Private Equity Funds Tax

Experience

  • Clean Tech | Renewable Energy
    • StepStone Group as lead investor in MLC Private Equity’s $762 million fund closing.
    • Adenia Partners in the formation of Adenia Capital V, a $470 million fund targeting control investments in medium-sized companies across Africa.
    • ICG in the formation of ICG LP Secondaries I, a $1 billion fund specializing in acquiring buyout fund interests from limited partners.
    • KKR in the formation of KKR Asia Pacific Infrastructure Investors II, a $6.4 billion fund focused on infrastructure-related investments across Asia Pacific.
    • Ara Partners in the closing of over $3 billion in new commitments to Ara Fund III, an industrial decarbonization fund, and dedicated limited partner co-investment vehicles.
    • Hamilton Lane as lead investor in the formation of MiddleGround Capital’s $440 million MiddleGround Carbon CV, L.P. fund.
    • A UK private equity sponsor in a single asset continuation fund to house an existing stake in a leasing business.
    • Hamilton Lane as a co-lead investor in a single-asset secondary transaction completed by Vance Street Capital LLC, to extend Vance Street’s partnership with Jet Parts Engineering.
    • Kelso & Company in the formation of Kelso Investment Associates XI Fund, a $3.25 billion fund.
    • Pantheon in its indirect investment in Zenobe Energy Limited, a UK green energy infrastructure firm.
    • Clayton, Dubilier & Rice in the formation of Clayton, Dubilier & Rice Fund XII, an approximately $26 billion fund, its largest fund to date.
    • Glendower Capital in the formation of its Secondary Opportunities Fund V, a $5.8 billion global secondary private equity fund.
    • Apera Asset Management, a UK-based pan-European private debt manager in the mid-market space, in Kudu Investment Management’s minority investment in Apera through an Apera affiliate.
    • LCM Partners in the formation of Credit Opportunities 4 Strategy, a €4.1 billion private credit fund.
    • A global fund of funds as lead investor in an approximately €750 million continuation fund to house existing private equity fund stakes and provide additional capital for new commitments.
    • Bain Capital in the closing of its $1.15 billion inaugural private equity fund, Bain Capital Insurance Fund, L.P.
    • Development Partners International in the formation of a co-investment fund as part of an equity investment by ADP Fund III in Kazyon Limited, the UK parent of the largest discount retailer in Egypt “Kazyon”.
    • HarbourVest Partners as co-lead investor in a €1.63 billion continuation fund, sponsored by Triton, to acquire four portfolio companies from Triton Fund IV.
    • HarbourVest Partners as co-lead investor in a $1 billion continuation fund, sponsored by OEP, to support continued growth for two European portfolio companies.
    • FS Investments in the formation of FS Investments Tactical Opportunities Fund, a private fund intended for institutional investors.
    • KKR in the formation of its KKR European Fund VI, an $8 billion fund focused on private equity investments primarily in the developed economies of Western Europe.
    • Fifth Wall in the formation of its Real Estate Technology Fund III, an $866 million property technology fund aiming to invest in technologies relevant or complementary to the built environment.
    • Fifth Wall in the formation of its Early-Stage Climate Technology Fund, a $500 million venture capital fund that invests in climate change mitigation technologies aiming to decarbonize the real estate industry.icon-alt
    • All Seas Capital in the formation of All Seas Capital I, a $400 million debut pan-European private fund.
    • Tikehau Capital in its $300 million inaugural collateralized fund obligation.
    • Pantheon as co-lead investor in a €708 million continuation fund, sponsored by DPE Deutsche Private Equity, to invest in two European technology and digital transformation consultancies. The deal won “Secondaries Deal of the Year” in Europe in the Secondaries Investor annual awards.
    • Lorax in the formation of LCP Fund II, a $253 million Egypt-focused private equity fund.
    • KKR in the formation of KKR Asset-Based Finance Partners Fund, a $2.1 billion fund focused on asset-based financing for global privately originated and negotiated credit investments.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisitions of Atalian and OCS to create a global facilities management platform.
    • Lightspeed Venture Partners in the formation of Lightspeed Venture Partners Fund XIV-A/B, two early stages global venture funds with a combined value of approximately $2 billion.
    • Lightspeed Venture Partners in the formation of Lightspeed Venture Partners Select Fund V, a $2.26 billion late stage global venture fund.
    • Lightspeed Venture Partners in the formation of Lightspeed Opportunity Fund II, a $2.36 billion late stage global venture fund.
    • Oak HC/FT in the formation of Oak HC/FT Fund V, a $1.94 billion fund investing in healthcare and financial services sectors.
