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

Successfully led the closing of a mixed-use public-private development project in downtown Columbus, Ohio. Served multiple roles in the project’s financing, including as bond counsel to the developer, commercial loan bank representative and legal counsel for PACE financing.

Represented the lead lender in a $225 million revolving loan transaction to enable the sponsor to leverage ownership in publically traded securities and support additional acquisitions and investments for the sponsor.

Assisted a client as lender’s counsel for a $15 million subscription line of credit for a private equity fund used to leverage the capital contributions of the fund's limited partners. 

Represented a bank in $25 million financing of the acquisition of 16 restaurant franchise locations by a new franchisee.

Represented a private investment company in restructuring an $18 million mezzanine loan to a troubled distribution company.

Represented a borrower in an office construction loan for a flagship office building in a new mixed-use development project.

Represented a client as the borrower in a syndicated construction loan transaction for construction of a new multi-family housing and mixed-use development project.

Represented a client in the $15 million acquisition of manufacturing business and related capital-raise issues and project financing.  In addition to acquisition matters, representation included formation of joint venture and private placement, negotiation of entity documents, and counsel on project financing with senior lender.