Private Investment Transactions

Direct investments, co-investments and structured equity for private investors, family offices and sponsors, negotiated to protect their position.

In a private investment, the documents are the investor’s main protection. Information rights, preferences, anti-dilution, transfer restrictions and consent rights determine whether a minority position carries real influence or simply waits on someone else’s exit.

We represent investors in negotiating and documenting private investments across stages and structures.

What we handle

  • Direct and minority equity investments
  • Co-investments alongside sponsors and funds
  • Preferred equity and structured investments
  • SAFE and convertible investments from the investor side
  • Investor rights, side letters and governance terms
  • Secondary purchases and investor exits

How we work

We read a deal the way it will be tested: in a down round, a dispute or a sale. That lets investors focus negotiation on the protections that matter most for their position.

Related experience

  1. Manufacturers of a high-profile brand fan in a $500M deal with a private equity firm. The fan manufacturer is the leading manufacturer of high-volume, low-speed industrial fans, lights, and control systems. With approximately 500 patents and patent applications worldwide, as well as hundreds of trademarks, the company places an emphasis on energy efficiency for industrial, commercial and residential use.The fan manufacturer is the leading manufacturer of high-volume, low-speed industrial fans, lights, and control systems. With approximately 500 patents and patent applications worldwide, as well as hundreds of trademarks, the company places an emphasis on energy efficiency for industrial, commercial and residential use.

  2. Served as counsel and a founding equityholder of Freespeech, helping launch the venture at SXSW. Continued advising Jason Fertel on DealBurner, including its incorporation and sale to CityPockets.

  3. Represented Vine from formation through its acquisition by Twitter and served as a founding adviser, combining early company-building counsel with transaction execution for the short-form video business.

Prior results do not guarantee a similar outcome. Representative matters may include work performed at prior law firms.

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Negotiate the protections before the capital is committed.

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