ProfessionalsMarco V. Masotti

Marco V. Masotti
Partner
Tel: +1-212-373-3034
Fax: +1-212-492-0034
emailmmasotti@paulweiss.com
1285 Avenue of the Americas
New York,
NY
10019-6064
Fax: +1-212-492-0034
- Practices
- Corporate
- Investment Management
- Private Equity
- Pro Bono
- Practices:
- Corporate
- Investment Management
- Private Equity
- Pro Bono
Marco V. Masotti is recognized as one of the country’s leading lawyers in the alternative asset management industry. For over 25 years, Marco has led and built the firm’s private funds team into one of the elite practices in the marketplace. He serves as Global Co-Head of the Private Funds Group and has served as a member of the firm’s Management Committee. Ranked Band 1 in Chambers, Marco is widely regarded as “one of the most exceptional lawyers in the area” for his “unparalleled experience and extraordinary reach in the fund formation space.” He is hailed as a “superstar” attorney who is “smart, super creative and thinks outside of the box.” Marco has been recognized as a Law360 MVP in three areas, including Fund Formation in 2020, Private Equity in 2018 and Asset Management in 2016.
EXPERIENCE
Marco has a unique profile in the marketplace as an adviser to a wide variety of investment funds, including private equity funds, credit funds, growth capital funds, hedge funds and real estate funds. Over the course of his career, he has raised billions of dollars for his clients, including: Apollo, Atlas, Avenue, Blackstone/GSO, Centerbridge, Clearlake, EagleTree, Gamut, General Atlantic, King Street, KKR, Oak Hill, Roark, Sageview, Searchlight, Silver Point, TowerBrook, Värde and Wellspring.
Marco’s recent representations include:
- Apollo Investment Fund IX, a $24.7 billion buyout fund, the world’s largest private equity fund at the time;
- Apollo Strategic Origination Partners, a $12 billion direct lending platform;
- Clearlake Capital Partners IV, a $1.4 billion buyout fund;
- EagleTree Partners V, a $1.1 billion buyout fund;
- Gamut Investment Fund I, a $1 billion buyout fund;
- KKR Dislocation Opportunities Fund, a $2.8 billion dislocation fund;
- Oak Hill Capital Partners Fund V, a $3.2 billion buyout fund;
- OHA Strategic Credit Fund II, a $2.7 billion credit fund;
- Roark Capital Partners V, a $5 billion buyout fund;
- Silver Point Distressed Opportunities Fund, a $1.5 billion credit fund;
- TowerBrook Fund V, a $4.25 billion buyout fund;
- Värde Fund XIII, a $2.5 billion credit fund; and
- Wellspring Capital Partners VI, a $1.4 billion buyout fund.
In addition, Marco is a corporate adviser to many founders of alternative asset managers, including his representation of former Treasury Secretary Timothy F. Geithner in connection with his joining a major private equity firm.
Marco has extensive investment management M&A experience. His representations include Daniel Och, founder and CEO of Och-Ziff Capital Management, in connection with his preferred investment in the company; EagleTree Capital in its investments from affiliates of AlpInvest Partners and Alberta Teachers’ Retirement Fund Board; Oak Hill Capital Partners in a strategic minority investment by Stonyrock Partners; KPS Capital Partners in its sale of a minority interest to Dyal Capital Partners; Fortress Principals in connection with the sale of Fortress Investment Group to Softbank Group; Moelis & Company in its acquisition of Gracie Credit; Oak Hill Advisors in its sale to General Atlantic and an affiliate of Robert M. Bass; and Reservoir Capital in its sale of a minority investment to Credit Suisse.
Private Equity International named Marco one of “The 100 Most Influential of the Decade.” He has also been featured by The Deal as one of the “Movers & Shakers” in the industry, named by Crain’s New York Business to its annual “40 Under 40” list, and profiled by the New York Observer as one of New York’s top corporate lawyers. Recognized as a Leading Lawyer by The Legal 500, clients say his “calm demeanor, depth of experience and creative approach to problem-solving make him a rare talent.” Who’s Who Legal ranks Marco as one of a select few Most Highly Regarded Individuals for private funds, commending him as “one of the smartest lawyers in funds work,” and he is also recognized as a Market Leader by IFLR1000 for his work in investment funds.
