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Fund Formation

We advise domestic and international sponsors on the formation, structuring and launch of private investment funds across a wide range of asset classes and investment strategies.

Key contacts

Rebecca Cochrane Partner
416-361-6174 Email Rebecca
Nick Gray Partner
416-847-6920 Email Nick
Ron Schwass Partner
416-361-4789 Email Ron
Jesse Brodlieb Partner
416-847-6909 Email Jesse
Julie Anderson Lawyer
416-847-6905 Email Julie

Overview

Fund formation is a cornerstone of our practice. We advise domestic and international sponsors on the establishment, structuring and launch of private investment funds and investment management businesses across a wide range of asset classes and investment strategies.

Our lawyers work closely with managers and sponsors to develop efficient fund structures that align with their investment objectives, fundraising plans, investor expectations and regulatory requirements. We provide strategic guidance throughout the formation process, from initial structuring and documentation through fundraising and launch.

Our experience includes funds focused on:

Private equity
Venture capital
Real estate
Private credit and private debt
Litigation finance
Mortgage investment corporations (MICs)
First Nations and other Indigenous investment funds
Infrastructure and other alternative asset classes

We advise on all aspects of fund formation, including organizational structuring, securities registrations and exemptions, offering documents, subscription arrangements, governance matters, tax planning considerations and ongoing regulatory compliance. Our multidisciplinary approach allows us to provide seamless support as fund sponsors grow and evolve their investment platforms.