With internationally recognized experience in middle-market private equity, M&A and debt finance across our global platform, coupled with our deep capabilities in key business sectors, Duane Morris offers the resources of over 800 lawyers to optimize transactional value for sponsors, independent sponsors and growth companies. We regularly advise funds on complex equity and debt investments, M&A and fund formation.
Additionally, we counsel LPs and family offices regarding coinvestment and direct investment opportunities. For sponsor-backed companies, we work with management regarding M&A and capital formation transactions, tax matters and business operations and strategy. A deep commitment to client service and our innovative culture make Duane Morris a premier choice to execute significant strategic transactions.
Sponsors – Fund Formation/Regulatory/Tax Compliance
We advise sponsors and limited partners in connection with fund formation, operations and compliance. Our attorneys have broad experience representing fund sponsors with capital-raising efforts both domestically and internationally. In structuring funds and investment transactions, our private equity attorneys work closely with our securities, tax, employment, intellectual property, environmental, real estate, litigation, and compliance attorneys to form funds and management companies that are tax-efficient and compliant with the complex maze of securities regulations that govern private equity funds. We strive to optimize tax structures to maximize after-tax returns. We represent lead investors in the creation of industry-specific private equity funds.
Private Equity Funds – Transactions
Our attorneys advise private equity funds regarding their most important M&A transactions, platform acquisitions, add-ons and exit transactions. We regularly advise funds and their platform companies in connection with roll-up strategies and tuck-in acquisitions, divestitures, mergers of equals, growth capital investments, and sales to strategic and financial buyers.
Duane Morris attorneys practicing in major markets across the U.S., London and throughout Asia represent clients in both U.S.-based and transnational deals. We create multidisciplinary teams customized to clients’ needs, comprised of lawyers skilled in securities, tax, employment, intellectual property, environmental, real estate, litigation and compliance. Our extensive experience with various merger structures, stock and asset deals, rollover equity, seller notes and other types of M&A transactions, coupled with seamless coordination among our top-notch multidisciplinary teams allows us to implement the transaction structure that maximizes value for our clients.
Investors – Co-Investment / Direct Investment
We regularly assist limited partners in their role as investors in funds, and on all aspects of their business activities, including investments in private equity, venture capital and hedge funds, as well as in real estate, alternative assets and alternative lending sources. In particular, as LPs engage in and focus on direct investments, we regularly assist them in structuring their direct business acquisitions, as well as advising on strategy with regard to sourcing co-investments, diligence, compensation of deal professionals and deal structures, including negotiation of side letters and other agreements that modify basic fund structures.
Duane Morris attorneys advise portfolio companies and their officers and directors about governance issues, regulatory compliance and similar matters. We regularly help our clients establish strategies and structures that accommodate planned growth and responsible reporting requirements. In addition, our lawyers in employment, labor, immigration, intellectual property, real estate and construction can assist in related operational issues.
We counsel portfolio companies on capital-raising efforts both domestically and internationally. In structuring transactions, our private equity attorneys work closely with our securities, tax, employment, and compliance attorneys to form companies that are tax-efficient and compliant with the complex maze of securities regulations that govern private equity funds. We have deep experience in novel tax-advantaged entities, such as Opportunity Zones, and strive to optimize tax structures to maximize returns.
Our attorneys counsel lending and finance clients at every stage of their interaction with private equity investment, from acquisition through exit. In addition to bank financings, we handle securities offerings, debt investments, preferred equity financings, syndicated, secured and agented lending, and mezzanine financings. We offer counsel throughout the lifecycle of a private equity investment, including advising on strategy related to market terms; post-acquisition counseling on financing needs and obligations; guiding credit facility refinancing and re-pricing transactions, restructurings, accordion payments and other add-on financings; and counseling clients on workouts and creditor claims.
- Business services
- Energy (conventional & renewable)
- Fintech/financial services
- For-profit education
- Life sciences/medical technologies
- Tech-enabled services
- Transportation and logistics
- Altitude Investment Management
- Altus Capital Partners
- Argosy Private Equity
- Atalaya Capital Management
- Blue Elephant Capital
- Blue Wolf Capital
- Camden Partners
- Carlyle Credit Opportunities Fund
- Century Park Capital Partners
- Clarion Capital Partners
- Concord Health Partners
- Crescent Capital
- CULT Capital (fka JMK Consumer)
- European Investment Bank (EIB)
- Founders Equity Partners
- Lee Equity Partners
- NewSpring Capital
- Patriot Capital
- Platinum Equity
- Saw Mill Capital
- Tenex Capital Management
- The Halifax Group
- Ranked by The Deal among the Top Private Equity Law Firms (Q2 2019)
- Ranked by Chambers USA, Chambers Global and Chambers Asia-Pacific 2021
- Rankings for Corporate/M&A & Private Equity in Pennsylvania; Corporate/M&A: Domestic, Singapore and Corporate/M&A, Vietnam
- Multiple partners recognized with citations for excellence in Corporate/M&A and Private Equity law
- U.S. News-Best Lawyers Best Law Firms 2021 awarded Duane Morris a Top-Tier national ranking in Corporate law and numerous Top-Tier regional rankings in Corporate, Leveraged Buyouts and Private Equity.
Featured Services for Portfolio Companies
We are well-situated—given our platform and practice breadth—to work with our clients to provide portfolio companies with efficient, quality, proactive legal advice, appropriately priced and delivered.
- Mergers & Acquisitions
- Employment, Labor & Immigration
- Intellectual Property
- Real Estate & Construction
- Equity & Debt Financings
- Regulatory Compliance (Healthcare, Energy, Environmental, Financial Services)