Financial Transactions
Experience
Our Financial Transactions Practice Group handles a broad range of financing structures for a large number of financial institutions, including international, money center, and regional commercial banks; conduit lenders; investment banks; hedge and other investment funds; real estate investment trusts; factors; non-bank finance companies; and other institutional lenders. The group is also called upon on a regular basis to assist the Firm's corporate clients with their financing needs.
The attorneys in the group combine technical proficiency, creativity, industry experience and dedication to service to address clients' problems in a practical, responsive and cost-effective manner.
Key Areas of Concentration
- Corporate Finance & Syndicated Lending
- Middle-Market Lending
- Asset-Based Lending
- Cross-Border Transactions
- Trade Finance
In addition, several other Practice Groups handle financial transactions related to their areas of concentration, including:
- Real Estate
- Health Law
- Public Finance & Not-for-Profit
- Workouts & Restructurings
Attorneys in the Financial Transactions Practice Group work closely with colleagues in the Firm's other Practice groups, including Bankruptcy & Creditors' Rights; Corporate & Securities; Environmental Law; Governmental Relations; Insurance; Intellectual Property, Technology, & E-Commerce; Litigation & Alternative Dispute Resolution; Tax; and Transportation, providing clients with comprehensive representation.
Team +
Partners
Special Counsel
Newsroom +
Super Lawyers Recognizes 2024 New York Metro and Rising Star Lawyers
- Oct 24, 2024
Michele Arbeeny Recognized by City & State New York "Who's Who in Budgeting and Finance" - Mar 4, 2024
Tony Coscia Named to the ROI-NJ 2023 Real Estate Influencers - Nov 17, 2023
Windels Marx Ranked by Best Law Firms® in 2024 - Nov 2, 2023
For 2023, Super Lawyers Recognizes 13 Lawyers in New York Metro Edition and 6 Rising Stars - Oct 16, 2023
Best Lawyers in America 2024 Recognizes 30 Windels Marx Lawyers, 14 "Ones to Watch", 3 "Lawyers of the Year" - Aug 17, 2023
City & State Announces 2023 Law Power 100 - Mar 20, 2023
NJBIZ Announces 2023 Power 100, Tony Coscia Honored - Feb 20, 2023
ROI-NJ Names Tony Coscia Among the Influencers: Power List 2023 - Feb 9, 2023
Windels Marx Named to the 2023 Roster of U.S. News – Best Lawyers "Best Law Firms" - Nov 3, 2022
For 2022, Super Lawyers Recognizes 12 Lawyers in New York Metro Edition and 2 Rising Stars - Oct 11, 2022
Best Lawyers in America 2023 Recognizes 25 Windels Marx Lawyers, 9 Ones to Watch, 4 Lawyers of the Year - Aug 18, 2022
ROI-NJ Announces Influencers: Law List for '22 - Tony Coscia Recognized - Jul 28, 2022
NJBIZ Announces the '22 Edition of Power Law 50 - Tony Coscia at #2 - Jul 25, 2022
Ann Marie Curd Joins Windels Marx as Counsel - Mar 30, 2022
Jonathan Kret Promoted to Partner - Mar 18, 2022
ROI-NJ Names Tony Coscia Among the Influencers: Power List 2022 Top 50 - Feb 23, 2022
NJBIZ Announces Tony Coscia at #1 in the 2022 Power 100 - Feb 21, 2022
Windels Marx Named to the 2022 Roster of U.S. News – Best Lawyers "Best Law Firms" - Nov 4, 2021
For 2021, Super Lawyers Recognizes 18 Lawyers in New York Metro and Rising Stars Editions - Sep 30, 2021
New Jersey Edition of Super Lawyers Recognizes 2 Lawyers for 2021 - Mar 23, 2021
Windels Marx Named to the 2021 Roster of U.S. News – Best Lawyers "Best Law Firms" - Nov 5, 2020
Best Lawyers in America 2021 Recognizes 22 Windels Marx Lawyers, 9 Ones to Watch, 4 Lawyers of the Year - Aug 20, 2020
Windels Marx Closes First Loan Under Main Street Lending Program - Aug 14, 2020
COVID-19 - NJ Governor Murphy Taps Tony Coscia for the Restart and Recovery Commission - Apr 28, 2020
Windels Marx Named to Best Law Firms 2020 - Nov 4, 2019
Windels Marx Announces Leon A. Yel as Partner - Sep 5, 2019
Arlene Koutras Joins Windels Marx as Special Counsel - Jul 13, 2018
Frank Quinn, Patrick Deyhle and Team Represent Wells Fargo-Led Bank Syndicate in Acquisition Financing - Feb 27, 2018
