Private Equity & Private Credit

Overview

Private equity and private credit now sit side by side in most middle-market transactions. A sponsor raises a fund, acquires a company, and finances the acquisition with a direct lender rather than a bank. Jason advises at each layer of that structure: the fund that raises the capital, the transaction it backs, and the credit that finances it.

Having represented sponsors, investors, and capital providers, he drafts with the next negotiation in mind: the side letter a limited partner will request, the lender consent needed at exit, and the covenant that matters when performance slips.

Representative work

• Buyout, growth, and independent-sponsor vehicles, including deal-by-deal funds and co-investment vehicles
• Platform and add-on acquisitions, recapitalizations, and management rollover
• Direct lending, mezzanine, and opportunistic credit funds
• Senior, unitranche, and subordinated loan documentation
• Preferred equity and other structured capital
• Fund-level financing, including subscription lines and NAV facilities
• Texas usury, licensing, and securities questions in privately originated loans
• Family office direct lending and co-lending alongside institutional managers

Who we advise

Middle-market and independent sponsors, private credit managers and emerging lenders, family offices investing directly or alongside sponsors, and the companies they back.