Marco is a sought-after thought leader in the alternative asset management industry. He frequently provides commentary on developments in the private funds marketplace and has been quoted extensively in the Financial Times, The New York Times, The Wall Street Journal, and elsewhere, as well as providing guest commentary on television news networks, including Bloomberg Television. He has presented at numerous industry conferences.
Marco has served as Co-Chair of the Private Investment Funds Forum, Chair of the Private Investment Funds Subcommittee of the International Bar Association and Chair of the Private Investment Funds Committee of the New York City Bar Association.
Marco serves as President of the Friends of the Legal Resources Centre, South Africa’s largest public interest, human rights law clinic, and he is part of the Founding Advisory Board for the Sorensen Center for International Peace and Justice at the City University of New York School of Law. In addition, Marco serves on the ILR Advisory Council of Cornell University.
Marco was awarded a Fulbright Placement Award upon graduating from the University of Natal School of Law.
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SEC Publishes the Most Frequent Advisory Fee and Expense Compliance Issues Identified in Examinations of Investment Advisers
- Apr 17, 2018
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Gamut Capital Invests in IAC Group
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In this edition of the Paul, Weiss Private Equity Digest, we discuss the complex issues that can arise when parties in private transactions negotiate how to split transaction tax deductions, as illustrated by the recent Delaware…
Corporate Partners to Participate in ABA/IBA International Conference on Private Investment Funds
- Mar 11, 2018
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Corporate Partners to Participate in ABA/IBA International Conference on Private Investment Funds
Corporate partners Marco Masotti (who co-chairs the conference), Ariel Deckelbaum, Amran Hussein, Udi Grofman and Ramy Wahbeh are taking part in the American Bar Association and the International Bar Association’s 19th Annual…
In Recent Healthcare Fraud Lawsuit, the U.S. Department of Justice Embraces a More Expansive View of Private Equity Firm Liability for Portfolio Company Conduct
- Mar 08, 2018
- Publications
In Recent Healthcare Fraud Lawsuit, the U.S. Department of Justice Embraces a More Expansive View of Private Equity Firm Liability for Portfolio Company Conduct
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Perry Ellis Authorizes Special Committee to Evaluate George Feldenkreis Proposal
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Paul, Weiss is representing a special committee of independent directors of Perry Ellis International, Inc. in evaluating a proposal from George Feldenkreis to acquire the company.
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- Jan 25, 2018
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In this edition of the Paul, Weiss Private Equity Digest, we review private equity M&A market trends from 2017 and look ahead to 2018.
Marco Masotti to Participate on Panel on Development Finance at Oxford University
- Apr 13, 2018
- Events
Marco Masotti to Participate on Panel on Development Finance at Oxford University
Corporate partner Marco Masotti will speak on a panel on development finance in emerging markets at an event sponsored by the Queen Mary-UNIDROIT Institute of Transnational Commercial Law.
Private Funds Regulatory Compliance Calendar 2018
- Dec 06, 2017
- Publications
Private Funds Regulatory Compliance Calendar 2018
Attached is a link to the Paul, Weiss Private Funds Regulatory Compliance Calendar for 2018. The calendar covers certain (but not all) regulatory obligations of a typical U.S.-based private fund adviser. Please note that any words…
Marco Masotti Featured in UVA Lawyer Magazine
- Nov 14, 2017
- Publications
Marco Masotti Featured in UVA Lawyer Magazine
Corporate partner Marco Masotti was featured in a Q&A in this month’s UVA Lawyer, the alumni magazine of the University of Virginia School of Law.
