old Financial Services

Practice Capabilities

Loeb & Loeb understands the financial services industry and its regulatory environment, and representing financial services firms and their customers is a core area of focus of ours. We assist our financial services clients in connection with all aspects of their business, including helping their customers with transactions and other matters for their own account. Our core services include:

  • Bankruptcy, creditors' rights, workouts and restructuring
  • Capital markets and securities
  • Corporate fiduciary
  • Employment and Labor
  • Entertainment finance
  • Fund formation
  • Insurance premium finance
  • Intellectual property counseling and litigation, including patent, tradmark and copyright
  • International finance
  • Lender liability litigation
  • Leveraged finance
  • Mergers, acquisitions and divestitures
  • Private equity investments
  • Private placements
  • Public offerings
  • Real estate finance
  • Regulatory and legislative matters
  • Structured finance and securitization
  • Tax

 

Service Approach

The depth and breadth of our Financial Services Group allows us to develop comprehensive plans and solutions for our clients. We approach each client relationship as a partnership. Our group is representative of practitioners from our corporate and securities, private equity, commercial finance, tax, IP, bankruptcy and other practice areas, all combining their experience and knowledge of the financial services industry for the benefit of our clients. This diversity and experience allows us to provide efficient and broad service to our clients.

Client and Industries

Our clients include multinational, regional and community banks; domestic branches and agencies of foreign banks; insurance companies; public and private pension funds; savings institutions; mortgage banks; commercial finance companies; factoring, leasing, and investment firms:

  • Access Capital
  • American International Group
  • Anglo Irish Bank
  • Bank of America
  • Bank of the West
  • Banque Paribas
  • Bayerische Hypo-und Vereinsbank, AG
  • CapitalSource
  • Citigroup Alternative Investments
  • City National Bank
  • Deutche Bank
  • Fortress Capital
  • GE Capital Corporation
  • Gerber Business Finance
  • HSBC
  • JP Morgan Chase Manhattan Bank
  • Key Bank
  • LaSalle
  • Laurus Master Fund
  • Merrill Lynch
  • National Westminster Bank
  • North Fork
  • PNC
  • Royal Bank of Scotland
  • Sterling National Bank
  • Trust Company of the West
  • UBS
  • Union Bank of California
  • Veronis Suhler Stevenson
  • Webster Business Credit Corp.
  • Wells Fargo

 

Leadership and Law

Members of our group are frequent lecturers and moderators at industry events such as the Private Equity Roundtable and the Music and Motion Picture Revenues & Royalties Securitization Conference. We have also authored numerous articles.

Practice Contact

David S. Schaefer
Partner
212.407.4848
[email protected]

Locations (1)

People (318)

