Capital Markets: Securitisation: CLOs
Global Guide 2024 : USA
Band 2
Contact number
+1 212 756 2000Chambers Review
Schulte Roth & Zabel is a strong structured finance practice with a broad range of capabilities across the transactional and regulatory space. Its lawyers represent an array of major players in the market, including managers, issuers, placement agents and investors. The practice is noted for its successful CLO offering in which it regularly represents collateral managers, as well as its work on private equity fund formations for the purpose of securitization. The team also possesses notable expertise in tax-related transactional requirements.
Work Highlights
- Schulte Roth & Zabel advised Mizuho Securities, as sole manager and co-initial purchaser, on the reset transaction for AGL Core CLO 8 Ltd.
Strengths
Provided by Chambers
"Schulte Roth & Zabel has a very strong team from the top down and does an amazing job."
"Its securitization group is able to draw upon their investment management and tax expertise to provide seamless coverage to asset manager clients."
"Schulte Roth & Zabel has a deep bench of highly intelligent and creative attorneys ranging from their head partners all the way down to their junior associates."
"Schulte Roth & Zabel has a very strong team from the top down and does an amazing job."
"Its securitization group is able to draw upon their investment management and tax expertise to provide seamless coverage to asset manager clients."
"Schulte Roth & Zabel has a deep bench of highly intelligent and creative attorneys ranging from their head partners all the way down to their junior associates."
Notable Practitioners
Andrea Mandell brings extensive tax capabilities to the practice, supporting clients in securitizations and related fund formation.
"Andrea's value to the deal team extends well beyond her tax expertise. Her wealth of experience makes her valuable in structuring all aspects of the transaction."
Craig Stein has extensive experience representing all parties in CLO and CDO transactions.
"He provides great service on transactions."
"Craig is who you want to have in your corner at crunch time. He knows which issues are important to clients."
As part of Boris Ziser's broader securitization practice, he is highly recommended for his expert knowledge of non-traditional assets, including life settlements and litigation funding receivables.
"Boris is a true partner. He brings a very discerning and commercial approach to strategy and structure."
"He is fantastic at understanding the nuances of complicated transactions very quickly."
Phillip Azzollini is known for his CLO practice, with an impressive client portfolio ranging from managers to placement agents.
"Phillip is very knowledgeable and meticulous in his work. He is a great lawyer."
"He is a thoughtful and business-focused attorney."
"Phillip is an invaluable addition to our team."