Financial Services

Providers of financial services rely on Taft for its blend of legal knowledge and depth, industry perspective, professional relationships and attention to client goals. We have extensive experience assisting financial institutions, insurance companies, asset managers, investment advisers, funds, REITs, and other financial service providers throughout the country with litigation, financing transactions, mergers and acquisitions, and regulatory matters.

Financial Services Litigation

Taft regularly represents banks, financial institutions and mortgage lenders/servicers/investors in federal and state trial courts, appellate courts, arbitrations, and administrative proceedings. Our services include class action defense, securities litigation, lender liability defense, bankruptcy litigation, bank operational defense, insurance coverage disputes, commercial loan litigation (default/foreclosure), RMBS/CMBS litigation, trust instruction proceedings, credit reporting disputes, mechanics lien/lien priority disputes, enforcement/collection actions, fraud, and white collar criminal cases, among others.

Our attorneys are also experienced in defending individual and class claims including those arising from federal and state consumer protection statutes, such as the Telephone Consumer Protection Act, Truth in Lending Act, Fair Credit Reporting Act, Fair Debt Collection Practices Act, Real Estate Settlement Procedures Act, and Acceptable Practices/Unfair Trade Practices statutes.

Financial Services Transactions

With a distinguished national presence, Taft’s Lending & Finance attorneys assist our financial services clients in a broad range of financing transactions, including asset-based and commercial loans, acquisition financings, real estate loans, construction loans, tax-exempt financings, commercial real estate and project financings, and public debt and bond financings.

Our clients include national and regional commercial and investment banks, insurance companies, placement agencies, trust companies, commercial financing and leasing companies, real estate companies, venture capital companies, private equity funds, and borrowers, lessees, and other capital users.

Taft also offers general business counseling in the areas of market behavior, securities, futures, hedge funds, commodities, fixed and variable annuities, swaps, cross-border financing, mutual funds, managed money, reinsurance, and more. Our attorneys have assisted in the structuring of financial instruments, roll-ups, investment workouts, and manufactured products.

Financial Services M&A

Taft takes a multidisciplinary approach to mergers and acquisitions—and investments in—financial services companies and businesses. Taft’s transactional lawyers work seamlessly on acquisitions, divestitures, and other strategic transactions across the banking and financial services sectors.

Our transactional lawyers deliver creativity, teamwork and collaboration for clients in planning and executing transactions. We work closely with lawyers in our Lending & Finance, Tax, Real Estate and Executive Compensation practice groups to provide clients with resources in areas that are key to business transactions.

Related Practices

Related Industries

All Financial Services Professionals

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