Matters

  • Represented a $100 million East Coast Growth Equity Fund and a Licensed Small Business Investment Company specializing in equity investments to qualified small businesses. As a result of the work, all of the Bank limited partners receive Community Reinvestment Act credit for their investment in the fund.
  • Represented a $200 million Licensed Small Business Investment Company specializing in debt and equity investments to qualified small businesses.
  • Advise West Coast fund on a $75 million Licensed Small Business Investment Company specializing in equity investments to qualified small businesses in the technology sector.
  • Represented start-up fund on a $60 million Licensed Small Business Investment Company specializing in debt investments to qualified small businesses.
  • Represented large super-regional financial institution in making investments in eight different Small Business Investment Companies of approximately $40 million.