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

Fortra’s Corporate attorneys help clients with entity formation, governance, mergers and acquisitions, licensing, and other key matters. Our clients include private lenders, real estate developers, brokers, equity and debt funds, and wealth managers.

Securities & Capital Markets

Fortra’s team advises on private placements, mortgage pools, opportunity funds, real estate investment trusts, and compliance. We serve mortgage funds, operating companies, private lenders, and other capital market participants

Our Services

Corporate & Securities

Corporate & Securities team guiding funds and lenders in law and compliance.

Banking & Finance

Banking team supports mortgage pros with transactions, compliance, and mitigation.

Litigation & Bankruptcy

Litigation & Bankruptcy provides counsel for funds and lenders in business law and securities.

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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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.