Skip to content
resources ▸ case study

Counsel Financial Originates $30 Million+ Succession Financing for Plaintiffs’ Law Firm

Transaction Overview

A plaintiff litigation firm secured a $30 million+ financing transaction from a large alternative asset manager to support internal succession planning, with capital structured to enable the transition of ownership to the next generation of partners. The transaction was supported by a portfolio of single event personal injury matters and reflects a specialized application of litigation finance to law firm ownership and continuity planning.

Counsel Financial acted as originator and structuring advisor to the firm, working closely with leadership to design and execute a financing solution that enabled senior partners to monetize equity while positioning the firm for long-term continuity and growth. In addition to originating the transaction, Counsel Financial introduced and coordinated capital provider engagement and due diligence workstreams, reviewed key terms, and facilitated specialized tax counsel to support deal execution.

The financing provided the necessary capital for junior partners to acquire meaningful ownership interests, aligning incentives and supporting the firm’s ongoing operations and development.

About Counsel Financial

Counsel Financial is a leading provider of underwriting, servicing, and capital solutions for the legal finance market. Since 2000, the firm has deployed more than $2 billion to U.S.-based law firms and serviced over $10 billion in case collateral. Counsel delivers end-to-end capabilities across origination, underwriting, servicing, and valuation, leveraging proprietary data and experienced legal and financial professionals. Through its technology-enabled platform and approach to collateral analysis and monitoring, Counsel provides investors with transparency, insight, and risk management tailored to contingent fee assets.

At a glance

  • Transaction Value
    $30,000,000+
  • Capital Providers
    Alternative Asset Manager
  • Borrower Profile
    Regional Plaintiffs’ Litigation Firm
  • Collateral
    Personal Injury
  • Facility Type
    Delayed Draw Term Loan Facility
  • Counsel Financial Role
    Originator; Firm Advisor

Let’s explore your options.

Our team is ready to discuss how our wide range of financing services can benefit you.
Schedule a Call