Jump to:
Kathryn Stone is counsel in the tax practice. She focuses on advising asset managers and investors on the formation and operation of private equity funds, credit funds, continuation funds and real estate funds, and investments therein. In addition to advising at all stages of a fund life cycle, Kathryn has substantial experience counseling sponsors on a wide range of transactional matters, including continuation funds, GP stakes matters and portfolio company acquisitions and dispositions. She also regularly advises both sponsors and institutional investors on complex real estate transactions, including the formation and operation of public and private, equity and debt REITs.
Experience
Representative clients and matters include:
- BV Investment Partners in the formation and operation of:
- $1.75b BV Investment Partners Fund XI
- $1.1b BV Investment Partners Fund X
- $750m BV Investment Partners Fund IX
- Continuation fund transaction for Right Networks
- The Vistria Group in the formation and operation of:
- $2.68b Vistria Fund IV
- $1.1b Vistria Fund III
- Inaugural credit fund
- Continuation fund and GP stakes transactions
- ACORE Capital in the formation and operation of:
- A multi-product commercial real estate financing fund platform
- $1b platform for North American hospitality rescue capital investments
- Cove Hill Partners in connection with:
- Formation and operation of multiple flagship funds
- Strategic investment in Gamma Technologies, LLC
- Equality Asset Management in fund formation and operational matters
- Parthenon Capital Partners in fund formation and operational matters
- Riata Capital Group in fund formation and operational matters
- Longpoint in the formation and operation of:
- $940m Longpoint Fund III
- Inaugural core specialty grocery platform
- ArcLight Capital Partners in its sale of a minority stake to Goldman Sachs Group
- A major university endowment in investments in private equity and real estate.
- Shire plc in connection with its $32 billion combination with Baxalta, a business spun out of Baxter International, for a combination of cash and stock.
- TPG in its $8 billion sale of Par Pharmaceutical to Dublin-based global specialty pharmaceutical company Endo International plc for a combination of cash and stock.