Phyllis Schwartz

Practice Areas

Phyllis advises on the structuring, formation and operation of private equity funds, including buyout funds, venture capital funds, mezzanine funds and litigation financing funds.

Phyllis represents both fund sponsors and investors. In addition to assisting fund sponsors with their internal management arrangements, succession planning, capital call borrowing facilities and formation of co-investment vehicles, she has extensive experience with institutional investors and regularly advises clients on market terms of investment funds. She also advises private equity funds in connection with their capital call credit lines and investments in, and dispositions of, portfolio companies.

Phyllis is recognized as a leading investment management lawyer by Chambers USA, The Legal 500 US, The Best Lawyers in America, New York Super Lawyers, Who’s Who Legal: The International Who’s Who of Private Funds Lawyers, Expert Guide to the World’s Leading Banking, Finance and Transactional Law Lawyers (Investment Funds, Private Equity) and the Expert Guide to the World’s Leading Women in Business Law (Investment Funds).

A member of New York’s Private Investment Fund Forum, Phyllis frequently shares her insights on effective fund formation strategies at industry conferences and seminars. She recently discussed compliance concerns for co-investments and issues related to fund restructuring and secondary transactions.

View more at: https://www.mcdermottlaw.com/people/phyllis-a-schwartz/

Personal

Columbia Law School, J.D., 1983

Smith College, A.B., 1979