Finance: Commercial Lending/Private Credit – Lender Representations

• Represented a middle market lender in separate $20 million and $6.5 million loans to a museum for the expansion of certain permanent exhibits and the acquisition of certain gem collections, which secure the distinct loans.

• Represented an international lender in workout of $8 million revolving credit facility to a seasonal candy store.

• Represented a middle market lender in multiple loans to a manufacturer of blast-resistant modular buildings and its affiliates for the acquisition of specific modular buildings, which secure the distinct loans. One loan was made to a bankruptcy remote entity in anticipation of the corporate restructuring of the manufacturer’s affiliates.

• Represented an international investment management company as collateral trustee in connection with a $75 million revolving credit facility entered into by a Pittsburgh-based casino and the issuance of $415 million of senior secured notes.

• Advised a major global alternative investment firm in acquisition financing for a Canadian natural gas liquids pipeline.

Finance: Commercial Lending/Private Credit – Borrower Representations

• Represented a private investment firm in a $200 million senior secured term loan B facility in connection with a refinancing of an existing credit facility.

• Represented a private retail company in debtor-in-possession financing in connection with a restructuring and Chapter 11 bankruptcy case.

• Represented a privately held upstream oil and gas company with assets in Texas, Louisiana and North Dakota in a reserve-based revolving loan facility and a second lien financing with a group of institutional investors.

• Represented a private equity firm in connection with a $172.5 million senior secured term loan facility for a joint venture interest.

• Represented a technology company in executing a definitive agreement involving 26 jurisdictions to sell its commercial end-to-end managed satellite and terrestrial communications division for a cash purchase price of $425 million.

• Represented a full-service air, ocean, customs brokerage and logistics company in its secured financing of a $110 million acquisition of a management company of high-volume retail, restaurant and hotel remodels.

• Represented a portfolio company of a global infrastructure and real assets manager in its acquisition of a distributed energy services platform with significant BESS assets.

Energy Finance (Oil, Gas, Solar, Wind)

• Represented a wind developer in the development, construction and financing of four New Mexico wind farm projects with a combined generation of 1,050 MW.

• Represented a solar investment fund in multiple loans, totaling more than $100 million, to solar developers to finance ongoing development of utility-scale solar projects in multiple Northeastern and Midwestern states.

• Represented developers, lenders, investors and suppliers in renewable energy projects across the country representing more than 10,000 megawatts in operation and under development in wind and solar projects.

• Represented the arranger and administrative agent in a $2.5 billion senior secured reserve-based revolving credit facility for a publicly traded independent oil and natural gas company focused on the acquisition, exploration, development and production of unconventional oil and associated liquids-rich natural gas reserves in the Permian Basin.

• Represented the arranger and lenders in a $300 million revolving credit facility together with a $125 million term loan facility to a publicly traded independent oil and gas company with assets concentrated in the Eagle Ford and Mississippian plays.

• Represented a drilling services and logistics company, as the public company borrower, in a $665 million syndicated secured revolving and term loan incurred in connection with its spinoff and initial public offering.

• Advised multinational power generation development and operations company in an arrangement to provide 50 MW of energy storage to a large electric utility provider in Arizona.

• Represented a privately held upstream oil and gas company with assets in Texas, Louisiana and North Dakota in a reserve based revolving loan facility and a second lien financing with a group of institutional investors.

Real Estate Finance

• Represented a lender in connection with a $170 million floating rate loan to acquire seven multi-family apartment complexes in the greater Houston, Texas metropolitan area.

• Represented a lender in connection with a $1.125 billion construction loan to construct a hotel, retail and theatre property in New York, New York.

• Represented a lender in connection with a $41 million construction loan to construct a distribution facility in DuPont, Washington.

• Represented a lender in connection with a $25.65 million construction loan to construct a senior housing community, including independent living, assisted living and memory care facility near Indianapolis, Indiana.

• Representation of an institutional lender in connection with mortgage and mezzanine financing for part of a US$25 billion mixed-use development in New York City.

• Representation of a global investment bank as lender, letter of credit issuer and equity investor in connection with the development of a mixed-use project containing headquarters/conference center space for a national civil rights and urban advocacy organization, a civil rights museum, affordable rental housing, office space and retail space.

• Representation of a global investment and advisory firm, as agent, in a mezzanine construction loan for a luxury multifamily property.

• Representation of an institutional lender in connection with a construction loan for the development of a luxury resort and accompanying residences in a resort community.

• Represented clients in the acquisition, disposition, development and financing of multifamily properties.

Trusts & Estates

• Represented a high-net-worth couple in the creation and implementation of spousal lifetime access trusts (SLATs) and a dynasty trust to facilitate tax-efficient wealth transfer to future generations while maintaining access to income during their lifetimes.

• Represented an entrepreneur in the post-liquidity planning following the sale of a company, including the creation of a revocable trust, generation-skipping transfer (GST) tax-exempt trusts, and coordinated estate equalization strategies among beneficiaries.

• Structured a succession plan for a multigenerational family business involving the use of grantor retained annuity trusts (GRATs), family limited partnerships and a governance trust to manage intra-family ownership and control issues.

• Represented a married couple in the design of a comprehensive trust-based estate plan for the protection of a minor child, including a joint revocable living trust with bypass trust provisions, a Children’s Pot Trust with incentive-based distribution schedules, a split fiduciary framework coordinating financial oversight with guardianship, and lifetime asset protection trusts with spendthrift protections for descendants.