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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.

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...

Industrial Outdoor Storage and Zoning: Seven Common Pitfalls for IOS Developers to Avoid

August 25, 2026 | Finance Industry Blogs

Industrial outdoor storage, often referred to as IOS, has become one of the most closely watched seg...

Woman At Office Computer Analyzing Medical Bills And Financial Data Carefully.
Balancing the Load: Negotiating Key Issues in Carry Guaranties (Part 2)

August 25, 2026 | Publications

As discussed in our prior post, carry guaranties are a key component of many kinds of real estate fi...

Frame structure at under construction site on rural landscape
Five Provisions to Consider When Negotiating Industrial Outdoor Storage Leases

August 24, 2026 | Finance Industry Blogs

Industrial outdoor storage (IOS) has emerged as one of the fastest-growing asset classes in commerci...

An Asian businesswoman holding digital tablet and  look in distance window thinking or planning future success, thoughtful motivated mature businesswoman pondering over new ideas.
Bearing the Weight of Stabilization: An Introduction to Carry Guaranties (Part 1)

August 21, 2026 | Publications

Every property costs money to own: real estate taxes accrue, insurance premiums come due, loan inter...

Architecture details Modern Building Glass facade Exterior
CREF Roundup | Week 34, 2026

August 21, 2026 | Publications

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

Industrial Outdoor Storage: A Maturing Asset Class

August 20, 2026 | Finance Industry Blogs

The National Industrial Outdoor Storage Conference hosted by Bisnow in Jersey City, New Jersey, was ...

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

August 19, 2026 | Publications

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

Aerial view of eco modern city, with green, eco concept
A Closer Look at Tennessee’s Community Investment Tax Credit

August 13, 2026 | Finance Industry Blogs

Tennessee’s Community Investment Tax Credit (CITC) program provides a meaningful incentive for fin...

Money Matters Roundup | August 2026

August 13, 2026 | Finance Industry Blogs

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

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