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Private Equity and Securities Law

At Shah & Associates, our work in the field of private equity incorporates broad experience in international and U.S. fund issues with client representation for those in mezzanine debt and hedge funds, alternative investment sectors, those leveraged by buy out, and clients in venture capital.

We provide a full range of services for clients such as managers, investors, placement agents, or fund sponsors. We assist clients with legal and tax issues that may arise during a fund’s life at creation, operation, and even liquidation. Our background knowledge of mergers and acquisitions, real estate, tax, banking, securities, and financing make us an ideal choice for assisting clients with needs in this complex arena.

At Shah & Associates, our practice revolves around our client’s business objectives. We utilize our resources and experience to help clients achieve those goals in a business landscape that is constantly changing. With global resources and local presence, we are proud of our comprehensive offerings in private equity and securities law, including:

  • Fund formation advisement
  • Organization
  • Purchasing
  • Financing
  • Structuring
  • Portfolio company advisement
  • Management buyouts
  • Private investments
  • Private Placement Memoranda

Family Limited Partnerships

Gift Trusts for Family Members

Lifetime Family Trusts

Grantor Retained Annuity Trust

Charitable Remainder Trust

Private Foundations

Sale to Grantor Trust

Beneficiary Defective Trust