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Financial Services

Investing strategically on your account.

Like the rest of the global economy, the financial services industry is in a constant state of flux as banks and others in the financial services space hasten to meet the changing needs and wishes of their customers in a highly regulated environment. Recognizing this, weโ€™ve assembled a skilled and versatile cross-practice team to counsel and provide legal services for any situation that may confront our clients.

We offer a full range of services related to mergers and acquisitions, CMBS and traditional loan documentation, litigation, complex regulatory issues, strategic planning, and otherwise navigating through the financial services environment. Our team represents numerous regional and local bank holding companies, state and national banks, thrift holding companies and other financial institutions, as well as many other financial services industry participants.

Industry Team Contacts

Geoffrey M. White Profile Image
Geoffrey M. White

Industry Team Leader

Louisville, KY

Featured Insights

Explore articles and recent examples of our work.

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Guide to the Federal Income Tax Treatment of SAFEs

April 16, 2024 | Publications

The Simple Agreement for Future Equity (SAFE) was introduced in 2013 on the startup accelerator Y Co...

New residential neighbourhood on the background of old architecture in Berlin in summer at sunset
The 2024 Presidential Economic Reportโ€™s Plan to Boost the Housing Supply

April 15, 2024 | Blogs

The United States is currently facing an unprecedented housing shortage. On March 21, 2024, the Bide...

Wooden jigsaw puzzle pieces forming a house shape, on a desk with blank sheet of paper with copy space, calculator, folding ruler, drawing compass, Euro coins, pencil and a computer keyboard.
Legislative Roundup: Examining State Responses to the Affordable Housing Crisis

March 28, 2024 | Blogs

There is an unprecedented housing shortage in the United States. The Harvard Joint Center for Housin...

View of modern apartment building on a sunny day with warm lighting
Using the Master Lease to Tackle the Los Angeles Housing Crisis

March 20, 2024 | Blogs

The City of Los Angeles (the โ€œCityโ€) continues to implement new programs to tackle its ongoing h...

A businessperson is using a stylus to edit work reports on a tablet computer, which, combined with a mobile device, allows them to work more smoothly.
A Refresher on Selective Disclosure and Anti-Fraud Rules

March 14, 2024 | Publications

What Is Selective Disclosure? The desire of investors to obtain additional information regarding iss...

2024. Benjamin Franklin looking calculator on One Hundred Dollar Bill.
Less Than One Year Left to Obligate Your ARPA Funds!

February 20, 2024 | Publications

For many local governments and state agencies, the direct influx of cash made available through the ...