Fund Formation

Managers of private closed-end funds such as private equity and venture funds need counsel to guide them through an increasingly global landscape. That is where we excel. Immersed in your world, our dedicated team offers critical insight into emerging market trends, helping you stay ahead.

At every stage of the fund formation process, we use our understanding of the market – and where it is heading – to create fund structures that work for all stakeholders. With decades of experience representing sponsors and institutional investors, we guide clients on all aspects of fund formation, including environmental, social and governance matters; incentive and compensation plans; and secondary transactions. We deliver practical solutions to ensure the success of a fund’s operations and investments.

Our experience on both sides of the Canadian–U.S. border equips us to design and execute complex structures. Clients turn to us for specialized counsel on the structural and tax challenges that arise in the formation of offshore and domestic funds.

That is why we are the go-to choice for leading closed end funds and investors across different asset classes. Whether you are a seasoned veteran, a first-time fund sponsor or a prospective investor, we work with you to accomplish your goals.

Representative Work

Fonds de solidarité des travailleurs et des travailleuses du Québec, 2025

Acted for Fonds de solidarité des travailleurs et des travailleuses du Québec (FSTQ) with respect to its investment in Namakor Fund I Canada LP, a private equity firm focused on mid-market manufacturing Québec companies and business succession.

Novacap Management Inc., 2025

Acted for Novacap Management Inc. in the formation of US$1-billion Novacap Digital Infrastructure Fund I, L.P., first fund dedicated to digital infrastructure.

>