Overview
"Our clients value experience and sound judgment. They know we provide practical, goal-oriented advice that is borne out of a thorough understanding of the investment management industry."
Institutional investors, including public pensions, university endowments and foundations, regularly engage Brian to evaluate and negotiate investments in private equity, private debt, hedge funds, funds-of-funds and other alternative assets. Through long-standing relationships with these clients, he delivers counsel with an emphasis on legal, financial and tax concerns specific to each client and a view toward their respective long-term investment objectives. Clients also depend on Brian to protect their interests in secondary transactions and co-investments. Brian’s transactional experience and knowledge of the private fund industry enables him to minimize client risk and reduce transaction costs.
Investment managers also seek Brian’s guidance throughout the complicated process of starting private equity, and real estate funds, from legal documentation, including disclosures and partnership agreements, to marketing practices and tax issues. Clients rely on his experience to better understand investor expectations and focus on implementing their investment strategies. An emphasis on each client’s particular fundraising and economic goals allows Brian to provide effective advice on fund structure and a variety of regulatory concerns, including registration under the Investment Advisers Act and exemptions from securities registration requirements under the Securities Act.
Brian also advises clients on real estate joint ventures, subscription credit facilities, co-investments, continuation fund investments and other strategic transactions.
Recognition
Best Lawyers: Ones to Watch® for Corporate Law, Mergers and Acquisitions, and Securities/Capital Markets Law, 2022 - 2025
Virginia Super Lawyers “Rising Star,” Mergers & Acquisitions, 2017 - 2024
Named to “Legal Elite” (Young Lawyer), Virginia Business, 2020
Experience
Experience
Recent institutional investor matters
- $200 million investment in an upstream oil and gas fund by a public pension
- $100 million investment in a co-investment fund by a public pension
- $200 million investment in a real estate fund by a public pension
- $300 million investment in a global buy-out fund by a public pension
- $100 million investment in a U.S. industrial real estate fund by a public pension
- Two $1 billion separately managed accounts for a public pension
- $200 million fund-of-one focused on distressed issuers in emerging markets for a public pension
- $5 million investment in a global credit-focused fund by a university endowment
- Transition of outsourced chief investment offices for a private foundation
- Restructuring of a university endowment office to streamline the investment process and reduce administrative burdens
Recent fund formation and other sponsor matters
- A $40 million real estate fund investing in multifamily properties
- A $400 million private equity co-investment fund
- A $100 million real estate fund investing in office and hospitality properties
- A $200 million real estate fund investing in multifamily properties
- A $50 million real estate fund investing in retail properties
- Numerous qualified opportunity zone funds formed to develop multifamily properties in
the Southeastern U.S. - AI-driven hedge fund
- Negotiation of a subscription credit facility for a real estate fund sponsor
- Numerous co-investment and continuation fund investments by a private equity sponsor
- Private equity, distressed debt, and other investments by a secondary fund sponsor
Perspectives
News
Speaking Engagements
Publications
Community
Services
Education
William & Mary Law School, J.D., magna cum laude
- Staff Member, William & Mary Law Review
The College of New Jersey, B.S., summa cum laude
Admissions
- Virginia
- Pennsylvania (inactive)
