
Banking & Finance Legal Services for Businesses, Lenders & Borrowers
Expert Legal Guidance for Banking & Finance Transactions
At Lipresti Law, we offer trusted legal services in banking and finance, helping businesses, lenders, and borrowers navigate complex financial transactions. From loan documentation and secured lending to regulatory compliance and financing strategy, we provide practical counsel to support your growth and minimize risk.
Our Banking & Finance Legal Services:
Our services include:
- Commitment letter and term sheet preparation or review
- Loan document preparation and review
- Company and collateral due diligence, including Certificate of Incumbency preparation
- Transactional group interface and coordination
- Committee and underwriting check-ins
- Closing of loans

Who We Serve in the Lending Market:
We represent a broad range of financial clients and structures, including:
- Commercial & Industrial (C&I) Lending: Structuring asset-based lending and credit lines for businesses across industries
- Small Business Administration (SBA) Lending: Legal support for SBA 7(a), Express, and 504 loans
- Commercial Real Estate (CRE) & Equity Sponsor/LBO: Legal guidance for acquisition, refinancing, and leveraged buyout financing
- Loan Participations & Inter-Creditor Agreements: Structuring multi-party loan deals and representing clients in shared lending scenarios

Our Banking & Finance Legal Expertise
Commercial & Industrial (C&I) Lending
Commercial Real Estate Lending
Lipresti Law advises on the financing of office buildings, retail centers, mixed-use developments, and more. We draft and negotiate mortgage documents, loan agreements, and security instruments to reduce risk and maintain lender protection.
Lipresti Law advises on the financing of office buildings, retail centers, mixed-use developments, and more. We draft and negotiate mortgage documents, loan agreements, and security instruments to reduce risk and maintain lender protection. We also provide comprehensive counsel in all aspects of your commercial and real estate transactions.
SBA Lending Services
SBA 7(a) Loans, Credit Lines, and Express Facilities
We help lenders and borrowers structure and document SBA 7(a) loans, including revolving credit lines and express options, while ensuring all SBA rules are met.
504 Loan Legal Representation
Equity Sponsor Leveraged Lending
Subordination & Inter-Creditor Agreements
Loan Participation Legal Support
Who We Serve
We partner with a wide range of clients involved in financing and lending transactions:
Financial Institutions & Lenders- Commercial banks and credit unions
- Non-bank lenders and private equity groups
- SBA loan officers and funders
- Real estate developers and property owners
- Entrepreneurs and small business owners
- Mid-market companies seeking growth capital
Ready to Partner with a Trusted Banking Law Firm?
Whether you’re a financial institution looking for sound legal support or a business borrower navigating a complex financing deal, Lipresti Law provides the legal clarity and precision you need. Our goal is to help you close deals efficiently, reduce exposure, and protect your long-term interests.Schedule a Consultation Today
Let’s discuss your legal needs in banking and finance.
Contact Us or call (617) 351-4745

Banking & Finance Resource Center
articles to answer your most frequently asked questions
What is a Certificate of Incumbency?
Why is the Bank Insisting on an Unlimited Guaranty?
Why Banks Secure Loans with Collateral
Difference Between C&I and CRE Loans?
What is the Difference Between a Bank and a Credit Union?
What to Focus on When Negotiating a Term Sheet with a Lender