Bankruptcy
Legalist’s bankruptcy strategy invests in Chapter 11 debtor-in-possession (DIP) opportunities.
Since 2020, Legalist’s bankruptcy funds have focused on using technology to invest in debtor-in-possession (DIP) opportunities in mid-market Chapter 11 bankruptcies. We lend on a senior secured basis against real assets to help fund the bankruptcy process.
DIP financing is a type of financing for companies in financial distress during a Chapter 11 restructuring or liquidation. Our funds focus on short duration credit opportunities sourced using our proprietary investment technology.
Nate Jones is Head of DIP Underwriting at Legalist. He oversees the underwriting process for the Company’s DIP Finance strategy and is a member of its investment committee. Nate joined Legalist in 2020 with more than 30 years' experience as a bankruptcy attorney and distressed debt investor.
Nate is a graduate of the MIT Sloan School of Management and the University of Michigan Law School.
Chris Wren is Portfolio Manager at Legalist. He joined the Company in 2022 from HighBrook Investors. Previously, Chris worked at Trimont Real Estate Advisors, Eastdil Secured, and Wells Fargo Bank.
Chris is a graduate of the University of North Carolina at Chapel Hill.
Anand Upadhye is Legalist's Director of Investments. He is a former litigator with several years of startup legal technology leadership experience.
As an attorney, Anand tried cases both as a litigator at a large firm, as well as a prosecutor at the San Francisco District Attorney's Office. After six years of law practice, he started as an early employee at Casetext, a venture-backed legal technology startup. At Casetext, he served as Vice President of Business Development, where he led the revenue organization, including sales and customer success functions. In that role, Anand frequently presented at conferences internationally on technological innovation in the legal industry.
Anand attended the University of California, Berkeley and received a J.D. from the University of San Diego School of Law.
Jason Leibowitz is Portfolio Counsel at Legalist. He is responsible for monitoring and collection of investments across Legalist’s portfolios. Jason joined Legalist in 2022, having worked most recently at Maverick Real Estate Partners.
Jason is a graduate of Ithaca College and the Touro Law Center.
Heather is an Investment Manager who leads Leagalist's investments into meritorious claims. Focused on Legalist’s debtor-in-possession financing service, she takes pride in helping distressed businesses obtain funds that will lead them towards a solution. When she’s not facilitating funding for debtors, she enjoys surfing, diving, and hiking.
Heather received a B.A. in Advertising from the University of South Carolina.
Zach is an Investments Lead who leads Legalist's investments into meritorious claims. Originally from Michigan, Zach was born and raised in the Detroit suburbs. When he’s not helping attorneys fund their mass torts, he enjoys playing with his St. Bernard, Hodor and Corgi, Jules.
Zach received a B.A. in Political Science and a B.A. in Philosophy from Western Michigan University.
Andrew Campbell is Legalist's LFA Lead. He started his legal career as a litigator before transitioning to policy work focused on improving public health. More recently, he worked in business development/sales in the legal tech startup space.
Andrew holds a BS in journalism from West Virginia University; JD from Villanova University School of Law; and MBA from Temple University's Fox School of Business.
Remy Cipriano is Underwriting Lead at Legalist. He underwrites potential investments in the Company's DIP Finance strategy. Remy joined Legalist in 2021, having worked most recently at Kobre & Kim.
Remy is a graduate of the Georgetown Walsh School of Foreign Service.