Find Lawyers in Charlotte, North Carolina for Banking and Finance Law

Doak Barnhardt engages in a broad range of finance-related areas, with an emphasis on senior bank debt and syndicated loan finance. Doak has considerable experience in corporate and commercial lending arrangements, including secured lending, acquisition and recapitalization finance, subordinated debt transactions, and work-out and restructure. Further, he represents a number of public and private companies as borrowers under syndicated credit facilities. Since joining the firm in 1984, he has...

Peter Barwick is a partner with Alston & Bird's Finance Group and focuses his practice on structured finance matters, including the representation of major financial institutions in their roles as master servicer, certificate administrator, paying agent, trustee, custodian and issuer in mortgage-backed and asset-backed securitization transactions. Peter received his J.D. from Duke University School of Law, where he was a Williams Scholar. He received an M.A.R. in ethics, cum laude, from Y...

Jason Bennett is a partner in Winston & Strawn LLP’s Charlotte office who focuses his practice on debt financing and other corporate finance transactions, with an emphasis on asset-based and cash flow lending. Mr. Bennett represents banks and other financial institutions on financings involving acquisitions, recapitalizations, multicurrency facilities, foreign collateral, and split lien, first/second lien, mezzanine, and bank/bond structures. He has significant experience in a wide ...

Lauren Biek is a member in the Financial Services group. She has extensive experience representing financial institutions in domestic and cross-border financing transactions. Lauren’s practice primarily focuses on representing commercial and investment banks in leveraged lending transactions, including acquisition financings, recapitalizations, ESOP financings and other secured and unsecured lending transactions. She has experience in a wide variety of industries, including transportati...

Eddie Booher practices in the area of complex finance transactions, focusing on commercial real estate (acquisitions, development, leasing and construction) and other transactional lending work. Eddie has primary responsibility for the representation of institutional lenders in several commercial real estate conduit loan/securitization programs involving a broad spectrum of property types, including hospitality, multifamily, industrial, retail, office and healthcare properties. His experience...

John Chinuntdet co-heads the firm’s Investment group and offers extensive experience in private equity and mezzanine finance. John primarily represents financial institutions, institutional investors, hedge funds, business development companies, private equity groups and sponsors in their buy-out, investment and finance transactions. He also represents companies in their merger and acquisition transactions, including representing stockholders in the sales of their companies.

John Evans devotes his financial services practice to representing Small Business Investment Companies (SBICs), institutional investors (debt and equity), private equity funds, hedge funds, business development companies, and venture capital funds in their buy-out, investment and finance transactions. In addition to practicing in the areas of mezzanine finance, private equity, and venture capital, he represents several founders and companies in their fund raising and merger and acquisition tr...

Representing buyers, sellers, lenders, borrowers and underwriters, Rick Hazlett brings strategic insight to parties in various financing transactions. Rick focuses his financial services practice on lending, letter of credit and leasing transactions, mergers and acquisitions, securities and tax-exempt finance. He is often engaged to advise on complex business and finance transactions, and regularly advises corporations and other businesses on acquisitions, securities and other corporate matters.

Kristin Hinson is a partner in the Financial Services & Products Group. She focuses her practice on private investment funds and funds of funds, investment adviser registration and compliance, unregistered offshore private investment funds and private equity funds. Prior to joining Alston & Bird, Ms. Hinson was a partner at Mayer, Brown, Rowe & Maw LLP. She is a member of the American Bar Association and the North Carolina Bar Association, and is also a member of the New York Bar ...

A member of the firm’s Financial Services group, Jim Hovis brings years of sophisticated, high-level experience to his finance and capital markets practice. For the majority of his career he managed the Financial Services group and served on the firm’s Management Committee from 1989 through 2015. He regularly represents national and regional financial institutions in complex financing transactions, including: Acquisition and leveraged buyout financing Subordinated debt facilities ...

