Lunch & Learn Webinar Series: Equity and Debt Co-Investing in Lower Middle Market Financing Transactions

Presented by Locke Lord

Equity and Debt Co-Investing in Lower Middle Market Financing Transactions

Tuesday, September 14, 2021
12:00pm ET

Join us for a discussion of key considerations for equity and debt co-investments in lower middle market financing transactions.  We will cover protective strategies for investors making simultaneous debt and equity investments alongside co-investors, including deal terms to consider in debt and equity investment documents and intercreditor agreements.

Download the presentation deck

Christine McCay, Partner

Debt Finance Group Co-Chair

Locke Lord


Christine represents financial institutions, including banks, investment funds and finance companies, as well as private equity sponsors and public and private operating companies in a broad range of debt financing transactions, such as syndicated senior credit facilities, second lien, mezzanine and subordinated debt financings, distressed debt investments, restructuring and recapitalization transactions and high-yield bond issuances.

Tamer Tullgren, Partner

Small Business Investment Companies (SBICs) Group Chair

Locke Lord


Tamer’s practice focuses on the representation of private equity and venture capital firms, SBICs and other investors, in equity and debt investment transactions, fund formation and regulatory matters. Tamer has significant experience advising SBICs on investment, regulatory, and fund formation matters, and he frequently represents banks in connection with financing provided to SBICs. Tamer also counsels growth-oriented technology companies and middle market businesses on M&A and financing matters.

Michael Wilson, Partner

Locke Lord



Mike handles mergers and acquisitions, debt finance transactions, venture capital transactions and general corporate matters for private equity funds, startups, banks, insurance companies and other public and private businesses. Mike has significant private equity experience, including with small business investment companies (SBICs), representing funds and limited partners in portfolio investments, limited partner investments, fund formation and SBIC licensing.

*Locke Lord is a premier full-service law firm that has earned a solid reputation for complex litigation, regulatory and transactional work on behalf of clients in important and growing industry sectors around the world.

For more information visit the Locke Lord website >

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