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Trusted Advisors for Complex Banking & Financial Transactions

Mandelbaum Barrett PC’s Banking and Financial Services attorneys combine depth and experience in the commercial, industrial and asset-based lending space.

Since 2024, our Banking & Financial Services team has been ranked Band 3 in Chambers USA, recognizing our strong track record, industry insight, and commitment to helping financial institutions and borrowers navigate complex regulatory and transactional matters.

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.

Bankruptcy, Creditor Rights & Risk Mitigation

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.

Navigating the Evolving Landscape of Cannabis Banking

We have expanded Banking and Financial Services to incorporate Cannabis lending. Navigating the complexities of cannabis banking compliance requires a meticulous understanding of both financial regulations and the evolving landscape of cannabis legislation. In light of this, Mandelbaum Barrett PC recognizes the unique challenges imposed on financial institutions seeking to provide services to cannabis-related businesses while adhering to federal and state guidelines. The Firm is dedicated to aiding banks and financial institutions in implementing effective KYC/AML protocols and navigating the intricate demands outlined by the Financial Crimes Enforcement Network and the Controlled Substances Act.

We work with our clients to ensure they can confidently navigate these regulatory requirements with integrity, enabling them to enter the new and dynamic cannabis sector. By staying current with evolving legislation and regulatory guidance, the Firm assists clients in effectively managing financial cannabis-related accounts while mitigating risks and maintaining regulatory compliance.

Get in Touch with Our Banking & Financial Services Attorneys Today

If you’re seeking experienced legal guidance for complex financial transactions, whether in traditional lending or emerging industries like cannabis banking, Mandelbaum Barrett PC is here to help. Contact us today to schedule a consultation and learn how our tailored legal solutions can support your business.

Partner Vincent J. Roldan named to the 2025 LawDragon 500 Leading Global Bankruptcy & Restructuring Lawyers list

July 16, 2025

We’re proud to share that Vincent J. Roldan, Partner at Mandelbaum Barrett PC, has been named to the 2025 LawDragon 500 Leading Global Bankruptcy & Restructuring Lawyers list.

Richard Simon to Moderate The Secured Finance Network’s Discussion on MCA Strategies on July 29th!

July 15, 2025

How to address challenges for lenders and borrowers arising from merchant cash advance (MCA) practices. Join The Secured Finance Network on July 29, 2025, from 3:00–4:00 PM EDT for a webinar on “Strategies to Overcome MCA Challenges.”

Mandelbaum Barrett PC Recognized in Chambers USA 2025 Rankings

June 9, 2025

Mandelbaum Barrett PC is proud to announce that several of our key practice areas have been ranked in the Chambers USA 2025 guide, one of the legal industry’s most respected directories for top law firms and attorneys. These rankings reflect our team’s strong track record, deep legal knowledge, and client-focused approach across a wide range […]

Honoring Leadership and Advocacy at Chhange’s Spring 2025 Testimonial Dinner

March 28, 2025

With over 300 attendees, it was a powerful evening celebrating this year’s honorees: the Chhange Holocaust Survivor Speakers, Prestige Capital (Corporate Leadership Award), and Julia Funck (Student Leadership Award).

Richard Simon to Moderate Legal Panel at the Annual NYIC + IFA Northeast Chapter Factoring Program

February 28, 2025

Attendees will have the opportunity to earn up to 3 CPE credits while gaining insights from experienced industry professionals.

SDNY Court Clarifies New-Value Exception in Eletson Holdings: Insights from Vincent J. Roldan and Ava Goldberger

February 12, 2025

Can equity holders retain their stake in bankruptcy without fully repaying creditors? The SDNY Bankruptcy Court just weighed in, tackling the new-value exception in Eletson Holdings.

Threats and Risk Insights: Navigating Cybersecurity Challenges in the Lending Industry

November 1, 2024

Richard Simon, Shareholder and Co-Chair of the Firm’s Banking and Financial Services Practice Group and Steven Teppler, Partner and Chief Cybersecurity Legal Officer, share their expert insights in The Secured Lender on ‘Navigating Cybersecurity Challenges in the Lending Industry.’

Join Richard Simon and Industry Leaders at SFNet & NYIC’s Joint Program!