New SEC Disclosure Requirements on Form ADV Become Effective October 1
- Sep 26, 2017
- Publications
New SEC Disclosure Requirements on Form ADV Become Effective October 1
In this alert, we describe the new SEC disclosure requirements applicable to investment advisers under amendments to Part 1A of Form ADV that will go into effect on October 1, 2017. The amendments require additional information…
Marco Masotti to Deliver Keynote Address at AIC’s Chief Financial Officers Day
- Sep 14, 2017
- Events
Marco Masotti to Deliver Keynote Address at AIC’s Chief Financial Officers Day
Corporate partner Marco Masotti will deliver the keynote address at the American Investment Council’s (AIC) Chief Financial Officers Day.
May 2017: Private Equity Digest
- May 22, 2017
- Publications
May 2017: Private Equity Digest
In this edition of the Paul, Weiss Private Equity Digest, we discuss appraisal risk in private equity transactions and possible ways to address this risk.
Marco Masotti to Participate in PLI’s Annual Private Equity Forum
- Jul 10, 2017
- Events
Marco Masotti to Participate in PLI’s Annual Private Equity Forum
Corporate partner Marco Masotti will speak at the Practising Law Institute’s 18th Annual Private Equity Forum.
February 2017: Private Equity Digest
- Feb 21, 2017
- Publications
February 2017: Private Equity Digest
In this edition of the Paul, Weiss Private Equity Digest, we review private equity M&A market trends from 2016 and discuss expectations for 2017.
Client Alert: SEC Lists the Five Most Frequent Compliance Topics Identified in Examinations of Investment Advisers
- Feb 08, 2017
- Publications
Client Alert: SEC Lists the Five Most Frequent Compliance Topics Identified in Examinations of Investment Advisers
On February 7, the SEC's Office of Compliance Inspections and Examinations identified five areas of compliance deficiencies or weaknesses frequently found during the staff's examinations of registered investment advisers. In the…
Wellspring Capital Acquires Hoffmaster
- Nov 28, 2016
- Client News
Wellspring Capital Acquires Hoffmaster
Paul, Weiss represented Wellspring Capital Management LLC in its acquisition of Hoffmaster Group, a leading North American manufacturer of disposable tableware, from Metalmark Capital Holdings LLC.
Private Funds Regulatory Compliance Calendar 2017
- Nov 22, 2016
- Publications
Private Funds Regulatory Compliance Calendar 2017
Below is a link to the Paul, Weiss Private Funds Regulatory Compliance Calendar for 2017. The calendar covers certain (but not all) regulatory obligations of a typical U.S.-based private fund adviser. Please note that any…
October 2016: Private Equity Digest
- Oct 21, 2016
- Publications
October 2016: Private Equity Digest
In this edition of the Paul, Weiss Private Equity Digest, we discuss China-U.S. crossborder deal risks for U.S. sellers and possible ways to address those risks.
Client Alert: SEC Adopts Amendments to Form ADV Regarding Separately Managed Accounts and Umbrella Registration
- Sep 15, 2016
- Publications
Client Alert: SEC Adopts Amendments to Form ADV Regarding Separately Managed Accounts and Umbrella Registration
On August 25, 2016, the SEC adopted amendments to Form ADV, and amendments to Rule 204-2 (the "Recordkeeping Rule") and certain other rules under the Investment Advisers Act of 1940, as amended (the "Advisers Act") which…
Apollo Funds Acquire Rackspace for $4.3 Billion
- Aug 26, 2016
- Client News
Apollo Funds Acquire Rackspace for $4.3 Billion
Paul, Weiss represented funds affiliated with Apollo Global Management in the recently completed acquisition of Rackspace, a leading cloud management company.
SEC Proposes Rules on Business Continuity and Transition Plans for Investment Advisers
- Jul 13, 2016
- Publications
SEC Proposes Rules on Business Continuity and Transition Plans for Investment Advisers
On June 28, 2016, the Securities and Exchange Commission (the "SEC") proposed a new rule [1] requiring SEC registered investment advisers ("advisers") to adopt and implement a business continuity and transition plan (a "BCTP") to …
Brexit: What Comes Next? What Are the Potential Consequences?
- Jul 06, 2016
- Publications
Brexit: What Comes Next? What Are the Potential Consequences?
