Fund Investment

Stevens & Lee represents private equity funds in connection with a wide variety of portfolio company investments. These investments include equity and debt capital spanning the entire spectrum of the balance sheet, as well as capital in support of controlling and minority ownership positions in issuers, recapitalizations, add-on acquisitions, growth strategies, ownership succession and other corporate transactions. Investments include common and preferred (participating and non-participating) equity, secured and unsecured mezzanine capital and second-lien loans, among other investments.

Stevens & Lee is particularly skilled in control equity investments, where we bring together a team which includes lawyers experienced in transaction diligence, tax, antitrust, benefits, regulatory and employment to ensure an efficient and cost-effective structuring and documentation process that is consistent with client goals and objectives.

Stevens & Lee also directly assists portfolio companies in legal structuring and other issues that middle market businesses frequently encounter, such as governance, financing, equity incentive plans, tax and other areas.

The transactions in which we are engaged on behalf of our private equity clients involve a diverse range of industries, although we have significant experience in transactions involving business services, health care, manufacturing, distribution, financial services, insurance (both underwriters and brokerage), technology and mortgage banking. The depth and breadth of our platform gives us a unique opportunity to add value for clients in these particular industries.