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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

502.779.8196 Email
Andrew Camelotto
Andrew J. Camelotto

Partner

Newark, NJ

973.596.4573 Email
Geoffrey M. White
Geoffrey M. White

Partner

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.

Debt-for-Equity Exchanges: What to Consider When Your Lender Becomes Your Partner

May 19, 2026 | Publications

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

Architecture details Modern Building Glass facade Exterior
CREF Roundup | Week 20, 2026

May 15, 2026 | Publications

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

Commercial Real Estate Distress: An Introduction to Debt-for-Equity Exchanges

May 12, 2026 | Publications

Commercial real estate is in a sorting period. The Mortgage Bankers Association estimates roughly $5...

Indiana’s Affordable and Workforce Housing Tax Credit Extended to 2033

May 11, 2026 | Finance Industry Blogs

Indiana recently enacted Senate Enrolled Act 163 (the “2026 Update”), extending the state’s Af...

architectural column details on a bank/justice type building in japan, hibiya-jinza area - tokyo
When Your Vendor’s Breach Becomes Your Lawsuit: Privacy Risk Lessons from Recent Bank Litigation

May 6, 2026 | Finance Industry Blogs

A recent high-profile incident illustrates the growing litigation and regulatory risks that financia...

Architecture details Modern Building Glass facade Exterior
CREF Roundup | Week 18, 2026

May 1, 2026 | Publications

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

21st Century ROAD to Housing Act: Major Changes Ahead for Multifamily Sector

April 27, 2026 | Finance Industry Blogs

After clearing the Senate, the 21st Century ROAD to Housing Act (the “Act”) continues to be deba...

Architecture details Modern Building Glass facade Exterior
CREF Roundup | Week 16, 2026

April 17, 2026 | Publications

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

Silhouette of engineer and construction team working at site over blurred background for industry background with Light fair.Create from multiple reference images together
Court Annuls New York State’s Wetlands Regulations

April 14, 2026 | Finance Industry Blogs

The Supreme Court in Albany County, New York, ruled on April 8 that the New York State Department of...

Architecture details Modern Building Glass facade Exterior
CREF Roundup | Week 14, 2026

April 3, 2026 | Publications

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

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