Banking & Financial Services

Closed complex transaction spanning over a nine-month time period, involving the acquisition by client purchaser of a regulated multi-state mortgage lender, including negotiation and completion of a $10 million subordinated debt facility, a $17 million securities offering to investors in over 20 states, structuring the acquisition transaction and roll-over of equity and several other related joint venture transactions.

Represented a national bank in connection with a construction loan for a nine-percent low-income housing tax credit transaction for an affordable housing project located in Dayton, Ohio. The project involved historic tax credits, a port authority lease structure, a complicated condominium structure, tax credit equity and additional governmental financing.

Represented a national bank in connection with financing a low-income housing tax credit project in Ohio utilizing a port authority bond structure, together with an OHFA HDL loan and conventional permanent loan.

Represented multiple banks in connection with the refinance of a 225 property student housing portfolio within a 60-day timeframe