Corporate Trust

Our approach

The business of corporate trust is changing dramatically across global markets.

Recent market disruptions have created both obstacles and opportunities for players in all areas of the industry. Our job is to guide our clients through this evolving landscape with experience, insight and action.

We understand our clients, how they operate and, most importantly, the value of their customer relationships. We also understand their need to anticipate and avoid hazards. We make it our business to see the whole picture.

Our advice is clear, efficient, constructive and incisive, no matter how complex the task. Our clients turn to us in all types of financial products and assignments from start to finish, including

Securitization (ABS, CDO, CLO, CMBS, RMBS, SIV, etc.)
Municipal debt
Corporate debt
Project finance
Leveraged lease
Loan servicing
Loan agency
Matters involving regulatory compliance, internal departmental policies and procedures, government investigations, litigation, and bankruptcy

Our core team knows this business inside out, with a full support team of litigation, bankruptcy, securities and tax attorneys who are experienced in corporate trust, finance and securitization.

We provide creative and practical guidance in fighting the battles that need to be fought—while keeping your business moving forward productively and profitably.

Who we work with

Trustee banks
Administrative agents and loan agents
Master servicers and securities administrators
Collateral agents and collateral administrators
Off-shore issuers, custodians and specialty fiduciary service providers

Representative Experience

Representation of Trustee on multiple transactions involving downgrade of Counterparties on ISDA Agreements (Swap/Cap/Hedge Agreements).
Representation of Trustee and Custodian in transactions involving complex, multi-tiered grantor trust, REMIC trust and owner trust structures. We also represent the same client in related transactions involving additional grantor and REMIC trusts, as well as in their capacity as bailee and account bank for transitional periods.
Represent indenture trustees in foreclosing upon and liquidating over 40 CDOs and CLOs having an aggregate original face value of over $20 billion dollars.

Represent indenture trustee, administrative agent, and collateral agent with respect to approximately $2.5 billion dollars in debt secured by more than a dozen power plants in the Calpine bankruptcy cases in New York.

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Media Clips

Directors’ fiduciary duties come into focus at year-end

Rochester Business Journal | November 11, 2016

Rochester Private Equity & Investment Funds partner Jeremy Wolk and M&A and Corporate Transactions associate Isaac Figueras authored this column about the fiduciary duties of boards of directors at year end.

Cybersecurity Best Practices for Senior Bank Management

Bloomberg BNA Banking Report | March 21, 2016

Chicago partner Susan Feibus authored this column about important considerations for financial institutions to take in terms of policies and procedures that address the cyber threat environment and resilience to cyber attacks.

Ideas