Private Equity Investment and Exit Transactions
Kotz Sangster represents regional middle-market private equity funds in their portfolio investment activities, including early stage and venture capital, to later stage equity, leveraged buyouts, and senior and mezzanine debt. The full spectrum of services we provide includes:
- Structuring, negotiation, and execution of leveraged buyout transactions
- M&A work for portfolio companies
- Going-private transactions
- Recapitalizations
- Control and minority investments
- Management compensation programs
- Shareholder rights / control agreements
- Serving as outside general counsel to portfolio companies providing a wide range of services and legal advise
Integrated services
Kotz Sangster's private equity team is integrated and multidisciplinary, drawing on our firm wide expertise in tax, corporate finance, corporate governance, securities, ERISA, labor and employment, real estate, technology, and litigation practices.
Leveraged finance
In transactions where we represent the sponsor in a leveraged acquisition, we will also structure and negotiate the required financing for the transaction. Attorneys from our Corporate Finance Practice Group are critical players at this juncture because of their extensive experience structuring and negotiating debt and equity financing, including:
- Secured financings
- Private placements of senior and mezzanine debt and equity securities
- Various forms of seller financing
Financial restructuring and bankruptcy
We have a broad experience in bankruptcy law. We advise distressed investors, creditors, creditors’ committees, and debtors in bankruptcy proceedings, business reorganizations, and restructurings. Our understanding of the full cast of stakeholders enables us to meet the entire range of challenges posed by financial insolvency.
Company Representations Regarding Investments
We also represent companies seeking financing. We have been involved in all facets of capital raising transactions and provide the following services to companies seeking financing:
- Preparing and negotiating of letters of intent, term sheets, and memoranda of understanding
- Preparing and negotiating definitive offering documents, including purchase agreements, subscription agreement,s registration and other rights agreements and shareholder agreements
- Preparing and reviewing private placement memoranda and other information statements