Michael Clain on "What is Bitcoin and How Do I Take a Security Interest In It?" - Jun 27, 2016
Acquisition International Magazine Cites Firm's Role in Acquisition of Wine Producer - Sep 17, 2013
John Bitar and Gary Walsh Represent Prominent Bank in Purchase of $100 Million NJTA Revenue Bond - Jun 14, 2013
Kevin McNamara, Howard Lakind and Patrick Deyhle Close Large Financing for Prominent National Bank - Apr 11, 2013
Bob Schwartz Quoted on Impact of JOBS Act on Small New Jersey Banks - May 22, 2012
Windels Marx Promotes Kim M. Longo to Partner - May 8, 2012
Frank Quinn, Jeanine Margiano and Team Close $70 million Senior Secured Credit Facility - May 2, 2012
Bob Schwartz Quoted on Regulatory Impact for Small Banks - Feb 13, 2012
Michael Clain Contributes to ACG's "Private Capital Review" - Jan 11, 2012
Bob Schwartz Quoted on OCC's Steps to Ensure NJ Bank Can Address Anti-Money Laundering - Dec 6, 2011
Tony Coscia Among the "Power 50 Real Estate" in NJBiz - Nov 7, 2011
Michele Arbeeny Recognized by City & State New York "Who's Who in Budgeting and Finance" - Mar 4, 2024
Tony Coscia Named to the ROI-NJ 2023 Real Estate Influencers - Nov 17, 2023
Windels Marx Ranked by Best Law Firms® in 2024 - Nov 2, 2023
For 2023, Super Lawyers Recognizes 13 Lawyers in New York Metro Edition and 6 Rising Stars - Oct 16, 2023
Best Lawyers in America 2024 Recognizes 30 Windels Marx Lawyers, 14 "Ones to Watch", 3 "Lawyers of the Year" - Aug 17, 2023
City & State Announces 2023 Law Power 100 - Mar 20, 2023
NJBIZ Announces 2023 Power 100, Tony Coscia Honored - Feb 20, 2023
ROI-NJ Names Tony Coscia Among the Influencers: Power List 2023 - Feb 9, 2023
Windels Marx Named to the 2023 Roster of U.S. News – Best Lawyers "Best Law Firms" - Nov 3, 2022
For 2022, Super Lawyers Recognizes 12 Lawyers in New York Metro Edition and 2 Rising Stars - Oct 11, 2022
Best Lawyers in America 2023 Recognizes 25 Windels Marx Lawyers, 9 Ones to Watch, 4 Lawyers of the Year - Aug 18, 2022
ROI-NJ Announces Influencers: Law List for '22 - Tony Coscia Recognized - Jul 28, 2022
NJBIZ Announces the '22 Edition of Power Law 50 - Tony Coscia at #2 - Jul 25, 2022
Ann Marie Curd Joins Windels Marx as Counsel - Mar 30, 2022
Jonathan Kret Promoted to Partner - Mar 18, 2022
ROI-NJ Names Tony Coscia Among the Influencers: Power List 2022 Top 50 - Feb 23, 2022
NJBIZ Announces Tony Coscia at #1 in the 2022 Power 100 - Feb 21, 2022
Windels Marx Named to the 2022 Roster of U.S. News – Best Lawyers "Best Law Firms" - Nov 4, 2021
For 2021, Super Lawyers Recognizes 18 Lawyers in New York Metro and Rising Stars Editions - Sep 30, 2021
New Jersey Edition of Super Lawyers Recognizes 2 Lawyers for 2021 - Mar 23, 2021
Windels Marx Named to the 2021 Roster of U.S. News – Best Lawyers "Best Law Firms" - Nov 5, 2020
Best Lawyers in America 2021 Recognizes 22 Windels Marx Lawyers, 9 Ones to Watch, 4 Lawyers of the Year - Aug 20, 2020
Windels Marx Closes First Loan Under Main Street Lending Program - Aug 14, 2020
COVID-19 - NJ Governor Murphy Taps Tony Coscia for the Restart and Recovery Commission - Apr 28, 2020
Windels Marx Named to Best Law Firms 2020 - Nov 4, 2019
Windels Marx Announces Leon A. Yel as Partner - Sep 5, 2019
Arlene Koutras Joins Windels Marx as Special Counsel - Jul 13, 2018
Frank Quinn, Patrick Deyhle and Team Represent Wells Fargo-Led Bank Syndicate in Acquisition Financing - Feb 27, 2018
Michael Clain on "What is Bitcoin and How Do I Take a Security Interest In It?" - Jun 27, 2016
Acquisition International Magazine Cites Firm's Role in Acquisition of Wine Producer - Sep 17, 2013
John Bitar and Gary Walsh Represent Prominent Bank in Purchase of $100 Million NJTA Revenue Bond - Jun 14, 2013
Kevin McNamara, Howard Lakind and Patrick Deyhle Close Large Financing for Prominent National Bank - Apr 11, 2013
Bob Schwartz Quoted on Impact of JOBS Act on Small New Jersey Banks - May 22, 2012
Windels Marx Promotes Kim M. Longo to Partner - May 8, 2012
