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  1. Professionals

Evan J. Merritt

Associate

Dallas

+1 214-296-9816

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  • Overview
  • Experience
  • Credentials

Evan focuses his practice on representing private equity sponsors and investors in structuring and executing a variety of secondary transactions designed to provide liquidity to both sponsors and investors. In addition to secondary transactions, he has significant experience in structuring and forming private equity and real estate funds and related vehicles.

Evan represents sponsors and investors across the investment lifecycle, from fund formation and capital raising to liquidity events and exits. His practice includes structuring and forming private investment funds and related vehicles, as well as advising on strategic secondary transactions designed to provide liquidity to both sponsors and investors. In addition, he counsels clients on co-investment arrangements, joint ventures, and general corporate matters. Evan also has significant experience advising on mergers and acquisitions and other complex transactions.

Key Matters

Some of the experience represented below may have been handled at a previous firm.

  • Represented a middle-market private equity firm in the recapitalization of its portfolio company, an aerospace company.
  • Represented a real estate private equity firm in the formation of a multi-asset continuation fund to acquire certain portfolio investments.
  • Represented a middle-market private equity firm in the recapitalization of its portfolio company, an insurance firm, and the formation of a continuation fund capitalized by secondary market participants and reinvesting limited partners.
  • Represented a real estate private equity firm in the formation of a co-investment fund for its acquisition of a portfolio of real estate assets.
  • Represented an institutional investor in its sale of a portion of its private equity portfolio to multiple buyers, for a purchase price of approximately $1.2 billion.
  • Represented a sovereign wealth fund in its sale of a portion of its private equity portfolio to multiple buyers, for a purchase price of approximately $600 million.
  • Represented a private equity firm in its acquisition of the fund administrator of a $1.2 billion energy infrastructure fund.

Represented multiple private equity clients in the structuring, formation, and operation of both closed-end and open-end funds across a diverse range of investment strategies, including core and value-added real estate, infrastructure, debt, and energy.

Capabilities

Private Investment Funds
Secondaries & Liquidity Solutions
Private Equity

Key Matters

Some of the experience represented below may have been handled at a previous firm.

  • Represented a middle-market private equity firm in the recapitalization of its portfolio company, an aerospace company.
  • Represented a real estate private equity firm in the formation of a multi-asset continuation fund to acquire certain portfolio investments.
  • Represented a middle-market private equity firm in the recapitalization of its portfolio company, an insurance firm, and the formation of a continuation fund capitalized by secondary market participants and reinvesting limited partners.
  • Represented a real estate private equity firm in the formation of a co-investment fund for its acquisition of a portfolio of real estate assets.
  • Represented an institutional investor in its sale of a portion of its private equity portfolio to multiple buyers, for a purchase price of approximately $1.2 billion.
  • Represented a sovereign wealth fund in its sale of a portion of its private equity portfolio to multiple buyers, for a purchase price of approximately $600 million.
  • Represented a private equity firm in its acquisition of the fund administrator of a $1.2 billion energy infrastructure fund.

Represented multiple private equity clients in the structuring, formation, and operation of both closed-end and open-end funds across a diverse range of investment strategies, including core and value-added real estate, infrastructure, debt, and energy.

Credentials

Education

Evan received his J.D., summa cum laude, from SMU Dedman School of Law, where he was a member of the Order of the Coif. He earned his B.S. from the United States Military Academy at West Point.

    Admissions
    • Texas

    Capabilities

    Private Investment Funds
    Secondaries & Liquidity Solutions
    Private Equity
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