? Five Critical Considerations for Physician Groups - Thought Leaders in...

Epstein Becker & Green on

Private equity (PE) investment in physician groups has steadily grown over the last several years, with 219 physician group deals being announced or closed last year. This trend leaves some groups wondering, is PE for us?...more

Troutman Pepper

Investment Management Roundtable Discussion – Data Privacy and Security

Troutman Pepper on

Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Private Fund Services Practice Group, hosts a series of candid, interactive webinar discussions for West LegalEdcenter on what is going on...more

Troutman Pepper

Fundraising Trends in Private Equity for GPs and LPs

Troutman Pepper on

Brent A. Morowitz, of counsel in the Corporate and Securities Practice Group of Pepper, was interviewed during The Deal Economy Conference in New York. The conference focused on "Predictions and Perspectives" and explored the...more

Troutman Pepper

Family Offices and PE: Can't We All Get Along

Troutman Pepper on

Family office managers and private equity general partners have many common interests. Chief among them is providing maximum returns for their employees and their investors. How family offices and private equity funds...more

Faegre Drinker Biddle & Reath LLP

First Circuit Hands Down Significant Private Equity Ruling in Sun Capital Litigation

In an important decision, the U.S. First Circuit Court of Appeals recently ruled that two separate but related private equity funds – Sun Capital Partners III and Sun Capital Partners IV – are not jointly and severally liable...more

McDermott Will & Emery

Strategies for Maximizing Physician Practice Management Investments

Private equity continues to fuel robust activity in the physician practice management (PPM) sector. Within the last five to seven years, not only have PPMs within traditional areas of medicine proliferated, but new...more

Benesch

Family Offices Market Intelligence: Developments in Family Offices - Q4 2017

Benesch on

Family Offices Flourish Around the World - In some sense, family offices have always been around. They were present back in medieval times in England and hundreds of years ago during major dynasties in China—it was just...more

Katten Muchin Rosenman LLP

Summer Budget 2015––Carried Interest: Abolition of Base Cost Shift

On July 8, the Right Honourable George Osborne MP, Chancellor of the Exchequer, introduced measures in his Summer Budget to abolish what is commonly known as the “base cost shift” as applied to sums received by individuals...more

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