Frank Quinn, Jeanine Margiano and Team Close $70 million Senior Secured Credit Facility - May 2, 2012
Bob Schwartz Quoted on Regulatory Impact for Small Banks - Feb 13, 2012
Michael Clain Contributes to ACG's "Private Capital Review" - Jan 11, 2012
Bob Schwartz Quoted on OCC's Steps to Ensure NJ Bank Can Address Anti-Money Laundering - Dec 6, 2011
Tony Coscia Among the "Power 50 Real Estate" in NJBiz - Nov 7, 2011
Events +
Michael Clain Moderates Panel at Bisnow's NYC Sustainable Development and ESG Investing
- Sep 30, 2021
COVID-19 - Upcoming Webinars on The Main Street Lending Program - May 20, 2020
Michael Clain and Kaylie Lotzof Spoke on Factoring the Web - Jan 19, 2012
Windels Marx Sponsors Gateway to International Trade 2011 - May 10, 2011
COVID-19 - Upcoming Webinars on The Main Street Lending Program - May 20, 2020
Michael Clain and Kaylie Lotzof Spoke on Factoring the Web - Jan 19, 2012
Windels Marx Sponsors Gateway to International Trade 2011 - May 10, 2011
Publications +
The 'Not So Simple' Lost Note Affidavit
- Dec 12, 2023
Analysis: New York Commercial Finance Disclosure Law, Effective August 1, 2023 - Jun 13, 2023
New Jersey Federal District Court Ruling Tests Provisions in Senior Lender's Subordination Agreement - Feb 8, 2023
Michael Clain Sits Down with Crain's NY Business on Middle Market Insights - Aug 30, 2021
Leaving LIBOR: June 21 Market Update - Jun 22, 2021
Leaving LIBOR: June 1 Market Update - Jun 1, 2021
New York City's C-PACE Program is About to Launch - Apr 6, 2021
Leaving LIBOR: The March 5th Announcements - Mar 15, 2021
COVID‐19 - The Main Street Lending Program: Looking Back and Looking Ahead - Jan 11, 2021
COVID-19 - The Main Street Lending Program: Fed Announces December 14 Deadline for Submissions to Program - Nov 25, 2020
COVID-19 - The Main Street Lending Program: Treasury Advises That Program Will Not Be Extended Past December 31 - Nov 20, 2020
COVID-19 - The Main Street Lending Program: Federal Reserve Adjusts Program to Better Target Smaller Businesses - Nov 3, 2020
COVID-19 - The Main Street Lending Program - July 31, 2020 Update - Jul 31, 2020
New York Law: Should Lenders Hold Both Equity in Borrower and a Mortgage as Collateral Security? Is There a Defense to an Article 9 Sale of the Equity Interests in the Borrower and Are the Related Loan Documents Void? - Jul 24, 2020
COVID-19 - The Main Street Lending Program - July 20, 2020 Update - Jul 20, 2020
COVID-19 - The Main Street Lending Program: Federal Reserve Proposes Expansion to Non-Profit Organizations - Jun 30, 2020
COVID-19 – The Main Street Lending Program: Federal Reserve Board Revises Key Terms of Main Street Lending Program, Updates FAQs and Launches Lender Registration - Jun 17, 2020
COVID-19 - The Federal Reserve’s Main Street Lending Program Now Open for Lender Registration - Jun 15, 2020
COVID-19 – The Main Street Lending Program: Federal Reserve Board Revises Key Terms of Main Street Lending Program - Jun 9, 2020
COVID-19 – The Main Street Lending Program: New May 2020 Guidance and Forms from Federal Reserve Bank of Boston - Jun 2, 2020
COVID-19 – The CARES Act: Federal Reserve Board Issues Additional Guidance on The Main Street Lending Program - May 6, 2020
COVID-19 - The CARES Act: The Main Street Lending Program - Apr 16, 2020
COVID-19 - The CARES Act: SBA Sec. 7(a) Paycheck Protection Program Loans and Loan Forgiveness - Apr 9, 2020
COVID-19 - Guide to the Payroll Protection Program - Apr 9, 2020
COVID-19 - Summary of the Revised Interagency Statement on Loan Modifications and Reporting for Financial Institutions Working with Customers Affected by the Coronavirus - Apr 8, 2020
COVID-19 - NJ Legislature Bill To Assist Small Businesses Clears Senate - Mar 19, 2020
Michael Clain Discusses the Middle Market with Crain's New York Business - Feb 10, 2020
10 Years After Koehler, NY Still Good For Judgment Creditors by Rob Malatak for Law360 - Mar 26, 2019
Michael Clain Featured in Crain's NY Business "Middle Market Roundtable" - Mar 18, 2019
