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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.

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Lessons and Takeaways from Recent FDIC Enforcement Actions

December 3, 2025 | Finance Industry Blogs

On October 31, 2025, the Federal Deposit Insurance Corporation (FDIC) released its list of enforceme...

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New Arkansas Law Expands Consumer Fraud Protections and Imposes Strict Requirements on Crypto Kiosks

November 11, 2025 | Publications

Arkansas House Bill 1467 (HB1467), enacted into law in April of 2025, introduced a number of new mon...

Bill Introduced to Increase Reporting Thresholds Under the Bank Secrecy Act

November 7, 2025 | Finance Industry Blogs

On October 21, 2025, the Senate Committee on Banking, Housing, and Urban Affairs introduced S.B. 301...

Modern retail shopping center representing leasehold mortgage financing, commercial lending, and real estate deals between landlords and tenants.
Building on Borrowed Ground: Ins and Outs of Leasehold Mortgage Financing

November 5, 2025 | Publications

Imagine this: A national retail chain signs a 25-year ground lease to build a flagship store on a pr...

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OBBBA and New Construction: What You Need to Know

October 24, 2025 | In the News

Key considerations for housing developers in light of the revised tax code Our country is facing a h...

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CREF Roundup | Week 42, 2025

October 17, 2025 | Finance Industry Blogs

The CREF Roundup is a periodic digest of noteworthy developments, insights, and commentary in the wo...

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Guide to Distressed Acquisitions in U.S. Manufacturing

October 6, 2025 | Publications

Despite some bright spots, the landscape for U.S. manufacturing remains challenging. While supply ch...

Architecture details Modern Building Glass facade Exterior
CREF Roundup | Week 40, 2025

October 3, 2025 | Finance Industry Blogs

The CREF Roundup is a periodic digest of noteworthy developments, insights, and commentary in the wo...

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100% Bonus Depreciation is Back for Apartment Executives

October 2, 2025 | Finance Industry Blogs

Economic uncertainty over the past few years, whether from inflation concerns or interest rate level...

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How HUD Borrowers Can Bring Additional Financing to Their Capital Stack

October 1, 2025 | In the News

The U.S. Department of Housing and Urban Development (HUD), has long provided a great option for mul...

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