Investment Funds: Fund Formation

About

Provided by McCarthy Tétrault LLP

McCarthy Tétrault’s’ long tradition as a leader in the investment funds market uniquely positions our firm to service our clients’ multi-faceted legal and business needs. Our Investment Funds Team has extensive experience in all major Canadian jurisdictions advising both sponsors and investors on: 

• Fund formation and capital raising 
• Deployment of capital 
• Primary, secondary and co investments in investment funds 
• Complex securities and other advisor regulatory matters
• Management compensation and carry structures 
• Tax structuring
• Fund restructuring related matters 
  
  

Specifically, our clients value our national, cross disciplinary team and the comprehensive advice we provide in connection with: establishing a wide variety of domestic and international closed and open ended investment funds; investing in investment funds; complying with complex regulatory and governance requirements in all relevant Canadian jurisdictions through our Securities Regulation & Investment Products (SRIP) Group; developing innovative and practical tax structures; establishing innovative and effective management compensation and alternative liquidity arrangements; and instituting various leverage and other financing arrangements, including subscription facilities.