Kimberley J. Kaplan-Gross

Partner

t 617-248-4051   f 617-502-4051

"A fabulous, talented lawyer with very good
technical skills and a really effective negotiating style."

Chambers USA 2017

“She is the most responsive and hardworking
professional I have ever worked with.”

Fund Client, Best Lawyers 2015

Kim Kaplan-Gross has over 20 years of experience representing domestic and international private equity and venture capital firm sponsors in fund formation, firm establishment (including team spin-outs), management company and general partner structuring and governance matters, regulatory matters, and creation and operation of separate account and special purpose investment programs. In fundraising, she advises fund sponsors on legal structuring matters, guides them in market positioning and setting proposed terms and conditions, and leads their investor negotiations. Additionally, she advises institutional investors in their investments in private equity funds, as well as in their acquisitions and dispositions of portfolios of private investment fund and operating company interests.

Kim was recognized in Chambers USA as a leading practitioner in venture capital in 2010 and in fund formation in 2011-2017, where sources say that she is “extremely knowledgeable” and “is very good with clients.” She was also recognized in the 2012-2017 Best Lawyers in America report as a leading lawyer in venture capital law, where a fund client lauded that “She did an outstanding job leading us through this process … We could not have done it without Kim and her outstanding advice.” Kim is also listed as a leading lawyer in the area of Investment Funds in the United States by Legal Media Group’s ExpertGuides (2016) and is a recommended lawyer for Investment Fund Formation and Management in The Legal 500 (2016). In 2017, Kim was named to Who's Who Legal's list of top Private Funds: Formation attorneys.

Practice Focus

Private Equity & Venture Capital:  regularly represents middle market private equity and venture capital funds in fund formation, firm establishment, management company and general partner structuring and governance matters, regulatory matters and creation and operation of separate account and special purpose investment programs.

Representative Engagements

  • Represented San Francisco-based venture capital firm in fundless-sponsor investment into early stage medical device company.
  • Represented Boston-based separate account alternative assets manager in organization of $300 million program to make investments in U.S.-based and international venture capital and private equity funds.
  • Represented Boston-based technology growth equity firm in establishment of second fund.
  •  Represented Nashville, TN based lower middle-market growth and buyout firm in organization of co-investment vehicle with firm’s lead university endowment investor.
  • Represented Boston- and San Francisco-based private equity firm in formation of $275 million fourth lower middle market buyout fund.
  • Represented Mauritius-organized third venture capital fund organized to enable investment by non-India based institutional investors in Indian technology companies.
  • Represented Silicon Valley based seed and early stage technology venture capital firm in organization of second fund.
  • Represented German early-stage technology venture capital firm in inaugural venture capital fund backed by U.S.-based institutional investors.
  • Represented San Francisco-based technology buyout firm in institutionally-backed second fund.
  • Represented Boston-based life sciences and healthcare investment firm in $300 million fifth fund to make direct secondary and primary investments in operating companies at all stages of growth.
  • Represented San Francisco-based early stage venture capital firm in reorganization of venture capital portfolio, led by prominent direct secondary institutional investor.
  • Represented Nashville, TN private equity firm in firm establishment and organization of inaugural lower middle market growth and buyout fund backed primarily by prominent university endowments.
  • Represented prominent middle-eastern oil company in numerous investments of $50 million or more in private equity funds of $1 billion or more, as well as in the establishment of $200 million or more separate account asset management programs. 
  • Represented prominent fund-of-funds managers in numerous investments into middle market private equity and venture capital funds.
  • Represented global insurance company in numerous investments into large cap and middle market buyout funds.

Publications and Presentations

Professional and Community Involvement 

Kim is a regular panelist and participant at industry events and symposia. Some of her most recent speaking engagements include: the Merrill Lynch Private Equity CFO Conference and NVCA's VentureScape 2016.

Kim is a member of the Investment Committee at Solomon Schechter Day School of Greater Boston and of the Governance Committee of the Jewish Community Endowment Pool (JCEP) of the Combined Jewish Philanthropies of Greater Boston. JCEP is a highly diversified pool of investment capital with exposure to less liquid investments, often including hedge funds, private equity funds, real estate funds and other complex, illiquid assets.

 

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