Winstead counsels clients in all aspects of private oil and gas funds—fund formation, manager formation and structuring, portfolio acquisitions, and regulatory and compliance matters. We regularly represent private funds that acquire oil and gas assets, such as minerals, royalty interests, production and infrastructure. We also assist traditional wealth managers, family offices, institutional investors and individuals in structuring their investments in oil and gas assets. We understand the needs of the fund sponsor while anticipating the requirements of sophisticated institutional and individual investors.
Winstead takes a multidisciplinary approach to client service; our team pulls members from our corporate, tax and ERISA practices to provide clients with a well-rounded legal solution to their business objectives. Understanding the client's business operations and objectives at the start of every transaction is a key factor to efficient and successful representation.
We assist with structuring and tax issues, ERISA concerns, regulatory issues, purchase and disposition of portfolio assets, redemption plans and other fund related legal issues.
Private Funds Snapshot of Strengths
Our services span the full range of client needs, including:
- Fund Formation: Structuring and tax planning. Preparation of offering documents necessary for a compliant capital raise conducted through the sale of privately placed securities (domestic or foreign). Preparation of filings required under applicable federal and state securities laws.
- Property Acquisitions and Financings: Acquisitions and dispositions of portfolio assets, liquidity transactions, financings, and sales and change of control transactions.
- Operations: Day-to-day management, governance, SEC and state securities compliance, including registration and marketing restrictions, tax, ERISA, IP, HR and commercial contracts. Compliance with the U.S. Investment Advisers Act of 1940 and the U.S. Investment Company Act of 1940.