Peer Reviews

  • 4.9/5.0 (123)
  • Legal Knowledge

    4.9/5.0
  • Analytical Capability

    4.9/5.0
  • Judgment

    4.9/5.0
  • Communication

    4.9/5.0
  • Legal Experience

    4.9/5.0

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Client Reviews

  • 4.3/5.0 (8)
  • 100% (8)
  • Communication

    4.5/5.0
  • Responsiveness

    4.3/5.0
  • Quality of Service

    4.4/5.0
  • Value for Money

    3.9/5.0

See All 8 Reviews

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Diversity

At Loeb & Loeb, our commitment to fostering and maintaining a diverse workforce is as important as our commitment to every client, case and transaction. Our inclusive environment and consideration of varied perspectives are essential to creating the best solutions for our clients, and integral elements of our success. It’s just another way: Loeb& Loeb adds Value.
Driving our diversity initiatives are the attorneys and staff who serve on our Workplace Diversity and Inclusion Committee. The mission of the Workplace Diversity and Inclusion Committee is to advance diversity awareness within the firm, establish firm-wide policies and initiatives that support our commitment to maintaining a diverse workforce; foster understanding, communication and respect; and promote an inclusive workplace environment that utilizes the talents of attorneys and staff of all race, color, national origin, ethnic and cultural background, religion, sex, age, medical condition or disability, citizenship, gender identity or expression, sexual orientation or preference and marital, veteran or family status. At Loeb & Loeb we believe drawing on the talents of a diverse pool of attorneys and staff creates a workplace environment that allows us to attract and retain a diverse workforce and to serve our clients more effectively and creatively as a result.
Recruiting and Retention
The Workplace Diversity and Inclusion Committee assists and monitors Loeb & Loeb’s ongoing efforts to promote and achieve its diversity goals, especially the goal of meaningfully increasing the representation and retention of women and minority lawyers at all levels of the firm. The committee advises firm management regarding procedures for enhancing the recruitment, retention and promotion of diverse attorneys, and provides input on ways to integrate diversity goals into everyday decision-making, policies and management practices.
Affinity Groups
Loeb & Loeb attorneys and staff members are active in four affinity groups: Attorneys of Color, LGBT, Women and Parents. These groups provide a voluntary support network designed to create a more inclusive culture, enrich the work environment, and identify solutions and strategies that help the firm recruit, develop, advance and retain talented attorneys. Through thoughtful discussion of topical issues and identification of best practices, our affinity group members are able to drive meaningful change and promote a culture of collaboration and positive action.

Mentoring
Encouraging the professional growth and development of our attorneys is an important focus at Loeb & Loeb. It is key to the success of our attorneys, our firm and our service to clients. Our mentor program provides associates with the structure and framework needed to build skill sets and develop valuable professional connections. Through both informal and formal mentoring, senior lawyers share their experience, knowledge and insight to help guide associates on the path to become future firm leaders.

Community Outreach
Our commitment to diversity is enhanced by our active involvement as members and sponsors of several organizations that support and reflect our diverse society, such as the California Minority Counsel Program and Lambda Legal. We also participate in programs that promote diversity in the legal profession, including the recently expanded Judicial Intern Opportunity Program from which the ABA Section of Litigation places law students of color and those from disadvantaged backgrounds into judicial internships.

In addition, we are a signatory of the Diversity Statement and Policies promulgated by the New York City and Los Angeles County Bar Associations. Both of these initiatives call upon law firms to hire diverse incoming classes and to maintain this diversity as associates rise in seniority and are considered for partnership.

DIVERSITY ADDS VALUE!

To learn more about any of Loeb & Loeb’s diversity initiatives, we invite you to contact our Workplace Diversity and Inclusion Committee co-chairs:

Theresa Davis 
321 North Clark Street
Suite 2300
Chicago, IL 60654
312.464.3188
[email protected]

Channing Johnson
10100 Santa Monica Boulevard
Suite 2200
Los Angeles, CA 90067
Tel 310.282.2322
[email protected]

James Taylor
345 Park Avenue
New York, NY 10154
212.407.4895
[email protected]

  1. Knowledge Management

    • Does the firm have a knowledge management program? Yes
  2. Disaster Recovery

    • Does the firm have a disaster recovery plan in place? Yes
  3. Vendor Management

    • Does the firm have preferred vendor relationships? Yes
  4. Litigation eDiscovery Best Practices

    • Does the firm have an established eDiscovery Committee? Yes
    • Does your firm have any educational programs designed to address the changing federal rules of civil procedure? Yes
    • Does the firm have a standardized litigation hold program in place for its clients? Yes
    • Does your firm have a standardized protocol to guide client data collection? (i.e. Maintaining chain of custody, utilizing forensically sound procedures) Yes
    • Does the firm have a standardized protocol to guide processing clients' edata? (i.e. all data produced in PDF, meta data preserved?) Yes
    • Does the firm have a standardized approach for document reviews across practice groups (i.e. established protocol for eDiscovery review depending on the needs of the case) Yes
  5. Quality Management

    • Does the firm conduct end of matter reviews? Yes
  6. Litigation General Best Practices

    • Does the firm have a formalized new associate litigation training/mentoring program? Yes
    • Does the firm's litigation department have a structured approach to early case assessment? For example: Does your firm implement a standard approach to determine risks and strengths early in a case to assess trial or settlement options? Yes
    • Does the firm have an established records management team to assist clients with records retention, compliance and litigation preparedness? Yes
  7. Matter Budgeting and Financial Management

    • Does the firm establish formal budgets for client engagements? Yes
    • Are bills submitted electronically? Yes