Investment funds: establishment and investment


The Lavery Capital team has abundant knowledge and experience of all types of investment funds, including evergreen funds, funds of one, funds of funds, profit-sharing structures and other special structures that may be implemented to meet the needs of managers and investors facing complex legal and business issues.

We also have extensive experience with issues specific to the structure of investment funds and their governance by investment fund managers (e.g., manager compensation structures and incentive plans for employees).

We work with investment fund managers and limited partners alike, including pension funds, regulated entities, non-profit organizations and international investors. On several occasions, we have also represented all the investors and partners of investment funds in connection with their creation and initial funding, achieving a balanced representation of the interests of all parties in a cost-effective manner.

At every stage and level, our professionals on the Lavery Capital team can assist you with all your legal needs relating to investment funds, including all that relates to fund structuring, capital raising, fund operations, investment structuring, securities regulatory and registration requirements, tax structuring, exit strategies and transactions, investment policies and fund governance.

Our approach

We know that you need support for your business that goes beyond what outside legal counsel typically provides, which is why we tailor our approach to your business needs so you can achieve your objectives.

We follow the most stringent legal services industry standards in our work. Our clients can count on the fact that we work hard, follow the highest quality standards and act as true business partners. We know how to handle the most complex issues and work in the context of transactions involving the most sophisticated players.

Much more than just a law firm, we are also a trusted strategic advisor, and we offer support that goes beyond simple legal advice. Our approach is pragmatic, always placing our clients’ business needs at the forefront and working closely with them to deliver creative, practical and accessible advice.

With our diversified practice and our work with businesses, institutional investors, managers and others in the Quebec investment ecosystem, our expertise in market issues and other key operational concerns is truly 360º. We can handle the most complex transactions and issues you face in your business.