Capabilities

Private equity / Fund structuring

Private equity is a complex and strategic sector encompassing a broad range of financial and legal operations aimed at investing in unlisted companies or structuring investment funds. Our services include the legal and tax structuring of private equity transactions, the creation of specialized funds, and advisory support on acquisition strategies, financing, fundraising, and recapitalization. We assist our clients at every stage of their transactions, including private equity operations, venture capital, leveraged buyouts (such as LBOs, MBOs, and LMBOs), build-ups, cash-outs, as well as strategies for managing equity stakes and management packages.

Areas of expertise

Legal and tax structuring of private equity transactions

We structure private equity operations to ensure optimal legal and tax efficiency across transactions of all sizes, including leveraged buyouts (LBOs), management buyouts (MBOs), and owner buyouts (OBOs). We aim at helping investors and businesses maximize returns while complying with regulatory obligations and mitigating tax risks.

Legal and tax structuring of investment funds and management companies

We assist private equity funds and management companies in creating investment funds, taking into account tax, regulatory, and governance requirements. Our services cover the structuring of venture capital funds, risk capital operations, and development capital funds, ensuring that each structure aligns with the strategic and financial objectives of our clients.

With a tailored approach and in-depth expertise in private equity, we enable our clients to optimize their financial structuring and ensure the success of their investments and fundraising activities.

Management package

We design and implement incentive mechanisms for executives and key managers within the framework of LBO, MBO, or LMBO operations. We focus on aligning stakeholders’ interests while optimizing tax and legal implications.

Examples of support in Private Equity / Fund Structuring

Structuring an investment fund dedicated to ecological transition

We supported a management company in structuring a Professional Private Equity Fund designed to finance the ecological transformation of businesses located in Western France. This fund targets SMEs and mid-sized companies whose activities have a positive impact through solutions and technologies promoting the transition to a circular economy, as well as companies committed to better resource management.

Equity acquisition in a management company and a fund dedicated to the agri-Food sector

We advised a major player in acquiring equity in a management company and investing in a fund dedicated to small and medium-sized enterprises in the agri-food sector. This fund targets SMEs and aims for a total investment size of approximately EUR 100 million.

Structuring a private equity fund for innovative companies

We assisted a management company in structuring a Professional Private Equity Fund focused on financing the creation and development of innovative companies in a specific region.

Structuring a fund for social and solidarity economy (SSE)

We supported a management company in structuring a Specialized Professional Fund (FPS) aimed at financing the growth and development of businesses within the social and solidarity economy (SSE) in a specific region. This fund, classified as “Article 9” under the SFDR regulation, pursues a sustainable investment objective.

Structuring a fund dedicated to industrial decarbonization

We advised a management company in structuring a growth fund targeting SMEs that provide solutions for industrial decarbonization or offer low-carbon industrial alternatives. This fund, classified as “Article 9” under the SFDR regulation, aims to achieve sustainable investment objectives.

Structuring a fund to support SME development

We assisted a management company in structuring a professional private equity fund, a successor to a previous fund, dedicated to supporting the development and succession planning of businesses, primarily French SMEs. This fund is classified as “Article 8” under the SFDR regulation.

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