Transactional Counseling: Transforming Potential into Structure

 

At Invenio, we turn opportunity into action. Our transactional counseling practice is built on efficiency, precision, and a deep understanding of both legal and financial drivers. We help clients structure, negotiate, and close litigation finance and specialty credit deals that align incentives, manage risk, and maximize value.

What We Do

Deal Structuring and Negotiation

Addressing Post-Closing Matters

Bringing Practical Insight from Experience

 

We design and negotiate transaction structures that balance risk and reward, ensuring all parties’ interests are aligned and protected throughout the deal lifecycle.  This work is both legal and practical, and involves reaching consensus on entity management, governance, asset servicing and reporting, and managing through disputes.

Drafting and Reviewing Transaction Documents

 

Our team prepares and reviews all necessary agreements, from term sheets to closing documents, translating complex arrangements into clear, enforceable contracts.

Customizing Solutions for Unique Needs

Navigating Regulatory and Compliance Requirements

 

No two deals are alike. We tailor transaction terms and mechanisms to meet the specific goals and constraints of each client, whether borrower or investor. We are solutions oriented advisors that are not afraid to break free from the constraints of older forms so that both parties will find efficiency through and after closing of a deal.

We guide clients through the regulatory landscape, identifying and addressing jurisdictional, ethical, and compliance considerations to ensure smooth execution.

Coordinating Cross-Disciplinary Teams

Complex transactions often require input from multiple stakeholders. We coordinate seamlessly with financial, operational, and legal teams to keep deals on track.

Our support doesn’t end at closing. We assist with amendments, waivers, and ongoing obligations to help clients adapt to changing circumstances.

Drawing on decades of experience as counsel, investors, and operators, we provide practical, commercial advice that anticipates challenges and unlocks value at every stage.

Representative Experience

 

  • Represented law firm borrower on both tranches of a $20 million credit investment with operating line secured by a personal injury portfolio and marketing cost financing secured by multiple mass torts.

  • Lead lender counsel on $40 million debt facility to national counsel leadership firm in environmental and mass tort litigation.

  • Advised lender on $55 million credit investment in leadership law firm in antitrust and opioid cases.

  • Lead transaction counsel on $75 million law firm acquisition and roll-up transaction.

  • Advised on restructuring of $75 million legal asset investment to upsize to $100 million while enhancing reporting, monitoring, and servicing.

  • Advised new litigation finance fund on joint venture with initial credit sponsor and as deal counsel in closing of initial law firm portfolio finance investments.