Amy Johnson concentrates her practice in the area of public finance. She regularly represents clients as counsel to underwriters, banks, issuers and trustees, as well as disclosure counsel. Amy currently serves as Disclosure Counsel to the State of North Carolina, a position she has held since 2017. In her role as Disclosure Counsel to the State of North Carolina, Amy leads the State’s communications and disclosure to its investors. In addition, Amy co-leads the firm’s Diversity C...

Brad Johnson is a partner in the Finance Group of Alston & Bird. Brad is a senior partner in the firm’s trust, agency and asset servicing practice, one of the largest corporate trust focused practices in the country. Brad regularly represents financial institutions which provide corporate trust, custody, loan agency, reporting and administrative services in a wide variety of capital markets transactions, including transactions involving collateralized loan obligations (CLOs), projec...

Luis Lluberas’ multidisciplinary practice encompasses a wide range of financial services matters with a focus on the resolution of troubled credits. Luis has extensive experience representing key stakeholders in connection with all aspects of financial restructuring matters in a myriad of industries, including agriculture, commercial real estate, energy, healthcare, manufacturing, retail, technology and transportation. Luis routinely represents financial institutions, in both lender and...

Mac McBryde has extensive experience representing lenders and borrowers in structuring, negotiating, and executing complex syndicated and bilateral financing transactions. Mac brings a practical, solution-oriented approach to his legal practice, recognizing his clients’ needs for responsiveness and efficiency in executing a transaction. Mac has experience across a wide array of financing transactions, including investment grade, leveraged, recapitalization and acquisition financings, an...

Wayne McKinzie leads the firm’s Financial Services group, leveraging his years of experience to provide sophisticated, business-oriented counsel to client transactions. Wayne McKinzie is head of the firm's 100+ attorney Financial Services practice group. In his more than 25 years at the firm he has developed a broad base of experience representing financial institutions, investment firms, insurance companies and other institutional investors and corporate clients on complex financing tr...

Tom Mitchell serves as Managing Partner and Chair of the Management Committee and is a nationally recognized finance lawyer with over 25 years of experience representing large financial institutions. Tom serves as the Managing Partner and Chair of the Management Committee. Tom also serves on the Diversity Committee. Prior to taking on the role as Managing Partner in 2018, he served as head of the Financial Services group which now consists of over 100 lawyers, and was a member of the Manageme...

Elizabeth Murphy advises institutional and nonbank lenders on the origination and servicing of conduit and portfolio real estate loans. She is active in the firm’s Women’s Initiative and has been honored by the Charlotte Center for Legal Advocacy with its 2021 Pro Bono Award. Elizabeth represents senior and mezzanine lenders and borrowers in the origination and servicing of conduit and portfolio loans. She concentrates in originating loans secured by complex collateral structures ...

Paul Murphy has over three decades of experience with structured finance transactions involving a wide-range of loans, leases, contracts and receivables. Paul has represented issuers, underwriters, financial guarantors and trustees in both public and private transactions, including shelf registrations and commercial paper conduits. His extensive experience with transactions involves: Railcars Equipment leases Chassis leases Intermodal container leases Trade receivables Commercial and resident...

Ed O’Keefe advises and represents financial institutions. From strategy to tactics and logistics, Ed’s experience includes investigations, litigation, regulatory compliance, governance, cybersecurity, compensation, and risk management. He also advises on law department management, including effective legal engagement with regulators and control functions. Ed is the former Global General Counsel of Bank of America Corporation. Having also headed or served as a senior executive with...

Tom Parrott represents financial institutions and borrowers in structuring and documenting a wide range of syndicated, club and single-bank debt finance transactions, both secured and unsecured. Tom's experience includes acquisition financings, restaurant finance (franchisor and franchisee), term and construction loans secured by various types of commercial real estate, asset-based loans and automotive dealer finance. Tom belongs to the North Carolina Bankers Association and the Business Law ...

Matt Plyler works with lending institutions to achieve practical, business-oriented solutions in secured and unsecured financing transactions across a broad range of industries, including transportation, consumer retail, manufacturing, automotive, utilities, chemicals, agriculture and technology. Matt regularly represents lead arrangers, lenders and agent banks in syndicated credit facilities, club deals and single-bank financings used to finance strategic acquisitions, leveraged buyouts, rec...

