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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 Leaders

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

Jamie Brodsky
Jamie Brodsky

Partner

Louisville, KY

Los Angeles, CA

Andrew Camelotto
Andrew J. Camelotto

Partner

Newark, NJ

Geoffrey M. White
Geoffrey M. White

Partner

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.

The Beyond Agency Series: A Guide to Private Credit and CMBS Lockbox and Cash Management Account Provisions

October 2, 2026 | Finance Industry Blogs

If you are an experienced agency borrower exploring a CMBS or private credit loan, one often-overloo...

Architecture details Modern Building Glass facade Exterior
CREF Roundup | Week 40, 2026

October 2, 2026 | Publications

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

Typical brick facade apartment building complex in Brentwood, Tennessee
Nashville Mixed-Income PILOT Program 2.0: New Tax Abatement Incentives for Multifamily Developers

September 30, 2026 | Finance Industry Blogs

Nashville is relaunching and revamping its Mixed-Income PILOT (Payment-in-Lieu-of-Taxes) program —...

Modern multifamily apartment buildings photographed from ground level against a clear blue sky, representing affordable housing and real estate development
Multifamily Roundup | September 2026

September 29, 2026 | Finance Industry Blogs

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

Millennial and Gen Z new investing using Ai finanace interact with an AI data finance assistant on a tablet, showcasing the integration of artificial intelligence in financial management.
The Beyond Agency Series: Multifamily Loans in a Higher for Longer World

September 28, 2026 | Finance Industry Blogs

For 15 years, agency debt was the obvious answer for financing stabilized multifamily assets. It is ...

Franchise restaurant sign: "Open. Please Come In"
Going Shopping | Retail News Roundup for September 2026

September 23, 2026 | Publications

Going Shopping is a monthly digest of key developments in the world of retail and shopping center fi...

Pruning the Evergreen Clause: Southern District of New York Strictly Construes Evergreen Clause in Starr Indemnity v. Midwest Mortgage

September 21, 2026 | Publications

A January 2026 court decision out of the Southern District of New York has put increased scrutiny on...

Architecture details Modern Building Glass facade Exterior
CREF Roundup | Week 38, 2026

September 18, 2026 | Publications

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

Money Matters Roundup | September 2026

September 14, 2026 | Finance Industry Blogs

Money Matters is a monthly snapshot of key developments across the financial services industry. From...

Modern multifamily apartment buildings photographed from ground level against a clear blue sky, representing affordable housing and real estate development
Multifamily Roundup | August 2026

August 31, 2026 | Finance Industry Blogs

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

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