/ Private Equity and Investment Funds

Private Equity and Investment Funds

Key Contacts

S. Horowitz Investment Funds Practice is global, multidisciplinary and closely integrated with the rest of the Firm. From fund formation to ongoing advice for both licensed and unlicensed sponsors to counseling in corporate finance and mergers and acquisitions, we provide advice in both the public and private fund arenas.

We have represented many of the best-known investment firms, asset managers and other financial institutions that sponsor a range of funds, including Arbel Capital, Harel Finance, Giza Zinger Even, Phoenix, Migdal, More, CVC, Fuse Group and many others. We strive to provide practical, individualized advice to meet the evolving business needs of our investment management clients.

Through our representation of a diverse group of sponsors, we have established a track record for adding value to our clients’ fundraisings and have developed an acute understanding of custom and practice in the private funds marketplace. We provide comprehensive legal counsel on the formation, structuring, and operation of investment funds across private equity, venture capital, infrastructure, real estate, fintech, and debt markets, serving fund principals, managers, and institutional investors on regulatory compliance, governance, and investment strategy in Israel and worldwide.

We represent sponsors and sophisticated investors in:

  • Private equity funds
  • Hedge funds
  • Real estate funds
  • Energy/infrastructure funds
  • Credit funds (including mezzanine, senior loan and distressed)
  • Secondary funds / fund-of-funds
  • Growth and venture capital funds
  • Other types of funds pursuing “alternative investment” strategies

Core Capabilities

  • Fund Formation & Structuring: Advising on corporate structuring, tax planning, and regulatory compliance.
  • Investment Strategy & Transactions: Structuring and executing domestic and cross-border fund investments.
  • Regulatory & Governance Advisory: Ensuring compliance with investment regulations and governance best practices.
  • Institutional Investor Representation: Advising insurance companies, pension funds, and other institutional investors.
  • Ongoing Fund Operations: Providing legal support for fund management policies, operational frameworks, and strategic growth initiatives.

We also have substantial experience in M&A transactions involving private investment firms, initial public offerings of alternative asset managers, credit facilities for funds and their managers and secondary transfers of private fund investments.

Additionally, we handle the complete lifecycle of fund operations including formation, regulation, tax planning, and submission of licenses to relevant regulators. Our team collaborates closely with foreign counsel on structuring and drafting information memoranda and private placement memoranda, while supporting clients’ fundraising activities across on-shore and off-shore fund structures.

Members of our firm are regular contributors to professional subscriber databases on the law concerning fund formation, structuring and marketing, bringing cutting-edge expertise to our clients’ most complex transactions and strategic initiatives.

 

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Private Equity and Investment Funds

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