Nellis & Katz LLP | A Business Law Firm | Credit & Derivative Facilities | Case Studies
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Case Studies

Credit & Derivative Facilities

Case Studies
  • Representing Family Offices' Risk in Collateral Allocation

    A private client with a family office wanted a credit line, without providing a personal guarantee, as the clients’ net worth and assets greatly exceeded the amount of the credit line or the amount under management at the subject bank.

  • Aligning with Industry Standards

    A family office asked us to review their credit and derivative facilities with a major bulge bracket bank.

  • Aligning Oil and Gas / E&P Companies' Needs

    An oil and gas company wanted to set competitive pricing on commodity hedging trades, but its credit facility restricted collateralized derivative facilities to be only with that same bank.