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 Leaders

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

Jamie Brodsky

Partner

Louisville, KY

Los Angeles, CA

502.779.8196

Andrew J. Camelotto

Partner

Newark, NJ

973.596.4573

Geoffrey M. White

Partner

Louisville, KY

502.568.0202

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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.

United States Supreme Court Building in Washington DC, USA at dusk.

Supreme Court Rejects Private Right of Action Under Section 47(b) of Investment Company Act

June 16, 2026 | Publications

On June 11, 2026, the U.S. Supreme Court held that Section 47(b) of the Investment Company Act of 19...

Professionally dressed individuals are engaged in a discussion around a table in a bright office setting.

Hotel Refinancing Challenges in 2026

June 15, 2026 | Publications

Are you the owner of a flagged hotel with a commercial mortgage-backed securities (CMBS) loan maturi...

Two people working at a desk with a computer displaying charts and graphs, overlaid with various financial and analytical icons.

Commercial Real Estate Distress: Practical Tax Considerations for Borrowers and Lenders in Debt-for-Equity Exchanges (Part 3)

June 12, 2026 | Publications

Changing market conditions have pushed many real estate borrowers and lenders to rethink how capital...

Architecture details Modern Building Glass facade Exterior

CREF Roundup | Week 24, 2026

June 12, 2026 | Publications

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

A modern, brightly lit shopping mall corridor with clothing stores and a clean, polished floor.

Go Dark, Go Dim, or Get Out: Understanding Occupancy Clauses in Retail Leases

June 9, 2026 | Publications

In today’s retail leasing environment, the assumption that tenants will continuously operate a ful...

Bank symbol with with coins stack. Concepts of the banking system, rising interest rates, inflation, deflation, and savings.

Letters of Credit: Financing Considerations and Terms for Negotiation

June 5, 2026 | Publications

In a time where the financial markets seem to shift with each breaking headline, understanding the b...

CREF Roundup | Week 22, 2026

May 29, 2026 | Publications

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

Modern multifamily apartment buildings photographed from ground level against a clear blue sky, representing affordable housing and real estate development

Multifamily Roundup | May 2026

May 29, 2026 | Finance Industry Blogs

Curated for industry professionals, the Multifamily Roundup is a periodic digest of noteworthy devel...

The Case of the “Not as Described” Frog: When a Debit Card Purchase Hops Sideways

May 28, 2026 | Publications

When consumers reach for their wallets to pay for goods, they may be faced with a choice: “What is...

Debt-for-Equity Exchanges: What to Consider When Your Lender Becomes Your Partner (Part 2)

May 19, 2026 | Publications

This is an installment in our series on debt-for-equity exchanges. The first article, “Commercial ...

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