Fund Formations & Syndications

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MW Law offers representation for private funds and investment deals. In the years since the firm’s inception, MW Law has facilitated billions in investment transactions for private equity funds, real estate syndications, venture capital, and joint-venture real estate/investment acquisition deals.
overview

Whether you’re a sponsor syndicating a deal or a private equity/venture group looking to create a fund, MW Law represents investor clients from the formation of a fund through the close of the investment deal, all on a flat-fee basis.

In addition to our legal services, we also offer Marketing Materials to help you effectively present your investment opportunities to potential investors.

Our representation will always be a bespoke package suited to your deal and will include:

Structuring your Deal, Investment, or Fund

Formation of Fund/Syndication entities
Formation of General Partner/Manager entities
Formation of Special Purpose Vehicles (SPV’s)

Securities Compliance

Regulation D Private Placements
Investment Company Act Exemptions
State BlueSky Compliance

Investment & Offering Documents
Preparation and Review

Company/Partnership Agreements
Management/General Partner Agreements
Private Placement Memoranda
Subscription Agreements
Investor Suitability Questionnaires
SPV Organizational Documents

Our Private Securities Practice Includes:

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Syndications

Structuring Capital Raises

We assist sponsors with structuring, preparing, and offering syndicated investment opportunities. From compliant offering documents to investor onboarding, we ensure every raise meets regulatory standards and executes smoothly.

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Private Funds

Formation & Offering Documents

We guide fund managers through the formation and launch of private investment funds, including fund structure, offering materials, compliance requirements, and investor agreements to support long-term capital growth.

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DSTs (Delaware Statutory Trusts)

Tax-Advantaged Real Estate Structures

We help sponsors structure, document, and offer DST investments, ensuring compliant offerings and investor-ready materials for real estate transactions requiring 1031-exchange compatibility.

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Oil & Gas Funds

Energy-Focused Investment Vehicles

We provide comprehensive legal support for oil and gas investment offerings, including fund formation, regulatory compliance, and investor disclosures to help sponsors raise capital with clarity and confidence.

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Venture Capital

Supporting Emerging & Growth-Stage Funds

We assist venture capital sponsors with forming VC funds, preparing compliant offerings, and drafting investor agreements, ensuring each fund is structured to support innovation-driven portfolios.

Private Equity

Capital Formation for Strategic Investments

We advise private equity sponsors on fund formation, capital raising, investor documentation, and regulatory alignment across a range of asset classes for sophisticated investment strategies.

Notable Transactions

$150 Million

Private Equity Investment Fund

$86 Million

Multi-Family Syndication

$150 Million

Series A Startup Financing

Our Private Securities Team

Adnan Merchant

Co-Founder | Managing Partner

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Shams Merchant

Partner

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Carlos Estrada

Senior Attorney

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Branden Lankford

Senior Attorney

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Katrina Hopkins

Senior Paralegal

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Connect with our private securities team.

Let's Strategize
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