Banking and Financial Services
Mandelbaum Barrett PC’s Banking and Financial Services attorneys combine depth and experience in the commercial, industrial and asset-based lending space.
Mandelbaum Barrett PC’s Banking and Financial Services Practice Group has a strong footprint in commercial and industrial and asset-based lending, as well as trade finance, mortgage warehousing and other secured, unsecured, domestic and cross border debt products. On a regular basis we represent financial institutions (agent banks, bank groups and individual commercial lenders), finance companies, venture capital funds and borrowing entities.
Our key to a successful transaction is to foster candor, accuracy and confidence in the relationship from its inception.
Regardless of the particular undertaking involved, we work closely with each and every client, as well as the other parties, so that we can best understand their goals, expectations and approach to the transaction. We offer seasoned advice regarding the proposed transaction and assist in tailoring the structure to best meet those expectations on a legal, risk and practical level.
We regularly collaborate with the Firm’s Bankruptcy and Creditor Rights Practice Group during pre-closing diligence to consider, evaluate and provide for the possibility of a bankruptcy or other insolvency proceeding after the closing. We also offer years of experience in debtor-in-possession financings, as well as structuring and implementing secured creditor sales, assignments for the benefit of creditors and exit financing.
Depth and experience advising single and syndicated lenders engaged in mortgage warehousing, equipment financing, trade and supply chain finance, including domestic and international factoring, receivables purchase financing, purchase order funding and documentary and standby letters of credit allows us to collaborate with our clients on deal structure, and assist in negotiating intercreditor agreements, subordination agreements and other third-party agreements.
Banking & Financial Partners – Richard Simon, Jeffrey Rosenthal, and Vincent Roldan – Attend the Mann Charitable Foundation’s Annual Golf Outing
August 31, 2023
Partners of the Mandelbaum Barrett PC Banking & Financial Service Group, Richard Simon, Jeffrey Rosenthal, and Vincent Roldan attended the Mann Charitable Foundation’s Annual Golf Outing this month. The event took place at the beautiful Fresh Meadow Country Club in Lake Success, New York, offering a great day of golf, food, and networking. The golf […]
Partner Vincent J. Roldan Recognized in the Lawdragon 500 Leading Bankruptcy & Restructuring Lawyers for 2023
June 29, 2023
The Lawdragon 500 Leading Bankruptcy & Restructuring Lawyers for 2023 highlights an esteemed group of legal professionals renowned for their expertise in guiding companies through ailing economies and uncertain times. We are happy to announce that Vincent J. Roldan, a Partner at Mandelbaum Barrett PC licensed to practice in New Jersey and New York, has been recognized as […]
Navigating the Shifting Terrain of Subchapter V: Vincent J. Roldan Sheds Light on Conflicting Court Rulings in the ABI Law Journal
June 26, 2023
Discover the latest in the still-evolving landscape of Subchapter V. This insightful article, published in the American Bankruptcy Institute Law Journal, examines the application of nondischargeability provisions to corporate debtors. Written by Vincent J. Roldan, a Partner in Mandelbaum Barrett PC’s Bankruptcy and Creditors Rights, and Banking and Financial Services groups, this piece sheds light on conflicting court […]
Don’t Miss Partner Richard Simon’s Webinar: Exploring Disclosure Laws for Business Professionals
June 16, 2023
Don’t miss out on the upcoming Northeast Chapter of International Factoring Association webinar featuring Mandelbaum Barrett PC Partner, Richard Simon. Richard will be sharing insights on disclosure laws in New York, New Jersey, and other jurisdictions. This webinar is a must-watch for all business professionals. Register here: https://bit.ly/464JqW0. Richard, serving as Co-Chair of the Firm’s […]
Deal Alert: Team Effort for $120M Real Estate Development Loan
February 16, 2023
We proudly represented a regional bank as the Agent for a 3-bank group in a $120M loan for the purchase of a 300-acre corporate campus from a major pharmaceutical company. It took almost 2 years to complete and is considered a “once in a generation” opportunity by the buyer who has plans to develop the […]
Deal Alert: Mandelbaum’s Banking Practice Group Closed a $125 Million ABL Facility with Wells Fargo Bank, N.A.