Win Porter represents banks and other financial institutions in bilateral and syndication lending transactions with an emphasis on financial sponsor acquisitions. Win has extensive experience in lending transactions across a variety of industries, including technology, healthcare and government contractors.

Andrew Price focuses on the representation of financial institutions in connection with the structuring and documentation of secured and unsecured syndicated, club and bilateral senior credit facilities. Andrew frequently represents left lead arrangers, administrative agents, and lenders in a broad range of investment-grade and middle market corporate and commercial lending transactions, including acquisition-related financings, leveraged recapitalizations, cross-border financings, and workin...

Tim Ryan is a highly experienced financial services attorney who has an extensive background in representing clients in the structuring, negotiation, documentation, and closing of a broad variety of lending and financing transactions. He represents lenders and arrangers in international and domestic syndicated, club and single-lender transactions. Mr. Ryan's practice extends to acquisition financings, recapitalizations, high-grade and junior debt financings, cash flow, and asset-based and oth...

With over a decade of experience, Brennan Sheedy focuses on commercial finance lending. Brennan Sheedy practices within the area of financial services. Brennan’s practice focuses on commercial finance lending arrangements, representing lead arrangers, underwriters and agent banks in syndicated credit facilities used to finance leveraged buyouts, recapitalizations, acquisitions and general working capital needs.

Ryan Smith is co-head of the Investment Team. For over 20 years, he has built a practice that represents clients on a variety of complex leveraged financings, senior and junior capital lending transactions, private equity and other equity investments, and corporate transactions. Ryan’s primary focus is in finance and equity investment transactions. As counselor to lenders and passive and controlling stakeholders, he represents a variety of finance companies, business development compani...

Banks and other financial institutions rely on Jason Solomon’s strategic advice on a wide variety of financing transactions. He has extensive experience in representing corporate trustees, administrative agents, and other service providers in connection with a vast range of financial transactions. Jason is the partner-in-charge of the Charlotte office. He focuses his practice on the representation of trustees and agents in financial transactions and related litigation, bankruptcies, and...

Brett Weber maintains a comprehensive financial services practice that focuses primarily on representing banks and other financial institutions in secured financing transactions, with a focus on credit facility providers and underwriters in tax-exempt financings. Brett’s practice includes extensive experience in commercial real estate financings, working capital financings, asset-based lending and other related finance transactions.

Kimberly Zirkle focuses her practice on corporate finance and acquisition transactions. She regularly represents a variety of lenders, private equity portfolio companies, and private companies in corporate finance and acquisition transactions. Kimberly’s experience involves a wide variety of debt structures including: unitranche, ABL, first lien, split lien, second lien, and mezzanine (secured or unsecured). Kimberly primarily represents SBICs, BDCs, lenders and institutional investors ...

Robert Burrow practices in the financial services group. Robert has represented banks, financial institutions, and corporate clients in the structuring, negotiating and documenting of senior debt financing arrangements, including secured and unsecured, single bank and syndicated credit agreements, multicurrency and cross-border financing facilities, and leveraged acquisition financings. Robert has worked on financings for companies in various industries, including healthcare, technology, manu...

Carrie leverages her experience as a senior investigator in financial crimes compliance to help clients in the regulation of consumer finance products and services.

Trey handles mortgage-backed and asset-backed securitization transactions for corporate trust clients.

Chris Fowler practices in a broad range of finance-related areas, focusing on the representation of institutional investors, hedge funds, business development companies (BDCs), small business investment companies (SBICs), private equity groups and sponsors in their investment, buy-out and finance transactions. Chris’ primary focus is in debt and equity finance transactions as counsel to agents, lenders and passive and controlling stakeholders. Chris represents a variety of finance compa...

Corporate trust clients lean on Matthew Gauthier for counsel with their structured and warehouse finance transactions.

