Peter M. Phleger advises sponsors and institutional investors, including corporate strategic investors, on private investment fund formation, including venture and private equity funds, fund-of-funds, secondary funds, and captive corporate funds. He counsels on fund structure, formation, governance, and investing activities, including both primary investments and secondary transactions. His work encompasses fund structuring, partnership agreement terms and conditions, securities law compliance, investor relations, and general partner separations.
Peter’s clients include fund sponsors of multibillion dollar partnerships and early–stage venture capital firms; strategic corporate investors such as pharmaceutical companies partnering with early–stage life science focused funds and energy companies partnering with renewable energy funds; and institutional investors such as public pension plans, insurance companies, fund-of-funds, family offices, and sovereign wealth funds. He also counsels both secondary buyers and sellers of portfolios of fund interests.
Recommended, Investment fund formation and management: Private equity funds (including venture capital), The Legal 500 US (2019)
Member, Practice Group of the Year, Asset Management, Law360 (2017)
Lawyer of the Year, Private Funds/Hedge Funds Law, San Francisco, The Best Lawyers in America (2016, 2021)
Recognized, Private Funds/Hedge Funds Law, San Francisco, The Best Lawyers in America (2006–2018, 2020–2022)
Recommended, Investment fund formation and management: Private equity funds (including venture capital), The Legal 500 US (2009, 2014, 2016–2018)
Recognized in Who’s Who Legal (2016)
Ranked, Chambers USA: America's Leading Lawyers for Business (2008–2013)
Ranked, Chambers Global: The World's Leading Lawyers for Business (2012–2013)
Member, USF Law Review
Member, McCauliffe Honor Society