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Private Equity › Retirement

Offit Kurman

The Gray Tsunami: How Retiring Business Owners Can Prepare for a Successful Sale

Offit Kurman on

There is a significant demographic shift headed our way known as the “gray tsunami,” as a very large portion of the American population will reach retirement age and eventually exit the workforce. In fact, we are at a peak...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Prime Pension expands with another TPA purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Third Party Administrator Prime Pensions Inc. has purchased third-party administrator Valley Forge Pension Management....more

Levenfeld Pearlstein, LLC

Are Partner Retirement or Withdrawal Provisions in Governing Documents Subject to Section 409A of the Internal Revenue Code?

Levenfeld Pearlstein, LLC on

As part of our ongoing series on tax issues for accounting firms, this article provides information on retirement or deferred compensation arrangements, the related rules of Section 409A of the Internal Revenue Code, and how...more

Cadwalader, Wickersham & Taft LLP

Searching for Dragons to Slay - March 2022 | Issue No. 167 - The Rise and Rise of Public Pensions in Private Equity

Cadwalader, Wickersham & Taft LLP on

Two recent news items got me thinking about public pensions, their continued rise in private equity and their sovereign status. The first news item, already widely covered in the media, is the announcement by the Securities...more

K&L Gates LLP

Trump v. Biden: What Might the Next Four Years Look Like?

K&L Gates LLP on

Quickly approaching November 3, 2020, we are in the final days of what is expected to be a contentious and consequential presidential election in the United States. With the whirlwind news cycles at the end of the campaign...more

Morrison & Foerster LLP

California Law Requires Enhanced Fee Disclosure for Public Pension and Retirement Systems Investing in Private Funds

Morrison & Foerster LLP on

Assembly Bill 2833 passed by the California legislature and signed into law by Governor Jerry Brown went into effect January 1, 2017, as California Government Code Section 7514.7 (“Section 7514.7”). It received wide support...more

Goodwin

New California Law Mandates Public Disclosure of Private Fund Information

Goodwin on

A new California law requires public pension and retirement systems to obtain and publicly disclose information about their investments into venture capital, private equity, hedge and absolute return funds. The law appears to...more

Bracewell LLP

Private Equity Fund Charged by SEC with Violation of the Pay-to-Play Rules for Investment Advisors

Bracewell LLP on

The Securities and Exchange Commission ("SEC") recently announced that it had charged TL Ventures, a Philadelphia-area private equity firm (the "Firm") with the first ever case involving a violation of the "pay-to-play...more

Katten Muchin Rosenman LLP

Court Finds Private Equity Portfolio Company May Have Liability for Withdrawal by Another Portfolio Company

Katten Muchin Rosenman LLP on

The US Court of Appeals for the First Circuit recently delivered a potentially far-reaching decision for the private equity industry. In a case which involved a typical private equity structure, Sun Capital Partners III, LP,...more

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