Jeffrey Skinner leads the Investment Management Team at Kilpatrick Townsend, where he focuses his practice on investments, investment funds and investment advisers. Mr. Skinner has extensive experience assisting clients with making investments, obtaining investors and navigating the complex securities and other laws surrounding investing. Mr. Skinner regularly counsels clients about their business goals, needs and legal challenges. He assists clients with navigating regulatory issues and requirements, entering into joint arrangements with commercial and investment partners, and closing business investments. Mr. Skinner uses his experience to work with entrepreneurs, established and growing companies, and individual and institutional investors to help them succeed with their investments, businesses, and related ventures.
Public and Private Investments Practice. Mr. Skinner has been lead counsel in numerous public offerings, private equity and venture investments and private debt financings. He assists individual and institutional clients with placing assets in funds and companies; corporations, LLCs and other entities with raising funds and arranging bank or privately-sourced financing; and private funds with negotiating and finalizing investments in businesses, real estate and other funds. Mr. Skinner represents both startups and established businesses of different sizes with their financing and investment needs. He regularly provides advice regarding public and private offering prospectuses, both from the company side - where he assists in the drafting and preparation of documentation and governing documents; and from the investor perspective - where he assists individuals and institutions in evaluating and negotiating terms of investment in funds and corporate opportunities, including entry into side letters and side agreements that complement the core terms of the investment. He also works with clients seeking to expand their businesses and business relationships through joint ventures, licensing and other contractual arrangements that involve multiple parties partnering and working together.
Investment Funds Practice. Mr. Skinner's investment funds practice covers a wide variety of types of investments and investing, including private and public funds. In the private fund area, he regularly organizes and represents hedge funds, venture funds, private equity funds, real estate funds, collective investment trusts and other investment vehicles. His clients include both domestic and foreign funds, including master-feeder and complex multi-fund structures designed to facilitate investments by different types of investors in a tax-efficient and cost-effective manner. In the public fund area, he regularly forms and represents mutual funds, closed-end funds, exchange traded funds and other publicly-registered vehicles. Mr. Skinner works with these public funds' management teams and boards of directors and trustees on SEC registration, corporate governance matters, disclosure documents, compliance requirements, SEC filings, regulatory examinations, state regulations and other investment company and management issues.
Investment Adviser Practice. Mr. Skinner represents numerous investment advisory firms registered at the state and federal level. His clients range from new advisers just starting their businesses with money contributed by family and friends, to multi-billion dollar managers with multiple offices across the country. His clients include money managers from New York to California, with a wide variety of investment focuses and management styles. Mr. Skinner counsels these clients on investment product design and implementation, performance advertising and marketing requirements, brokerage and trading issues, anti-fraud and conflict of interest regulations, and other legal matters under applicable state and federal law. Mr. Skinner works with his investment management clients to find straightforward and efficient solutions designed to advance their business goals while meeting all applicable legal and regulatory requirements.
Registered investment advisers and mutual funds, Represents multi-billion and multi-million dollar registered investment advisers and investment companies in private and public offering matters.
Grandparent adoption, Represents caregivers seeking to adopt children. One of the firm's signature pro bono programs is the Grandparent Adoption Program. Dozens of lawyers have been trained to represent grandparents and other relative caregivers who step up to raise young children in their extended family when the children's parents are unable or unwilling to do so. Working in partnership with local legal aid programs, lawyers accept referrals of eligible families, and prepare and file the required documents to effect the adoption. Hundreds of children's lives have been stabilized as a result of the firm's involvement.
Merger of mutual funds company, Represented $100 million mutual fund family and registered investment adviser with merger.
Improper trading activity by an investment adviser, Represented financial institution and investment adviser in alleged improper trading activity by a portfolio manager.
In-fill real estate projects representation for investment manager, Represented investment manager in various in-fill real estate projects in Raleigh, North Carolina, including acquisition, redevelopment and structuring of investment partnerships for financing Country Club Homes Apartments, Whitaker Mill Apartments, Palms Apartments and Methodist office building and redevelopment of Glenwood Place office park.
Real estate investment, development and finance company, Represented $1 billion real estate investment, development and finance company in connection with private real estate investment funds.
Representing investment manager in structuring investment vehicles, Representing and advising a $1 billion investment manager in structuring privately-offered domestic and offshore investment vehicles.
Registered INHAM adviser to major U.S. timber producer, Represented registered corporate "INHAM" adviser to a major U.S. forest products manufacturer. Ongoing representation of INHAM adviser and related multi-billion dollar pension fund in alternative and other investments.
Mutual fund and investment management disputes for large financial institution, Represented multi-billion dollar mutual fund family for a Fortune 500 financial institution in action alleging inappropriate investments in securities lending arrangement with mutual fund's custodian and lending agent.
$300 million merger between First Financial Holdings, Inc. and SCBT Financial Corporation, Represented First Financial Holdings, Incorporated in a merger with SCBT Financial Corporation. The $300 million transaction combines two of South Carolina's oldest and largest banking companies. The firm counseled and negotiated the terms of the merger agreement, handled employment and benefit matters, managed the due diligence and disclosure process, advised on IP, broker/dealer and tax matters.
Investment partnership, Served as counsel to family office investment management company providing private wealth management services.
*Experience gained by attorney prior to joining Kilpatrick Townsend
(Also at Winston-Salem, North Carolina Office)