Sadis & Goldberg LLP represents private equity funds, venture capital sponsors, and institutional investors in the formation, structuring, and operation of private investment vehicles.
We advise on fund documentation, manager compensation, regulatory compliance, and cross-border fundraising. Our attorneys support managers investing across diverse asset classes, including real estate, biotech, software, and alternative finance.
Our clients invest across a broad range of industries and asset classes, including healthcare, media, software, insurance, biotechnology, real estate, cannabis, communications, oil and gas, gaming, entertainment, renewable energy credits, fintech, crypto, commodities, alternative finance, and water rights. With cross-border legal capabilities, we have formed and advised private equity funds in more than 20 jurisdictions, including the Cayman Islands, Bermuda, Jersey, BVI, Ireland, Luxembourg, India, Singapore, and Israel.
We assist with the legal and regulatory mechanics of launching and managing private equity and hybrid funds. Our team drafts offering documents, advises on GP/LP compensation, manages SEC and CFTC compliance, and supports jurisdictional considerations, including Cayman, BVI, Jersey, and Bermuda domiciles.
Our attorneys advise on all facets of private equity fund formation, including entity structuring, jurisdictional filings, and the preparation of offering and governing documents. We counsel clients on tax-efficient structuring, compensation of principals, regulatory compliance with the SEC, CFTC, and state agencies, and the negotiation of seed investment terms, joint ventures, and side letters. Our team also reviews fund marketing materials to ensure legal clarity and investor alignment.
Sadis represents private equity and venture capital managers in transactional matters across the investment lifecycle, including mergers and acquisitions, PIPEs, management buyouts, joint ventures, and secondary transactions. We draft and negotiate stock purchase agreements, employment and non-compete agreements, warrants, and carried interest arrangements. Our attorneys also provide outside general counsel and corporate legal support to managers who lack in-house resources or wish to supplement their teams.
Our attorneys advise clients on SEC filings, beneficial ownership disclosures, and international fund marketing. We also support compliance with tax treaties, FATCA/CRS, and ERISA-related structuring for U.S. and global fund managers. We frequently advise on multi-jurisdictional offerings and have deep experience navigating fund regulation across the U.S., Europe, Asia, and offshore jurisdictions.
Our interdisciplinary team brings together attorneys skilled in corporate and securities law, tax, ERISA, regulatory compliance, and litigation. This collaborative structure enables us to deliver comprehensive support throughout the fund lifecycle—from formation to transactions and beyond.
Sadis represents funds operating across a broad range of asset classes and industries, including healthcare, media, software, insurance, biotechnology, real estate, cannabis, communications, oil and gas, gaming, leisure, entertainment, renewable energy credits, fintech, crypto, commodities, alternative finance, and water rights.
Sadis has formed private equity funds and advised clients on private equity investments in Ukraine, China, India, Ireland, Greece, Luxembourg, Japan, Switzerland, Austria, Israel, Singapore, Australia, Canada, Jersey, Isle of Man, Mauritius, Central America, British Virgin Islands, Guernsey, Cayman Islands, and Bermuda.
On the fund formation side, Sadis advises on ownership structure for the fund and its management entities; prepares and files formation documents; prepares offering and governing documents; advises on cross-border distribution, regulation, and tax issues; counsels on compensation of principals; reviews and negotiates side letters and joint ventures; and advises on regulatory compliance including SEC, CFTC, and state agency filings.
Yes. Sadis's Private Equity group has experience structuring many unique and innovative hybrid funds, vehicles that combine characteristics of multiple fund types, such as private equity and hedge fund strategies, or equity and credit approaches, to meet the specific goals of fund managers and their investors.
Beyond fund formation, Sadis represents private equity funds on all aspects of transactional and portfolio company work, including mergers and acquisitions, alternative investments, employment and non-competition agreements, seed investment agreements, SEC compliance, entity selection for new ventures, stockholder agreements, intellectual property matters, and due diligence for proposed investments.