On June 23, 2016 voters in the United Kingdom were asked in a referendum whether the UK should remain a member of the European Union or leave the EU. By a vote of 51.9% to 48.1%, the voters opted to leave.
Marco Masotti to Participate in PLI’s Private Equity Forum
- Jun 29, 2016
- Events
Marco Masotti to Participate in PLI’s Private Equity Forum
Corporate partner Marco Masotti will participate in a panel discussion at the Practising Law Institute's Private Equity Forum.
SEC Increases “Qualified Client” Net Worth Threshold
- Jun 17, 2016
- Publications
SEC Increases “Qualified Client” Net Worth Threshold
On June 14, 2016, the U.S. Securities and Exchange Commission increased the net worth test threshold for "qualified clients" under Rule 205-3 of the Investment Advisers Act of 1940, as amended, from $2 million to $2.1 million.
Marco Masotti to Moderate Panel at IBA Conference on Globalization of Investment Funds
- May 08, 2016
- Events
Marco Masotti to Moderate Panel at IBA Conference on Globalization of Investment Funds
Corporate partner Marco Masotti will moderate a panel at the International Bar Association's 27th Annual Conference on the Globalisation of Investment Funds.
Client Alert: Financial Regulators Propose Incentive Compensation Rules under Dodd-Frank
- Apr 27, 2016
- Publications
Client Alert: Financial Regulators Propose Incentive Compensation Rules under Dodd-Frank
On April 21, 2016, the Securities and Exchange Commission, the Office of the Comptroller of the Currency, the Board of Governors of the Federal Reserve System, the Federal Deposit Insurance Corporation, the Federal Housing…
April 2016: Private Equity Digest
- Apr 19, 2016
- Publications
April 2016: Private Equity Digest
In this edition of the Paul, Weiss Private Equity Digest, we take a look at the possibly revived PIPEs market and discuss key considerations for private equity investors looking to put capital to work in this space.
Marco Masotti Serves as Chair of ABA and IBA’s Annual Conference on Private Investment Funds
- Mar 06, 2016
- Events
Marco Masotti Serves as Chair of ABA and IBA’s Annual Conference on Private Investment Funds
Corporate partner Marco Masotti will serve as Chair of the American Bar Association and International Bar Association's Annual Conference on Private Investment Funds for a two year term effective January 1.
Marco Masotti, Udi Grofman and Amran Hussein to Participate in ABA/IBA International Conference on Private Investment Funds
- Mar 06, 2016
- Events
Marco Masotti, Udi Grofman and Amran Hussein to Participate in ABA/IBA International Conference on Private Investment Funds
Corporate partners Marco Masotti, Udi Grofman, Michael Hong and Amran Hussein will take part in the American Bar Association and the International Bar Association's 17th Annual International Conference on Private Investment Funds.
Marco Masotti to Speak at Global Fund Finance Symposium
- Mar 02, 2016
- Events
Marco Masotti to Speak at Global Fund Finance Symposium
Corporate partner Marco Masotti will speak at the sixth annual Global Fund Finance Symposium, which will address key developments and trends in the subscription credit facility and fund finance markets.
February 2016: Private Equity Digest
- Feb 18, 2016
- Publications
February 2016: Private Equity Digest
In this edition of the Paul, Weiss Private Equity Digest, we review acquisition financing trends from 2015.
Oak Hill to Acquire Imagine! Print Solutions
- Jan 27, 2016
- Client News
Oak Hill to Acquire Imagine! Print Solutions
Paul, Weiss client Oak Hill Capital Partners announced that it has agreed to acquire Imagine! Print Solutions, a Minneapolis-based provider of printed in-store marketing solutions, from its founder, Bob Lothenbach.
