Financial Institutions, Investors, & Services

Jackson Walker’s Financial Services Industry Group is keenly aware of the challenges organizations in the financial services industry are facing. From risk to regulation, and cyber breaches to financial crimes, we advise clients on key issues that are globally affecting the industry. Our team partners with large, multinational financial institutions, regional banks, credit unions, and niche lenders, as well as nonbank lenders, including public and private companies. We also represent a wide variety of funds, insurance companies, investors and real estate firms. Our focus is to help clients achieve their business goals and to provide counsel regarding complex corporate transactions, high-stakes litigation and a variety of sensitive compliance, regulatory and legislative issues.

Banking and Financial Institutions

  • Advice related to regulations and enforcement actions, compliance and litigation
  • Represent lenders and borrowers in a variety of loan transactions
  • Deep experience in the areas of real estate, technology, healthcare and energy lending
  • Assist with acquisitions, dispositions, and joint ventures
  • Advice on blockchain, digital assets, cybersecurity, data protection and privacy issues
  • Environmental, social and corporate governance


  • Clients range from several of the largest writers of personal and commercial lines across the country, to individual agency owners, to policyholders seeking guidance
  • Advise concerning relevant statutes, insurance department rules, and common law standards
  • Assist with formation of domestic and off-shore companies and other transactional matters, compliance, regulatory issues, and industry related litigation

Investment Managers

  • Advice concerning broker-dealer, investment adviser, and market regulation
  • Represent a wide variety of investment fund managers including institutional investors, hedge funds, pension funds and mutual funds

Private Equity

  • Advise private equity clients in all stages of an investment
  • Focus areas included healthcare, energy, entertainment, hospitality, services, distribution, consumer goods, building products, manufacturing, education, infrastructure and technology services and products
  • Known for handing complex transactions with development stage resourcefulness

Real Estate Finance

  • Represent banks, financial institutions, life insurance companies, hedge funds and private money lenders in real estate financing transactions
  • Experience includes real property lending needs focused on construction financing, projects, and permanent mortgage financing

2024 Texas Rising Stars announcement graphic

March 21, 2024
Attorney News

Jackson Walker Congratulates 2024 Texas Rising Stars

Each year, Super Lawyers recognizes only 5% of Texas attorneys who either are 40 years of age or younger or have been in practice for 10 years or less as “Rising Stars.”

Mike Bernick

July 17, 2023
Attorney News

Jackson Walker Expands Litigation Practice With Addition of Mike Bernick

Jackson Walker is pleased to announce that Michael H. Bernick has joined as a partner in the Trial & Appellate Litigation practice in Houston. His practice focuses on commercial litigation with an emphasis on energy and banking matters.

United States Supreme Court building with Jackson Walker logo

May 23, 2023

US Supreme Court Curtails Government Enforcement Power Under Three Federal Statutes, Reining in the DOJ

The U.S. Supreme Court recently decided three cases against the United States, with the Court rejecting the government’s attempt to prosecute or penalize private citizens under what the Court deemed to be overly expansive interpretations of statutes or regulations. As the Court winds down its current term, we look for the lessons it provided in these three marquee cases.

By Jennifer S. Freel & Michael J. Murtha

Bank vault with Jackson Walker logo

March 15, 2023

An Overview of US Government Actions After Closures of Silicon Valley Bank and Signature Bank

By John Wittenberg

This article provides a brief synopsis of the failures of Silicon Valley Bank and Signature Bank, NA and the actions taken by the U.S. government in response to these failures.

March 13, 2023

What Businesses Should Know About Collapse of Silicon Valley and Signature Banks

Following the closures of Silicon Valley Bank and Signature Bank, many companies have questions about what happens next and potential impacts on their businesses. Jackson Walker has published a dedicated webpage featuring information that may be helpful to businesses dealing with the aftermath.

FRB Episode 4: Value-Based Care and the Changing Healthcare Landscape

January 18, 2023
Podcast: Future-Ready Business

Value-Based Care and the Changing Healthcare Landscape

Following the pandemic, many industries have experienced major shifts in the way that they do business. In the forefront is the healthcare industry, which was forced by the pandemic to consider the benefits of value-based healthcare, as opposed to more traditional fee-for-service models, when the world shut down. On this episode of FRB, Erin Camp and Art Cavazos discuss with Dr. Lane Aiena what exactly value-based care is and how the business landscape in the healthcare industry is changing.

33~ minutes | JW Future-Ready Business Podcast

December 14, 2022
Podcast: Future-Ready Business

Cryptocurrency: A Commodity, a Security, or a Scam?

Despite recent setbacks and scandals, cryptocurrency and other blockchain technologies are increasingly being utilized in the finance and corporate world. However, transitioning to legitimacy also means regulation, which raises new questions about how cryptocurrencies will be treated by government agencies such as the CFTC and the SEC.

~28 minutes | JW Future Ready Business Podcast

July 12, 2021
Press Releases

Powering the Future, Together: D CEO Texas Energy Awards Recognize Leaders in Oil, Natural Gas, and Renewable Energy

Texas remains the top energy-producing state in the nation and a pacesetter in renewable energy, and the fourth annual D CEO Texas Energy Awards brings executives in oil, natural gas, wind, and solar together to recognize the shared impact and leadership of Texans across all forms of energy production.

Finance tax form paper with Jackson Walker logo

July 9, 2021

Paycheck Protection Program (PPP) Update – SBA Withdraws Loan Necessity Questionnaire

From April 2020 through May 31, 2021, the Paycheck Protection Program provided approximately 12 million loans totaling nearly $800 million that helped businesses keep their workforce employed during the COVID-19 crisis. This article addresses matters related to the PPP Loan Necessity Questionnaire, which the Small Business Administration has since withdrawn.