Fund & deal structuring: the foundation for successful investments in private equity
Structuring funds and transactions: the foundation of investment success
In private equity, structure is key. The way in which a fund or transaction is structured has a direct impact on tax efficiency, legal robustness, and operational flexibility. HVK Stevens assists private equity funds, family offices, and (ultra) high net worth individuals in carefully setting up fund structures and transaction structures, both nationally and internationally.
Fund structuring: from initiative to implementation
Fund structuring involves setting up the legal and tax structure in which capital is pooled and managed. Questions about tax neutrality, investor protection, governance, and compliance play a central role in this process.
We assist you with, among other things:
- Legal structuring of private equity funds
- Choosing between limited partnerships, mutual funds (FGR) or other structures
- Tax optimization at fund and investor level
- Structuring management fees and carried interest
- Cross-border fund structuring for international investment strategies
A robust fund structure is more than just a paper construct: it lays the foundation for scalability, flexibility, and transparency towards investors and regulators.
Deal structuring: organizing transactions efficiently and manageably
Deal structuring focuses on how individual investments or acquisitions are realized within the fund structure. This requires a customized approach for each transaction, with a focus on tax efficiency, risk diversification, and legal certainty.
Our expertise includes:
- Structuring acquisitions and participations
- Use of intermediate holding companies and financing vehicles
- Legal and tax due diligence
- Structuring earn-outs, vendor loans, and management participations
From the outset, we contribute ideas about the tax and legal structure of transactions, in line with your ambitions and with an eye for exit or growth opportunities and compliance.
An integrated approach to deal and fund structuring
Structuring does not stop with the initial design. The success of a fund or transaction depends on the consistent application of agreements in documentation, governance, and tax returns. HVK Stevens combines legal precision with tax strategy and a creative approach, ensuring that all aspects of fund and deal structuring fit together seamlessly.
Our approach is analytical, risk-aware, and focused on building sustainable structures that can withstand changing regulations and market dynamics.
Want to know more?
Would you like to have a fund or transaction structure reviewed or optimized? Our specialists will be happy to inform you about structures that create and preserve value, even in the long term.
