Investment Funds
Fund formation today is about more than legal setup – it’s about supporting fund managers in achieving their investment strategies while navigating tax, regulatory, and cross-border challenges. We advise on the structuring of private equity, real estate, venture capital, and hybrid funds, ensuring regulatory compliance, transparent disclosures, and operational efficiency throughout the fund’s lifecycle.
Whether setting up new vehicles, onboarding global investors, or managing restructurings, we deliver tailored solutions that meet both regulatory requirements and the strategic goals of fund managers.
Our Investment Funds team works seamlessly with colleagues in Financial Services, Tax, Corporate, Compliance, and Dispute Resolution, offering integrated advice from fund formation through distribution, governance, and exits. This coordinated approach helps clients manage risk, optimise tax, and operate effectively in complex regulatory environments.
Areas of expertise
- Fund Formation (UCITS, AIFs, Venture Capital, Private Equity)
- Regulatory Compliance (EU and National)
- Fund Passporting and Cross-Border Distribution
- Drafting Offering Documents, Prospectuses, and LPAs
- Ongoing Fund Governance and Investor Relations
Experts in this field
- All
- Estonia
- Latvia
- Lithuania
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Agnius PilipavičiusLithuania -
Andra RubeneLatvia -
Dalia AugaitėLithuania -
Ieva Judinska-BandenieceLatvia -
Inese HazenfusaLatvia -
Karolina LapinskaitėLithuania -
Kirsti PentEstonia -
Uldis JudinskisLatvia -
Vidmantas DrizgaLithuania -
Rūdolfs VilsonsLatvia -
Harijs LielvārdsLatvia -
Kaspars TreilibsLatvia -
Mārtiņš GalzonsLatvia -
Julija JakutytėLithuania -
Kajus PakėnasLithuania
No experts match selected filter.
Deals & cases
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20.02.2026 | LithuaniaA new investment that strengthens Europe’s space capabilities
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09.01.2026 | EstoniaTuleva Fondid AS expands its investment offering with a new UCITS fund
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20.10.2025 | LithuaniaCoinvest Capital has invested in the Lithuanian cybersecurity startup CBRX
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16.10.2025 | LithuaniaSOUND Asset Management completed the fundraising of its private debt fund Sound Senior Private Debt Fund 1, reaching a total size of EUR 70 million
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13.10.2025 | LithuaniaCoinvest Capital, alongside Plug & Play EMEA Ventures GmbH and international angels, has invested €1.08M in Luna Robotics
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29.09.2025 | LatviaShareholders of VAIRO IPAS sell 100% of their shares to IPAS INDEXO
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09.06.2025 | EstoniaAdvised Lendurai on its €5.5M investment round led by Expeditions Fund, HCVC and Vsquared Ventures
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23.04.2024 | LithuaniaAdvised Röntgen Asset Management (UAB Ketvirta Diena) on obtaining permission to operate as a management company of collective investment undertakings for informed investors
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12.04.2024 | LithuaniaTGS Baltic advised Coinvest Capital on its investment in the Lithuanian crisp producer CHAZZ
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04.02.2024 | LithuaniaTGS Baltic team advised AIM Invest on successfully obtaining a category C financial brokerage company license
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20.04.2023 | LithuaniaTGS Baltic advised Livonia Partners on investment in the fast-growing sustainability innovator Bagfactory
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06.04.2023 | LithuaniaTGS Baltic advised investment funds managed by BaltCap, the largest private equity firm in the Baltic States
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12.02.2023 | LithuaniaTGS Baltic advised Contrarian Ventures on establishing the pan-European climate-tech impact venture capital fund, Contrarian Ventures Net Zero 2022
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05.01.2023 | LithuaniaExceptional victory: we have won a case against the Bank of Lithuania in courts of all instances, representing Orion Asset Management
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11.11.2022 | LithuaniaTGS Baltic advised Orion Wealth in obtaining a licence of a financial brokerage firm of category C
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21.09.2022TEGOS advised on a EUR 11.6 million investment transaction in Estonia
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30.06.2022 | LithuaniaTGS Baltic advised Valstybės investicinis kapitalas on a EUR 25 million note issue
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09.06.2022 | LithuaniaTGS Baltic advised EPSO-G, which was the first in the Baltics to issue sustainability bonds
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21.04.2022 | LithuaniaTGS Baltic advised I Asset Management in obtaining a license to operate throughout the EU
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05.04.2022 | LithuaniaTGS Baltic advised Vilnius Jesuit High School in establishing the Europe’s first school-based untouchable capital fund
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18.01.2022 | LithuaniaTGS Baltic advised financial brokerage company Myriad Capital on obtaining a category B licence of a financial brokerage firm
