Overview

In the nuanced world of fund finance, our innovative Fund Finance team understands how to maintain mutually-beneficial relationships between lenders, funds and investors. Being up-to-date on the latest trends and legal issues impacting the fund finance market, our broad experience combined with our multi-disciplinary approach enables us to complete transactions that are favorable to all parties involved.

A comprehensive approach

As part of Katten's preeminent Private Credit practice, our Fund Finance team is made up of attorneys who are trusted advisors to both lenders and borrowers in a broad spectrum of fund finance facilities for private equity, real estate and other investment funds. Our team works seamlessly with colleagues from other practices, including our Financial Markets and Funds, Corporate, Transactional Tax Planning and Employee Benefits and Executive Compensation practices, in order to provide comprehensive representation to our clients.

Katten’s Fund Finance attorneys work on a diverse array of product offerings, including:

  • Capital call and subscription line credit facilities;
  • NAV-based facilities;
  • Hybrid facilities;
  • Management fee credit lines; and
  • Fund guarantees of portfolio investments.
Knowledge of industry trends and relationships

Our Fund Finance attorneys are located in Katten’s offices across the United States and in Europe. We regularly represent lenders and borrowers in broadly syndicated financings as well as bilateral credit facilities. We monitor developments in the fund finance market, including industry trends and the impact of legal and regulatory changes. Our team also understands the nuanced relationship between lenders, funds, and their investors and takes special care to facilitate cooperative and mutually beneficial transactions.