October 19, 2024

Exciting News! Join Partner Richard Simon and the SFNet New Jersey and New York Chapters as they team up with NYIC for an incredible program! This is a unique opportunity to connect, learn, and network with industry leaders and peers. Don’t miss out on expanding your professional horizons! Gain valuable insights into the latest challenges […]

Vincent J. Roldan Quoted in JCR’s September Issue: Insights on Article 9 Restructuring

September 13, 2024

Vincent J. Roldan, Partner in Mandelbaum Barrett PC’s Banking and Financial Services Practice Group, was recently quoted in Journal of Corporate Renewal’s September 2024 issue: “Not Your Parents’ Article 9 Restructuring.” The article explores the challenges of distressed business situations, where banks, borrowers, and creditors often conflict, and how Chapter 11 and ABCs can negatively […]

Mandelbaum Barrett PC has ranked in three practice groups for Chambers USA

June 12, 2024

Success in major deals hinges on collaboration, organization, and teamwork, demonstrating that it truly takes a village to achieve excellence. Our team here at Mandelbaum Barrett PC team embodied these qualities in 2023. Congratulations to our 3 departments who received ranking from Chambers USA: Construction (Band 3), Banking & Finance (Band 3) & Real Estate […]

Banking Deal Alert: Mandelbaum Barrett PC Facilitates $12 Million Asset-Based Loan for Retail and Wholesale Ventures

January 24, 2024

Mandelbaum Barrett PC partner Jeffrey M. Rosenthal and associate Ann S. Lee represented a regional bank client providing a $12 million asset-based loan for a group of companies in the retail and wholesale consumer and business customers. This accomplished deal highlights the firm’s proficiency in managing financing across a variety of business sectors.

Mandelbaum Barrett PC named to 2024 Best Law Firms

November 9, 2023

Mandelbaum Barrett PC is thrilled to announce that once again we have been recognized by Best Lawyers on their “2024 Best Law Firms®” list! This recognition highlights the ongoing excellence of our dedicated team of attorneys, underscoring our unwavering commitment to providing top-notch legal services and ensuring client satisfaction. We take pride in the fact that 16 of our practice […]

Vincent Roldan named to the New Jersey Law Journal’s 2023 Diverse Attorneys of the Year list

October 11, 2023

Mandelbaum Barrett PC Bankruptcy and Banking Partner, Vincent J. Roldan, Esq. has been named to New Jersey Law Journal’s 2023 Diverse Attorneys of the Year list. After receiving nominations from across the New Jersey legal community, the Law Journal announced its honorees. Congratulations to Vincent and all the honorees. Read the full article here.

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. Richard, serving as Co-Chair of the Firm’s Banking and Financial […]

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 […]

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

Richard Simon to Moderate The Secured Finance Network’s Discussion on MCA Strategies on July 29th!

July 15, 2025

How to address challenges for lenders and borrowers arising from merchant cash advance (MCA) practices. Join The Secured Finance Network on July 29, 2025, from 3:00–4:00 PM EDT for a webinar on “Strategies to Overcome MCA Challenges.”

Honoring Leadership and Advocacy at Chhange’s Spring 2025 Testimonial Dinner

March 28, 2025

With over 300 attendees, it was a powerful evening celebrating this year’s honorees: the Chhange Holocaust Survivor Speakers, Prestige Capital (Corporate Leadership Award), and Julia Funck (Student Leadership Award).

Richard Simon to Moderate Legal Panel at the Annual NYIC + IFA Northeast Chapter Factoring Program

February 28, 2025

Attendees will have the opportunity to earn up to 3 CPE credits while gaining insights from experienced industry professionals.

Join Richard Simon and Industry Leaders at SFNet & NYIC’s Joint Program!

October 19, 2024

Exciting News! Join Partner Richard Simon and the SFNet New Jersey and New York Chapters as they team up with NYIC for an incredible program! This is a unique opportunity to connect, learn, and network with industry leaders and peers. Don’t miss out on expanding your professional horizons! Gain valuable insights into the latest challenges […]

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 […]

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. Richard, serving as Co-Chair of the Firm’s Banking and Financial […]

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.

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 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 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.

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

These stories are successful case results from our attorneys. Please note that results may vary depending on your particular facts and legal circumstances.

