Phyllis A Schwartz is a partner at Schulte Roth & Zabel, where she focuses her practice on the structuring, formation and operation of private equity funds, including buyout funds, venture capital funds, mezzanine funds, distressed funds and real estate funds. She represents both fund sponsors and investors in her practice. In addition to assisting fund sponsors with their internal management arrangements, succession planning and the creation of internal investment and co-investment vehicles, she has extensive experience with institutional investors and regularly advises clients on market terms of private equity funds. Phyllis also advises private equity funds in connection with their investments in, and disposition of, portfolio companies and the establishment of capital call credit lines.
Phyllis is recognized as a leading practitioner in her field by numerous independent publications, including The Legal 500 US, The Best Lawyers in America, Who's Who Legal: The International Who's Who of Private Funds Lawyers, New York Super Lawyers, Expert Guide to the World's Leading Banking, Finance and Transactional Law Lawyers (Investment Funds, Private Equity) and Expert Guide to the World's Leading Women in Business Law (Investment Funds). A member of the Private Investment Fund Forum, Phyllis frequently shares her insights on effective fund formation strategies at industry conferences and seminars. She is co-author of Private Equity Funds: Formation and Operation (Practising Law Institute), which is considered the leading treatise on the subject, and contributed a chapter on "Advisers to Private Equity Funds – Practical Compliance Considerations" to Mutual Funds and Exchange Traded Funds Regulation, Volume 2 (Practising Law Institute). She was recently featured in Private Funds Management's spotlight article "Ringing the Changes." Phyllis has served as a speaker at numerous conference and events discussing topics such as "Investing in Litigation Finance" at SRZ's 27th Annual Private Investment Funds Seminar and "Credit Facilities for Private Equity Funds" at PLI's Eighteenth Annual Private Equity Forum.
Phyllis received her J.D. from Columbia University School of Law and her A.B. from Smith College.