Foley Hoag has represented 200+ SBICs over the last four decades. We represent funds with buy-out, growth capital, venture capital, seed capital and credit investment strategies, including portfolios that are unleveraged, traditionally leveraged and Government leveraged. Our lawyers have experience in all aspects of investment manager representation, including fund formation; negotiation with institutional investors; fund combinations and portfolio purchases; management organization and reorganization; SEC and SBA regulatory compliance, and investment transactions.
We offer our SBIC clients a full range of services in the Debenture, Impact, SSBIC, and Early Stage Leverage programs. Our attorneys assist SBIC clients with initial structuring, fund formation, licensing, management organization, buy-outs, post-licensure regulation, examinations, and investment transactions. Clients also seek the firm’s expertise in related areas, such as non-SBIC structures that satisfy the requirements of financial institutions sensitive to qualification under the Community Reinvestment Act (CRA) and to exemption from the Volcker Rule.