Unity & Beyond Legals

ASSET MANAGEMENT AND FUNDS

Our team is the largest dedicated asset management and funds team in the country. We provide creative solutions tailored to our clients’ objectives and add value to their requirements.

Trilegal’s leading asset management and funds practice provides the full spectrum of legal services to well-regarded institutional alternative asset managers, smaller first-time sponsors and fund of funds as well as institutional investors, development finance institutions (DFIs), sovereign and pension funds, private banking businesses, government and corporate institutions, family offices, and placement agents.

We represent our clients in:

  • Structuring and establishment of investment platforms (including blind pool funds, managed accounts and advisory arrangements)
  • Co-investment structuring
  • Carried interest and compensation arrangements
  • Buy-outs, spin-offs, joint venture investment arrangements, side car funds and secondaries
  • Fund-related disputes, extensions and restructuring
  • Governance-related issues, including key person events and manager removal

We work across a variety of sectors and market stages, including real estate, infrastructure, renewable energy and clean tech, financial services, social ventures, private equity, venture capital, venture debt, performing credit, stressed or distressed assets, buy-outs and listed equities.

SELECT REPRESENTATIVE EXPERIENCE/CLIENTS

 

GENERAL PARTNER EXPERIENCE

  • Kotak Group, including the establishment and fund raise of their USD 1 billion special situations fund​
  • Edelweiss Group, including in relation to various India-focused investment funds and managed accounts
  • Apollo Global Management, including establishment of a credit platform in India
  • SBI Funds Management, including establishment of India-focused funds​
  • ICICI Group, including establishment of India-focused funds
  • A91 Partners, including debut venture capital fund which raised USD 350 million and second fund which raised USD 550 million
  • Blackstone Group, including establishment of investment structures in India
  • Morgan Stanley, including establishment of their first India-dedicated infrastructure fund

 

LIMITED PARTNER EXPERIENCE

  • NIIF Fund of Funds I, including investments in Arpwood Partners
  • Ontario Teachers’ Pension Plan and Australian Super, on their USD 2 billion commitment to the National Investment and Infrastructure Fund. Awarded the PE deal of the year at the IFLR1000 India Awards, 2020​
  • Foreign, Commonwealth and Development Office, including investments in Neev Funds
  • New Development Bank, including on their investment into NIIF Fund of Funds I
  • Asian Development Bank, including India counsel on their investment into NIIF Fund of Funds I and Tata Capital Growth Fund II​
  • IFC, including investment in Gaja Capital and Dolma Impact Fund
  • SIDBI, including investment in Ubharte Sitaare Fund and Alteria Capital

Some of our other clients include:

  • Baring Private Equity India
  • Blackrock
  • Brookfield Asset Management
  • CDC Group PLC
  • Faering Capital
  • Goldman Sachs
  • International Finance Corporation
  • Investment Corporation of Dubai
  • ITC Ltd
  • Morgan Stanley Alternative Investment Partners