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Adam V. Sussman

Partner

330 Madison Avenue
27th Floor
New York, NY 10017
T 212.413.9045
adam.sussman@nelsonmullins.com
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Adam V. Sussman is co-chair of the firm's Private Funds and Investment Management group. He has extensive experience counseling private fund sponsors on all aspects of their business, including the organization, marketing, fundraising of their private funds, as well as the organization, ongoing operation, compliance, management, and ownership of asset managers and fund general partners....

Adam V. Sussman is co-chair of the firm's Private Funds and Investment Management group. He has extensive experience counseling private fund sponsors on all aspects of their business, including the organization, marketing, fundraising of their private funds, as well as the organization, ongoing operation, compliance, management, and ownership of asset managers and fund general partners. His practice focuses on advising sponsors of private equity funds, credit and debt funds, venture capital funds, hedge funds, co-investment funds and managed accounts, as well as advising institutional investors with respect to their participation in various types of alternative asset funds.

Adam works with both emerging and established sponsors and has experience spanning the private equity asset class for sponsors with a wide variety of strategies such as buyout, direct lending, structured finance, mezzanine debt, venture capital, crypto, growth equity, energy and real estate. His practice includes advice with respect to bespoke fund structures, joint ventures and other strategic arrangements. He engages in pro bono representation, advising on a variety of matters including U.S. veteran disability issues and entrepreneurial business formation.

Adam earned his B.A., with Distinction, in History and Ethics, Politics, and Economics from Yale University, and his J.D. from Northwestern University School of Law, and holds an M.A. concentrating in Political Economy.

Adam is a 2024 Fellow of the New York Economic Club, a member of the Young Leaders Board of the non-profit Join Israel, a member of the Enterprise Club at the American Enterprise Institute, a member of the Robert S. Brookings Society at the Brookings Institution and a Capstone member of the Adam Smith Society at the Manhattan Institute for Policy Research.

His practice focuses on advising sponsors of private equity funds, credit and debt funds, venture capital funds, hedge funds, co-investment funds and managed accounts, as well as advising institutional investors with respect to their participation in various types of alternative asset funds.

Adam works with both emerging and established sponsors and has experience spanning the private equity asset class for sponsors with a wide variety of strategies such as buyout, direct lending, structured finance, mezzanine debt, venture capital, crypto, growth equity, energy and real estate. His practice includes advice with respect to bespoke fund structures, joint ventures and other strategic arrangements. He engages in pro bono representation, advising on a variety of matters including U.S. veteran disability issues and entrepreneurial business formation.

Adam earned his B.A., with Distinction, in History and Ethics, Politics, and Economics from Yale University, and his J.D. from Northwestern University School of Law, and holds an M.A. concentrating in Political Economy.

Adam is a 2024 Fellow of the New York Economic Club, a member of the Young Leaders Board of the non-profit Join Israel, a member of the Enterprise Club at the American Enterprise Institute, a member of the Robert S. Brookings Society at the Brookings Institution and a Capstone member of the Adam Smith Society at the Manhattan Institute for Policy Research.

Experience

The following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

Prior to joining Nelson Mullins, Adam was a partner in the Private Investment Funds group of Goodwin Procter LLP. Adam began his legal career as an associate in the Private Funds Group of Kirkland & Ellis LLP and later continued as an associate at the hedge fund boutique, Kleinberg, Kaplan, Wolff and Cohen, P.C. and as an associate in the Private Investment Funds group of Proskauer Rose LLP.

Before practicing law, Adam was an analyst at an early-stage investment fund and business incubator based in New York’s Silicon Alley where he evaluated new ventures, conducted due diligence, and coordinated funding with entrepreneurs and investors. He also served in the War Room of Senator John McCain’s 2008 presidential campaign as part of the Media and Rapid Response team. 

