Overview
Wes is a Shareholder and serves as Chair of Maynard Nexsen’s Fund Formation & Investment Management Practice. He is also a member of the Firm's Mergers & Acquisitions and Private Equity practice groups.
A graduate of Harvard Law School and the University of North Carolina at Chapel Hill, where he received his degree in Business and in Political Science with honors and highest distinction, Wes has established an active and diverse practice representing private investment fund sponsors and other investment managers in all aspects of their businesses, including:
- Forming real estate funds, hedge funds, funds-of-funds, feeder funds, private equity funds, collective investment funds, and other similar investment vehicles
- Providing ongoing registration, compliance, and reporting advice to several of the region’s largest asset managers and investment consultants
- Conducting mock SEC audits
- Negotiating separate account agreements
- Assisting clients in their interactions with the Securities and Exchange Commission, the Alabama Securities Commission, and other regulators
- Providing advice to asset managers and other investors regarding securities issues, including Schedule 13D/G, HSR, and insider trading
Community & Professional
- Investment Adviser Association
- American Bar Association
- State Bar of Alabama
- State Bar of Georgia
- Birmingham Bar Association
- UAB Comprehensive Diabetes Center, Advisory Board
- Alabama Chapter of the Juvenile Diabetes Research Foundation, Junior Board of Directors (2010-2012)
- Birmingham Chapter of the American Cancer Society, Junior Executive Board (2009-2011)
- American Cancer Society Tee Up for Life, Golf Committee (2012)
Experience
- Represented buyer of Oklahoma oil and gas assets from bankruptcy estate of New Source Energy Partners
- Formation of Fenwick Brands Fund I, a private equity fund to invest in consumer packaged goods
- Represented buyer of Sugar Grove Station, a former Navy Information Operations Command base in West Virginia
- Formation of a number of investment funds structured as Delaware Series LLC
- Assisted SEC-registered investment adviser with management of response to SEC examination
- Formation of global macro hedge fund
- Formation of collective investment trust for ERISA clients of pension consultant
- Formation of multiple Delaware and British Virgin Islands funds-of-funds (approximately $250 million) on behalf of asset manager
- Formation of series of investment trusts (approximately $75 million) for hospital association client
- Formation of timber investment fund for Fortune 500 company
- Representation of $2.8 billion state oil and gas royalty fund in numerous investment management matters
- Formation of angel private equity fund
- Sale of portfolio of private fund investments (capital commitment of $250 million) on secondary market
Recognitions
Recognition
- The Best Lawyers in America© for Closely Held Companies and Family Businesses Law, Corporate Law (2021- present), Business Organizations including LLCs and Partnerships, and Leveraged Buyouts and Private Equity Law (2023 - present)
- Best Lawyers® 2024 “Lawyer of the Year” for Closely Held Companies and Family Businesses Law
Media
News
Insights
Blog Posts
Admissions
- State Bar: Alabama, Georgia