Laura E. Bader

Laura Bader has almost three decades of experience counseling clients in connection with institutional investment and ERISA (Employee Retirement Income Security Act) fiduciary matters, including with respect to the "plan asset" rules and VCOC (venture capital operating company) and REOC (real estate operating company) structuring.

Laura's experience includes structuring and negotiating private equity, real estate, and other private funds for fund sponsors as well as for institutional investors. She also has counseled ERISA plans, investment managers, and a variety of pooled investment vehicles on ERISA compliance and fiduciary matters. Representative clients include The Riverside Company and Westbrook Partners.

担当案件

NOVA Infrastructure Management and its affiliated funds obtain new revolving subscription facility of up to $150 millionJones Day represented NOVA Infrastructure Management, LLC and its funds, NOVA Infrastructure Fund II, L.P. and NOVA Infrastructure Fund II (Cayman), L.P. in connection with a new subscription line facility of up to $150 million with Webster Bank, N.A., as the sole lender.

Edgewater Capital Management closes Edgewater Capital Partners V, LP at $330 millionJones Day represented Edgewater Capital Management, LLC in its fundraise and formation of Edgewater Capital Partners V, LP ("ECP V"). ECP V is a middle market private equity buyout fund and plans to invest the capital raised into performance product and services companies.

Blue Flag and affiliated funds obtain new subscription credit facilityJones Day represented Blue Flag and its managed funds Signal H Investment Partnership III, LP ("SHIP III") and Signal H Investment Parallel Partnership III, LP ("Parallel Fund") in connection with SHIP III and Parallel Fund's new subscription facility with a private national bank based in New York, as the sole lender.

Everberg Capital Partners III, L.P. and affiliated funds obtain subscription line credit facilityJones Day represented Everberg Capital Partners III, L.P. and its affiliated funds on a new subscription line credit facility with Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, as the lender.

Barings Direct and MassMutual negotiate and document €150 million revolving credit facility provided to Luxembourg SPV, managed by leading global investment firmJones Day represented Barings Direct Investments LLC, as servicer, and Massachusetts Mutual Life Insurance Company and MassMutual Ascend Life Insurance Company, as lenders, in negotiating and documenting a €150 million revolving credit facility provided to a Luxembourg special purpose vehicle under the management of a leading global investment firm, with Alter Domus Agency Services (UK) Limited and Alter Domus Trustees (UK) Limited serving as administrative agent and collateral agent, respectively.

Tail End Strategic Capital Partners obtains $30 million subscription line of creditJones Day represented Tail End Strategic Capital Partners, an innovative private equity firm focusing on secondary opportunities, in connection with a $30 million subscription line of credit.

CBRE Investment Management forms strategic partnership with Gilbane Development Company to own and develop student housing propertiesJones Day advised CBRE Investment Management in connection with the formation of a strategic partnership with Gilbane Development Company, involving six premier, purpose-built, student housing properties across the United States. The transaction included a recapitalization of three operational communities through a GP-Led secondary and three development projects.

Labcorp enters into $300 million accounts receivable securitization facilityJones Day advised Labcorp Holdings Inc., a leading global life sciences company, in connection with a $300 million accounts receivable securitization facility with PNC Bank, National Association.

Global secondaries fund manager purchases portfolio of private equity fund interestsJones Day advised a global secondaries fund manager in the purchase of a portfolio of private equity fund interests from a corporate pension plan. The purchase of the portfolio was partially financed using a NAV facility and included the use of representation and warranty insurance.

Large financial institution arranges $1.85 billion multicurrency credit facility for real estate investment fundJones Day represented a large financial institution, as administrative agent, in connection with a $1.85 billion unsecured credit facility, consisting of a US$825 million revolving credit facility, a CA$175 million alternative currency revolving credit facility, and a US$850 million term loan facility, provided to a real estate investment fund.

Sky Island Capital raises $300 millionJones Day advised Sky Island Capital in the formation of Sky Island Capital II LP ("Sky Island Capital II"), which closed with $300 million of commitments.

Morgenthaler Private Equity closes Fund IV at $633 millionJones Day represented Morgenthaler Private Equity in its fundraise and formation of MPE Partners IV, L.P. and its parallel fund (collectively, "MPE").