Representative Matters 

  • Private Equity
    • Represented a global private equity sponsor in the fundraising of a $25 billion global private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a first-of-its-kind fund of search vehicles
    • Represented a late-stage private equity sponsor in the structuring and fundraising of a private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $385 million lower-middle market private equity fund
    • Represented an investment management firm in the formation, investment structuring and the acquisition of a $40 million distressed private equity portfolio and $34 million distressed private equity portfolio
    • Represented a private equity sponsor focused on growth-stage investments in national security, cybersecurity and government technology businesses in the structuring of a cybersecurity fund
    • Represented a private equity sponsor focused on communications, media, information and business services in the fundraising of a $950 million private equity fund
    • Represented an asset manager focused on enterprise software, data and technology in the structuring and fundraising of a $5.775 billion private equity fund
    • Represented a middle-market private equity sponsor in the fundraising of a $1.3 billion lower middle market private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $3.85 billion buyout fund
    • Represented a middle-market private equity sponsor in the structuring and fundraising of a $207 million private equity fund
    • Represented a middle-market private equity sponsor focused on healthcare in the structuring and fundraising of a $300 million private equity fund
    • Represented an asset manager focused on enterprise software, data and technology in the structuring and fundraising of a $500 million middle market private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $13.4 billion private equity fund
       
