Scott A. Moehrke, P.C.

TPG in the formation of TPG Rise Climate, a $7.3 billion global climate-focused fund 

Owl Rock Capital Group in its business combination agreement with Dyal Capital Partners and Altimar Acquisition Corporation, a special purpose acquisition company, to form Blue Owl Capital Inc., an alternative asset management firm 

Corner Growth Acquisition Corp., a special purpose acquisition company sponsored by an affiliate of Corner Ventures and focusing on target businesses in the technology industry, in its upsized $400 million initial public offering 

Comvest Partners in a minority stake investment in Comvest by Affiliated Managers Group, Inc.

Vestar Capital Partners in the formation of $1.1 billion Vestar Capital Partners VII

Crescent Capital BDC, Inc. in its acquisition of Alcentra Capital Corporation

Reverence Capital Partners in its acquisition of Advisor Group, Inc. 

Ford Management III, L.P. in the formation of its $1 billion Ford Financial Fund III, L.P.

TPG Real Estate Partners in the formation of its $3.7 billion TPG Real Estate Partners III, L.P.

Lovell Minnick Partners in its majority investment in SRS Acquiom

Thoma Bravo, LLC in the formation of its $2.4 billion Thoma Bravo Discover Fund II

Lovell Minnick Partners in its acquisition of Tortoise Investments

The London Stock Exchange Group in its acquisition of Frank Russell Group

Madison Dearborn Partners in its acquisition of Nuveen Investments and ultimate sale to TIAA-CREF

$40 billion mutual fund complex in various product and regulatory issues

National financial services firm concerning all aspects of its high net worth hedge fund platform, including distribution, private placement, regulatory, due diligence, marketing and product development issues

Private equity funds in minority investment in major ($4-5 billion AUM) west coast hedge fund and fund of funds adviser

Skylands Capital (4 hedge funds with approximately $1 billion AUM) in spin-off from Strong Capital Management

Formation of Pershing Square Capital Management hedge funds in 2005

Large financial services company in obtaining exemptive relief from statutory disqualification under Investment Company Act for advising mutual funds and other registered investment companies (more than $100 billion in assets) as a result of SEC injunctive settlement relating to research analysts

Business development company in initial public offering of more than $100 million

$11 billion investment adviser in formation of new five fund institutional bond mutual fund family

Investment adviser in new product design and launch of a principal protected high water guaranteed mutual fund product sponsored and distributed by large insurance company

National investment advisory firm with more than $40 billion in assets under management on numerous products, including registered mutual funds, domestic and offshore hedge funds, collateralized bond obligation funds, state qualified tuition trusts, formation of high net worth product line, and formation of a number of joint ventures providing investment advisory services to hedge funds and registered mutual funds

National investment adviser with more than $100 billion under management in connection with formation and offerings of private funds and ongoing SEC advice

Group of institutional shareholders in connection with $300 million initial public offering of closed-end registered business development company

Investment manager in collateralized bond obligation (CBO) issuances of more than $400 million

National investment advisory firm in joint venture transactions with several boutique investment advisory firms for management of $1 billion mutual fund, a small cap mutual fund, private accounts and other products

Management group in formation of a joint venture investment adviser entity with former employer to provide private equity fund management to existing and future private equity funds

30 mutual funds in complex wide proxy solicitation to standardize and modernize fundamental investment policies, advisory contracts and corporate governance instruments

Numerous mutual funds, including closed-end funds, in connection with formation and initial SEC registration and ongoing SEC reporting and Board of Directors, corporate and compliance matters

Investment adviser in acquisition of mutual fund complex

Regional broker-dealer in structuring, organizing and implementing an investment adviser subsidiary and creation of investment management product line

Trust company bank in forming an investment adviser and mutual fund family and in converting bank common and collective funds to mutual funds

Banks in forming common and collective trust funds

International investment adviser in entering into the U.S. market

Regional investment banking/broker dealer firm in merger with national public broker-dealer company

Principals organizing boutique investment banking, merchant banking and venture capital firm

Managers in management buyout of regional investment advisory firm and structuring of a private placement to provide equity/debt financing for transaction

Several mutual funds in conducting an opposition proxy against management proposal of public telecommunications company to create tracking stock

Dissenters' group led by several mutual funds in squeeze out merger by controlling shareholder of national plumbing supply/fixtures company

State pension trust in connection with opposition to third party tender offer for portfolio company

Several investment advisers and money market funds in money market fund bailouts

Numerous issuers conducting private placement offerings of equity and debt securities ($1 million to more than $400 million). Offerings have been in diverse industries, including financial services, software, biotechnology, manufacturing, employment services and real estate

Nation's largest school supply marketer in public offering of $70 million of common stock and $120 million of senior subordinated notes and numerous merger and acquisition transactions

Fortune 500 company in several issuances of more than $350 million of Eurobonds under Regulation S and Rule 144A

E-commerce website developer in private placement of common stock

Large closely-held manufacturing firm in conducting a self-tender offer to provide liquidity to minority shareholders

Regional telecommunications company in merger with national telecommunications company

Large closely-held investment advisory firm in a spin-off of its real estate assets for future development and structuring of a private placement to key employees