Loeb & Loeb LLP

  • Established in 1909
  • Firm Size 420
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Private Client Finance

Loeb & Loeb’s finance attorneys have worked with the private wealth management teams of domestic and foreign banks and broker-dealers in connection with their customers’ financing needs for many years. Whether it involves an unsecured loan or a loan secured by marketable securities, restricted stock, a REIT operating partnership unit, hedge fund or private equity fund interests, fine art, or personal aircraft, Loeb & Loeb has handled it from structuring to documentation to closing. We have also worked with private banks to finance high-net-worth clients’ commercial and residential real estate acquisitions around the country, including shopping centers, office buildings and development properties (including related construction financing), sports arenas, apartment complexes, and trophy residential properties.

A large component of our practice involves closing credit facilities for financial sponsors, including private equity and hedge fund principals and their funds. A particular area of practice related to these financial sponsors involves representation of syndication agents, lenders, administrative agents and other participants in private equity capital call facilities to some of the largest private equity funds around the world. We have also assisted lenders in entering into coinvestment facilities with private equity funds and their partners. In addition, we have assisted lenders in the financing of their customers’ interests in professional sports franchises.

We routinely team up with our trusts and estates attorneys to assist clients in finance transactions revolving around family offices, trusts and estate planning.

Because of Loeb & Loeb’s depth in the private client area and our long-standing experience with private banking groups, we believe that we bring a unique perspective to the financing needs of high-net-worth individuals. This vast experience enables us to anticipate and address issues from both the lender’s and the borrower’s perspectives and makes even a complicated financing arrangement a smooth experience for all parties.

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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. Matter Budgeting and Financial Management

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

    • Does the firm conduct end of matter reviews? Yes
  3. 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
  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. Vendor Management

    • Does the firm have preferred vendor relationships? Yes
  6. Knowledge Management

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

    • Does the firm have a disaster recovery plan in place? Yes

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