About Max W. Fargotstein

Max W. Fargotstein is a lawyer practicing corporate law, banking and finance, finance and 1 other area of law. Max W. received a B.S.M. degree from Tulane University in 2014, and has been licensed for 9 years. Max W. practices at Duane Morris LLP in Chicago, IL.

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Services

Areas of Law

Corporate Law
Finance
Other 2
- Banking and Finance
- Private Equity

Practice Details

Firm Information

Position
Associate

Firm Name
Duane Morris LLP
Representative Cases & Transactions

Cases
Representative Matters: Advised Post Road Group, a privately held SEC-registered investment advisor, in connection with a multi-million-dollar debt
equity investment in a Unified Communications as Service (UcaaS) telecommunicatons company
the transaction included a credit facility with the company's operating subsidiary
a substantial equity stake in the publicly-traded parent company.
Represented Popular Bank in a $40 million term loan to a REIT based in New York on a refinancing of four skilled nursing facilities located in the States of Oklahoma
Texas.
Represented CIBC Bank USA in a $40 million term loan
refinancing of eight assisted living facilities
skilled nursing homes in Minnesota to Monarch Healthcare Management, an operator of senior living centers.
Represented Charter Asset Management Fund, L.P., as lender, in negotiating
documenting a $10 million revolving line of credit, including an accordion feature, with Rocketship Education, a non-profit entity that runs a network of charter schools throughout the U.S.

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Experience

Bar Admission & Memberships

Admissions
2017, Illinois

Memberships

Professional Activities
•The Loan Syndications & Trading Association
•The Chicago Bar Association
•Illinois State Bar Association
•Equipment Leasing and Finance Association
Education & Certifications

Law School
Tulane Law School
Class of 2017
J.D.
cum laude; Managing Editor, Tulane Maritime Law Journal

Other Education
Tulane University
Class of 2014
B.S.M.
summa cum laude

Tulane University
A.B.
Freeman School of Business

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