Firm News
Schulte hosts Private Equity Boot Camp
May 7, 2024
Schulte Roth & Zabel recently hosted an interactive Private Equity Boot Camp where attendees gained valuable insight into the structuring and execution of private equity transactions. Topics covered included tax and governance considerations, due diligence matters, purchase agreement terms and negotiating tips, and acquisition finance fundamentals.
The event was led by Schulte partners Chris Bell, Ben Kozinn, Ian Levin, Damian Petrovic, Joseph Reich and Greg Ruback, as well as special counsel Lauren Troeller.
Learn more about the firm's Private Equity Group here.
Related Insights
Alerts
Effective Tuesday, May 28, 2024, the US will transition from a “T+2” settlement cycle to a “T+1” settlement cycle.[1] This change will impact all transactions in subject securities[2] effected through an SEC-registered broker-dealer absent an express agreement to the contrary.[3] The US Securities and Exchange Commission (“SEC”), in adopting the rule changes implementing the T+1 settlement cycle,[4] separately adopted an amendment to Rule 204-2 (“Books and Records Rule” or “Rule”) under the Investment Advisers Act of 1940, as amended, that also go into effect on May 28. For most registered investment advisers (“RIAs”) to private funds, the amended Books and Records Rule should not require significant changes to current operations.
Alerts
Managers that offer ESG-focused funds to European investors should take note of the final “Guidelines on Funds’ Names Using ESG or Sustainability-related Terms” (“Guidelines”) published by the European Securities and Markets Authority (“ESMA”) on 14 May 2024.[1] The Guidelines will affect funds established in the EU and, depending on the approach of the local EU member state regulators, are also likely to affect non-EU funds marketed in accordance with the EU national private placement regimes (“NPPRs”) established under the Alternative Investment Fund Managers Directive.
Alerts
Effective Tuesday, May 28, 2024, the US will transition from a “T+2” settlement cycle to a “T+1” settlement cycle.[1] This change will impact all transactions in subject securities[2] effected through an SEC-registered broker-dealer absent an express agreement to the contrary.[3] The US Securities and Exchange Commission (“SEC”), in adopting the rule changes implementing the T+1 settlement cycle,[4] separately adopted an amendment to Rule 204-2 (“Books and Records Rule” or “Rule”) under the Investment Advisers Act of 1940, as amended, that also go into effect on May 28. For most registered investment advisers (“RIAs”) to private funds, the amended Books and Records Rule should not require significant changes to current operations.
Alerts
Managers that offer ESG-focused funds to European investors should take note of the final “Guidelines on Funds’ Names Using ESG or Sustainability-related Terms” (“Guidelines”) published by the European Securities and Markets Authority (“ESMA”) on 14 May 2024.[1] The Guidelines will affect funds established in the EU and, depending on the approach of the local EU member state regulators, are also likely to affect non-EU funds marketed in accordance with the EU national private placement regimes (“NPPRs”) established under the Alternative Investment Fund Managers Directive.