Financial Services

John G. Balboni Partner (617) 338-2438 vCard
J. Truman Bidwell Jr. Partner (212) 660-3032 vCard
Harvey E. Bines Partner (617) 338-2828 vCard
Ashley H. Brooks Partner (617) 338-2412 vCard
John L. Chilton Partner (202) 775-1213 vCard
Nicole M. Crum Partner (202) 775-1218 vCard
Christopher C. Curtis Partner (617) 338-2839 vCard
Harry E. Ekblom Jr. Partner (617) 338-2843 vCard
David A. Guadagnoli Partner (617) 338-2938 vCard
Arie Heijkoop Jr. Counsel (202) 775-1227 vCard
Jon M. Jenkins Partner (212) 660-3016 vCard
David M. Leahy Partner (202) 775-1201 vCard
William A. Levine Partner (617) 338-2921 vCard
David C. Mahaffey Partner (202) 775-1207 vCard
Mark Norris Partner +44 (0)20 7448 1003 vCard
Alexander A. Notopoulos Jr. Of Counsel (617) 338-2810 vCard
Duncan T. O'Brien Partner (617) 338-2949 vCard
Avinash R. Rao Associate (617) 338-2451 vCard
Lewis N. Segall Partner (617) 338-2807 vCard
Eric D. Simanek Partner (202) 775-1232 vCard
Douglas S. Stransky Partner (617) 338-2437 vCard
Joel S. Telpner Partner (212) 660-3015 vCard
Matthew J. Van Wormer Partner (212) 660-3067 vCard
Jonathan L. Wiggins Associate (202) 775-1222 vCard
Carol G. Wolff Partner (617) 338-2877 vCard
Geoffrey L. Wynne Partner +44 (0)20 7448 1001 vCard
Amy A. Zuccarello Partner (617) 338-2988 vCard

Our lawyers have great depth of experience with financial services clients. We regularly work with large financial institutions, independent commercial banks, private banks, thrift institutions and bank holding companies. Our clients list among unregulated financial institutions include business finance companies, equipment leasing companies, mortgage banking companies and other private investment entities.

We represent lenders and borrowers on commercial transactions, including secured and unsecured lending, asset-based and real estate lending, project and acquisition financing, leveraged buy-outs and letters of credit.

Our financial services lawyers are drawn from a range of practice areas including Bankruptcy, Private Equity, Mergers & Acquisitions, Venture Capital, Real Estate, Litigation, Securities, and Corporate Governance.

Representative Client Work

  • On behalf of an investment management company, tried a case that established the enforceability of a non-competition covenant against a portfolio manager
  • Counseled agent and co-agent bank in negotiating secured loans of more than $200 million and revolving credit facilities for companies in industries ranging from heavy equipment rental and coal mining to gaming and health/fitness 
  • Worked with a syndicate of banks to offer a $100 million stand-by line of credit facility to a financial insurer
  • Represented lenders in such complex transactions as a $16 million loan to finance the redemption of preferred stock, and the placement of a $100 million global and multi-currency credit facility
  • Helped a private equity fund secure a $200 million multi-bank bridge line of credit
  • Counseled a U.S. borrower on its $650 million syndicated multi-currency credit agreement

Check out the Financial Services Spotlight, which examines the regulatory and technology developments impacting banks, asset managers and other financial services providers - where challenges meet opportunities.