Syndicate Legal Advisory Services provides sophisticated, commercially driven advisory to financial institutions, venture capital firms, hedge funds, private equity sponsors, and alternative lenders across a broad range of fund financing transactions.

With over 25 years of experience in structuring complex fund finance facilities, Mr. Steve Mueller (co-founder of Syndicate Legal Advisory Services) is known for his practical insight and deep familiarity with fund structures and for providing tailored solutions that meet the needs of a dynamic and evolving market.

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Syndicate Legal Advisory Services has experience working with both domestic and international fund structures in a variety of investment strategies, including infrastructure, buyout, growth equity, venture, senior debt, and mezzanine. Syndicate Legal Advisory Services also advise borrowers and lenders on credit structuring matters that arise from a fund’s investor base, including single investor funds, majority high net worth or family office investors, rated investors and international investors.

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Syndicate Legal Advisory Services' Fund Finance practice is complemented by Mr. Steve Mueller's extensive knowledge of private equity-related financings and investments, as well as fund formation, tax, and regulatory colleagues. 

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Our Services include (but are not limited to):

• Subscription Credit Facilities: Capital call lines for private equity, real estate, infrastructure, and private credit funds - from bilateral deals to widely syndicated structures.

• NAV and Hybrid Facilities: Credit facilities based on net asset value or blended collateral, often tailored to a fund’s life cycle and asset composition.

• GP and Management Company Facilities: Lines of credit designed to provide liquidity for general partners, co-investment programs, and working capital needs.

• Partner Loan and Co-Invest Programs: Structuring and documenting secured or guaranteed employee and executive loan programs.

• Back Leverage Facilities:  Warehouse, note-on-note and other structured financings for private credit and real estate investment funds seeking liquidity solutions.

• Product Innovation: Advising lenders on credit risk, programmatic terms and execution efficiencies to build out a fund finance platform.

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Notes:

• Available with all Syndicate Legal Advisory Services' - Business Subscription Plans (not a standalone service)

• Syndicate Legal Advisory Services' - compensation for capital markets advisory services:

  • Syndicate Legal Advisory Services receives securities equal to three percent (3%) of each class or type of securities sold or otherwise issued by the client company in any private or public offering, financing, or capital raise.​

  • Does not include any compensation that will be paid to any FINRA Registered Broker Dealers, Registered Investment Advisors and/or Market Makers.

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