Corporate

Private Equity & Private Credit Transactions

Private equity and private credit transactions require coordinated advice across acquisitions, equity and debt financings, investment structures, governance, and fund-related matters that are frequently handled by separate teams at many firms.

Morningstar Law Group provides a comprehensive practice representing middle-market private equity funds, private credit lenders, independent sponsors, investors, and portfolio companies through every stage of the transaction, providing seamless legal counsel from fund formation and capital raises to acquisitions and financings through closing and beyond.

Our lawyers regularly advise clients on the legal and business issues that arise throughout private equity and private credit transactions, including acquisition and financing structures, workouts and restructurings, governance, fund formation, regulatory considerations, and related corporate matters.

Who We Represent

  • Private equity funds
  • Private credit lenders
  • Independent sponsors
  • Portfolio companies
  • Investors
  • Management teams
  • SBICs
  • Family offices

What We Do

Leveraged buyouts and acquisitions

Morningstar Law Group advises clients on leveraged buyouts, platform acquisitions, add-on acquisitions, portfolio company sales and related transactions. The team represents sponsors, investors, and portfolio companies in structuring, negotiating, and closing complex acquisition and sale transactions.

Private credit financing

Our attorneys represent private credit lenders, including SBICs, and borrowers in financing transactions involving acquisitions, recapitalizations, and related private credit transactions. Our attorneys advise on senior, second-lien, unitranche, mezzanine, and other private credit structures.

Equity investments and capital structures

Morningstar advises clients on equity investments, capital raises, and investment structures that support acquisitions, growth, and long-term business objectives.

Fund formation

Morningstar advises sponsors, SBICs, and other private investment vehicles on fund formation, organizational structure, governance, and related regulatory and operational matters.

Recapitalizations and restructurings

Morningstar represents clients in recapitalizations, restructurings, workouts and other financing related transactions.

Portfolio company transactions

Morningstar continues to advise portfolio companies after an investment closes, assisting with governance matters, acquisitions, financing, and other corporate issues that arise throughout the investment lifecycle.