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Finance

Investing strategically on your account.

Few things impact every business at the local, regional, national, and global level like the constantly evolving finance industry. Consequently, it’s crucial that every business and entrepreneur finds a law firm that understands how changes in the industry affect their specific business in order to help them anticipate future challenges and to provide potential solutions before the issues manifest. We are that firm.

We have assembled a skilled, collaborative and multi-disciplinary team that understands our clients’ businesses and is focused on solving our clients’ problems efficiently and effectively. Our team’s unique cross-practice perspective and focus on the finance industry provides real value beyond the typical siloed practice group model.

Industry Team Leader

Need something? Our finance industry team leader can point you in the right direction.

A smiling person with gray hair wearing glasses and dressed in a professional suit with a tie against a white background.
Geoffrey M. White

Industry Team Leader

Louisville, KY

Industry-Focused Support

How We Help Clients

We represent a diverse group of industry stakeholders, including, but not limited to: local, regional, national and international banks, insurance companies, private equity funds, debt and equity syndicators, asset managers, real estate developers, real estate investment trusts (REITs), retailers, contractors, venture capitalists, issuers, servicers, nonprofits, governmental authorities, private credit and debt providers, tax credit investors, entrepreneurs, landlords, tenants, and many more industry stakeholders.

Our finance industry team has experience representing multiple stakeholders in the following types of transactions:

  • Asset-based lending
  • Bankruptcy and restructuring, receiverships, and assignments for the benefits of creditors
  • Commercial real estate financing (including representation of lenders and borrowers in connection with commercial mortgage-backed securities (CMBS) and collateralized loan obligation (CLO) loans, life company loans, private capital, bridge loans, debt funds, mezzanine loans, agency loans (including borrower representation on Fannie Mae, Freddie Mac, and HUD loans and loan assumptions), construction loans, HOME loans, affordable housing trust fund loans, and balance sheet loans)
  • Low-income housing tax credits, energy tax credits, new markets tax credits, and historic rehabilitation tax credits
  • Fund formation and fund agreement preparation
  • Entity formation and preparation of governing documents
  • ISDA swap and interest rate cap transactions
  • Mergers, acquisitions, and joint ventures
  • Loan enforcements, restructurings, and workouts
  • Loan securitizations and syndications
  • Loan servicing issues
  • Local counsel services and legal opinions (including bankruptcy non-consolidation and other specialized opinions)
  • Commercial real estate acquisitions, developments, dispositions, and refinancings
  • Private equity investments (including hard, soft and common equity placements)
  • Portfolio company acquisitions and dispositions
  • Tax-increment and payment in lieu of taxes (PILOT) financings
  • Construction contract documentation

Supporting Evidence

Explore our latest insights on legal developments impacting the finance industry.

Hand checking off steps on a due diligence checklist, representing stages in a sale-leaseback transaction for real estate investors
Sale-Leaseback Due Diligence Considerations

May 29, 2025 | Publications

This is the fourth installment in our series on sale-leaseback transactions, a real estate financing...

Hourglass with coins representing time-sensitive 1031 exchange and sale-leaseback real estate investment strategies
How Investors Use 1031 Exchanges and Sale-Leasebacks to Maximize Returns and Preserve Capital

May 28, 2025 | Publications

This is the third installment in our series on sale-leaseback transactions, which have been instrume...

Retail shopping center with custom-built storefronts, representing reverse built-to-suit real estate transactions for investors and landlords
Reverse Build-to-Suit: Sale Leaseback Transaction with a Twist

May 27, 2025 | Publications

This is the second installment in our series on sale-leaseback transactions, which have been instrum...

Modern commercial retail building ideal for sale-leaseback transactions and real estate investment strategies
Breaking Down Sale-Leaseback Transactions

May 26, 2025 | Publications

Welcome to part one of our series on sale-leaseback transactions, which have fueled the growth of ma...

Female trader wearing eyeglasses with reflection of stock market charts
Kentucky Updates to Blockchain and Digital Asset Laws

May 21, 2025 | Blogs

A new bill passed in Kentucky, called “An Act Relating to Blockchain Digital Assets” (the “Act...

Close-up of a judge with a hammer against the background of professional lawyer talking about a lawsuit. professional lawyers discussing legal case.
The State of the CFPB Amid Reduction in Force Litigation

May 15, 2025 | Presidential Administration Impacts

The Consumer Financial Protection Bureau (CFPB) has been at the center of significant legal and oper...

architectural column details on a bank/justice type building in japan, hibiya-jinza area - tokyo
What Does the CFPB’s Withdrawal of Guidance Documents Mean for Bank Compliance

May 14, 2025 | Presidential Administration Impacts

On May 12, 2025, the Consumer Financial Protection Bureau (CFPB) announced the withdrawal of various...

Antitrust Developments Update for April 2025

April 30, 2025 | Presidential Administration Impacts

Updates from Prior Antitrust Developments Chamber Challenges New HSR Rules In our last antitrust dev...

Federal Budget Deficit
Trump’s New Executive Order Targeting Disparate Impact Liability May Target Fair Lending as Well

April 29, 2025 | Presidential Administration Impacts

On April 23, 2025, President Trump issued an executive order (EO) titled “Restoring Equality of Op...

Close up of unrecognizable woman signing a contract.
Making Sense of Small Biz Fair Lending Compliance

April 24, 2025 | Presidential Administration Impacts

Starting this June, the first tier of small business lenders will begin collecting certain data to r...

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