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Ana C. Montalbán, Co-Chair of Somos GT, Greenberg Traurig’s Latino Affinity Group, is a practical, solutions-driven lawyer. She counsels clients on diverse public finance matters, with an emphasis on disclosure and municipal securities issues.

She serves as bond counsel, lender’s counsel, underwriter’s counsel, purchaser’s counsel, disclosure counsel, issuer’s counsel, borrower’s counsel and counsel to other lender entities in connection with tax-exempt and taxable financings and other lending transactions throughout the country. Ana also has a robust local practice in Philadelphia and throughout the Commonwealth of Pennsylvania. From time to time, she also represents nonprofit organizations, including hospitals and other health care organizations and schools and higher education institutions.

Ana advises clients on publicly and privately offered financings in a wide array of sectors, including general government, airports, highway, bridge, high-speed rail, and other infrastructure projects, economic development projects, higher education, water and sewer utilities, real estate-based lending, asset securitizations and 144A offerings. Ana is active in the Latino community and civically engaged locally in Philadelphia.

Concentrations

  • General obligation and revenue financings
  • Utility financings, including water, sewer and gas
  • Higher education financings
  • Health care financings
  • 501(c)(3) financings
  • Multifamily housing financings
  • Senior and assisted living financings
  • Securitizations and derivative transactions
  • Asset based lending
  • Project and infrastructure financings, including green infrastructure financings
  • Transportation financings, airport and rail
  • P3 financings
  • Economic development projects

Expertise

Erfahrung

  • Bond Counsel to the Pennsylvania Economic Development Financing Authority in connection with tax-exempt P3 financing of phase 1 of PennDOT’s bridge rehabilitation project – Awarded Northeast deal of the year by the Bond Buyer
  • Bond Counsel to AFCO in connection with tax-exempt financing for the development of air cargo facilities across various airports
  • Bond Counsel to Brightline Florida in connection with tax-exempt financing for the development of its passenger rail service from Miami to Orlando
  • Bond Counsel to the Pennsylvania Housing Finance Agency in connection with tax-exempt and taxable financings for the development of multifamily housing projects throughout the Commonwealth
  • Represent institutional lender in connection with over $500 million low-income multifamily housing financings
  • Represent institutional lender in connection with over $500 million multifamily housing bridge loan financings
  • Represent institutional lender in connection with over $1 billion skilled nursing financings
  • Represent institutional lender in connection with over $500 million skilled nursing and assisted living financings
  • Disclosure counsel to the City of Philadelphia, Pennsylvania Water Department, representing PWD in primary bond financings, primary disclosure matters, the development of the Department’s commercial paper program, remarketings, loan and grant financings and continuing disclosure matters, including the development of disclosure policies and procedures
  • Disclosure Counsel to the City of Philadelphia, Pennsylvania Department of Aviation, representing PHL and PNE in primary bond financings, primary disclosure matters, the development of the Airport’s commercial paper program, remarketings and continuing disclosure matters, including the development of disclosure policies and procedures
  • Disclosure Counsel to the Commonwealth of Pennsylvania, representing the Commonwealth on primary bond financings, primary disclosure matters and continuing disclosure matters
  • Fellow, Office of the City Solicitor, Philadelphia Law Department
  • Executive Operations Director, Congreso de Latinos Unidos, Inc.

Anerkennung durch den Markt

  • Team Member, The Bond Buyer, “Deal of the Year, Northeast Region,” 2023
  • Selected, Philadelphia Business Journal, “40 Under 40,” 2021 
  • Listed, Super Lawyers magazine, Pennsylvania Super Lawyers, “Rising Stars,” 2018-2020
  • Recognized, Top Latino Lawyer, AL DÍA News Media, 2017
  • Listed, 25 Top Women in Law in Pennsylvania, The Legal Intelligencer, 2016
  • Member, Board of Directors of Committee of Seventy
  • Member, Hispanic National Bar Association

Ausbildung

Akademische Ausbildung
  • J.D., University of Pennsylvania Law School
  • B.A., magna cum laude, University of Pennsylvania
Referendariat / Praktika
  • Honorable Theodore A. McKee, U.S. Court of Appeals for the Third Circuit
Zulassung
  • Pennsylvania
Sprache
  • Spanisch, Native

Related Capabilities

Public Finance & Infrastructure