Private Equity Fund Formation & ComplianceParr Brown is a leader in the Utah market when it comes to private equity fund formation, compliance and transactions. Our lawyers routinely handle a steady volume of transactions each year, helping both investors and companies formulate realistic expectations for investment terms, control arrangements, valuation determinations and exit strategies.
For venture capital funds and institutional private equity sources, we routinely assist with fund design and organization, including structuring limited partnerships, developing general partner and manager relationships, preparing offering documents, addressing internal governance issues, assisting with Dodd–Frank compliance, and providing advice regarding ERISA and other special investor compliance matters. We also facilitate investments in portfolio companies including defining investment structure, assisting with due diligence and negotiating and documenting investor rights and corporate agreements.
For companies seeking private financing, we offer strategic legal counsel at each stage of development. We assist with organization and structuring (including choice of entity, choice of jurisdiction, organizational documents, protecting and commercializing intellectual property, shareholder agreements, non-competition and employment agreements). We also assist with capital-raising transactions, including choice of investor, structure of investment, and negotiation and preparation of purchase, offering, disclosure and corporate documents.
Parr Brown works with both investors and companies to plan, design, value, negotiate, and consummate mergers, public offerings, and other exit transactions including transaction structure, tax advice, due diligence, merger or underwriting agreements, securities registration, and defense against strike suits.
- Structuring entities to limit liability, while creating flexibility for growth.
- Evaluating investment terms and letters of intent.
- Financing strategies and capital structure.
- Long-term, strategic tax planning for business start-ups.
- Leveraged buyouts, rollups, and international and domestic joint ventures.
- Key executive compensation plans.
- Corporate governance, benefits plan changes and securities reporting.