About

Provided by Torys LLP

We are uniquely equipped to serve clients investing in Canada, the U.S. or globally, offering sophisticated solutions for fund formation and alternative investments across asset classes.

We have a long track record helping clients realize their fund formation and investment activities across a wide range of strategies—from private equity buyout, venture and growth capital, to alternatives such as hedge, real estate and infrastructure.

Our team members in our Toronto, Calgary, Montréal and New York offices work seamlessly together, offering integrated transactional, regulatory, tax and structuring advice on our clients’ work, drawing from our long history in the private equity industry and our understanding of changing market terms and industry practices.

Our Investment Funds and Asset Management team is highly regarded for its development and implementation of cutting-edge products and programs. We are recognized as having one of the leading international investment management practices.

Chambers Review

Provided by Chambers

Investment Funds: Fund Formation - Nationwide - Canada

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Band 1

What the Team is Known For

Torys is a Toronto and Calgary-based law firm that assists clients with a range of issues, including fund formation and launches. The team is noted for advising on bespoke fund platforms, in addition to providing guidance on the structuring of funds and capital raises. Its investment funds and asset management team is particularly recognised for an elite client roster that includes leading private equity houses as well as pensions and sovereign wealth funds. The group is renowned for its expertise across a variety of asset classes, including infrastructure, real estate and hedge funds. It offers clients cross-border and US law capabilities through its New York office.

Work Highlights

  • Torys represented Alphi Capital as both Canadian and US counsel in the organisation, formation and fund raising of its inaugural lower middle market buyout fund, with a total value of CAD295 million.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Cameron Koziskie
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Cameron Koziskie
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Band 1

Toronto-based Cameron Koziskie is lauded for his expertise in fund formation matters. He has deep experience working with asset managers on formations of global funds and representing institutional investors.

He is deeply thoughtful and engaged.

He is a very smart, hardworking lawyer.

Shannon Gotfrit
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Shannon Gotfrit
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Band 2
Toronto-based Shannon Gotfrit is highly regarded for her experience in fund formation and also handles fund investments.

She is a really good, commercial adviser.

She is an excellent lawyer with a creative approach to problem-solving.

She really tries to learn our business and gives really practical advice.

Lauren Hulme
U
Lauren Hulme
U
Up and Coming

The up-and-coming Lauren Hulme enjoys noteworthy recognition for her growing presence in the fund formation sphere. She is based in Toronto.

Lauren is a consummate professional and very knowledgeable on investment funds and the market.

She is a very zealous advocate and that leads to her getting excellent results for her clients.

Aaron Hunt
Aaron Hunt
Associates to watch

Associate-to-watch Aaron Hunt operates from the firm's Toronto office. He is highlighted for his expertise in fund formation and secondary funds.

He is a true pleasure to work with and a star at drafting documents.

Ranked Lawyers at
Torys LLP

Provided by Chambers
Filter by
Band

Nationwide - Canada

Investment Funds

Shannon Gotfrit
2
Shannon Gotfrit
2
Band 2
Investment Funds: Fund Formation

Cameron Koziskie
1
Cameron Koziskie
1
Band 1
Shannon Gotfrit
2
Shannon Gotfrit
2
Band 2
Lauren Hulme
U
Lauren Hulme
U
Up and Coming
Aaron Hunt
Aaron Hunt
Associates to watch

Members

Provided by Torys LLP