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Deceptively Simple: Targeted Allocations in Private Equity Deals

Contains material from Feb 2024

Deceptively Simple: Targeted Allocations in Private Equity Deals
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Examine practical issues associated with the use of targeted income allocations in private equity transactions. In particular, provide an overview of allocations in respect of carried interests and how such allocations can be impacted by clawback provisions and fee waivers.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2025

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1. Deceptively Simple: Targeted Allocations in Private Equity Deals (Feb 2024)

Mark Dundon

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57 mins
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57 mins
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Session 1 —57 mins
1.00
Deceptively Simple: Targeted Allocations in Private Equity Deals (Feb 2024)

Examine practical issues associated with the use of targeted income allocations in private equity transactions. In particular, provide an overview of allocations in respect of carried interests and how such allocations can be impacted by clawback provisions and fee waivers.

Originally presented: Dec 2023 Taxation Conference: Day 1 - Focus on Business Planning

Mark Dundon, Kirkland & Ellis LLP - Houston, TX