Private Equity

Recognized by U.S. News & World Report
and Best Lawyers®

Metropolitan Tier 3, Dallas/Fort Worth
Leveraged Buyouts and Private Equity Law

We represent domestic and foreign private funds in all aspects of fund formation, fund operations, platform and add-on acquisitions, and portfolio company operations. Our team has a reputation for being the go-to-lawyers for private equity funds, hedge funds, venture capital funds and family offices. We are known for our vast deal experience, the efficient way we staff and manage our work, and the way we maintain our relationships. We get deals done with sophisticated, strategic and practical advice tailored to the needs of our clients.

Although we regularly handle deals of all sizes, our sweet spot tends to be the middle market, with the distribution, energy, health care, hospitality, real estate, restaurant, retail, technology and transportation sectors being just some of the areas in which we routinely provide counsel. And, while we regularly work on national and cross-border deals, our geographic location does give us a unique perspective on Texas and the Southwest.

Client Story

Gardere in the “Trenches” on Regulatory Compliance Matters for Top Fund Managers

Where we started:  Institutional caliber fund managers sought us out to provide sophisticated and practical advice where the addition of internal staffing resources could not be justified. 

Our roadmap:  We started with an assessment of the state of the compliance program and the overall needs of the client from a regulatory compliance perspective. We then developed a customized oversight program in which we periodically meet with the manager to review the program and identify risks and weaknesses. We also delivered hands-on training.

And finally:  The client – initially unfamiliar with the demands of regulatory compliance in a Dodd-Frank world – achieved critical peace of mind by fulfilling Advisers Act requirements. Meeting these requirements – in a practical and business friendly way – was important in improving the quality of risk controls in the client’s business, avoiding distractions that could arise from problems that may surface through regulatory exams, and putting the client in the best position with institutional investors and their consultants, who favor firms sensitive to compliance issues and best practices. 

Private Equity Industry Essentials

We regularly assist our clients with fund formation and regulatory compliance, but the majority of the private equity work we do is assisting clients with mergers and acquisitions. 

  • Fund formation. Structuring equity classes and rights, including carried interests; capital-raising, including all aspects of privately placing fund interests; and regulatory compliance.
  • Mergers and acquisitions. Acquisitions and dispositions of portfolio companies, including distressed situations; add-on acquisitions and liquidity transactions; financings and refinancings involving portfolio companies, including leveraged recaps; arrangements with other equity owners of portfolio companies; sales or other change in control events involving portfolio companies; and assisting institutional investors with making and exiting investments in private equity funds.
  • Portfolio company operations. Day-to-day legal issues impacting management and operation of portfolio companies; governance issues; regulatory compliance, including federal and state environmental matters; human resources and employee benefits matters; real property matters; intellectual property protection and enforcement; and commercial contracts, such as supply agreements.

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