Michele Arbeeny, Mike Moriarty author "Changes in real estate credit - Part II: Direct bond purchase transactions" for NYREJ - Dec 10, 2013
Michele Arbeeny, Mike Moriarty Ask New York Real Estate Journal's "Question of the Month" - Nov 6, 2013
Important Medallion and Outer-Borough Street Hail Permit Updates Summarized by Matt Daus - Aug 9, 2011
Analysis: New York Commercial Finance Disclosure Law, Effective August 1, 2023 - Jun 13, 2023
New Jersey Federal District Court Ruling Tests Provisions in Senior Lender's Subordination Agreement - Feb 8, 2023
Michael Clain Sits Down with Crain's NY Business on Middle Market Insights - Aug 30, 2021
Leaving LIBOR: June 21 Market Update - Jun 22, 2021
Leaving LIBOR: June 1 Market Update - Jun 1, 2021
New York City's C-PACE Program is About to Launch - Apr 6, 2021
Leaving LIBOR: The March 5th Announcements - Mar 15, 2021
COVID‐19 - The Main Street Lending Program: Looking Back and Looking Ahead - Jan 11, 2021
COVID-19 - The Main Street Lending Program: Fed Announces December 14 Deadline for Submissions to Program - Nov 25, 2020
COVID-19 - The Main Street Lending Program: Treasury Advises That Program Will Not Be Extended Past December 31 - Nov 20, 2020
COVID-19 - The Main Street Lending Program: Federal Reserve Adjusts Program to Better Target Smaller Businesses - Nov 3, 2020
COVID-19 - The Main Street Lending Program - July 31, 2020 Update - Jul 31, 2020
New York Law: Should Lenders Hold Both Equity in Borrower and a Mortgage as Collateral Security? Is There a Defense to an Article 9 Sale of the Equity Interests in the Borrower and Are the Related Loan Documents Void? - Jul 24, 2020
COVID-19 - The Main Street Lending Program - July 20, 2020 Update - Jul 20, 2020
COVID-19 - The Main Street Lending Program: Federal Reserve Proposes Expansion to Non-Profit Organizations - Jun 30, 2020
COVID-19 – The Main Street Lending Program: Federal Reserve Board Revises Key Terms of Main Street Lending Program, Updates FAQs and Launches Lender Registration - Jun 17, 2020
COVID-19 - The Federal Reserve’s Main Street Lending Program Now Open for Lender Registration - Jun 15, 2020
COVID-19 – The Main Street Lending Program: Federal Reserve Board Revises Key Terms of Main Street Lending Program - Jun 9, 2020
COVID-19 – The Main Street Lending Program: New May 2020 Guidance and Forms from Federal Reserve Bank of Boston - Jun 2, 2020
COVID-19 – The CARES Act: Federal Reserve Board Issues Additional Guidance on The Main Street Lending Program - May 6, 2020
COVID-19 - The CARES Act: The Main Street Lending Program - Apr 16, 2020
COVID-19 - The CARES Act: SBA Sec. 7(a) Paycheck Protection Program Loans and Loan Forgiveness - Apr 9, 2020
COVID-19 - Guide to the Payroll Protection Program - Apr 9, 2020
COVID-19 - Summary of the Revised Interagency Statement on Loan Modifications and Reporting for Financial Institutions Working with Customers Affected by the Coronavirus - Apr 8, 2020
COVID-19 - NJ Legislature Bill To Assist Small Businesses Clears Senate - Mar 19, 2020
Michael Clain Discusses the Middle Market with Crain's New York Business - Feb 10, 2020
10 Years After Koehler, NY Still Good For Judgment Creditors by Rob Malatak for Law360 - Mar 26, 2019
Michael Clain Featured in Crain's NY Business "Middle Market Roundtable" - Mar 18, 2019
Michele Arbeeny, Mike Moriarty author "Changes in real estate credit - Part II: Direct bond purchase transactions" for NYREJ - Dec 10, 2013
Michele Arbeeny, Mike Moriarty Ask New York Real Estate Journal's "Question of the Month" - Nov 6, 2013
Important Medallion and Outer-Borough Street Hail Permit Updates Summarized by Matt Daus - Aug 9, 2011
Practice Subsets
- Asset-Based Lending
- Corporate Finance & Syndicated Lending
- Cross-Border Transactions
- Middle Market Lending
- Trade Finance
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For 2024, Windels Marx is ranked in the National Tier 3 and Metropolitan Tier 1 (New Jersey) categories for Banking and Finance Law. Visit the Best Law Firms directory and learn more about Windels Marx recognition.