  • Credit/Debit
    • Represented a structured credit sponsor in the structuring and fundraising of a $125 million structured credit fund
    • Represented an asset manager in the structuring and fundraising of a $500 million credit fund
    • Represented a structured credit sponsor in the establishment of multiple investment advisory relationships, managed accounts and co-investments totaling over $325 million
    • Represented a structured credit sponsor in the structuring and organization of a permanent co-investment structure to facilitate co-investments alongside its inaugural credit fund
    • Represented a global alternative asset manager with respect to managed accounts with middle eastern sovereign wealth funds, totaling over $1 billion
    • Represented an asset manager in the negotiation of a $150 million managed account with a non-U.S. financial institution for originated debt investments
    • Represented an asset manager in a co-investment arrangement with a global asset manager to invest alongside its direct lending fund
    • Represented a lower-middle market direct debt sponsor in the structuring and fundraising of a $60 million credit fund
    • Represented the private credit arm of an investment bank in the structuring and fundraising of a $275 million revolver fund
    • Represented a credit sponsor in the structuring and fundraising of a $330 million credit fund
    • Represented a middle-market private equity sponsor in the structuring and fundraising of a $347 million mezzanine debt fund, consisting of a main fund and a parallel small business investment company registered with the SBA
    • Represented an alternative asset manager focused on event driven investing in the distressed, special situations, and asset-based credit markets in the structuring and fundraising of a credit fund
    • Represented a private equity sponsor focused on communications, media, information and business services in the fundraising of a $1.5 billion debt fund
  • Venture Capital
    • Represented an advisory and investment firm in the structuring and fundraising of a $20 million crypto-focused venture capital fund
    • Represented a venture capital sponsor focused on decentralized and blockchain technology in the structuring and fundraising of an artificial intelligence and machine learning focused venture capital fund, a crypto and decentralized-technology focused venture capital fund, and in the management and/or structuring and management of various series of a deal-by-deal fund investing in decentralized and blockchain technology companies
    • Represented an early-stage venture capital sponsor, in the structuring and fundraising of an early-stage venture capital fund focusing on U.S. and Latin American companies
    • Represented a pre-seed and seed stage venture firm based in Israel, in the fundraising of their second flagship fund
    • Represented a life science venture capital sponsor in the structuring and fundraising of a $100 million venture capital fund
    • Represented an asset manager focused on public and private investments in technology media and telecommunications in the structuring and fundraising of a series of a deal-by-deal fund to make a $25 million indirect investment in a non-U.S. operating company
  • Real Estate, Energy and Infrastructure
    • Represented a syndicate of individual investors in the formation of a qualified opportunity zone fund managed by a real estate fund sponsor
    • Represented a U.S. state entity in the establishment of an evergreen co-investment arrangement to invest alongside a private equity sponsor in certain real estate investments
    • Represented a real estate developer in the structuring and fundraising of a REIT and the $250 million consolidation of its charter school portfolio
    • Represented an investment management firm in a real estate joint venture structured as a fund-of-one
    • Represented a private equity sponsor in the structuring and fundraising of a $4 billion energy fund
  • Funds-of-Funds
    • Represented a venture capital fund manager in the fundraising of a $75 million fund-of-funds formed to invest primarily in privately managed, U.S.-based venture capital and growth equity funds
  • Hedge Funds
    • Represented a hedge fund sponsor in the structuring and fundraising of a fixed income fund focused on real estate-related products
    • Represented a hedge fund sponsor in the fundraising of a multi-strategy quant fund
    • Represented a hedge fund sponsor in the formation of an opportunistic fund investing in securitized products
    • Represented an asset manager focused on public and private investments in technology media and telecommunications in the formation and fundraising of a long/short equity fund investing in the global software sector
    • Represented a hedge fund sponsor in the formation and fundraising of a deal-by-deal event-driven activist fund
    • Represented a hedge fund sponsor in the fundraising of its flagship short-term momentum fund focusing on futures and currency
    • Represented a hedge fund sponsor in the structuring and fundraising of a commodities fund investing in certain currency contracts
    • Represented a hedge fund sponsor in the structuring and fundraising of a benchmarked long-only small-cap-equities-focused fund
  • Management Company and General Partner Work
    • Represented a new structured credit sponsor in its initial organization and upper-tier structuring
    • Represented an established opportunistic credit and special situations sponsor in the upper tier restructuring of the management company, the general partner for their second credit fund and the establishment of an employee compensation pool
    • Represented a credit sponsor in its initial organization and upper tier structuring
    • Represented a single-family office and its associated investment funds in its upper-tier structuring and its underlying fund agreements
    • Represented a hedge fund sponsor in the structuring and organization of the management company and general partners for two business units designed to invest in environmental credits and sustainable companies, respectively
  • Spinouts, GP Stakes and Minority Investments
    • Represented a structured credit sponsor in the sale of a minority interest of the manager to Brevan Howard
    • Represented a credit sponsor in its spinout from and seed arrangement with Harvard Management Company, Inc.
    • Represented a private investment management firm with respect to certain legacy carry pools at the general partner level in connection with the spinout of one of its subsidiaries and a simultaneous merger
    • Represented a hedge fund sponsor in a $300 million seed deal with a non-U.S. pension fund
    • Represented an asset manager focused on enterprise software, data and technology in the sale of a minority interest of the manager to Dyal Capital Partners
  • Secondaries
    • Represented many sponsors, buyers and sellers in connection with transfers and secondary transactions with respect to private equity interest
  • Investor Representation
    • Advised a non-profit with respect to investments in various private equity funds and hedge funds
    • Advised a global asset manager and investment bank with respect to investments in various hedge funds
    • Advised a non-profit with respect to investments in various venture capital funds
    • Represented a U.S. state entity as a limited partner in certain private equity funds
    • Advised a fund-of-funds with respect to investments in various hedge funds
    • Represented a non-profit and its associated pension fund as limited partners in certain hedge funds
    • Represented a pension fund as a limited partner in certain hedge funds
    • Represented a single family office and its related investment fund as limited partners in certain hedge funds
  • Other
    • Represented certain employees departing a private equity asset manager in their departure agreements and proposal of terms for a new integrated industrial services fund
    • Represented a global placement agent in the negotiation of certain placement agent relationships and agreements
    • Represented a collection of former mineral traders affiliated with an operating company acquired by a global private equity sponsor in a transaction to purchase shares of the operating sponsor in connection with the acquisition
The following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

Prior to joining Nelson Mullins, Adam was a partner in the Private Investment Funds group of Goodwin Procter LLP. Adam began his legal career as an associate in the Private Funds Group of Kirkland & Ellis LLP and later continued as an associate at the hedge fund boutique, Kleinberg, Kaplan, Wolff and Cohen, P.C. and as an associate in the Private Investment Funds group of Proskauer Rose LLP.

