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- caroline.m.lee@dechert.com
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New York OfficeThree Bryant Park, 1095 Avenue of the Americas, New York, NY, United States of America 10036-6797
Caroline M. Lee is a counsel in Dechert’s global finance practice, with extensive experience in complicated financings designed to provide fund-level leverage to facilitate and support investment activities.
Ms. Lee regularly advises various financial sponsors, asset managers, business development companies and other financial institutions on a wide variety of fund financing transactions, including: subscription (capital call) facilities secured by uncalled capital commitments and related rights, with borrowing base capacity for the fund, as well as its parallel funds, alternative investment vehicles and portfolio companies; unsecured demand lines with an uncalled capital coverage requirement; hybrid facilities; NAV facilities; asset-based revolvers and Loan-to-SPV financings; margin loans; fund guarantees of portfolio level investments; management lines provided to investment advisors for working capital purposes; and employee co-investment credit facilities secured by their fund interests.
Prior to joining Dechert, Ms. Lee was an attorney in the New York office of an international law firm.
- Certain private funds advised by Fidelity Investments in connection with a HNW-focused subscription facility with PNC Bank, National Association.
- PennantPark Investment Corporation, a business development company, in connection with its upsize amendment, increasing the facility size from US$465 million to US$500 million, which may be further increased up to US$750 million.
- U/C Seed Partnership Fund, L.P., a Delaware limited partnership and a fund-of-one, in connection with its hybrid facility.
- Stellus Private Credit BDC and its related vehicles in connection with an upsize amendment, increasing the facility size from US$75 million to US$100 million.
- ING Capital LLC, as administrative agent, collateral agent and a lender, in connection with a US$225 million asset-based revolving credit facility to Star Mountain Diversified Credit Income Fund III, LP, a Delaware limited partnership.
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- University of California, Berkeley, B.A.
- Northwestern University Pritzker School of Law, J.D.
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- New York
- New Jersey
- California