Syndication & Securities

A syndication attorney for sponsors who raise on repeat.

Raise capital with documents that hold up to scrutiny — offering documents, entity architecture, and investor-facing paperwork built by counsel who works on your side of the deal.

See syndication packages

Most sponsors don't lose deals on the underwriting. They lose them on paperwork: an offering that doesn't match how the deal actually works, an entity structure that fights the capital stack, or investor documents assembled from a template that never anticipated your raise.

Catalyst handles the securities side of your business as ongoing counsel, not a one-off document drop. That means your PPM, operating agreement, subscription documents, and filings are drafted together and stay consistent as the offering evolves.

Because we also cover your operating business and your closings, your syndication counsel already knows the entity, the partners, and the property — nothing gets handed off and nothing falls through.

Offering documents

Private placement memoranda, operating agreements, and subscription documents drafted to match your actual deal terms.

Entity & fund formation

Entity architecture for single-asset syndications, co-GP structures, and fund-level vehicles.

SEC-compliant offerings

506(b) and 506(c) offerings, Form D and Blue Sky filings, and 506(b)-to-506(c) conversions.

Investor-facing review

Investor disclosures, document auditing, transfers of interest, and marketing and website compliance review.

JV & co-GP structuring

Joint venture agreements and sponsor-side economics papered the way you negotiated them.

Ongoing raise support

Counsel through the raise itself — revisions, investor questions, and the next offering after this one.

How the work runs

01

Deal review

We start with the asset, the capital stack, and how you intend to raise, then map the structure that fits it.

02

Structure & draft

Entities formed, offering documents drafted, and filings prepared as one coordinated set of paper.

03

Raise & repeat

Ongoing counsel through the raise and into the next one, with your documents already on file.

Every engagement is flat-scope and defined up front — scope and investment are discussed on your discovery call, not billed by the hour.

CLP Discovery · 15 min

Start Scaling Without Burnout

Book your Catalyst Strategy Call below. This no-pressure call is designed to help you get clarity, understand your options, and see if Catalyst is the right fit for your business.