Before practicing law, Adam was an analyst at an early-stage investment fund and business incubator based in New York’s Silicon Alley where he evaluated new ventures, conducted due diligence, and coordinated funding with entrepreneurs and investors. He also served in the War Room of Senator John McCain’s 2008 presidential campaign as part of the Media and Rapid Response team. 

Representative Matters 

  • Private Equity
    • Represented a global private equity sponsor in the fundraising of a $25 billion global private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a first-of-its-kind fund of search vehicles
    • Represented a late-stage private equity sponsor in the structuring and fundraising of a private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $385 million lower-middle market private equity fund
    • Represented an investment management firm in the formation, investment structuring and the acquisition of a $40 million distressed private equity portfolio and $34 million distressed private equity portfolio
    • Represented a private equity sponsor focused on growth-stage investments in national security, cybersecurity and government technology businesses in the structuring of a cybersecurity fund
    • Represented a private equity sponsor focused on communications, media, information and business services in the fundraising of a $950 million private equity fund
    • Represented an asset manager focused on enterprise software, data and technology in the structuring and fundraising of a $5.775 billion private equity fund
    • Represented a middle-market private equity sponsor in the fundraising of a $1.3 billion lower middle market private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $3.85 billion buyout fund
    • Represented a middle-market private equity sponsor in the structuring and fundraising of a $207 million private equity fund
    • Represented a middle-market private equity sponsor focused on healthcare in the structuring and fundraising of a $300 million private equity fund
    • Represented an asset manager focused on enterprise software, data and technology in the structuring and fundraising of a $500 million middle market private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $13.4 billion private equity fund
       