Cube Infrastructure Fund III reaches €1.0 billion first closeJones Day represented Cube Infrastructure Managers in the first closing of Cube Infrastructure Fund III, a €1.0 billion Luxembourg fund.

Global secondaries manager purchases portfolio of private equity fund interestsJones Day represented a global secondaries manager in connection with the purchase of a portfolio of private equity fund interests

Riverside closes Riverside Value Fund I, L.P. at $350 millionJones Day represented The Riverside Company in the successful final close of its Riverside Value Fund I, L.P. (RVF I), achieving its target of $350 million.

Whitman/Peterson Partners IV, LP closes on $692 millionJones Day advised Whitman/Peterson LLC on the formation of Whitman/Peterson Partners IV, LP.

Climate Fund Managers announces first close of CI2, its second global climate fund, at $675 millionJones Day represented Climate Fund Managers (CFM) with the structuring, establishment, fund raising and first closing of the new fund, CI2 Construction Equity Fund, that invests in water, sanitation and oceans infrastructure projects in Africa, South and South East Asia, and Latin America.

NOVA Infrastructure Management, LLC and affiliated funds obtain new $25 million subscription facilityJones Day represented NOVA Infrastructure Management, LLC and its fund NOVA Infrastructure Fund I, L.P. (“NOVA I”) in the refinancing of NOVA I's existing subscription line facility.

Accord Catalyst Fund obtains subscription line credit facilityJones Day represented Accord Catalyst Fund in connection with a new subscription line credit facility.

J.F. Lehman & Company acquires Mission MicrowaveJones Day advised J.F. Lehman & Company in the acquisition and financing of all of the outstanding membership interests of Mission Microwave Technologies, LLC, a revolutionary designer of radio frequency and microwave electronics supporting ground-based, airborne and space-based applications.

J.F. Lehman completes financing in connection with its $1.2 billion take-private acquisition of Heritage-Crystal Clean, Inc.Jones Day represented J.F. Lehman & Company, a leading private equity investment firm focused on the aerospace, defense, maritime, and environmental sectors, in connection with a syndicated senior secured credit facility financing its approximately $1.2 billion take-private acquisition of Heritage-Crystal Clean, Inc. (NASDAQ: HCCI), a leading provider of parts cleaning, used oil re-refining, hazardous and non-hazardous waste disposal, emergency and spill response, and industrial and field services to vehicle maintenance businesses, manufacturers and other industrial businesses, as well as utilities and governmental entities.

EagleTree Capital acquires LigneticsJones Day advised EagleTree Capital in connection with the acquisition and financing of Lignetics, Inc., the largest consumer-focused wood pellet manufacturer in the U.S., from Taglich Private Equity and Mill Road Capital.

MPE Partners recapitalizes Precision PipelineJones Day advised MPE Partners in the acquisition and financing of Precision Pipeline, LLC, a leading provider of critical repair, replacement, and maintenance services for utility customers across the gas, electrical, telecommunications, and water end markets.

Private credit firm and affiliated funds obtain subscription line credit facility in amount up to $150 millionJones Day represented a private credit firm and certain of its funds in the refinancing of such funds’ existing subscription line facility.

Invitation Homes completes $650 million acquisition of single-family rental home portfolioJones Day represented Invitation Homes (NYSE: INVH), as buyer, in connection with its portfolio acquisition of nearly 1,900 single-family rental homes for a purchase price of approximately $650 million.

Wells Fargo-led syndicate provides $3 billion loan revolver secured by eight data center propertiesJones Day represented Wells Fargo Bank, National Association, as administrative agent and lender, and Wells Fargo Securities, LLC, as arranger and loan coordinator, in connection with a $3 billion syndicated revolving credit facility secured by eight data center properties across Arizona, Georgia, Nevada, Texas, Virginia, and Washington.

Henderson Park and South Street Partners acquire Palmetto Bluff Montage Hotel and ResortJones Day represented Henderson Park Capital Partners in its joint venture with South Street Partners and the joint venture's acquisition and financing of Palmetto Bluff, a 20,000-acre single family residential and resort community in the Lowcountry of South Carolina, situated between Charleston and Savannah.

