Jason Herman is a Corporate Partner focusing on the organization, structuring and operation of a wide range of private investment funds, including buyout funds; credit funds (including direct lending, distressed, mezzanine, structured credit and other credit opportunity funds); real estate funds (including opportunistic and core+ funds); infrastructure and climate solutions funds; and funds tailored for insurance solutions strategies. In addition to traditional private equity fundraising initiatives, Jason regularly advises sponsors with respect to customized fund arrangements, co-investment vehicles, and carry plans and other internal arrangements. He routinely represents several leading domestic and international sponsors in diverse fund formation matters, including KKR, Blackstone, Morgan Stanley, BGO, J.P. Morgan, CBRE, Affinius Capital, a16z, ACORE Capital, Jefferies Credit Partners and Sagard. Chambers has cited him as “an incredibly strong service provider,” with a gift for approaching issues “with a great sense of practicality.”
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Work Highlights
- KKR Real Estate in multiple fundraisings, including KKR Opportunistic Real Estate Credit Fund I and II, KKR Real Estate Credit Opportunity Partners I and II, the $4.3 billion KKR Real Estate Partners Americas III and prior funds, the $2.2 billion KKR Real Estate Partners Europe II and prior fund, the $1.7 billion KKR Asia Real Estate Partners and KKR Real Estate Finance Inc.
- KKR Credit in multiple fundraisings, including KKR Mezzanine Partners I and KKR Private Credit Opportunities Partners II
- Carlyle in multiple fundraisings, including Carlyle Partners IV and Carlyle Japan Partners II
- Blackstone in the formation of the inaugural series of its evergreen institutional U.S. direct lending fund, Blackstone Senior Direct Lending Fund (“BXD”) which closed on approximately $22 billion of investable capital for the inaugural series of BXD and related vehicles
- Blackstone Credit and Insurance in the formation of the $7 billion GSO Capital Solutions Fund III and prior funds, the approximately €1.1 billion Blackstone European Senior Debt Fund III, the approximately €4.1 billion GSO European Senior Debt Fund II, the approximately €2.0 billion GSO European Senior Debt Fund I, GSO Euro Loan Fund 2018 FCP-RAIF, and GSO Churchill Partners I and II
- Morgan Stanley in the formation of North Haven Real Estate Fund X and prior funds, North Haven Tactical Value Fund, North Haven Infrastructure Partners IV and the prior fund, Prime Property Fund Asia and Prime Property Fund Europe
- Apax in the establishment of Apax VIII and IX
- Square Mile (now Affinius Capital) in its fundraisings, including Square Mile Partners IV and V, Square Mile Credit Partners and Square Mile Tactical Partners
- CBRE on the formation of CBRE U.S. Core Partners Fund
- ACORE on fundraising for its performing real estate credit strategies
- BentalGreenOak on the establishment of its U.S. Core Plus Fund
- J.P. Morgan on ongoing advice relating to its Strategic Properties Fund
Education
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Harvard Law School, 2001 J.D.
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University of Michigan, 1997 B.A.
with highest distinction; Phi Beta Kappa
Admissions
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New York 2002
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New Jersey 2001
Jason Herman is a Corporate Partner at Simpson Thacher & Bartlett LLP, where his practice focuses on the organization, structuring and operation of a wide range of private investment funds as well as advising sponsors across a range of strategies on other aspects of asset management. Jason’s formation experience includes, buyout funds; credit funds (including direct lending, distressed, mezzanine, structured credit and other credit opportunity funds); real estate funds (including opportunistic and core+ funds); infrastructure and climate solutions funds; and funds tailored for insurance solutions strategies. In addition to traditional private equity fundraising initiatives, Jason regularly advises sponsors with respect to customized fund arrangements, co-investment vehicles, and carry plans and other internal arrangements.
Jason routinely represents several leading domestic and international sponsors in diverse fund formation matters, including KKR, Blackstone, Morgan Stanley, BGO, J.P. Morgan, CBRE, Affinius Capital, a16z, ACORE Capital, Jefferies Credit Partners and Sagard.
Recognized for his extensive knowledge of forming substantial buyout, real estate and credit funds, Chambers cited him as “an incredibly strong service provider,” with a gift for approaching issues “with a great sense of practicality.” In addition, Chambers USA: America’s Leading Lawyers for Business 2013 selected Jason as an up-and-coming lawyer in private equity fund formation.
Jason received his J.D. from Harvard Law School in 2001. He received his B.A., with highest distinction, from the University of Michigan in 1997, where he was a member of Phi Beta Kappa.