  • Credit/Debit
    • Represented a structured credit sponsor in the structuring and fundraising of a $125 million structured credit fund
    • Represented an asset manager in the structuring and fundraising of a $500 million credit fund
    • Represented a structured credit sponsor in the establishment of multiple investment advisory relationships, managed accounts and co-investments totaling over $325 million
    • Represented a structured credit sponsor in the structuring and organization of a permanent co-investment structure to facilitate co-investments alongside its inaugural credit fund
    • Represented a global alternative asset manager with respect to managed accounts with middle eastern sovereign wealth funds, totaling over $1 billion
    • Represented an asset manager in the negotiation of a $150 million managed account with a non-U.S. financial institution for originated debt investments
    • Represented an asset manager in a co-investment arrangement with a global asset manager to invest alongside its direct lending fund
    • Represented a lower-middle market direct debt sponsor in the structuring and fundraising of a $60 million credit fund
    • Represented the private credit arm of an investment bank in the structuring and fundraising of a $275 million revolver fund
    • Represented a credit sponsor in the structuring and fundraising of a $330 million credit fund
    • Represented a middle-market private equity sponsor in the structuring and fundraising of a $347 million mezzanine debt fund, consisting of a main fund and a parallel small business investment company registered with the SBA
    • Represented an alternative asset manager focused on event driven investing in the distressed, special situations, and asset-based credit markets in the structuring and fundraising of a credit fund
    • Represented a private equity sponsor focused on communications, media, information and business services in the fundraising of a $1.5 billion debt fund
  • Venture Capital
    • Represented an advisory and investment firm in the structuring and fundraising of a $20 million crypto-focused venture capital fund
    • Represented a venture capital sponsor focused on decentralized and blockchain technology in the structuring and fundraising of an artificial intelligence and machine learning focused venture capital fund, a crypto and decentralized-technology focused venture capital fund, and in the management and/or structuring and management of various series of a deal-by-deal fund investing in decentralized and blockchain technology companies
    • Represented an early-stage venture capital sponsor, in the structuring and fundraising of an early-stage venture capital fund focusing on U.S. and Latin American companies
    • Represented a pre-seed and seed stage venture firm based in Israel, in the fundraising of their second flagship fund
    • Represented a life science venture capital sponsor in the structuring and fundraising of a $100 million venture capital fund
    • Represented an asset manager focused on public and private investments in technology media and telecommunications in the structuring and fundraising of a series of a deal-by-deal fund to make a $25 million indirect investment in a non-U.S. operating company
  • Real Estate, Energy and Infrastructure
    • Represented a syndicate of individual investors in the formation of a qualified opportunity zone fund managed by a real estate fund sponsor
    • Represented a U.S. state entity in the establishment of an evergreen co-investment arrangement to invest alongside a private equity sponsor in certain real estate investments
    • Represented a real estate developer in the structuring and fundraising of a REIT and the $250 million consolidation of its charter school portfolio
    • Represented an investment management firm in a real estate joint venture structured as a fund-of-one
    • Represented a private equity sponsor in the structuring and fundraising of a $4 billion energy fund
  • Funds-of-Funds
    • Represented a venture capital fund manager in the fundraising of a $75 million fund-of-funds formed to invest primarily in privately managed, U.S.-based venture capital and growth equity funds
  • Hedge Funds
    • Represented a hedge fund sponsor in the structuring and fundraising of a fixed income fund focused on real estate-related products
    • Represented a hedge fund sponsor in the fundraising of a multi-strategy quant fund
    • Represented a hedge fund sponsor in the formation of an opportunistic fund investing in securitized products
    • Represented an asset manager focused on public and private investments in technology media and telecommunications in the formation and fundraising of a long/short equity fund investing in the global software sector
    • Represented a hedge fund sponsor in the formation and fundraising of a deal-by-deal event-driven activist fund
    • Represented a hedge fund sponsor in the fundraising of its flagship short-term momentum fund focusing on futures and currency
    • Represented a hedge fund sponsor in the structuring and fundraising of a commodities fund investing in certain currency contracts
    • Represented a hedge fund sponsor in the structuring and fundraising of a benchmarked long-only small-cap-equities-focused fund
  • Management Company and General Partner Work
    • Represented a new structured credit sponsor in its initial organization and upper-tier structuring
    • Represented an established opportunistic credit and special situations sponsor in the upper tier restructuring of the management company, the general partner for their second credit fund and the establishment of an employee compensation pool
    • Represented a credit sponsor in its initial organization and upper tier structuring
    • Represented a single-family office and its associated investment funds in its upper-tier structuring and its underlying fund agreements
    • Represented a hedge fund sponsor in the structuring and organization of the management company and general partners for two business units designed to invest in environmental credits and sustainable companies, respectively
  • Spinouts, GP Stakes and Minority Investments
    • Represented a structured credit sponsor in the sale of a minority interest of the manager to Brevan Howard
    • Represented a credit sponsor in its spinout from and seed arrangement with Harvard Management Company, Inc.
    • Represented a private investment management firm with respect to certain legacy carry pools at the general partner level in connection with the spinout of one of its subsidiaries and a simultaneous merger
    • Represented a hedge fund sponsor in a $300 million seed deal with a non-U.S. pension fund
    • Represented an asset manager focused on enterprise software, data and technology in the sale of a minority interest of the manager to Dyal Capital Partners
  • Secondaries
    • Represented many sponsors, buyers and sellers in connection with transfers and secondary transactions with respect to private equity interest
  • Investor Representation
    • Advised a non-profit with respect to investments in various private equity funds and hedge funds
    • Advised a global asset manager and investment bank with respect to investments in various hedge funds
    • Advised a non-profit with respect to investments in various venture capital funds
    • Represented a U.S. state entity as a limited partner in certain private equity funds
    • Advised a fund-of-funds with respect to investments in various hedge funds
    • Represented a non-profit and its associated pension fund as limited partners in certain hedge funds
    • Represented a pension fund as a limited partner in certain hedge funds
    • Represented a single family office and its related investment fund as limited partners in certain hedge funds
  • Other
    • Represented certain employees departing a private equity asset manager in their departure agreements and proposal of terms for a new integrated industrial services fund
    • Represented a global placement agent in the negotiation of certain placement agent relationships and agreements
    • Represented a collection of former mineral traders affiliated with an operating company acquired by a global private equity sponsor in a transaction to purchase shares of the operating sponsor in connection with the acquisition

Media

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Recognitions

The bar rules of some states require that the standards for an attorney's inclusion in certain public accolades or recognitions be provided. When such accolades or recognitions are listed, a hyperlink is provided that leads to a description of the respective selection methodology.

