Specialty Finance

John Ventola, Kevin Simard, Lyman Bullard, Jim Kane, Andy Hickey
Pete Palladino, Doug Gooding

Blue Chip Clients    

Financial institutions, institutional investors, banks andinsurancecompanies:

 

Avante Mezzanine Partners
Babson Capital
Bank of America
Capital Resource Partners
Falcon Strategic Partners
G.A. Capital
GB Merchant Partners
Gold Hill Capital
Gordon Brothers
HarbourVest Partners
John Hancock
MassMutual
MetLife
Pathlight Capital
Phoenix Life
PNC Erieview Capital
RBS Business Capital
Salus Capital Partners
Silicon Valley Bank
The Hartford
Tower Square Capital Partners
Wellington Financial
Wells Fargo Capital Finance
Windjammer Capital

 

Specialty Finance

"clients appreciate the superlative client service provided by the group, and are confident in both the team's bench strength and its proficiency as a one-stop shop"

Chambers USA

Innovators in Cutting-Edge Finance  

Creative structuring of highly-innovative financings to help clients capitalize on major competitive opportunities, while ensuring predictabilityand protection within increasingly intricate capital structures and financing life cycles. 

Experts in Structuring

Experts in evolving debt and equity financing structures:

  • Equity co-investments
  • Equity kickers
  • First-in/last-out senior loans
  • Mezzanine investments
  • Multiple borrowing bases
  • Multi-tranche credit facilities
  • Non-traditional collateral
  • One-stop loans
  • Preferred/common financings
  • Revolving credit and term loans
  • Second lien
  • Split collateral
  • Uni-tranche loans

Closing Complex Deals   

Highly experienced in large and small complexdebt and equity financings:

  • $365 million facility/multi-tranche revolver/term loan/single agreement
  • $165 million revolving/term facility/leveraged buyout
  • $150 million revolving/term loan to retailer/single agreement
  • $100 million financing for retail franchise/multi-tranche
  • $100 million facility to international retailer/debtor-in-possession financing
  • $95 million term loan issued by family-owned retail chain
  • $86 million financing for acquiring company/first-in first-out tranche/first-in last-out tranche/last-out facility
  • $80 million facility to national retailer/non-traditional assets
  • $50 million limited partner equity co-investment for leveraged buyout
  • $40 million subordinated notes/warrants for manufacturer
  • $40 million preferred LLC equity co-investment for leveraged buyout

Farsighted Life Cycle Management

Drawing on our extensive restructuring and insolvency expertise to anticipate and avoid problems later in financing life cycle.

Sensitivity

Decades of transactional experience and sensitivity to multi-faceted, dynamic relationships among financing parties/portfolio companies/equity sponsors.

Debt/Equity Specialists Under One Roof

Critical knowledge inboth equity and debt financings and “what’s market”:

  • Accessible
  • Collaborative
  • Coordinated                
  • Efficient
  • Practical
  • Responsive

Deal Certainty

Seasoned experts in business and technical issues of complex intercreditor and shareholder agreements and relationships:

  • Guide negotiations
  • Know what’s important
  • Avoid pitfalls
  • Quickly resolve problems
  • Shorten deal time

Bench Strength

Multi-disciplinary team of over 25 lawyers including experts in:

  • Capital markets
  • ERISA
  • Insolvency/restructuring
  • IP/licensing
  • M&A
  • Private equity
  • Real estate
  • Tax

Breadth

Industry expertise:

  • Consumer
  • Distribution
  • E-Commerce
  • Energy
  • Healthcare
  • Manufacturing 
  • Media
  • Publishing
  • Retail
  • Sports
  • Technology
  • Transportation

National/International Reach

Financings across US and in 27 foreign countries. 

What Others Say about Choate’s Finance Capabilities

  • “[Choate] understands our transactions and gives us practical advice, not washed out in legalese.”  Top Nationwide Financial Services Company
  • “Getting the deal done quickly and timely with attorneys who understand what’s worthwhile and what isn’t.”  Major Multinational Financial Services Institution
  • “I think of [Choate as] entrepreneurial.  Not stuck in the box.  Willing to try new things.”  One of the World's Largest Financial Institutions 
  • An assembly of very practical and reasonable attorneys who can handle everything – you can’t go wrong with them … they offer their clients a real partnership and have fantastic industry expertise.”  Chambers USA
  • “Knowledgeable, familiar with loan structures and great at developing standard terms and conditions for new deals.”  Chambers USA
 

Thank you for reaching out to contact Choate. Before you send your message, we wanted to make sure you are aware of the following. Please do not send any confidential information in response to this link. Sending an e-mail to Choate does not give rise to an attorney-client relationship, and will not be deemed to disqualify Choate from undertaking any engagement for a current or future client.  Before any attorney-client engagement may be formed, Choate will need to check for possible conflicts of interest, you will need to consider whether you wish to retain Choate as counsel, and we will need to consider whether we wish to accept the potential engagement. In the meantime, Choate reserves the right to represent parties with interests adverse to you.

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