Teams at Norm Law

Support a funds tax practice across entity structuring, fund formation, manager advisory, and portfolio transactions. Use AI agents for drafting, review, due diligence, and tax memos; advise clients and collaborate with tech to improve AI-assisted workflows.

Handle technology and IP transactions, including drafting, negotiation, diligence, and deal execution for standalone deals and M&A, private equity, and ECVC transactions. Use AI agents to review and generate documents, identify key terms, prepare diligence memos, manage closing workflows, and advise clients on AI-assisted legal processes. Collaborate with partners, clients, counterparties, and technology teams to improve transaction efficiency and service quality.

Advise on the formation, registration, compliance, and governance of registered investment companies and advisers. Prepare and review Form ADV and other regulatory filings, assess marketing materials under the Marketing Rule, support fund launches and adviser transactions, and represent clients in SEC examinations. Collaborate with private funds, tax, legal, and technology teams while using AI-enabled workflows to improve regulatory drafting, review, and document management.