SEC Announces 2016 Examination Priorities
- Jan 11, 2016
- Publications
SEC Announces 2016 Examination Priorities
Earlier today, the staff of the SEC's Office of Compliance Inspections and Examinations ("OCIE") announced its examination priorities for 2016. Below are certain highlights of the examination priorities particularly relevant to…
Client Alert: Annual Privacy Policy Notice Requirement Eliminated for Many Investment Advisers and Private Funds under the FAST Act
- Dec 21, 2015
- Publications
Client Alert: Annual Privacy Policy Notice Requirement Eliminated for Many Investment Advisers and Private Funds under the FAST Act
The "Fixing America's Surface Transportation Act" or "FAST Act,"signed into law by President Obama on December 4, 2015, contained an amendment to the privacy policy sections of the Gramm-Leach-Bliley Act (the "GLBA").
Private Funds Regulatory Compliance Calendar 2016
- Nov 23, 2015
- Publications
Private Funds Regulatory Compliance Calendar 2016
The Paul, Weiss Private Funds Regulatory Compliance Calendar for 2016 covers certain (but not all) regulatory obligations of a typical U.S.-based private fund adviser.
Marco Masotti Chairs IBA Panel in Vienna, Austria on Global Trends in Private Equity Funds
- Oct 07, 2015
- Events
Marco Masotti Chairs IBA Panel in Vienna, Austria on Global Trends in Private Equity Funds
Corporate partner Marco Masotti will participate in the upcoming International Bar Association Annual Conference.
Crestview Partners Makes Equity Investment in Arxis Capital
- Sep 30, 2015
- Client News
Crestview Partners Makes Equity Investment in Arxis Capital
Crestview Partners, a leading private equity firm, announced that funds that it manages have agreed to make an equity investment in Paul, Weiss client Arxis Capital Group, an electronic trading firm specializing in the automated…
FinCEN Proposes AML Regulations for Investment Advisers
- Sep 24, 2015
- Publications
FinCEN Proposes AML Regulations for Investment Advisers
The U.S. Department of the Treasury, Financial Crimes Enforcement Network ("FinCEN") proposed rules on August 25, 2015 that would broaden the application of the Bank Secrecy Act's ("BSA") suspicious activity reporting and anti-money…
September 2015 Private Equity Digest
- Sep 18, 2015
- Publications
September 2015 Private Equity Digest
In this edition of the Paul, Weiss Private Equity Digest, we look at the Hart-Scott-Rodino Act and provide a "Top Ten" list to help dealmakers navigate through recent trends and common pitfalls.
Client Alert: OCIE Issues Additional Information on Cybersecurity Examination Initiative
- Sep 17, 2015
- Publications
Client Alert: OCIE Issues Additional Information on Cybersecurity Examination Initiative
The SEC's Office of Compliance Inspections and Examinations ("OCIE") recently published additional information on the areas of focus for OCIE's second round of cybersecurity examinations of registered investment advisers…
Client Alert: FinCEN Proposes AML Regulations for Investment Advisers
- Aug 27, 2015
- Publications
Client Alert: FinCEN Proposes AML Regulations for Investment Advisers
The Financial Crimes Enforcement Network ("FinCEN") proposed a rule on August 25, 2015 requiring certain investment advisers to establish anti-money laundering programs and report suspicious activity to FinCEN. FinCEN also…
Client Alert: SEC Issues Guidance on “General Solicitation or General Advertising”
- Aug 12, 2015
- Publications
Client Alert: SEC Issues Guidance on “General Solicitation or General Advertising”
On August 6, 2015, the Securities and Exchange Commission ("SEC") issued (i) new compliance and disclosure interpretations regarding general solicitation or general advertising, and (ii) a no-action letter confirming Citizen VC,…
Client Alert: Management Fee Waiver Update - Treasury Issues Proposed Regulations Addressing Disguised Payments from Partnerships for Services
- Jul 24, 2015
- Publications
Client Alert: Management Fee Waiver Update - Treasury Issues Proposed Regulations Addressing Disguised Payments from Partnerships for Services
On Wednesday, July 22, 2015, the Treasury Department and the Internal Revenue Service (the "IRS") released proposed regulations on disguised payments from partnerships (including investment funds) for services (the "Proposed…
Marco Masotti to Speak at PLI’s Private Equity Forum
- Jul 01, 2015
- Events
Marco Masotti to Speak at PLI’s Private Equity Forum
Corporate partner Marco Masotti will participate in a panel discussion at the Practising Law Institute's Sixteenth Annual Private Equity Forum. Marco's panel, titled "How to Market Private Equity Funds on a Global Basis," will…
Client Alert: SEC Proposes Amendments to Form ADV and the Recordkeeping Rule under the Advisers Act
- May 27, 2015
- Publications
Client Alert: SEC Proposes Amendments to Form ADV and the Recordkeeping Rule under the Advisers Act
On May 20, 2015, the SEC proposed amendments to Form ADV, and amendments to Rule 204-2 (the "Recordkeeping Rule") and certain other rules under the Investment Advisers Act of 1940, as amended (the "Advisers Act").
