Overview
Jared Arcari represents sponsors and investors in a wide variety of private investment funds in asset classes including real estate, alternative investments, private credit, venture capital and private equity. Jared is experienced in both open-ended and close-ended funds and has assisted with various bespoke hybrid funds and other innovative fund structures.
Jared advises sponsors in connection with matters relating to the formation, operation and governance of private investment funds. He also regularly advises clients on investor relation matters, post-closing matters and portfolio maintenance. In addition, Jared’s practice includes representing institutional investors in connection with investments in private equity funds and secondary transactions.
Jared also advises clients on various fund-related matters include managed accounts, funds of one, co-investments, joint ventures, secondary transactions and complex fund structures.
Experience
Fund Sponsor Representations
- Advised a major global bank’s private wealth and alternative investments group with the formation of conduit fund vehicles targeting in excess of $750 million in HNWI commitments and investments in globally-recognized private equity funds.
- Advised a major global bank on the formation and organization of private access vehicles and related investments in private equity funds across diverse investment mandates, including infrastructure and sports leagues.
- Represented a major private equity firm on the formation of a $500m+ strategic co-investment vehicle, including fund structuring and direct negotiations with market-leading co-investors.
- Assisted a sponsor’s launch of a $1.5 billion alternative real estate closed-end fund and advised on additional co-investment opportunities and investor relations matters.
- Represented a major private equity sponsor on multiple renewable energy infrastructure investments exceeding $500m in total value, including structuring fund vehicles, negotiating co-investment arrangements with strategic partners, and advising on project-level financing.
- Represented a globally-ranked investment bank with the formation of a $2.5 billion leveraged credit fund.
- Advised a major U.S. real estate sponsor regarding the formation of a $1 billion+ co-investment fund vehicle and a separate $2 billion joint venture with a strategic partner.
- Assisted a major global private equity firm with the formation and structuring of single-asset investment vehicles and syndication of such investments with strategic co-investors.
- Represented numerous private equity sponsors regarding the formation of investment fund structures and strategies, including in specialized asset classes such as carbon credits, studios, music royalties and cold storage facilities.
Limited Partner Representations
- Represented the asset management division of an international insurance company with numerous investments in private equity, infrastructure, private credit and fixed income investment funds totaling more than $2.3 billion in commitments. Also assisted with various co-investment opportunities and separately managed accounts with major private equity sponsors.
- Represented a Fortune 500 company’s pension plan and trust regarding the formation of a fund-of-one managed account and related investments in private equity funds.
- Advised a Fortune 100 company’s pension fund with respect to investments made in various close-end and open-ended private equity funds.
Secondaries; Other Representations
- Advised the investment management division of a Fortune 100 company with the sale of a portfolio of approximately 50 private investment fund interests to a major secondary purchaser.
- Represented a family office in a series of secondary sales of existing portfolio investments to a consortium of established secondaries funds representing $50m+ of capital commitments.
- Provided guidance to a Fortune 100 company with respect to several separate managed accounts advised by established private equity sponsors.
- Assisted a prominent family office with the conversion and creation of a third-party capital management company and related investments in funds of funds.
- Represented a major U.S. public company regarding the sale of flagship real estate assets in the Midwest valued in excess of $100 million and related structuring of joint venture partnerships.
- Assisted a major global private equity firm with the creation and structuring of employee incentive plans for employees advising the firm’s premier investment strategies.
- Advised a Fortune 500 company’s pension plan and trust regarding the formation of several funds of funds and related operational matters, secondary transactions and investor relations.