Richard Simon Serves as Counsel in $12MM Cross-Border PO Financing Deal

July 25, 2025

Richard Simon, Partner and Co-Chair of the firm’s Banking & Financial Services Group, recently served as counsel to a lender in the closing of a $12 million supply chain facility for a cross border licensed apparel importer.

Richard Simon to Moderate The Secured Finance Network’s Discussion on MCA Strategies on July 29th!

July 15, 2025

How to address challenges for lenders and borrowers arising from merchant cash advance (MCA) practices. Join The Secured Finance Network on July 29, 2025, from 3:00–4:00 PM EDT for a webinar on “Strategies to Overcome MCA Challenges.”

Firm Represents Borrower in $8.5M Asset-Based Lending Facility

June 30, 2025

Members of the Mandelbaum Barrett PC’s Banking and Finance Group – partner Jeffrey M. Rosenthal and associates Ann S. Lee and Ava D. Goldberger – together with Environmental Law Group partner Douglas I. Eilender, recently represented a borrower in the automotive industry in connection with an $8.5 million asset-based lending facility. The inclusion of mortgages […]

Deal Alert: $20M Refinance Closed for Mixed-Use Property in Washington, D.C.

May 15, 2025

Mandelbaum Barrett PC partners Joshua Gorsky, Esq., Jeffrey Rosenthal, Esq., and Douglas I. Eilender, Esq. recently represented a regional bank in a $20 million refinance of a mixed-use property in the Tenleytown section of Washington, D.C. The property is comprised of 60 luxury apartments and 5 retail units. As part of the transaction, the parties […]

Honoring Leadership and Advocacy at Chhange’s Spring 2025 Testimonial Dinner

March 28, 2025

With over 300 attendees, it was a powerful evening celebrating this year’s honorees: the Chhange Holocaust Survivor Speakers, Prestige Capital (Corporate Leadership Award), and Julia Funck (Student Leadership Award).

Barry R. Mandelbaum, Jeffrey M. Rosenthal, and Ann Lee Secure $35 Million Refinancing for Metal Refining Client

March 26, 2025

The successful outcome underscores the firm’s ability to navigate complex financing structures and deliver results under accelerated timelines.

Mandelbaum Barrett PC Advises Regional Bank on Financing for DSO’s Multi-Practice Acquisition

March 19, 2025

This transaction showcases the firm’s ability to craft tailored funding structures that enable the lender to provide flexible and strategic financial solutions in the healthcare industry.

Jeffrey M. Rosenthal and Ann S. Lee Successfully Represented a Lender in a $15 Million Refinancing Deal

March 14, 2025

This refinancing strengthens the company’s financial position and provides greater flexibility for future growth. The deal highlights the firm’s expertise in structuring and securing complex financial solutions that align with the unique needs of the clients.

Richard Simon to Moderate Legal Panel at the Annual NYIC + IFA Northeast Chapter Factoring Program

February 28, 2025

Attendees will have the opportunity to earn up to 3 CPE credits while gaining insights from experienced industry professionals.

Mandelbaum Barrett PC Secures $65M Financing for Industrial Real Estate Acquisition in Illinois

January 30, 2025

Mandelbaum Barrett PC partners Joshua Gorsky, Esq. and Jeffrey Rosenthal, Esq. successfully represented a regional bank in providing $65 million in financing for the acquisition of a portfolio of industrial real estate located in both Lake County and Kane County, Illinois. The portfolio consists of 17 buildings with over 150 different tenants. This deal highlights […]

Join Richard Simon and Industry Leaders at SFNet & NYIC’s Joint Program!

October 19, 2024

Exciting News! Join Partner Richard Simon and the SFNet New Jersey and New York Chapters as they team up with NYIC for an incredible program! This is a unique opportunity to connect, learn, and network with industry leaders and peers. Don’t miss out on expanding your professional horizons! Gain valuable insights into the latest challenges […]

Jeffrey L. Wasserman Leads Banking & Financial Services Group in Representing Ledger Run’s Strategic Sale to Blue Star Innovation Partners

September 9, 2024

With Blue Star’s capital infusion and operational expertise, Ledger Run is poised to accelerate new product releases and further solidify its position as a market leader. Congratulations to all parties on this exciting partnership! 

