Advice For Sophisticated Investors

Investors’ Counsel

Consult trusted advisors before making significant financial decisions to validate your investment thesis or identify potential risks from another perspective. We provide specialized services for individual accredited investors, family offices, and other institutional investors.

Investment Validation for Private Offerings

DUE DILIGENCE FOR PRIVATE EQUITY AND VENTURE CAPITAL: Deep-dive due diligence services for investors making substantial allocations to private securities. You can set the scope or choose from one our structured reports. 

DISTRIBUTION WATERFALL MODELING: Comparison of forward-looking statements and projections with other macroeconomic and sector benchmarks in visual form.

DDQ PREPERATION: We prepare our investor clients for subsequent due diligence calls with a range of services. Request annotated versions of offering documents complete with insightful questions on sensitive areas. Choose full service DDQ preparation complete with formal document requests, including direct communication and negotiation with the fund sponsor.

SIDE LETTERS: Side Letters are a tool used by seasoned investors to negotiate additional or favorable terms. Subjective leverage of each investor can be material to these negotiations.

SIDECAR INVESTMENTS: These offer flexibility to both investors and fund management, and can often be structured in a mutually beneficial way to avoid integration risks.

How do we add value to our investor clients?

SELECTIVE REPRESENTATION: Our client selection process emphasizes doing more for a few. Therefore, the attorney-client relationships that exist between TGF and its clients are something unique in the legal services industry, and just as rare in the larger marketplace.

DEPTH OF RELATIONSHIP: We seek to understand our investor clients. That means understanding their goals and aspirations, just as much as it involves understanding their portfolio.

FULL ACCESS: We strive to be fully accessible to our clients at all hours, on weekends, and from anywhere in the world. Unfettered and unfiltered communication with your attorney matters. Depending on client needs, we calendar regular status calls to stay in tune with your changing circumstances.

  • “After a large liquidity event, I worked with Gemondo Law to reallocate the proceeds for income and long-term appreciation. They assisted with investment validation for several multifamily real estate deals, and various private equity opportunities.”

    Sean J.
    Pennsylvania
  • “Gemondo Law has negotiated multiple side letters for me resulting in favorable carried interest and fee adjustments. This firm’s experience representing fund managers provides a significant advantage to any PE investor.”

    Chad M.
    North Carolina

Investment Validation for Other Assets

COMMERCIAL/MULTIFAMILY REAL ESTATE: Real estate forms the cornerstone of many investor portfolios. We have extensive experience analyzing income-producing real estate investments in a variety of markets.

BUSINESS ACQUISITION: Due diligence plays a vital role in acquisition of any privately owned business. We provide detailed reports to help clients make informed decisions. Beyond the balance sheet and P&L, intangibles like key personnel and contract expirations can be important decision points.

PUBLICLY-TRADED SECURITIES: Large allocations to publicly-traded securities are often seen as lower risk due to strict SEC disclosure requirements. While public information is plentiful, it can be challenging to interpret. Clear analysis of fundamentals, technicals, and insider activity is key to validating investments. Examining management changes, sector performance, debt, and dilutive issuances provides deeper insight before major decisions.

testimonials

Words From Clients

  • Timothy J. Kotzman
    CEO, Jubilee Family of Funds
    New York, NY

    “Chris is willing to do whatever it takes to get results for his clients. He routinely brings creative solutions and practical market assessment to our conversations.  Chris has helped me with a range of legal issues from launching private equity securities offerings, to regulatory compliance with the SEC, to large scale property transfers. I value his advice beyond just our attorney-client relationship, as he exhibits a genuine interest in the success of my businesses, my brands, and me.”

  • Jonathan Farmer
    President and CEO, Arsenal Resources
    Wexford, PA

    “Our company has worked with Chris for a number of years. As a PE-backed mineral developer, I can say that he delivers work product on time and on budget. In the PE world, time is always of the essence, and price points always matter. His firm is sensitive to both, yet continually provides the highest level of service. He makes his clients feel like they are a priority. That’s why he won our business.”

  • Brian Pitell
    Founder, BPG Planning
    Sewickley, PA

    “I can speak to Chris’s character of integrity and perseverance. I endorse him as a reliable and trustworthy advisor for anyone looking to build their business. He is an entrepreneur himself, so his firm is a natural fit for self-starters in the fund management and syndication space.”

Contact Info

Contact us to schedule a free consultation. Our time is reserved for an exclusive group of clients who share our values. 

FIRM VALUES

  • Focus on Relationships. 

    “Success is best when it’s shared.”― Howard Schultz

  • Attention to Detail. 

    “Attention to detail cannot (and never is) added later.”― Marco Arment

  • Proactive Strategies for Long-Term Thinkers. 

    “If you don’t know where you are going, you’ll end up someplace else.”― Yogi Berra

  • cmg@gemondolaw.com
  • 24 / 7 / 365
  • Pittsburgh, PA

Free Consultation

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