SECURITIES ADVISORY
Designing and structuring investment offerings requires careful attention to regulatory requirements and capital-raising goals. Fortra Law guides lenders through equity, debt, and hybrid offerings, providing legal and strategic support to ensure compliance, optimize structures, and align investor interests with your business objectives.
Offering Structure and Design
We help lenders design and structure offerings that meet regulatory standards while achieving capital-raising objectives. Our attorneys work closely with your team to optimize legal and financial frameworks.
Services include:
- Structuring equity, debt, and hybrid offerings
- Drafting offering documents and investor agreements
- Strategic guidance on capital allocation and distribution
- Ensuring alignment with SEC and state regulations
Our Services
Corporate Business Law
Securities & Capital Markets
Our Services
Corporate & Securities
Banking & Finance
Litigation & Bankruptcy
Why Choose Us
Fortra Law is the nation’s largest law firm dedicated almost exclusively to the private/non-conventional lending space and is the leading legal resource for specialty lenders, asset-based lenders, private lenders, and non-bank institutions. Our legal departments include Banking & Finance, Corporate & Securities, and Litigation & Bankruptcy, offering lenders a vertically integrated suite of services while our Fortra Conference Line provides networking and educational opportunities to the industry at large. Reach out today to see how we can partner together.
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Lender Lounge
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Coming Up Next
APR 28
Registration Open
Lender Lounge Season 6, Episode 7 | Online Event
Cultivating Success Through Connection with Kendra Rommel
MAY 13-14
Early Bird
LeverageCon5 | Fairmont Dallas Hotel
Join industry leaders Kevin Kim, Jennifer Young, and Noah Sturgeon
MAY 28
Registration Open
Webinar | Online Event
Private Lending Capital Stratagies: Do REITs Still Make Sense In 2025?
The Ultimate Resource on Securities Advisory for Lenders
We provide lenders with practical legal and financial guidance to structure, model, and launch compliant, effective investment offerings.