    • Apera Asset Management in the formation of Apera Private Debt Fund II, a €1.27 billion pan-European mid-market private debt fund.
    • Lightspeed Venture Partners in the formation of Lightspeed India Partners Fund IV, a $500 million India venture fund.
    • CPP Investments as an investor in a single-asset continuation fund established by GHO Capital Partners, created to hold existing portfolio company Validant, a leading international provider of quality, compliance and regulatory affairs consulting to Biotech, Pharma and MedTech companies.
    • Stone Point Capital in the formation of Trident IX, a more than $9 billion financial services buyout fund.
    • AfricInvest in the formation of AfricInvest Fund IV, its largest ever Africa-focused fund with total commitments of $411 million.
    • StepStone Group in its role as senior lead investor in a €563 million continuation fund established by Ufenau Capital Partners to acquire two existing assets from Ufenau V.
    • Breakthrough Properties in the formation of Breakthrough Life Science Property Fund, a $3 billion life science real estate property investment program.
    • KKR in the formation of KKR North America Fund XIII, a $19 billion fund focused on pursuing opportunistic private equity investments in North America.
    • Adams Street Partners as a member of a syndicate investing in a €500 million continuation fund established by G Square Healthcare Private Equity LLP to acquire three existing assets from G Square Capital I and G Square Capital II.
    • Carlyle in the formation of Carlyle Credit Opportunities Fund II, a $4.6 billion credit opportunities fund.
    • Leapfrog Investments in its sale of a 30% stake in Goodlife Pharmacies, a healthcare and retail pharmacy chain, to Eurapharma, the healthcare division of the CFAO Group.
    • Prudential Financial, in partnership with LeapFrog Investments, in its acquisition of a strategic minority interest in Alexander Forbes Group Holdings Limited, a leading provider of financial advice, retirement, investment, and holistic wealth management services in South Africa, by way of a bilateral acquisition from Mercer Africa Limited and a partial tender offer on the JSE to eligible shareholders.
    • KKR in the formation of KKR Global Infrastructure Investors IV, a $17 billion global infrastructure fund.
    • FitzWalter Capital in the formation of FitzWalter Capital Partners I, its $920 million inaugural fund.
    • Fifth Wall in the formation of its European Real Estate Technology Fund, a €140 million fund targeting investments in high-potential European startups, and potential co-investing opportunities alongside Fifth Wall’s North American Real Estate Tech funds.
    • Paradigm in the formation of Paradigm One, a $2.5 billion crypto venture fund, which will invest in the next generation of crypto companies and protocols across all stages and geographies.
    • Goldman Sachs Asset Management and Pantheon as co-lead investors in a secondary acquisition vehicle formed as part of a Nordic Capital-led consortium to invest in Vizrt, a global leader in production software for live video production.
    • Development Partners International in the formation of African Development Partners III Fund, a $900 million fund investing in innovation-led companies in Africa.
    • Ara Partners, a private equity firm specializing in industrial decarbonization investments with an ESG focus, in the formation of Ara Fund II, a $1.1 billion industrial decarbonization fund.icon-alt
    • Glendower Capital in its strategic partnership with CVC, creating a combined group with total assets under management of approximately €113 billion.
    • Top Tier Capital Partners in the formation of Top Tier European Venture Capital Fund SCSp, a €260 million European venture capital fund of funds.
    • Park Square Capital in the formation of Park Square Capital Partners IV, a €2.2 billion subordinated debt fund.
    • One Rock Capital Partners in the formation of One Rock Capital Partners III, a $2 billion U.S. buyout fund.
    • Clayton, Dubilier & Rice in the formation of Clayton, Dubilier & Rice Fund XI, a $16 billion North America and Western Europe fund.
    • Pantheon as lead investor in Ergon svt Long Term Value Fund SCSp, a €270 million single-asset fund invested in svt, the leading European provider of passive fire protection products, installation and restoration management services.
    • LeapFrog Investments in its $500 million partnership with Temasek, including Temasek taking a minority stake in LeapFrog, and a multi-fund investment by Temasek to anchor LeapFrog’s future funds.
    • Oak HC/FT in the formation of Oak HC/FT Partners IV, a $1.4 billion U.S. venture fund investing in healthcare and financial services sectors.
    • Pantheon in its equity investment as part of the proposed £2 billion takeover by KKR of John Laing Group plc.
    • LGT Capital Partners in the formation of Crown Global Secondaries V, a $4.5 billion private equity secondaries fund.
    • KKR in the formation of KKR Core Investments Partnership SCSp, a $626 million fund organized to make co-investments in “Core” private equity transactions, together with a €1.5 billion fund of one also organized to pursue the strategy.