Sonny Ha is a member in Moore & Van Allen's Financial Services group. Sonny represents institutional investors, private equity groups, banks and corporate clients in connection with complex finance transactions and public and private debt and equity securities offerings. Sonny’s practice focuses on various types of equity and equity-linked investments, including common stock, preferred stock, convertible notes and warrants, as well as secured and unsecured lending transactions, incl...

Natalie Hilmandolar focuses her practice on corporate finance and acquisition transactions. She primarily represents SBICs, BDCs, lenders, institutional investors, sponsors and borrowers in the structuring, negotiation, and documentation of debt transactions and related equity co-investments. Natalie has experience involving a wide variety of debt structures including: unitranche, first lien, split lien, second lien, mezzanine (secured or unsecured), and asset-based credit facilities. Natalie...

Matt Kelsey calls on his experience working for a major multinational financial institution when working with trustees and agents in financial transactions.

Micah Lewis practices in the area of financial services. Micah represents banks, financial institutions, corporate clients and private equity sponsors in secured and unsecured lending transactions, including single-lender and syndicated credit facilities. Prior to joining the firm, Micah practiced at Clifford Chance US LLP in New York.

Aaron Marshall practices in the area of financial services. He handles various finance transactions on behalf of financial institutions and borrowers. Aaron regularly represents issuers, and placement agents in asset-backed securitizations and other structured finance transactions. He also represents sellers in receivable financing transactions.

Katie McConnell practices in a broad range of finance-related areas, focusing on representation of private debt funds, business development companies, small business investment companies, private equity firms and sponsors in their investment, buy-out and finance transactions. Katie advises clients across all layers of the capital stack, including senior, second lien, and mezzanine lenders in single-lender, club and unitranche credit facilities. She also advises equity investors in connection ...

Lauren calls on her experience working in the GC’s office of a leading national corporation when working with trustees and agents in financial transactions.

Joseph advises institutional and nonbank lenders in the origination and servicing of CMBS conduit and portfolio loans.

Lauren Nelson represents financial institutions, banks, and private investment firms in the structuring and documentation of secured and unsecured syndicated, club and bilateral credit facilities. She brings an understanding of the market and a business perspective to transactions. Lauren practices in the area of financial services where she represents financial institutions, banks, and private investment firms in the structuring and documentation of secured and unsecured syndicated, club and...

Ben Owens is a partner in the Finance Practice Group in Haynes Boone’s Charlotte office and focuses on leveraged finance and private credit transactions. Ben’s practice consists primarily of the structuring, negotiation and documentation of syndicated and bilateral credit facilities of all types – including secured and unsecured structures, investment grade credit facilities, multicurrency and cross-border transactions, acquisition financings and financings for sponsor-backe...

Pratik focuses his practice on representing private equity firms and their portfolio companies, strategic acquirers, business founders, and high net worth individuals in a variety of transactions, including mergers and acquisitions, as well as general corporate matters.

Kaitlin Powers represents financial institutions (including commercial banks and Farm Credit System banks and associations), insurance companies and other institutional investors in various senior and mezzanine financing transactions and investments. Kaitlin advises clients on structuring and documenting secured and unsecured credit facilities and single-lender and syndicated lending transactions across a wide array of industries. Kaitlin works with her clients from beginning to end, providin...

Meredith French Reedy represents financial institutions, including commercial banks and Farm Credit System banks and associations. She focuses on providing business-minded solutions for her clients. Meredith serves as co-head of the Farm Credit Lending group, a sub-group of the Financial Services Group. She represents financial institutions, including commercial banks and Farm Credit System banks and associations, in connection with the structuring and documenting of secured and unsecured len...

Emily Rhodes provides corporate trust services in structured finance transactions, advising major financial institutions on issues related to mortgage-backed and asset-backed securitizations.

Matt Van Hoy practices in the area of financial services. He represents banks, other financial institutions, private equity sponsors, and corporate clients in the structuring and documentation of secured and unsecured lending transactions, including syndicated and bilateral credit facilities. Matt’s experience includes a broad range of corporate and commercial lending transactions, including acquisition-related financings, leveraged recapitalizations, and working capital facilities, acr...