Overview

Our clients range from newly formed venture capital funds to large, multi-portfolio operations.  Our private equity transactional experience ranges from $1 million to more than $1 billion, and we have represented private equity-related clients in transactions in almost all 50 states, as well as in cross-border transactions.

Our private equity clients and their portfolio companies have told us that they return to Vorys because of our pragmatic, efficient and engaged counsel – no matter the project size or scope.  We understand the desire to acquire, grow, fundraise and operate in the most cost-effective, value-driven manner possible. 

Comprehensive Private Equity Services 

We employ experienced lawyers in virtually every legal specialty when servicing our private equity and portfolio company clients.  To deliver the highest quality service, we regularly work on an inter-disciplinary basis, bringing deep experience from different practice groups and offices.  Our teams work with clients in the following areas:

  • M&A and joint ventures (including take-private transactions)
  • Debt and equity finance (including public offerings and PIPEs)
  • Tax structuring
  • Corporate governance and capital markets
  • Real estate, economic development and tax incentives
  • Corporate, shareholder and commercial litigation
  • Strategic communications and crisis management
  • Bankruptcy, distressed M&A, workouts and restructurings
  • Supply chain, logistics and e-commerce
  • Employee benefits and executive/incentive compensation
  • Labor, employment, health & safety and workers’ compensation
  • Privacy and data security
  • Information technology
  • Federal, state and local tax
  • Franchise
  • Energy, oil & gas
  • Antitrust and trade regulation
  • Environmental
  • General corporate matters
  • Intellectual property protection and transactions

Representative Transactions

M&A

  • a NYSE-listed New York based mezzanine fund in financing multiple acquisitions, including a diversified national plastics manufacturer; a multi-state heavy equipment rental company; an IT services firm; an international provider of automation vending equipment; a manufacturer of rigging and safety gear; an integrated engineering, procurement and construction management company; an industrial packaging component supplier; a global developer and manufacturer of pre-hospital gear; a strategic aerospace, defense, technology, health care and life sciences consulting firm; and a marketing firm
  • a private equity firm in its capital raise, acquisition and financing of an international specialty gauge and sensor manufacturer
  • a New York-based private equity firm in numerous portfolio company add-on acquisitions throughout the United States
  • a Toronto-based private equity firm, as U.S. counsel, in the acquisition of a market-leading bakery company
  • a Fortune 500 company in the sale of its limited partnership interest in a fund
  • a private equity firm in its acquisition of a media company
  • a multifamily investment company in multiple joint ventures among the client, insurance companies, real estate investment trusts and large public pension funds relating to multifamily real estate projects across the U.S
  • a venture capital firm in the acquisition of a product lifecycle management software company

Financing 

  • a private equity firm in multiple debt and equity capital raises and acquisitions and/or recapitalizations of five portfolio companies in various industrial related industries and located throughout the United States and internationally
  • a consortium of private equity firms led by an affiliate of the Blackstone Group in $1.7 billion financing of debt and equity to Oklahoma-based American Energy Partners
  • a New York-based hedge fund in financing the acquisition of a national oil and gas exploration company
  • multiple sponsors in the structuring, organizing and financing of multiple funds
  • a private equity firm in a $477 million financing transaction for an oil and gas exploration company
  • an Australian sovereign fund in connection with senior secured financing provided to global wind energy development company Windlab Limited, which operates in Australia, South Africa, Tanzania and the United States
  • lead debt providers in syndicated, leveraged private equity acquisitions ranging from $20 million to more than $100 million across the United States

Strategic Investments 

  • several venture capital funds and family offices in strategic investments in companies in biotechnology, software, pharmaceutical and various other sectors
  • an e-commerce logistics software technology company in its Series A and Series B preferred venture capital investment rounds and $20 million Reg. D notes/warrants offering
  • a strategic venture capital investor in an investment in a company that develops commercializes and manufactures nanofibers for use in advanced performance materials
  • a “fund of funds” in its investment in an Ohio-based fund
  • a global Chinese headquartered public company in its direct venture capital investment in a Silicon Valley-based software technology company
  • a venture capital fund in an investment in a California-based company that assists businesses with lowering the costs associated with meeting their regulatory compliance and audit requirements
  • a venture capital fund in an investment in an Ohio-based biopharmaceutical company

News & Insights

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