Investors looking at investing in an investment fund can benefit from Lavery CAPITAL’s experience in advising various investors such as pension funds, regulated entities, not-for-profit organizations and international investors in structuring their investment to achieve their business objectives while complying with their regulatory framework and optimizing their tax structure. Our deep knowledge and our strong track record with respect to fund structures makes us the best business partner to negotiate the terms of your investment and to help you negotiate and structure any co-investment opportunity.


  • Providing tax, pension and regulatory advice for the following types of investors:
    • Pension funds
    • Public institutional investors
    • Labour-sponsored funds
    • Regulated entities
    • Family Offices
    • International investors
    • Corporate venture firms
    • Not-for profit and charitable organizations
    • High net worth individuals
    • Sovereign wealth funds
  • Review and negotiation of the investment fund documents (including side letters)
  • Structuring and negotiation of co-investments and any other forms of direct investments
  • Negotiation and implementation of secondary market acquisition and dispositions

Representative work

  • Representation of the Alouette aluminum smelter with respect to its equity stake in the Fonds Cycle Capital III, a private equity fund specialized in the clean technologies sector
  • Representation of a group of private investors in connection with the design of a complex structure of limited liability partnerships and cooperatives of members operating in the metals and recycling field
  • Quebec counsel to a group of investors in connection with their investment in the capital of iNovia Investment Fund 2015, the latest venture capital fund managed by iNovia Capital
  • Representation of a pension fund with respect to an investment in IFM Global Infrastructure Canada, a private equity fund specialized in infrastructure assets
  • Representation of a pension fund with respect to a $10 million investment in a private investment fund specialized in real estate assets
  • Creation of five private equity funds in Canada, the United States and the Cayman Islands (including four open-ended funds) managed by Axium Infrastructure
  • Creation of two venture capital funds located in Canada and the Island of Guernsey, managed by White Star Capital and specialized in social media, e-commerce, video games and mobile applications
  • Creation of Club Éolectric, a private equity investment fund in wind power projects
  • Preparation and renewal of the offering documents of GBC Mutual Funds and advise to Pembroke Private Wealth Management, its fund manager, with respect to regulatory compliance matters

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