About Joseph M. Carlson

Joseph Carlson focuses his practice on private credit and commercial finance transactions, representing administrative agents, lenders and borrowers in middle-market financing transactions. He advises clients on senior secured, second lien and mezzanine financings with experience across a broad range of industries.

Opportunity is a winning bid and a closing secured with minimal risk

Joseph represents clients in connection with leveraged buyouts, add-on acquisitions, refinancings, dividend recapitalizations and other strategic transactions. His experience encompasses a variety of financing structures and credit arrangements, and he advises clients throughout the deal process, including from the initial structuring of a transaction through negotiation, documentation, closing and subsequent amendments and other developments during the life of a financing deal.

Joseph’s experience representing administrative agents, lenders and borrowers gives him a broad perspective on the priorities of the parties to a credit transaction. He uses that perspective to identify issues that may affect the economics, structure or execution of a transaction and to help clients navigate negotiations toward a financing that reflects their objectives while providing appropriate protections and flexibility.

Prior to attending law school, Joseph worked in the institutional consulting industry.

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Practice Focus

  • Commercial finance

News

Practices
Education
  • DePaul University College of Law, JD, summa cum laude, Order of the Coif
  • University of San Diego, BBA, cum laude
Bar Admissions
  • Illinois
Professional & Community Involvement
  • The Chicago Bar Association