October 14, 2022
Mandelbaum’s banking group represented a heavy equipment dealer in the negotiation and closing of a $125 million ABL facility with Wells Fargo Bank, N.A. The ABL facility consolidated the company’s existing credit facilities and will provide working capital financing to the company. Vincent Roldan was the lead attorney. Richard Simon, Jeffrey Rosenthal, and Nicole Fryer […]
Vincent J. Roldan will Speak on “Inflation/Recession: Impacts to Financing and Bankruptcy” in NYC.
September 27, 2022
The New York Institute of Credit and the Northeast Chapter of IFA are coming together to offer a program focused on topics such as inflation, recession, financing, bankruptcy, and more. Vincent J. Roldan, Partner in Mandelbaum Barrett PC’s Bankruptcy and Creditors Rights, and Banking and Financial Services groups, will be speaking on “Inflation/Recession: Impacts to Financing and Bankruptcy.” If you […]
Mandelbaum Barrett PC is excited to welcome Taylar E. Green, Esq. as an Associate in our Banking and Financial Services Group.
June 17, 2022
Taylar represents borrowers and traditional and non-traditional institutional lenders in matters relating to asset-based lending, acquisition financing, and commercial transactions.
Mandelbaum Barrett PC is excited to announce Susan M. Lee, Esq. as our new Counsel in the Banking and Financial Services Department.
May 5, 2022
She represents regional and community banks, commercial finance companies, borrowers, and entrepreneurs and assists clients with complex transactions, negotiation and documentation of loan transactions, real estate financings and transactions, and corporate acquisitions and sales.
Vincent Roldan to be panelist for a National Asian Pacific American Bar Association webinar titled "No Releases For You!"
March 2, 2022
Mandelbaum Barrett PC partner Vincent J. Roldan will be a panelist for a National Asian Pacific American Bar Association Bankruptcy & Restructuring Committee webinar on March 9th titled "No Releases For You!" Topics will include the use of the bankruptcy courts by companies and defendants to resolve mass torts cases, and related proposed congressional legislation.
Jeffrey Rosenthal and Vincent Roldan co-author New Jersey Law Journal article titled "The Big Dance: Bankruptcy Court to Analyze Texas Two Step"
January 27, 2022
Jeffrey M Rosenthal and Vincent J. Roldan of our Bankruptcy and Creditors' Rights and Banking and Financial Services practice groups explore the Chapter 11 filing by a subsidiary of J&J in this article in the New Jersey Law Journal.
The company used a corporate restructuring strategy known as the "Texas Two Step." The issue that will be in front of the New Jersey bankruptcy court — Is the restructuring strategy a proper use of bankruptcy code?
Mandelbaum Barrett PC Expands Commercial Finance Capabilities in South Florida, Through Strategic Affiliation with Gary Krasna P.A.
November 2, 2021
Mandelbaum Barrett PC, a dynamic, full-service law firm based in Roseland, New Jersey, today announced a strategic of counsel affiliation with Gary M. Krasna P.A., a Boca Raton, Florida-based law firm focused on commercial finance.
Vince Roldan Speaking on Encouraging Diversity in the Bankruptcy Bar
June 16, 2021
On June 16, Vincent Roldan will be participating in a panel discussion hosted by The Association of the Federal Bar of New Jersey on "Encouraging Diversity in the Bankruptcy Bar."
Richard Simon Contributed To USA Legal Compendium For The Factoring Industry
November 9, 2020
Richard Simon contributed to the fifth edition of the USA Legal Compendium for the Factoring Industry, a legal resource compiled by the International Factoring Association with assistance from the country's leading commercial finance attorneys.
