Clients hire Matt because he effectively utilizes his market knowledge and banking experience to get deals done. As a former “big firm” partner who now leads Shulman Rogers' Commercial Finance Practice, Matt successfully leverages his sophisticated deal experience for lenders and borrowers alike. With more than 20 years of experience representing national, regional and local clients needing a trusted advisor for virtually any type of banking, loan or financing arrangement, he has successfully closed more than $3 billion worth of deals. Whether the deal is $50 thousand or $500 million, Matt will be the first to tell you that no deal is too small or too large for him and his team.
Although he routinely handles working capital lines of credit, acquisition financings, real estate loans, leveraged buy-out financings, asset based loans and virtually every other secured or unsecured financing arrangement, clients in the government contracting sector routinely call upon Matt because he is one of just a few attorneys nationwide who clients consider to be the most experienced at handling government contractor financing arrangements. Clients also consider Matt to be a market leader when it comes to syndicated loans, club deals and participations, as he regularly represents lead banks, bank participants and borrowers in multi-bank credit facilities.
Several of Matt's current clients first got to know him and his practical approach to getting deals accomplished efficiently and successfully while being across the table from him when he was representing the other side. His ability to convert the opposition to a satisfied client speaks volumes about his ability and approach to getting deals done in a straight-forward, diligent and reliable manner.
Matt recognizes that his clients have a choice when it comes to choosing counsel for their deals, and works tirelessly on each and every matter to earn the next representation. Given that his clients consistently choose Matt and his team to handle their work is proof that his customer-first approach to doing business is second-to-none.
Documented, negotiated and closed a $25,000,000 loan transaction made by a national bank to a regional health and fitness club company.
Documented, negotiated and closed a $27,500,000 credit facility made by a regional bank to a local government contractor.
Reviewed a credit agreement on behalf of a national bank participating in a syndicated credit facility.
Represented the lead bank and administrative agent in a $500,000,000 credit facility made available to an international government contractor.
Documented, negotiated and closed a real estate acquisition, construction and development loan made by a regional bank to a regional developer.
Represented a private equity group providing $3,500,000 of mezzanine financing to a government contractor.
Drafted form loan documents for a regional bank to use for virtually all of its loan transactions.
Drafted form addenda for a national bank to use for its loans and credit facilities made available to government contractors.
Handled the workout and restructure on behalf of a business development company of $1,000,000,000 of debt held by financial institutions and insurance companies.
Handled various contract reviews and negotiations on behalf of a national operator of rest stops and airport concessions.
Documented, negotiated and closed a $5,000,000 loan made by a lender to a skilled nursing facility operator.
Documented, negotiated and closed a $7,500,000 loan made by a lender to a pharmaceutical company.
Represented a private equity group providing debt and equity to a local government contractor.
Documented, negotiated and closed a $5,000,000 credit facility made by a community bank to a company specializing in buying, renovating and selling residential housing.
Interview of Matt Bergman on Video
Content Marketing Q&A by Matt Bergman
- The Financing Advisor - The Closing Checklist for Loan Transactions, A Road to Efficiency (January 2014)
- The Financing Advisor - Receivables (September 2013)
- The Financing Advisor - Assignment of Claims Act Documentation (January 2013)
- Author "Be Careful Defining Subordinated Debt: The Lender's Advisor (January 2006)
- Co-Author, "Will You Be Able to Identify the Proceeds of Your Collateral?: The Value of Deposit Account Control Agreements." The Lender's Advisor (March 2006)
- Author "A Faltering Economy: Friend or Foe for the Government Contractor?" The Advisor (Spring, 2001)
Seminars & Speaking Engagements
- Speaker/Panelist for various seminars on government contract finance