For firms and individuals exploring investments, Rob Moses can provide pre-investment due diligence services to facilitate informed investing, as well as investment documentation drafting and negotiation to cover important investment terms and conditions. Rob provides this due diligence and investment documentation with respect to all types of investments including private placements in small businesses, mutual funds, annuities, alternative investments (such as non-traded REITs, 1031 exchanges, business development companies, hedge funds, private equity funds, private real estate funds, oil and gas partnerships and equipment leasing programs), and separately managed account investments with asset managers and investment advisors.

Investors should undertake a thorough pre-investment review before putting capital at risk.   The importance of utilizing experienced counsel, advice and skills should not be overlooked; Rob can effectively negotiate and implement documentation containing advantageous investment terms such as representations and warranties, covenants and indemnification provisions. Rob’s services and documentation for investments include without limitation:

  • Investment Agreements
  • Investment Documentation
  • Investment Due Diligence
  • Investment Structures and Features
  • Private Offering Negotiating and Drafting
  • Non-Disclosure Agreements
  • Stock Purchase Agreements
  • Subscription Agreements