Investment funds

Overview

The Lavery Capital team has abundant knowledge and experience of all types of investment funds, including evergreen funds, funds of one, funds of funds, profit-sharing structures and other special structures that may be implemented to meet the needs of managers and investors facing complex legal and business issues.

We also have extensive experience with issues specific to the structure of investment funds and their governance by investment fund managers (e.g., manager compensation structures and incentive plans for employees).

We work with investment fund managers and limited partners alike, including pension funds, regulated entities, non-profit organizations and international investors. On several occasions, we have also represented all the investors and partners of investment funds in connection with their creation and initial funding, achieving a balanced representation of the interests of all parties in a cost-effective manner.

At every stage and level, our professionals on the Lavery Capital team can assist you with all your legal needs relating to investment funds, including all that relates to fund structuring, capital raising, fund operations, investment structuring, securities regulatory and registration requirements, tax structuring, exit strategies and transactions, investment policies and fund governance.

Our approach

We know that you need support for your business that goes beyond what outside legal counsel typically provides, which is why we tailor our approach to your business needs so you can achieve your objectives.

We follow the most stringent legal services industry standards in our work. Our clients can count on the fact that we work hard, follow the highest quality standards and act as true business partners. We know how to handle the most complex issues and work in the context of transactions involving the most sophisticated players.

Much more than just a law firm, we are also a trusted strategic advisor, and we offer support that goes beyond simple legal advice. Our approach is pragmatic, always placing our clients’ business needs at the forefront and working closely with them to deliver creative, practical and accessible advice.

With our diversified practice and our work with businesses, institutional investors, managers and others in the Quebec investment ecosystem, our expertise in market issues and other key operational concerns is truly 360º. We can handle the most complex transactions and issues you face in your business.

  1. Lavery helps NorthStar to close an investment round worth approximately CA$ 47 million

    On December 23, 2022, NorthStar Earth & Space Inc. closed a Series C investment round worth approximately CA$ 47 million, with Cartesian Capital Group, LLC, as lead investor through its fund, Pangaea Three Acquisition Holdings III, LLC, Telesystem Space Inc., Luxembourg Future Fund – Co-Investments SA, the Québec Government through its mandatary Investissement Québec, and the Luxembourg Space Sector Development SCSp funded by the world’s leading connectivity solutions provider, SES, and the Luxembourg Government. With this investment, NorthStar will be able to fully finance its Space Situational Awareness (SSA) development project and the launch of its first three monitoring satellites scheduled for mid-2023. Lavery was privileged to represent NorthStar in this important mandate. Our partner, Ms. France Camille De Mers, led the transaction with the support of Mr. Philippe Brassard and Ms. Pamela Cifola, in particular. Our partners Mr. Ali El Haskouri and Mr. André Vautour also helped make the transaction a success. — NorthStar Earth & Space Inc. is the first commercial enterprise to monitor all near-Earth orbits from space and combine data from a variety of ground-based sensors to provide more extensive coverage. Its suite of high-speed information services accurately tracks and predicts the position of space objects to enable safety in spaceflight. With a head office in Montréal, Canada, European subsidiary in Luxembourg and an American subsidiary in McLean, Virginia, NorthStar is solving the ever-growing threat of space collisions, and, ultimately empowering humanity to preserve our planet.

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