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Philip Rosenblatt serves as panel moderator at the Equipment Leasing and Finance Association’s Annual Convention

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Philip R. Rosenblatt, a partner in the Business Department and co-chair of the firm’s Commercial Finance group, moderated the “Bundled Transactions: Doing Your Due Diligence Pays Off in the Long Run” panel at the Annual Convention of the Equipment Leasing and Finance Association (ELFA) on October 23. The panel discussed how increasingly complex equipment, sophisticated end-users and competitive finance markets create new opportunities and challenges to engaging in bundled transactions -- transactions combining equipment finance with collections for services or other goods. Topics included: 

  • How to consider entering into bundled transactions 
  • How best to structure them 
  • What are the operational, financial and legal considerations 
  • Where are the operational, tax and legal land mines to be avoided

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