Client Alert: When Do I Amend My Form ADV?
- Mar 03, 2015
- Publications
Client Alert: When Do I Amend My Form ADV?
An investment adviser registered with the SEC is required to amend its Form ADV from time to time. The following summary identifies the types of information on Form ADV that require amending and the timing for filing such…
Grofman, Hussein and Masotti to Participate in International Bar Association Conference on Private Investment Funds
- Mar 10, 2015
- Events
Grofman, Hussein and Masotti to Participate in International Bar Association Conference on Private Investment Funds
Corporate partners Udi Grofman, Michael Hong, Amran Hussein and Marco Masotti will take part in the International Bar Association's upcoming 16th Annual International Conference on Private Investment Funds. Marco is on the…
Roark Capital Closes Fund IV at $2.5 Billion
- Jan 12, 2015
- Client News
Roark Capital Closes Fund IV at $2.5 Billion
Paul, Weiss client Roark Capital Group, an Atlanta-based private equity firm, announced the closing of Roark Capital Partners IV LP, with $2.5 billion in total investor limited partner commitments. Fund IV closed at its hard cap.
…Client Alert: SEC Announces 2015 Examination Priorities
- Jan 13, 2015
- Publications
Client Alert: SEC Announces 2015 Examination Priorities
On January 13, 2015, the staff of the SEC's Office of Compliance Inspections and Examinations ("OCIE") announced its examination priorities for 2015, focusing on the following thematic areas.
Marco Masotti Quoted in The Financial Times on Permanent Capital
- Jan 04, 2015
- Client News
Marco Masotti Quoted in The Financial Times on Permanent Capital
On January 4, corporate partner Marco Masotti was quoted in a featured Financial Times article, "Permanent Capital: Perpetual Cash Machines," about private equity and hedge fund vehicles that last in perpetuity. In…
Awards & Recognition
Seven Paul, Weiss Partners Named Law360 MVPs
- Oct 04, 2020
- Awards
Seven Paul, Weiss Partners Named Law360 MVPs
Partners Matthew Abbott, Scott Barshay, Susanna Buergel, Karen Dunn, Harris Freidus, Marco Masotti and Jordan Yarett have been honored with Law360 2020 MVP Awards, which recognize an elite slate of attorneys who have distinguished…
Three Paul, Weiss Partners Named Law360 MVPs
- Nov 26, 2018
- Awards
Three Paul, Weiss Partners Named Law360 MVPs
Law360 has honored firm chairman Brad Karp, litigation partner Susanna Buergel and corporate partner Marco Masotti with 2018 MVP awards.
Five Paul, Weiss Partners Named Law360 MVPs
- Nov 28, 2016
- Awards
Five Paul, Weiss Partners Named Law360 MVPs
Law360 has honored firm chair Brad Karp, corporate partners Robert Schumer and Marco Masotti, and litigation partners Ted Wells and Catherine Nyarady with 2016 MVP Awards. Brad and Ted were selected as MVPs in the sports practice…
Law360 Ranks Paul, Weiss Among Private Equity Groups of the Year
- Jan 28, 2014
- Awards
Law360 Ranks Paul, Weiss Among Private Equity Groups of the Year
Paul, Weiss was named a Law360 Private Equity practice group of the year. The article, which quotes corporate partners Matthew Abbott and Marco Masotti, describes the firm's attentiveness to client service detail and highlights…