Private Equity
Taking the learning curve out of the equation.
Our team represents private equity and venture capital investors across all aspects of their investment cycle, from negotiating partnership agreements and structuring funds to undertaking platform acquisitions, restructurings and exit transactions. We also provide comprehensive legal and advisory services to portfolio companies, startups, entrepreneurs and businesses seeking financial investors and buyers.
Our insight into how the deal and regulatory framework varies from one jurisdiction and industry to the next enables us to anticipate and resolve issues early on, control for future risks and help clients make informed investment decisions. We pride ourselves above all on being both deal and difference makers, crafting and efficiently executing each transaction with creativity, care and experienced judgment.
Industry Team Contacts
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Edward W. Moore, Jr.
Office Member-in-Charge
Dallas, TX
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Scott W. Dolson
Member
Louisville, KY
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Joshua M. O’Bryan
Member
Louisville, KY
We're with you, start to finish.
Click below to learn how we can help you strengthen where and how you compete in the Private Equity space.
Each facet of private equity — be it fundraising, portfolio management or exits — has its own specialized considerations. For this reason, we have team members focusing predominantly on specific phases of the private equity investment cycle. This focus enables us to apply our resources consistently and cost-effectively while keeping our client’s goals squarely in sight.
We help clients strike the right balance between managing risk and getting the deal done, with an eye toward maximizing the value measures our clients care about most: money, time and risk mitigation. Our comprehensive approach and deep industry and business perspective strengthen the services we bring to private equity, which include:
Formations
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Acquisitions
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Exits
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Providing value-added governance and outside general counsel services to portfolio companies is another way we support our private equity clients. Whether it’s resolving employment and compensation issues, establishing governance best practices between private equity sponsors and their portfolio company boards, or laying the groundwork to maximize the value of the investment, we offer the same high-level insight and attentiveness.
Our Midwestern cost structure and values make us an attractive choice for clients looking to manage expenses and maximize returns — all while working with attorneys who have the local market knowledge to help them identify multiple paths to value creation.
Our private equity team also works with founders and entrepreneurs in connection with selling their businesses to private equity firms. Company owners who are considering a sale find our depth of private equity experience valuable in making strategic decisions and navigating the process. We help ensure that their legal compliance and risk management track records are assets during the sales process.
While our attorneys have handled billion-dollar deals in specialized industries like oil and gas and automotive, our focus is assisting clients in the lower-middle and middle markets. We’ve emerged as a go-to firm for clients operating in this space because of our ability to bring top-market terms and methods to middle-market deals. And, with offices throughout the middle of the U.S., we are well-positioned to help private equity funds target, vet and acquire businesses within and outside our footprint.
Our private equity team is more than 50-strong, including several attorneys who, in addition to subject-area knowledge, bring a wealth of industry-specific experience in the automotive, tech, health care, manufacturing, oil and gas, logistics and franchising sectors. This background gives clients an uncommon advantage in understanding how the deal and regulatory framework varies by market. We have the resources to conduct quick-turnaround due-diligence and operational risk assessments in order to help clients evaluate industry-specific risks and make informed investment decisions.
Our proficiency in the middle market, combined with our nuanced understanding of private equity, enable us to efficiently help our private equity clients achieve their deal sourcing, planning and post-acquisition goals. While our primary goal is to usher each deal from start to finish line, we recognize that some deals inevitably wash out, and so we approach “broken deals” in creative ways that underscore our commitment to forging productive, long-term relationships with our private equity clients.
White Paper:
Private Equity June 2021 Update
Table of Contents
Qualified Small Business Stock Handbook
Author: Scott Dolson
A Tech Checkup
Author: Daniel Murray
Certainty and Simplification: Updates on LIBOR’s Cessation
Author: Austin Conner | Rebecca Moore
Emerging Environmental, Social, and Governance Trends in the Municipal Bond Market
Author: Emma Mulvaney
SPACs – Is the Party Over?
Author: Neil Ganulin
Table of ContentsÂ
Making the Most on the Sale of Your Business – An Owner’s Tax Considerations on Earnouts
Authors: Richard Nickels | Kacy Joy
Navigating the Plan Asset Rules: ERISA Plan Investment in Private Equity Funds
Authors: Sarah Lowe | Kellie Money
M&A Insights for the New World
Author: Bryan Mattingly
New Opportunities for Private Equity as Component of 401(k) Investment Options
Authors: Sarah Lowe | Kellie Money
COVID-19: Buyer Considerations for M&A Due Diligence
Authors: Jason Tonne | Molly McCartney
An Introduction to the Use of Blocker Corporations in M&A Transactions
Author: Scott Dolson
Table of ContentsÂ
Private Equity Investment in Oil and Gas through DrillCo TransactionsÂ
Author: Michael Brewster
Navigating Blockchain & Data Privacy
Authors: Daniel Murray | Courtney Rogers Perrin
Data Privacy Concerns in Private Equity
Authors: Craig Cox | Daniel Murray
Private Equity Fund investment in Qualified Small Business Stock – An Introduction to Section 1202’s BenefitsÂ
Author: Scott Dolson
SURPRISE! You may be liable for union pension withdrawal liability
Author: Michael Bindner
Credit Financing: Adjusted EBITDA Cheat SheetÂ
Author: Aaron Turner
Introduction to Private Equity’s Acquisition of Medical Groups
Authors: Tom Anthony | Brian Higgins
Download White PaperÂ
Table of ContentsÂ
Cyber Diligence and Resilience: Understanding Risk Involved with A Company’s Data
Author: Eric Cook
Dealing with Section 1061’s Three Year Holding Period Requirement for Carried Interests
Author: Scott Dolson
Opportunity Zones and Kentucky’s P3 Statute: Providing the Potential Solution for Some of Kentucky’s Infrastructure Needs
Authors: Chris Coffman | Michael Shull
Financing Considerations in Emerging Hemp Businesses
Author: Bill Repasky
Private Equity in Franchising
Authors: Jim Strauss | Jason Williams | Nick Jones
Successor Liability Presents a “Risky Gambit” to Private Equity Firms
Avoid Buying Big Labor & Employment Law Risks
Authors: Jennifer Asbrock | John Lovett
Typical Minority Ownership Issues Facing Rollover Participants
Author: Scott Dolson
Addressing the Impact of the Golden Parachute Rules in M&A Transactions
Authors: Scott Dolson | Carl Lammers