Investor Representation

Strategic Counsel for Secure and Informed Investment Decisions

Overview

At Lazarus, we understand that behind every investment decision lies a commitment to excellence, growth, and purpose. Whether you're guiding a pension fund, managing investments for a family office, or overseeing a complex institutional portfolio, our team ensures your interests are safeguarded, and your goals are met with precision and care.

We specialize in providing sophisticated counsel for institutional investors who value collaboration, insightful analysis, and a results-driven approach. By combining our technical expertise with a deep understanding of market trends and evolving regulations, we partner with you to deliver outcomes that align with your unique objectives.

Drawing on extensive experience negotiating and structuring private investments across diverse asset classes, our attorneys bring a proven track record of delivering exceptional results. This expertise, honed over years of advising institutional investors and navigating complex transactions, ensures that you have access to the strategic counsel needed to thrive in today’s competitive investment landscape.

How We Can Help

We offer a full spectrum of investor representation services tailored to your needs, whether you’re pursuing bespoke opportunities or navigating complex regulatory environments.

  • We review fund materials, analyze key terms, and assess tax and regulatory considerations, ensuring every investment aligns with your goals. Our attorneys negotiate agreements that secure advantageous terms, providing clarity and confidence throughout the process.

  • For co-investments, joint ventures, and bespoke fund structures, we deliver innovative solutions that balance risk with opportunity. Our approach is designed to maximize your outcomes while addressing the unique demands of your investments.

  • Navigating LP-led and GP-led secondary transactions requires agility and precision. We support investors by efficiently handling negotiations, ensuring compliance, and achieving outcomes that align with your long-term objectives.

  • In an increasingly globalized market, we offer guidance on international investments, including tax structuring, regulatory compliance, and jurisdictional considerations, enabling you to seize global opportunities with confidence.

Representative Transactions

  • $50 Million Secondary Private Equity Investment: Advised a university endowment on structuring and negotiating terms for a secondary transaction.

  • $30 Million Renewable Energy Investment: Represented a pension fund investing in a cleantech project, ensuring compliance with environmental regulations and tax considerations.

  • Anchor Investment in a Venture Capital Fund: Structured and negotiated a $40 million anchor investment for a family office, securing advantageous terms and participation in management revenues.

  • $150 Million Fund of Funds Investment: Represented a German fund of funds in negotiating a U.S.-based private equity investment, aligning terms with institutional goals.

  • $700 Million Secondary Sale: Advised a state pension plan on the disposition of limited partnership interests as part of a $5 billion transaction.

  • Bespoke Co-Investment Opportunity: Structured a joint venture for a private equity co-investment, enabling a foundation to participate in a high-value acquisition

The transactions listed above include experience our attorney gained a prior firm.

Why Choose Lazarus?

  • Client-Centered Focus

    We recognize that every client has unique priorities. Our attorneys take the time to understand your goals and craft strategies that meet your specific needs.

  • Proven Expertise Across Asset Classes

    Our experience spans private equity, venture capital, infrastructure, energy, real estate, and more, ensuring we provide tailored insights no matter the investment.

  • Strategic, Results-Driven Counsel

    Our results speak to our ability to help clients navigate the complexities of today’s investment landscape while securing outcomes that deliver value and growth.

  • Collaborative and Proactive Approach

    We see ourselves as your partner, working seamlessly with your team to achieve your objectives. Our proactive guidance ensures you stay ahead of industry trends and regulatory changes.

Move Forward with Confidence

At Lazarus, we provide more than just legal representation. We bring sector-specific insights and a proactive approach to every transaction, ensuring your investments are protected, optimized, and aligned with your long-term objectives.

With Lazarus, you’re ready for what’s next.