  • Chambers and Partners USA Nationwide - Private Equity: Fund Formation, Up and Coming (2025)

Professional Activities

  • Fellow, New York Economic Club (2024)
  • Member, Robert S. Brookings Society, The Brookings Institution (2023-present)
  • Member, Enterprise Club, American Enterprise Institute (2020-present)
  • Capstone Program Member, Adam Smith Society, Manhattan Institute for Policy Research (2018-present)
  • Young Leaders Board Member, Join Israel (2015-present)

Adam V. Sussman is co-chair of the firm's Private Funds and Investment Management group. He has extensive experience counseling private fund sponsors on all aspects of their business, including the organization, marketing, fundraising of their private funds, as well as the organization, ongoing operation, compliance, management, and ownership of asset managers and fund general partners.... His practice focuses on advising sponsors of private equity funds, credit and debt funds, venture capital funds, hedge funds, co-investment funds and managed accounts, as well as advising institutional investors with respect to their participation in various types of alternative asset funds.

Adam works with both emerging and established sponsors and has experience spanning the private equity asset class for sponsors with a wide variety of strategies such as buyout, direct lending, structured finance, mezzanine debt, venture capital, crypto, growth equity, energy and real estate. His practice includes advice with respect to bespoke fund structures, joint ventures and other strategic arrangements. He engages in pro bono representation, advising on a variety of matters including U.S. veteran disability issues and entrepreneurial business formation.

Adam earned his B.A., with Distinction, in History and Ethics, Politics, and Economics from Yale University, and his J.D. from Northwestern University School of Law, and holds an M.A. concentrating in Political Economy.

Adam is a 2024 Fellow of the New York Economic Club, a member of the Young Leaders Board of the non-profit Join Israel, a member of the Enterprise Club at the American Enterprise Institute, a member of the Robert S. Brookings Society at the Brookings Institution and a Capstone member of the Adam Smith Society at the Manhattan Institute for Policy Research.

Experience

The following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

Prior to joining Nelson Mullins, Adam was a partner in the Private Investment Funds group of Goodwin Procter LLP. Adam began his legal career as an associate in the Private Funds Group of Kirkland & Ellis LLP and later continued as an associate at the hedge fund boutique, Kleinberg, Kaplan, Wolff and Cohen, P.C. and as an associate in the Private Investment Funds group of Proskauer Rose LLP.

Before practicing law, Adam was an analyst at an early-stage investment fund and business incubator based in New York’s Silicon Alley where he evaluated new ventures, conducted due diligence, and coordinated funding with entrepreneurs and investors. He also served in the War Room of Senator John McCain’s 2008 presidential campaign as part of the Media and Rapid Response team. 

Representative Matters 

  • Private Equity
    • Represented a global private equity sponsor in the fundraising of a $25 billion global private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a first-of-its-kind fund of search vehicles
    • Represented a late-stage private equity sponsor in the structuring and fundraising of a private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $385 million lower-middle market private equity fund
    • Represented an investment management firm in the formation, investment structuring and the acquisition of a $40 million distressed private equity portfolio and $34 million distressed private equity portfolio
    • Represented a private equity sponsor focused on growth-stage investments in national security, cybersecurity and government technology businesses in the structuring of a cybersecurity fund
    • Represented a private equity sponsor focused on communications, media, information and business services in the fundraising of a $950 million private equity fund
    • Represented an asset manager focused on enterprise software, data and technology in the structuring and fundraising of a $5.775 billion private equity fund
    • Represented a middle-market private equity sponsor in the fundraising of a $1.3 billion lower middle market private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $3.85 billion buyout fund
    • Represented a middle-market private equity sponsor in the structuring and fundraising of a $207 million private equity fund
    • Represented a middle-market private equity sponsor focused on healthcare in the structuring and fundraising of a $300 million private equity fund
    • Represented an asset manager focused on enterprise software, data and technology in the structuring and fundraising of a $500 million middle market private equity fund
    • Represented a private equity sponsor in the structuring and fundraising of a $13.4 billion private equity fund
       
