Kevin Lees has spent nearly two decades helping clients structure, raise and manage private investment funds across a wide range of asset classes. He works with fund sponsors in the United States and around the world, including Latin America, Europe and Asia, including strategies in private equity, buyout, credit, energy, infrastructure, venture capital, real estate, sports, evergreen funds and fund-of-funds structures, as well as joint ventures and small business investment companies (SBICs).
Kevin frequently leads cross-border structures involving multiple components and jurisdictions, including Delaware, the Cayman Islands, Luxembourg, Ireland, Canada, the Netherlands, Brazil, Mexico, Spain and Mauritius. He collaborates closely with international counsel to deliver clear, practical guidance tailored to each client’s strategy, regulatory needs and investor base.
His transactional work includes the full range of fund documentation, including limited partnership agreements, subscription documents and side letters; upper-tier and management company documentation; joint ventures; co-investment arrangements; separately managed accounts and other ancillary documents. He supports clients at every stage of the private capital lifecycle, from early planning and structuring to regulatory questions; fundraising, investor negotiations and closings; and executing the fund’s investment strategy.
Kevin routinely advises on securities law matters under the Securities Act of 1933, the Securities Exchange Act of 1934 and the Investment Company Act of 1940 and the Investment Advisers Act of 1940.
Drawing in particular on his experience as in-house counsel managing an RIA compliance program, he helps investment advisers with registration and compliance under the Advisers Act, including issues related to the Marketing Rule, SEC examinations, exemptive orders and other regulatory requirements, as well as new SEC proposals, rules and initiatives.