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22.10.2021 | LithuaniaTGS Baltic advised OTB Ventures and Speedinvest on their investment into Kevin. which has secured $10 million
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11.10.2021 | LithuaniaTGS Baltic advised CoInvest Capital on their investment in Cogastro, the world’s first insect farm software company
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07.10.2021TGS Baltic advised Contrarian Ventures on its investment into startup PVcase together with other investors for a total amount of EUR 20 million
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29.09.2021 | LithuaniaTGS Baltic advised Whatagraph, one of the leading marketing start-ups, attracting EUR 6,2 mln. investment
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16.09.2021 | LithuaniaTGS Baltic advised UAB Valstybės investicinis kapitalas, which invests into the Lithuanian Aid for Business Fund, in approval of EUR 400 million state-guaranteed note program and placement of the inaugural EUR 30 million issue
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13.09.2021 | LithuaniaTogether with White&Case, advised Avia Solutions Group on attracting EUR 300 million of investments from Certares Management LLC
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10.09.2021TEGOS advised Estateguru on raising series A round investment of EUR 5.8M
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10.08.2021 | LithuaniaTGS Baltic advised Orion Securities, the largest non-banking financial brokerage company in Lithuania, on the introduction of a depository service
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16.06.2021 | LithuaniaTGS Baltic advised Kilo Health on EUR 300 000 investment in the startup Revolab
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14.05.2021 | LithuaniaTGS Baltic advised Coinvest Capital on investing in Mindletic, mental health promotion program
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14.04.2021 | LithuaniaTGS Baltic advised Evernord Asset Management on establishing a new fund and investing in a real estate object in Riga
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02.04.2021 | LithuaniaTGS Baltic represented Hostinger and its shareholders in attracting an international investor which acquired more than 30 % of shares
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31.12.2020 | LithuaniaTGS Baltic represented the European Investment Bank on signing an exclusive deal with Šiaulių bankas for the establishment and management of a EUR 200 million renovation fund
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30.09.2020We advised Estateguru’s equity fundraising campaign on Seedrs
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21.01.2020 | LatviaTGS Baltic continues providing a full scope of legal assistance to Overkill Ventures startup portfolio
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04.09.2019 | LatviaTGS BALTIC Latvia successfully represents leading Latvian hotel operator Mogotel (www.mogotel.com)
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06.06.2019 | LithuaniaTGS Baltic advised KŪB Koinvesticinis Fondas on investment in artificial intelligence start-up Attention Insight
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23.04.2018 | LithuaniaTGS Baltic advised VP Group shareholders on investments in hotel business in Romania
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11.01.2018 | LithuaniaTGS Baltic represented Credit Value Investments and the funds managed by it during an investment procedure in bonds of AB Civinity
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27.07.2017 | LithuaniaTGS Baltic represented Lietuvos energija in structuring an innovation fund
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11.07.2017 | LithuaniaTGS Baltic represented Baltcap Infrastructure Fund in a EUR 16 million biomass plant development deal
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21.06.2017 | LithuaniaTGS Baltic team represented funds of UAB INVL Asset Management in acquisition of shares in funds managed by BaltCap
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30.01.2017 | LatviaTGS Baltic Latvia office successfully represents LV Asset Management AIFP
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21.07.2016 | Estonia, Latvia, LithuaniaTGS Baltic successfully represents the investment brokerage firm Amenda Markets AS IBS
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20.07.2016 | LatviaTGS Baltic rendered legal assistance to Norvik Banka AS
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18.11.2014 | LatviaTGS Baltic succesfully represented Financial and Capital Market Commission on behalf of Republic of Latvia
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25.09.2013 | LatviaTGS Baltic represents the shareholders of a Latvian company commencing co-operation with a Norwegian investor – a Contiga group company
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01.09.2013 | LatviaA Latvian steel producer and installer commences co-operation with a Norwegian investor – a Contiga group company
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01.08.2013 | LatviaMobassurance group receives financing from the investment fund Practica Seed Capital
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11.06.2007 | LithuaniaTEGOS advised Enterprise Investors in sale of Novaturas
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