Cameron Jordan

Mr. Jordan advises clients on legal and business considerations relating to the establishment and operation of U.S. and international private investment funds, including open-end and closed-end funds, joint ventures, secondaries and continuation vehicles. He counsels a broad range of sponsors, from first-time fund managers to global institutional asset managers as well as institutional investors, including sovereign wealth funds, corporate and strategic investors, family offices and tax-exempt organizations. He assists sponsors with fund formation, global fundraising, capital deployment and the design of compensation and carried interest arrangements, as well as ongoing management, governance and compliance matters across a range of strategies, including private equity, credit, real estate, infrastructure, hedge, venture and growth.

He also advises on mergers, acquisitions and strategic partnerships involving asset managers, wealth platforms and other financial institutions, and regularly counsels clients on complex issues arising under the Investment Advisers Act, the Investment Company Act and FINRA regulations. In addition, he advises companies regarding their status under the Investment Company Act.

In the registered investment company area, Mr. Jordan counsels on the development, structuring, operation and regulation of business development companies, closed-end funds, mutual funds and exchange-traded funds. He has represented funds, sponsors and underwriters in initial public offerings and secondary financings, and regularly advises funds and their boards of directors on directors’ duties, governance and regulatory matters.

In recognition of his work, Mr. Jordan has been selected to Lawdragon’s 500 X — The Next Generation list, recognized as one of Best Lawyers’ Ones To Watch in America and honored by the Cook County Bar Association with its 2024 Next Generation Award. He also maintains an active pro bono practice and previously participated in the Leadership Council on Legal Diversity’s Pathfinders Program.

Recent representation highlights include:

Private Funds

• Nuveen in the formation of the Nuveen Energy & Power Infrastructure Credit Fund and related managed accounts and co-investment vehicles
• CapitalG in the formation of CapitalG III, CapitalG IV LP and Capital G V, each of which is a $2 billion-plus growth-stage venture capital investment fund sponsored by Alphabet
• GoodFinch Management in the formation of GoodFinch Fund V and related managed accounts and joint ventures
• Elizabeth Park Capital Management and Calvert Impact in the formation of the Mission Driven Bank Fund, a private equity impact fund that invests in MDIs and CDFIs
• Irradiant Partners in the formation of Irradiant Solutions Fund II, LP, a private credit fund, and Irradiant CLO Opportunities Fund, an evergreen CLO fund
• Alphabet in connection with:
  • certain investments in Black-led venture capital firms, including Concrete Rose and Share Ventures
  • investments in private equity funds sponsored by leading asset managers
• a leading sovereign wealth fund in connection with a $5.8 billion separately managed account
• a leading sovereign wealth fund in connection with a $1 billion investment in a Carlyle private equity fund
• a leading sovereign wealth fund in the execution of seven real estate fund investments totaling over $2 billion, including allocations to funds focused on retail, residential, commercial and real estate credit
• a leading sovereign wealth fund in connection with a $350 million investment in a private equity co-investment fund
• Neuberger Berman and several other large asset managers with respect to the formation and operation of their general partners and carried interest vehicles
• Aflac Global Ventures in connection with several domestic and international venture capital investments

Asset Manager Mergers and Acquisitions; Private Equity

• Aquarian Capital in its $4.1 billion acquisition of Brighthouse Financial, Inc.
• Corient in the acquisition of Stonehage Fleming and Stanhope Capital Group to create a $430 billion independent ultra-high-net-worth wealth manager
• Aon in its $2.7 billion sale of a majority of NFP’s wealth business to Madison Dearborn Partners
• Silver Rock in its strategic partnership with by Mubadala Capital
• CI Financial in its $8.7 billion take-private acquisition by Mubadala Capital
• Mubadala Investment Company PJSC as one of the lead co-investors with Silver Lake in the going-private acquisition of Endeavor Group Holdings, Inc. at an enterprise value of $25 billion
• CC Capital in its $250 million investment in The Westaim Corporation
• Lincoln Financial Group in its sale of its wealth management business to Osaic, Inc.
• Compass Group in its business combination with Vinci Partners to create a pan-regional platform managing over $50 billion in assets
• American Equity in connection with certain investments, including its strategic partnerships with 26North Partners and Pretium Partners
• Rithm Capital Corp. in its $720 million acquisition of Sculptor Capital Management, Inc.
• Fortress Investment Group in several investments and financing transactions, including with respect to Brightline
• Convera in its $1 billion acquisition of the Western Union Company’s business solutions division
• Neuberger Berman in connection with the business combination of Dyal Capital Partners and Owl Rock Capital in a $12.5 billion de-SPAC transaction to form Blue Owl Capital
• Janus Henderson in its $6 billion merger of equals
• a family office in its acquisition of a significant stake in an asset manager

Registered Funds

• Advent, Allianz, Brookfield, Cushing Funds, Gabelli, Guggenheim Funds, Tortoise and XA Investments in connection with initial public offerings and secondary offerings of closed-end funds totaling over $2 billion
• investment banks, including UBS, Bank of America Merrill Lynch, Morgan Stanley and Wells Fargo, as underwriters of offerings totaling over $3 billion by closed-end funds sponsored by firms such as Abdrn, Angel Oak, First Trust, Franklin, Invesco, Nuveen and PIMCO
• Advent, Cushing and Nuveen in response to activist shareholders, including Bulldog Investors, Karpus Management, Saba Capital Management and Western Investment
• Aspiriant, Cushing, Gabelli, Janus Henderson and Nuveen in connection with certain investment, corporate governance and regulatory matters related to their open-end funds