Our Mezzanine Finance attorneys regularly represent mezzanine investment clients in all phases of the complex business transactions they enter. From investment to exit, our attorneys are prepared to structure transactions, negotiate terms and document deals to achieve the appropriate balance of risk and reward. Our clients regularly include:

  • Mezzanine funds;
  • Bank-affiliated private equity and mezzanine groups;
  • Institutional investors;
  • Banks and bank holding companies;
  • Business development companies;
  • Corporate strategic investment programs; and
  • Insurance companies.

The scope of our mezzanine finance practice enables our attorneys to better understand the objectives of both borrowers and lenders, to know the market opportunities available to our clients, and to negotiate any side of the complex transactions they enter. Our attorneys are also active in handling private equity and leveraged buy-out matters, enabling them to counsel clients with a broad knowledge of the legal, tax and business issues that arise in these complex financing transactions. Our mezzanine financing representation encompasses:

  • Structuring complex mezzanine financings;
  • Bridge financings;
  • Management buy-outs;
  • Debt and equity restructuring;
  • Recapitalizations;
  • Portfolio purchases and sales;
  • Add-on acquisitions; and
  • Initial public offerings.

Our team works closely with a dedicated team of tax lawyers to effectively identify and minimize tax consequences while maximizing economic returns. We analyze and resolve not only corporate and tax issues but also environmental, ERISA, intellectual property and commercial law issues that may arise in mezzanine financing transactions. With the competitive markets our clients face, our attorneys stay ahead of the curve in order to provide them with current, practical and prompt advice. We understand and are skilled at the lending business as evidenced by the number of high quality lender clients represented by our Firm.