We are thrilled to share a remarkable advancement within Cadwalader’s esteemed Fund Finance team. Effective January 1, 2024, several accomplished attorneys will be promoted to partner, special counsel and counsel. These attorneys have distinguished themselves through exceptional legal skills, outstanding client service and their consistent embodiment of Cadwalader’s values.

The broader announcement encompassing this occasion is slated for Monday; however, we simply couldn’t contain our enthusiasm and wished to offer a sneak peek into this momentous development within our Fund Finance practice.

We are excited to congratulate: 

Christopher D. Montgomery, Partner, Finance (Charlotte) – Chris represents major U.S., regional and foreign bank and non-bank lenders as lead agent or participants in fund finance transactions to private equity and other investment funds. His practice focuses primarily on the due diligence, structuring, negotiation and documentation of both bilateral and syndicated subscription and hybrid credit facilities provided to some of the world’s preeminent fund sponsors. Chris earned his B.A. and M.A. from Washington University in St. Louis, and his J.D. from the University of Chicago Law School.   

Joseph P. Zeidner, Partner, Finance (Charlotte) – Joe’s practice focuses on a broad range of fund finance transactions at all levels of the capital structure and every phase of a fund’s existence. In particular, Joe has a strong background representing major U.S. and foreign banks and other financial institutions as agents, lead arrangers and lenders in structuring, negotiating and documenting subscription credit and capital call facilities, as well as NAV-based, hybrid and other nontraditional facilities and lending arrangements. Joe earned his B.S. from Duke University, and both his M.B.A. (summa cum laude) and J.D. (magna cum laude) from Drexel University.

George Pelling, Special Counsel, Finance (London) – George represents banks, fund managers and other financial institutions on a variety of cross-border financings, with a particular focus on fund finance (including Capital Call facilities, NAV facilities, hybrid solutions, GP Support facilities and other bespoke financings). He also has experience advising investment funds and financial institutions on the acquisition and sale of syndicated bank loans, debt instruments, bond claims and other distressed assets. George earned his B.A. (first class honours) from Newcastle University and his LPC from the University of Law, Guildford.

Tom Spinks, Counsel, Finance (London) – Tom has more than 10 years’ experience advising both banks and sponsors on a broad range of financings for private equity, infrastructure and renewable funds. His experience covers a diverse range of fund finance products (including NAV facilities, Capital Call facilities and GP Support Facilities) using a variety of different structures. In particular, Tom has extensive experience advising infrastructure funds on all aspects of their financing needs. He earned his B.A. from the University of Oxford, his GDL from City University and his LPC from BPP University Law School.