Banking & Financial Services

Represented a privately held borrower in the FinTech space to recapitalize the company, which included amending and restructuring its $40 million corporate credit facility, its $250 million warehouse facility, and multiple warrants for various classes of both common and preferred equity.  In connection with the recapitalization, the firm also restructured the employee equity plan. The lender was a New York-based private equity firm.

Coordinated the first loan transaction for a southeast Ohio-based business incubator/loan fund, which provided resources to a food manufacturer of gluten and allergen-free products. This was an important milestone for both the lender and the borrower, which will become a productive employer of local Ohioans. Likewise, the facility will likely be a key player in business development for this region of the state.  

Represented a bank in a hotel loan deal in which it was extremely important to the bank's customer, the borrower, to close the deal in less than 30 days. As our team dug into the diligence, it became clear that this deal was significantly more complicated than it was initially described by the borrower. However, despite the tight turnaround and roadblocks, the deal closed on time.

Represented a lender in connection with a syndicated construction loan for a large office/residential project including a bridge loan addressing timing issues with public financing.

Represented a lender in connection with the refinancing of a collateral pool of 55 one- to four-unit single-family residential investment properties in close proximity to The Ohio State University campus. 

Represented a lender in connection with financing for the first office/retail building in a large multi-phase project with significant public/private partnerships involved. 

Represented a lender in providing debt capital for the construction completion and lease-up of an office and apartment project. 

Represented a borrower in the refinance of a permanent loan. 

Represented a lender in connection with the residential component of a historic rehabilitation project. 

Represented a lender in connection with financing for the first office/retail building in a large multi-phase project with significant public/private partnerships involved.

Represented a national bank serving as the project construction lender on a 330,000-square-foot built-to-suit office complex. 

Represented a lender in a secured real estate mortgage construction loan for a speculative office/residential project.