Shulman Rogers Strengthens Team with Kevin Lees
Shulman Rogers is excited to announce the arrival of Kevin Lees, who has joined the firm as a Shareholder in its Corporate and Investment Funds practices. With nearly two decades of expertise in advising fund sponsors and institutional investors globally, Kevin is set to make a remarkable impact on two of the firm’s rapidly expanding practice areas. His depth of knowledge will enhance the firm's capabilities in private equity, venture capital, real estate, infrastructure, credit, and secondaries.
Kevin's Extensive Experience in Fund Management
Kevin has successfully guided a diverse array of clients through the intricate lifecycle of private fund formation and management. His portfolio includes sophisticated investment structures spanning various regions, including Latin America, Europe, and Asia. He has expertise in private equity and buyout funds, evergreen vehicles, real estate and energy funds, fund-of-funds, and joint ventures. His insightful approach has proved beneficial in navigating the regulatory landscapes in various jurisdictions, strengthening the firm's global reach.
Expertise in Cross-Border Transactions
Regularly engaged in complex cross-border matters, Kevin has worked with jurisdictions such as Delaware, the Cayman Islands, and Luxembourg. Clients appreciate his seamless coordination with local counsel, which provides them with clear and practical guidance tailored to their unique strategies and regulatory requirements. By ensuring strong communication between multiple advisory roles, including transaction, credit, and tax advisors, he guarantees a comprehensive approach to client needs.
Comprehensive Fund Document Management
Kevin's role entails managing the entire process of drafting and negotiating critical fund documents, which include limited partnership agreements and subscription documents. His diligence extends to crafting side letters and co-investment arrangements and setting up separately managed accounts. Beyond documentation, he also provides regulatory guidance in accordance with various acts, including the Securities Act of 1933 and the Advisers Act of 1940.
Building on Existing Knowledge and Experience
Prior to joining Shulman Rogers, Kevin served as in-house counsel for a prominent global private equity firm, where he was responsible for the compliance program of its registered investment adviser. This hands-on experience enables him to effectively assist both registered and exempt advisers with their compliance, SEC examinations, and the adoption of new regulatory initiatives.
According to Sam Spiritos, Managing Shareholder of Shulman Rogers, "Kevin is a tremendous addition to our corporate and investment funds practices. His global experience and practical approach strengthen our ability to support fund sponsors and investors at every stage of the private capital lifecycle." This sentiment emphasizes the substantial value Kevin brings to the firm.
Commitment to Client Success
Kevin is known for his ability to help clients make swift yet informed decisions. Operating from the firm’s Potomac office, he will serve as Co-Chair of the Investment Funds Practice. His role will involve close collaboration with colleagues in Corporate, Tax, Real Estate, M&A, and Startup practices, working together to propel the ongoing expansion of the firm's private capital platform.
Frequently Asked Questions
Who is Kevin Lees?
Kevin Lees is a new Shareholder at Shulman Rogers, bringing extensive expertise in Corporate and Investment Funds practices.
What experience does Kevin bring to Shulman Rogers?
With nearly twenty years in the industry, Kevin has advised diverse clients on private fund formation and management across various regions.
What types of funds has Kevin worked with?
Kevin has worked with private equity funds, venture capital, real estate and energy funds, and more.
How does Kevin enhance the firm’s capabilities?
His strong background in global compliance and fund management adds depth to the Corporate and Investment Funds practices.
Where will Kevin be based?
Kevin will operate from the firm’s Potomac office as Co-Chair of the Investment Funds Practice, collaborating significantly across various departments.