Deal Alert: Mandelbaum Barrett PC Secures $11M Promissory Note Sale for Regional Bank in Upper East Side Real Estate Deal

August 12, 2024

 Mandelbaum Barrett PC Partners Joshua Gorsky, Esq., Jeffrey M Rosenthal, Esq. and Peter Levy, Esq. represented a regional bank in the sale of an $11mm promissory note secured by a mixed-use building in the Upper East Side of Manhattan. Their expertise ensured a smooth transaction, highlighting the firm’s capabilities in high-value real estate and financial […]

Mandelbaum Barrett PC Successfully Facilitates Asset-Based Financing for JPalmer Collective, LLC to Coffee Industry Client

July 3, 2024

Mandelbaum Barrett PC Partner Jeffrey M. Rosenthal, Esq., and Associate Ann S. Lee, Esq. recently represented JPalmer Collective, LLC, an asset-based lender located in the New York metropolitan area, in providing asset-based financing for a company in the coffee industry. This successful transaction highlights the firm’s expertise in structuring and securing complex financial solutions tailored […]

Deal Alert: Mandelbaum Barrett PC Secures $10.5 Million Construction Financing for New Jersey Build-to-Suit Commercial Building

July 3, 2024

Mandelbaum Barrett PC Partners Jeffrey M. Rosenthal, Esq., Bart G. Mongelli, Esq. and Associate Ann S. Lee, Esq. recently represented a regional bank in providing approximately $10.5 million in construction financing for a build-to-suit commercial building within a large-scale condominium project in Bedminster Township, New Jersey. This achievement underscores the firm’s capability to handle complex […]

Successful $90 Million Asset-Based Lending and Mortgage Financing Negotiated by Mandelbaum Barrett PC

June 20, 2024

Mandelbaum Barrett PC successfully orchestrated a sophisticated transaction involving asset-based lending and mortgage financing. Partners Barry Schwartz, Esq., Jeffrey Rosenthal, Esq. and Associate Ann Lee, Esq. represented the borrower in negotiating a $90,000,000 loan facility and assisted in devising a strategic solution to support their industry growth. This layered deal underscores the firm’s expertise in […]

Mandelbaum Barrett Successfully Defends Motion to Dismiss in Smithfield Hall Chapter 11 Case

May 31, 2024

Mandelbaum, led by New York partner Vincent J. Roldan, represents debtor Moxy Restaurant Associates, Inc. (dba Smithfield Hall) in its Chapter 11 proceedings in New York.  Smithfield Hall is a popular Irish bar and restaurant located in midtown Manhattan, primarily catering to soccer fans.  The bankruptcy case was commenced as a last resort to save […]

Richard Simon Secures $9MM Credit Facility for NY Food Manufacturer, Highlighted by ABF Journal

March 6, 2024

Asset-based lending is an industry built on making deals, and last month the ABF Journal announced its list of most intriguing and impactful transactions of the past year. One of those deals was the $9MM Credit Facility to a NY-based food products manufacturer and distributor by Rosenthal & Rosenthal with Robert Schnitzer managing the transaction.  […]

Mandelbaum Barrett PC Victorious In Motion To Transfer Venue

March 1, 2024

Mandelbaum Barrett PC currently represents the DIP Lender in a bankruptcy case in Washington DC.  The DIP Lender called a default after uncovering evidence that insiders of the DC-based debtor fraudulently overstated invoices and diverted contracts, employees, and assets to a related company in Virginia.  After Mandelbaum, on behalf of the DIP Lender, sought injunctive […]

Banking Deal Alert: Mandelbaum Barrett PC Facilitates $12 Million Asset-Based Loan for Retail and Wholesale Ventures

January 24, 2024

Mandelbaum Barrett PC partner Jeffrey M. Rosenthal and associate Ann S. Lee represented a regional bank client providing a $12 million asset-based loan for a group of companies in the retail and wholesale consumer and business customers. This accomplished deal highlights the firm’s proficiency in managing financing across a variety of business sectors.

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 […]

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. Richard, serving as Co-Chair of the Firm’s Banking and Financial […]

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.

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 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 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.

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