Richard Simon to Moderate Panel Discussion at the NYIC/IFA/IFA Northeast Joint Factoring Event
February 14, 2020
Richard Simon, Co-Chair of Mandelbaum Barrett PC's Banking and Financial Services Group, will be a Moderator at the NYIC/IFA/IFA Northeast Joint Factoring Event discussing legal updates and other hot topics. For more information and to register, click here.
Richard Simon Appointed to the Board of Directors of The Needlers Foundation
November 20, 2018
Congratulations to Richard Simon, Co-Chair of the Firm's Banking & Financial Services Group who was appointed to the Board of Directors of The Needlers Foundation. The Foundation is a not-for-profit philanthropic organization, which contributes exclusively to children's charities. Founded approximately 50 years ago by a group of garment center executives to benefit children in need, their primary goal is raising funds and bringing awareness to benefit pediatric neurosurgery and to help sick and underprivileged children. Members includes those in allied industries as well as lawyers, CPAs, bankers, doctors and health care professionals who have helped raise millions of dollars for children's charities. We are proud of Richard and know he will do great things for this amazing cause. To learn more about the organization visit www.needlers.org.
Richard Simon Will Speak at NYIC, IFA Northeast DeBanked & AFBA 2018 Lending Conference
August 27, 2018
Richard Simon, Co-Chair of the Firm's Banking and Financial Services Practice Group will be speaking at the NYIC, IFA Northeast, DeBanked & AFBA 2018 Lending Conference on October 16, 2018.
Jeffrey Rosenthal to Present at CFA's Annual "Advanced Legal Issues Workshop" Dec 5-7
November 2, 2017
Jeffrey M Rosenthal, a Member in the Firm and Co-Chair of its Banking and Financial Services and Bankruptcy and Creditors' Rights Practice Groups will be speaking at the CFA's "Advanced Legal Issues Workshop" on December 5-7 in New York City. This course is eligible for 19 CPE credits.
Jeffrey Rosenthal Interviewed in Clear Viewpoints Industry Insight Publication
September 29, 2017
Jeffrey M Rosenthal was recently interviewed by Stu Kessler of the Clear Thinking Group for the Clear Viewpoints section of their industry insights publication where he discussed both personal and professional aspects of his career and offered tips for those facing bankruptcy in today's legal landscape. Check out the full interview here: https://lnkd.in/gBBPRPi
Mandelbaum Barrett PC to Host NJCFA "Yo-Pro Financial Planning Seminar"
September 25, 2017
Mandelbaum Barrett PC is pleased to host the NJCFA's "Yo-Pro Financial Planning Seminar: A Real Life Road Map for Your Future" on October 12th!
Richard Simon to Speak at International Factoring Association’s Annual Factoring Conference
April 7, 2016
Richard Simon, Esq., Chair of Banking and Finance Practice Area, has been asked to speak at the International Factoring Association’s 22nd Annual Factoring Conference. The Factoring Conference, which is to be held in Scottsdale, Arizona, from April 13 – April 16, 2016, features world class speakers
Are Courts More Likely to Disallow Claims Purchases from Recipients of Avoidable Transfers?
August 12, 2020
By Vincent J. Roldan One of the greatest advantages of chapter 11 is that upon commencement, pre-petition debt is “frozen” and the debtor in possession is free from the collection efforts of creditors on such debts. That pre-petition debt will be resolved, hopefully, via a reorganization plan. For those creditors not willing to wait and […]
COVID-19: Options for New Jersey Small Businesses to Obtain Working Capital
March 22, 2020
March 22, 2020 By Richard I. Simon Economic Injury Disaster Loans and Proposed CARES Act Expand Options for Small Businesses to Obtain Working Capital Small Business Administration EIDLs In response to the global COVID-19 pandemic and the declared state of emergency in New Jersey, the U.S. Small Business Administration issued New Jersey Declaration 16349 on […]