Greystar Equity Partners Europe Fund obtains subscription line credit facilityJones Day represented Greystar Equity Partners Europe Fund in connection with the subscription line credit facility arranged by Mitsubishi UFJ Trust and Banking Corporation.

Prophet MSR Opportunities forms new private fund for acquiring mortgage servicing rightsJones Day advised Prophet MSR Opportunities LP on its formation and marketing of a new private fund focused on acquiring mortgage servicing rights.

Sky Island Capital forms Sky Island Capital I LPJones Day represented Sky Island Capital in connection with the formation of Sky Island Capital I LP.

Riverside announces final fund closing of RCS SBIC Fund II, L.P.Jones Day advised The Riverside Company on the final closing of its RCS SBIC Fund II, L.P.

Gilde Healthcare establishes Gilde Healthcare Private Equity IVJones Day advised Gilde Healthcare Partners B.V. in the establishment of Gilde Healthcare Private Equity IV, a private equity fund that invests in profitable healthcare companies operating in the lower mid-market in North-west Europe.

FVLCRUM acquires Gulf Coast Crane ServicesJones Day advised FVLCRUM in the acquisition of Gulf Coast Crane Services, LLC, a crane rental services solutions and equipment company headquartered in Corpus Christi, Texas.

Riverside forms Riverside Micro-Cap Fund VIJones Day advised The Riverside Company in the formation of Riverside Micro-Cap Fund VI (RMCF VI), raising $1.872 billion in investable capital, the largest in RMCF and Riverside history and more than 50% larger than its predecessor fund RMCF V.

Riverside acquires Bishops Cuts/ColorJones Day represented The Riverside Company in connection with the acquisition of Bishops Cuts/Color (Bishops), a franchise company that is a leading provider of hair care services with more than 40 locations across the United States.

Large financial institution provides $82.5 million term loan credit facility to mid-market fundJones Day advised a large financial institution, as lender, in connection with a $82.5 million senior secured term loan credit facility provided to a mid-market fund that invests in asset-backed securities and credit-linked notes.

PureCycle Technologies completes $250 million Green Convertible Senior Notes offeringJones Day represented PureCycle Technologies, Inc., in connection with a Rule 144A offering of $250 million aggregate principal amount of 7.25% Green Convertible Senior Notes due 2030.

November 2019
ERISA and Tax Considerations in Securitization Transactions, Securitization Law, guest lecturer, Loyola University of Chicago School of Law
March 19, 2018
PLI's ERISA Plan Investments in Financial Markets 2018: The Fundamentals
October 2017
ERISA and Tax Considerations in Securitization Transactions, Securitization Law, guest lecturer, Loyola University of Chicago School of Law
May 2017
Current Topics for Investment Managers of ERISA Plans," Pension Plan Investments 2017 - Current Perspectives, panelist, Practising Law Institute
March 2015
ERISA and Tax Considerations in Securitization Transactions, Securitization Law, guest lecturer, Loyola University of Chicago School of Law
April 2014
Current Fiduciary Issues, Pension Plan Investments 2014 - Current Perspectives, panelist, Practising Law Institute
March 2014
ERISA and Tax Considerations in Securitization Transactions, Securitization Law, guest lecturer, Loyola University of Chicago School of Law
April 2013
Current Fiduciary Issues," Pension Plan Investments 2013 - Current Perspectives, panelist, Practising Law Institute
May 2007
Regulatory Developments - How Do They Hinder or Help Marketing to Investors?, panelist, SRI Private Equity Marketing and Branding Forum
November 2004
Real-Estate Related Private Equity - Trends and Issues, Illinois Venture Capital Association CFO Summit

Partner

Connect:

担当案件

QPAM Amendment Finalized: Prompt Action Required for Continued Reliance

Regulation Best Interest and ESG Investing: Confluence for the SEC or Consternation Under ERISA?

Final Rule on Regulation Best Interest Now Complete

Fifth Circuit Vacates ERISA "Fiduciary Rule": Future Uncertain

Laura E. Bader

Partner

Connect:

共有

取扱分野

オフィス

学歴

弁護士登録

受賞歴