Nathan provides thoughtful and practical advice to fund sponsors, founders, and institutions as they design, build, and operate private funds, investment vehicles, joint ventures, platforms, and accounts. He also advises buyers and sellers in complex asset management M&A transactions and bespoke strategic partnerships that drive long-term growth and institutional value creation.
Experience
Representative matters
Representative matters
Advised a leading Japanese insurance company on a $1.44 billion strategic investment to acquire a minority stake in a global diversified asset management firm.
Advised a major UK financial services group on a strategic minority investment in a real estate private equity firm alongside an initial commitment of up to $200 million in seed capital.
Designed a novel $2 billion private equity investment arrangement for an established multi-strategy hedge fund investment manager.
Representative Experience
Advised a leading Japanese insurance company on a $1.44 billion strategic investment to acquire a minority stake in a global diversified asset management firm.
Advised a major UK financial services group on a strategic minority investment in a real estate private equity firm alongside an initial commitment of up to $200 million in seed capital.
Designed a novel $2 billion private equity investment arrangement for an established multi-strategy hedge fund investment manager.
Advised a leading private credit solutions provider on the establishment of a $400 million separately managed account and a contemporaneous $200 million co-investment sleeve.
Advised a leading U.S.-based merchant bank and investment and advisory platform on the formation of its $14 billion flagship private capital fund.
Advised a leading global diversified alternative asset manager on the formation and operation of multiple private funds and accounts across many different asset classes and strategies, including its $24.7 billion flagship private equity buyout fund.
Designed multiple innovative hybrid/evergreen fund and permanent capital structures for emerging and established asset managers seeking bespoke private capital fundraising solutions.
Advised several serial seed/stakes allocators and first-time strategic institutional investors on their minority investments and revenue-sharing arrangements across a range of emerging and established alternative asset management firm targets.
Advised a range of investment management firms and institutions on complex secondaries transactions, including single- and multiple-asset continuation vehicle investments.
Advised family offices, high-net-worth individuals, companies, institutional investors, and capital solutions providers on their anchor and strategic fund investments.
Advised founders and principals of asset managers navigating internal founder exits and designed transformative succession planning arrangements for established managers.
Credentials
Education
Education
- New York University School of Law, 2016, J.D., Senior Articles Editor, NYU Journal of Legislation and Public Policy
- University of California, Berkeley, 2013, B.S., Chemistry, with honors
Professional admissions & qualifications
Professional admissions & qualifications
- New York
Court admissions
Court admissions
- U.S. District Court – Southern District of New York
- U.S. District Court – Eastern District of New York
Professional affiliations
Professional affiliations
- NextGen Advocate, Broadway Cares/Equity Fights AIDS
- Member, Pro Bono Advocates Council, Volunteers of Legal Service (VOLS), 2022-2026