2024-2025 Global AI Trends Guide
Kevin Lees
Corporate Funds Area Operations Manager Corporate & Finance
Kevin has helped investment advisers based in the United States, Latin America, Germany, the United Kingdom, India, and the People's Republic of China. He has also worked with sponsors of private equity buyout funds, energy infrastructure funds, venture capital funds, real estate funds, and funds of funds. Kevin has coordinated teams across multiple continents to devise tailored alternative asset structures based in Canada, the Cayman Islands, Luxembourg, Ireland, the Netherlands, Brazil, Mexico, Spain, Mauritius, and elsewhere. He has worked with clients to draft and negotiate partnership agreements, upper-tier governing agreements, and side letters with investors, and he has worked on joint ventures, co-investment arrangements, and more individualized managed accounts.
Kevin has also helped clients navigate the fundraising process from the initial conceptual stages through any commercial and regulatory issues and to the final closing and beyond. In addition to advising on more traditional private placements under Regulation D and Regulation S, Kevin has advised clients on general solicitation under Rule 506(c), Regulation Crowdfunding, and Regulation A. Finally, Kevin works extensively with clients on Advisers Act compliance for both registered and exempt advisers, including the Marketing Rule and new private funds rules and regulations, as well as designing policies and procedures, annual review programs, and Form ADV and Form PF guidance.
Represents a US-based venture capital adviser with over $1.2b in assets under management from its initial fund through its third flagship fund to date, as well as additional growth funds
Represents a first-time sponsor on a venture capital fund focused on healthcare, life sciences and related technology transactions
Represents a solar energy fund sponsor that invests into solar energy and battery storage projects
Represented a San Francisco-based manager in connection with the formation of its agriculture-focused real estate co-investment
Represented a California-based sponsor on several investment transactions in the cannabis industry
Represented a first-time investment firm in Mexico raising a US$200m private equity fund
Represented a middle-market buyout firm in India raising a US$300m private equity fund
Represented a leading U.S. energy and infrastructure investment firm on fund formation and maintenance matters