McCarthy Duffy LLP’s Private Investment Practice focuses on meeting the needs of privately-held, growth-oriented businesses and their investors, including institutions, family offices, and individuals. Our extensive experience as attorneys, investors, entrepreneurs, and small business owners gives us a unique perspective on the opportunities and challenges facing our private company clients. McCarthy Duffy’s Private Investment Practice combines over 100 years of legal, executive management, operations, and private investment fund management experience.

McCarthy Duffy’s Private Investment Practice Group specializes in practice areas tailored to meet the needs of its privately-held corporate clients:

  • Business entity formation and organization
  • Shareholder agreements and equity incentive plans
  • Customer and supplier agreements, including development of standard forms and templates
  • Human resources and employment matters
  • Tax planning and support
  • Private equity, venture capital, and debt financing transactions
  • Mergers and acquisitions
  • Divestitures
  • Partnerships, joint ventures, and strategic alliances
  • Licensing transactions
  • Lease transactions and other real estate matters

McCarthy Duffy has provided day-to-day legal support and complex transaction management for numerous high-growth companies backed by national and regional private equity firms and venture capital funds. Our clients span a variety of industries and range from early-stage technology ventures to multinational manufacturing and distribution concerns. Many institutional investors refer their portfolio companies to McCarthy Duffy, recognizing the firm’s ability to provide timely, insightful, and cost-effective legal services.

In addition, McCarthy Duffy’s Private Investment Practice attorneys have expertise in:

  • Domestic and foreign hedge funds, including long/short equity funds, distressed and high-yield funds, quantitative strategy funds, and sector funds, including real estate, technology, health care, and energy
  • Investment adviser and proprietary trading organizations and regulations
  • Domestic private equity funds, including leveraged buyout, venture capital, distressed asset, and real estate, as well as new innovative fund products

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