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Private Equity and Venture Capital

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Compass Lexecon’s economic experts bring extensive experience across the private equity, venture capital, and public fund sectors. 

We have assisted clients in litigation before the Delaware Court of Chancery, U.S. federal district and bankruptcy courts, state courts, and courts in the Cayman Islands. We also assist in regulatory investigations by government authorities, including the U.S. Securities and Exchange Commission.

Our work covers funds investing across a wide range of industries, including technology, life sciences, and digital assets. We analyze investments across the capital structure, including equity, loans (including broadly syndicated loans), bonds, and derivatives. We have assisted venture capital and private equity sponsors, mutual fund managers, limited partners, and lenders to portfolio companies.

Our experience includes:

  • Valuation and appraisal of: 
    • Companies, including venture-capital-backed start-ups and private equity firms
    • Securities and other instruments issued by VC- and PE-backed firms, including employee instruments
  • Evaluation of valuation methodologies and conclusions, including assessments of instruments held by funds
    • Evaluation of risk and liquidity of assets held by funds
  • Restructurings of PE-sponsored firms, including liability management transactions
  • Transaction fairness analyses, including matters involving alleged breaches of fiduciary duty and appraisal claims
  • Fiduciary duty and ERISA claims, including matters involving retirement plan assets, are directed toward alternative investments
  • Minority investor buyouts involving controlling private equity shareholders
  • Evaluation of redemption policies and price impact of liquidations
  • Damages analyses
  • Disputes involving funds, investors, and employees
  • Performance measurement
  • Portfolio construction and risk management
  • Regulatory investigations involving investment managers
  • Closed-end fund activism
  • Industry custom and practice analyses

Find out more

If you would like to find out more about how we can advise you, please contact us via the form below and one of our experts will be in touch.

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