Shulman Rogers Strengthens Teams with Addition of Kevin Lees as Shareholder

Shulman Rogers Welcomes Kevin Lees to Corporate and Investment Funds Practices

Shulman Rogers, an established law firm, has made waves in the corporate legal landscape by announcing the addition of Kevin Lees as a Shareholder in their Corporate and Investment Funds practices. With nearly two decades of extensive experience, Kevin is poised to significantly bolster these growing sectors within the firm.

Kevin’s arrival at Shulman Rogers comes at a crucial time when the firm is augmenting its capabilities in the areas of private equity, venture capital, real estate, infrastructure, credit, secondaries, and various private capital strategies. He has advised fund sponsors and institutional investors not just in the United States but across the globe, serving as a trusted guide through the complexities of private fund formation and management.

Renowned for his expertise, Kevin has navigated a multifaceted array of investment structures in locations including Latin America, Europe, and Asia. His experience spans various domains—from private equity and buyout funds to real estate and energy funds. His impressive portfolio also consists of managing fund-of-funds, small business investment companies (SBICs), and overseeing intricate joint ventures, including frameworks for sports leagues.

One of Kevin's standout attributes is his competence in managing complex cross-border matters, allowing him to effectively coordinate with local counsel while ensuring that each client’s unique strategy, regulatory requirements, and investor profiles are addressed. His knack for providing clear and practical advice has been instrumental in facilitating seamless operations for clients.

Kevin takes a holistic approach towards fund counsel. He diligently collaborates with transaction, credit, tax, accounting, and other advisors to ensure a comprehensive experience for his clients. His role includes overseeing various aspects of drafting and negotiating critical fund documents such as limited partnership agreements, side letters, subscription documents, and co-investment arrangements.

Moreover, Kevin is well-versed in the regulatory landscape, offering advice that aligns with key regulations such as the Securities Act of 1933, Securities Exchange Act of 1934, and the Investment Company Act. His previous experience as in-house counsel for a notable global private equity firm provided him with invaluable insights into managing RIA compliance programs—a depth of understanding he now transfers to assist registered and exempt advisers.

This collaboration also encompasses helping clients navigate registration, compliance, SEC examinations, as well as implementing new regulatory initiatives including the Marketing Rule and other recent SEC rulemakings.

Sam Spiritos, Managing Shareholder of Shulman Rogers, lauded the addition of Kevin, remarking on his global experience and practical approach which undoubtedly enhances the firm’s ability to support sponsors and investors throughout the various stages of the private capital lifecycle.

Residing in the firm’s Potomac office, Kevin will take on a significant role as Co-Chair of the Investment Funds Practice. In this capacity, he will actively work alongside colleagues spanning Corporate, Tax, Real Estate, M&A, and startup practices to fuel the ongoing development of Shulman Rogers’ private capital platform.

In conclusion, the joining of Kevin Lees to Shulman Rogers marks an exciting chapter for the firm, one that promises to enrich its service offerings while further solidifying its position in the corporate legal arena. For clients seeking trustworthy counsel in the realms of corporate and investment funds, Kevin's expertise will undoubtedly prove invaluable as they navigate the intricacies of private capital.