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

Insurance

  • 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

Finance investment

June 5, 2025
Spotlight

Finance & Banking Practice Ranked in 2025 Chambers USA Guide

Jackson Walker proudly announces the ranking of the Finance & Banking practice in the prestigious Chambers USA Guide, along with partners Andrew Ingrum, Monica Pace Messick, and Kathryn Nordick.

Chambers USA Guide 2025 announcement

June 5, 2025
Spotlight

Chambers and Partners Releases 2025 USA Guide Featuring 79 Jackson Walker Attorneys and 28 Ranked Departments

Jackson Walker is pleased to announce that Chambers and Partners has selected 79 attorneys and 28 departments for inclusion in the 2025 edition of the Global and USA guides. Attorneys were ranked across 29 departments, with 4 attorneys listed among multiple areas, 9 ranked nationwide in their respective areas, and 12 recognized for the first time.

June 5, 2025
Spotlight

Jackson Walker Ranked for Tax: State & Local in Chambers USA Guide

Jackson Walker is proud to announce that its State & Local Tax practice has been ranked for the first time in the 2025 Chambers USA Guide released today. In addition, partner Steven Moore and associate Ashley Withers were individually recognized.

June 5, 2025
Spotlight

Jackson Walker’s Intellectual Property Practice and Attorneys Ranked in Chambers USA Guide

Jackson Walker is proud to announce the inclusion of its Intellectual Property practice in the 2025 Chambers USA Guide released today. Additionally, IP partners Brian Prewitt, Wasif Qureshi, and Shannon Zmud Teicher are individually recognized by Chambers.

November 12, 2024
Attorney News

Jackson Walker Welcomes Finance Partners Sarah Christian and Kathryn Nordick

Jackson Walker is delighted to announce the addition of partners Sarah Christian and Kathryn Nordick to our Austin office. Sarah and Kathryn bring a tremendous wealth of experience in debt financings, providing representation to local, regional, and national banks, private lenders and borrowers including private equity firms and their portfolio companies, and public and private companies.