  • Credit/Debit
    • Represented a structured credit sponsor in the structuring and fundraising of a $125 million structured credit fund
    • Represented an asset manager in the structuring and fundraising of a $500 million credit fund
    • Represented a structured credit sponsor in the establishment of multiple investment advisory relationships, managed accounts and co-investments totaling over $325 million
    • Represented a structured credit sponsor in the structuring and organization of a permanent co-investment structure to facilitate co-investments alongside its inaugural credit fund
    • Represented a global alternative asset manager with respect to managed accounts with middle eastern sovereign wealth funds, totaling over $1 billion
    • Represented an asset manager in the negotiation of a $150 million managed account with a non-U.S. financial institution for originated debt investments
    • Represented an asset manager in a co-investment arrangement with a global asset manager to invest alongside its direct lending fund
    • Represented a lower-middle market direct debt sponsor in the structuring and fundraising of a $60 million credit fund
    • Represented the private credit arm of an investment bank in the structuring and fundraising of a $275 million revolver fund
    • Represented a credit sponsor in the structuring and fundraising of a $330 million credit fund
    • Represented a middle-market private equity sponsor in the structuring and fundraising of a $347 million mezzanine debt fund, consisting of a main fund and a parallel small business investment company registered with the SBA
    • Represented an alternative asset manager focused on event driven investing in the distressed, special situations, and asset-based credit markets in the structuring and fundraising of a credit fund
    • Represented a private equity sponsor focused on communications, media, information and business services in the fundraising of a $1.5 billion debt fund
  • Venture Capital
    • Represented an advisory and investment firm in the structuring and fundraising of a $20 million crypto-focused venture capital fund
    • Represented a venture capital sponsor focused on decentralized and blockchain technology in the structuring and fundraising of an artificial intelligence and machine learning focused venture capital fund, a crypto and decentralized-technology focused venture capital fund, and in the management and/or structuring and management of various series of a deal-by-deal fund investing in decentralized and blockchain technology companies
    • Represented an early-stage venture capital sponsor, in the structuring and fundraising of an early-stage venture capital fund focusing on U.S. and Latin American companies
    • Represented a pre-seed and seed stage venture firm based in Israel, in the fundraising of their second flagship fund
    • Represented a life science venture capital sponsor in the structuring and fundraising of a $100 million venture capital fund
    • Represented an asset manager focused on public and private investments in technology media and telecommunications in the structuring and fundraising of a series of a deal-by-deal fund to make a $25 million indirect investment in a non-U.S. operating company
  • Real Estate, Energy and Infrastructure
    • Represented a syndicate of individual investors in the formation of a qualified opportunity zone fund managed by a real estate fund sponsor
    • Represented a U.S. state entity in the establishment of an evergreen co-investment arrangement to invest alongside a private equity sponsor in certain real estate investments
    • Represented a real estate developer in the structuring and fundraising of a REIT and the $250 million consolidation of its charter school portfolio
    • Represented an investment management firm in a real estate joint venture structured as a fund-of-one
    • Represented a private equity sponsor in the structuring and fundraising of a $4 billion energy fund
  • Funds-of-Funds
    • Represented a venture capital fund manager in the fundraising of a $75 million fund-of-funds formed to invest primarily in privately managed, U.S.-based venture capital and growth equity funds
  • Hedge Funds
    • Represented a hedge fund sponsor in the structuring and fundraising of a fixed income fund focused on real estate-related products
    • Represented a hedge fund sponsor in the fundraising of a multi-strategy quant fund
    • Represented a hedge fund sponsor in the formation of an opportunistic fund investing in securitized products
    • Represented an asset manager focused on public and private investments in technology media and telecommunications in the formation and fundraising of a long/short equity fund investing in the global software sector
