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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

502.568.0202 Email
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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.

Miniature colorful house on stack coins using as property and financial concept
Expansion of Local Rent Control Measures in California Fails to Pass

November 14, 2024 | Blogs

Earlier this month, California voters soundly rejected the expansion of local rent control measures....

Toy house and calculator with copy space. Property, home insurance, buy, sell and rent concept.
New Income Eligibility Guidelines Help Keep Subsidized Properties Available to Veterans

October 21, 2024 | Blogs

Owners of federally subsidized multifamily properties (“Subsidized Properties”) should be aware ...

Social Security Reform Legislation
Service Provider Liability Under the Consumer Financial Protection Act

September 26, 2024 | Blogs

Entities that operate among or provide services to persons who provide consumer financial products o...

Bank center entrance
Supreme Court Rejects Bright-Line Preemption Standard Under the National Bank Act

September 26, 2024 | Publications

Cantero v. Bank of Am., N. A., 144 S. Ct. 1290 (May 30, 2024) In Cantero v. Bank of America, the U.S...

A gavel and the United States Supreme Court building.
Supreme Court Overrules the ‘Chevron Doctrine’ and Changes the Face of Federal Regulatory and Ad...

September 26, 2024 | Publications

Loper Bright Enterprises v. Raimondo, 144 S. Ct. 2244 (June 28, 2024) In Loper Bright Enterprises v....

A stack of documents with a pen on top rests on a wooden table in a warmly lit room, suggesting a workplace setting with a focus on the paperwork.
Kentucky Amends Its Mortgage Amendment Statute

September 4, 2024 | Publications

The Kentucky statute governing amendments to mortgages, KRS § 382.297, was recently revised by Hous...

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Dealing with Excess Accumulated Earnings in a Qualified Small Business – A Section 1202 Planning G...

September 4, 2024 | Publications

This article is one in a series of articles and blogs addressing planning issues relating to qualifi...

An electric vehicle at a charging station in the city at night. All items in the scene are 3D, charging station and concept cars are not based on any real ones.
Electric Vehicles Are the Future, and Multifamily Owners Should Be Planning Now

August 7, 2024 | Blogs

The relationship between available transportation and the success of multifamily developments is not...

Palm Trees Before A Tropical Storm or Hurricane
Five Helpful Tips for Multifamily Property Owners in Addressing Casualty Claims During This Hurrican...

July 30, 2024 | Blogs

Hurricane season is again upon us, bringing with it the threat of catastrophic property damage, upen...

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Investment Management + AI = New Opportunities, Unique Risks

July 10, 2024 | Publications

This is the fifth in a series of articles outlining how businesses can successfully capitalize on th...

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