Investment Funds: Fund Formation
Canada Guide 2025 : Nationwide - Canada
Band 1
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+1 416 863 0900Chambers Review
Davies Ward Phillips & Vineberg operates a highly regarded team acting on fund formation and restructuring mandates, with notable experience representing large buyout and infrastructure funds. The group advises on a wide range of deals, including both mid-market and high-end transactions. The practitioners are also active on real estate and pension fund mandates, in addition to private equity and hedge fund work. The lawyers in Toronto and Montréal regularly work alongside the firm's New York office to provide advice on cross-border mandates. The team has particular strength acting on the sponsor side of private equity fund formations.
Work Highlights
- Davies Ward Phillips & Vineberg assisted ArcTern Ventures with the formation of its third flagship fund.
Strengths
Provided by Chambers
"The team has very robust experience and resourcefulness in unique situations."
"The firm has deep bench strength and is able to bring in subject matter experts who have current knowledge of the marketplace and regulatory standards."
"Davies provides the best legal advice tailored to our unique needs and positioning."
"The lawyers provide practical legal and commercial advice."
"The team has very robust experience and resourcefulness in unique situations."
"The firm has deep bench strength and is able to bring in subject matter experts who have current knowledge of the marketplace and regulatory standards."
"Davies provides the best legal advice tailored to our unique needs and positioning."
"The lawyers provide practical legal and commercial advice."
Notable Practitioners
Sarbjit Basra serves as the managing partner of the firm in Toronto as well as being co-head of its investment funds practice.
"Sarbjit Basra has strong fund formation and fundraising knowledge."
"Sarbjit is a leader in the space."
Toronto-based Brooke Jamison is a standout practitioner who is well regarded for her understanding of the fund formation space. She co-leads the practice.
"Brooke Jamison is my go-to lawyer for fund formation work. She understands the industry very well and provides practical guidance."
"Brooke has a very strong ability to think through complex agreements and structures. Her work on carry plans and programmes is excellent."
Patrick Barry has a great depth of experience assisting clients with the formation of funds. Based in Toronto, he co-chairs the firm's department.
"He is very effective at finding solutions to problems and is an exceptional negotiator. He always brings the right resources."
"Barry is at the pinnacle of the profession in Canada."
Joshua Kuretzky is a Toronto-based lawyer who regularly assists clients with the formation of private equity funds.
"He provides exceptional investment fund experience and service."
"Josh always goes the extra step when reviewing, drafting and thinking through issues. He considers things from the client's perspective."
The Montréal-based Sébastien Thériault co-leads the firm's practice and enjoys notable experience in the formation of private equity and venture capital funds.
"Sébastien brings much more than good legal advice and services; he is also a strategic thinker, extremely knowledgeable of market conditions and an extremely good negotiator."
"Sébastien is the best venture capital legal adviser in the market."
Sarah Elharrar regularly assists clients with fund formation mandates. She is based in Toronto.
"She is very responsive, knowledgeable and delivers an excellent standard of work."
"Sarah Elharrar is an all-round excellent lawyer and a pleasure to work with."
Ranked Lawyers at
Davies Ward Phillips & Vineberg LLP
Nationwide - Canada
Members
Provided by Davies Ward Phillips & Vineberg LLP