    • Represented a hedge fund sponsor in the formation and fundraising of a deal-by-deal event-driven activist fund
    • Represented a hedge fund sponsor in the fundraising of its flagship short-term momentum fund focusing on futures and currency
    • Represented a hedge fund sponsor in the structuring and fundraising of a commodities fund investing in certain currency contracts
    • Represented a hedge fund sponsor in the structuring and fundraising of a benchmarked long-only small-cap-equities-focused fund
  • Management Company and General Partner Work
    • Represented a new structured credit sponsor in its initial organization and upper-tier structuring
    • Represented an established opportunistic credit and special situations sponsor in the upper tier restructuring of the management company, the general partner for their second credit fund and the establishment of an employee compensation pool
    • Represented a credit sponsor in its initial organization and upper tier structuring
    • Represented a single-family office and its associated investment funds in its upper-tier structuring and its underlying fund agreements
    • Represented a hedge fund sponsor in the structuring and organization of the management company and general partners for two business units designed to invest in environmental credits and sustainable companies, respectively
  • Spinouts, GP Stakes and Minority Investments
    • Represented a structured credit sponsor in the sale of a minority interest of the manager to Brevan Howard
    • Represented a credit sponsor in its spinout from and seed arrangement with Harvard Management Company, Inc.
    • Represented a private investment management firm with respect to certain legacy carry pools at the general partner level in connection with the spinout of one of its subsidiaries and a simultaneous merger
    • Represented a hedge fund sponsor in a $300 million seed deal with a non-U.S. pension fund
    • Represented an asset manager focused on enterprise software, data and technology in the sale of a minority interest of the manager to Dyal Capital Partners
  • Secondaries
    • Represented many sponsors, buyers and sellers in connection with transfers and secondary transactions with respect to private equity interest
  • Investor Representation
    • Advised a non-profit with respect to investments in various private equity funds and hedge funds
    • Advised a global asset manager and investment bank with respect to investments in various hedge funds
    • Advised a non-profit with respect to investments in various venture capital funds
    • Represented a U.S. state entity as a limited partner in certain private equity funds
    • Advised a fund-of-funds with respect to investments in various hedge funds
    • Represented a non-profit and its associated pension fund as limited partners in certain hedge funds
    • Represented a pension fund as a limited partner in certain hedge funds
    • Represented a single family office and its related investment fund as limited partners in certain hedge funds
  • Other
    • Represented certain employees departing a private equity asset manager in their departure agreements and proposal of terms for a new integrated industrial services fund
    • Represented a global placement agent in the negotiation of certain placement agent relationships and agreements
    • Represented a collection of former mineral traders affiliated with an operating company acquired by a global private equity sponsor in a transaction to purchase shares of the operating sponsor in connection with the acquisition

Education

  • Northwestern University School of Law, JD, Dean's List (2012)
    • Senior Articles Editor, Northwestern Journal of Law & Social Policy
  • Fordham University, MA, Political Science and Political Economy (2010)
  • Yale University, BA, History and Ethics, Politics, and Economics, with Distinction (2007)

Admissions

  • New York
  • District of Columbia

Practice Areas

The bar rules of some states require that the standards for an attorney's inclusion in certain public accolades or recognitions be provided. When such accolades or recognitions are listed, a hyperlink is provided that leads to a description of the respective selection methodology.

  • Chambers and Partners USA Nationwide - Private Equity: Fund Formation, Up and Coming (2025)
  • Fellow, New York Economic Club (2024)
  • Member, Robert S. Brookings Society, The Brookings Institution (2023-present)
  • Member, Enterprise Club, American Enterprise Institute (2020-present)
  • Capstone Program Member, Adam Smith Society, Manhattan Institute for Policy Research (2018-present)
  • Young Leaders Board Member, Join Israel (2015-present)