Corporate Counsel

Position Summary: The Corporate Counsel role will serve as Equify Financial’s lead legal representative and strategic advisor to the CEO and Board. This role is responsible for multi-entity legal strategy, risk management, regulatory compliance, and transactional oversight across Equify’s core equipment finance platform and affiliated businesses (SaaS, insurance, ABL/factoring, and special situations). The role will move the company from founder-managed legal decisions to a disciplined, institutional-grade legal function that supports scalable growth toward a $1B+ portfolio.

This person will serve as lead counsel for all Equify companies, including but not limited to Risk, Business Funding, Real Estate, and Innova.

• Serve as principal legal advisor to the CEO and Board of Directors.
• Oversee all litigation, disputes, and enforcement actions.
• Prepare and review board materials, resolutions, consents, and governance documentation.
• Maintain corporate entity structure, bylaws, operating agreements, and cap tables.
• Lead negotiation and drafting of credit agreements, leases, loan documents, vendor, SaaS, insurance, partnership contracts, RSM employment agreements and compensation plans.
• Support M&A, capital raises, warehouse lines, securitizations, and strategic partnerships.
• Act as a business partner, not just a risk gatekeeper.
• Enable faster deal execution without compromising compliance.
• Support new product launches, territory expansions, and adjacent business lines.
• Anticipate legal issues before they become growth constraints.
• Reduce legal cycle time on deals and contracts.
• Clean regulatory posture with no material findings.
• Lower outside counsel spend through internalization and standardization.
• Maintain a fully documented, board-level governance structure.
• Support a scalable legal framework ready for securitization, capital markets, or PE involvement.
• Own compliance across equipment finance, commercial lending regulations, UCC, lien perfection, collateral enforcement, state-by-state licensing requirements, privacy, data security, and SaaS-related compliance.
• Interface with regulators, auditors, and outside counsel as needed.
• Design and maintain compliance frameworks, policies, and internal controls.
• Standardize contract templates to reduce friction and risk.
• Ensure commercial terms align with portfolio risk, ROA targets, and growth strategy.
• Manage outside counsel relationships and legal spend.
• Develop early-warning risk frameworks to prevent disputes.
• Support workouts, restructures, and recoveries alongside Credit and Special Assets teams.
• Advise leadership on executive compensation, incentive plans, employment law, terminations, HR policies, non-competes, non-solicits, and IP protection.
• Partner with HR to maintain compliant employee handbooks and policies.

Required Education, Experience, and

Qualifications:

• At least five (5) years of lead corporate counsel experience in commercial finance, equipment leasing, banking, or private credit, with at least ten (10) years of legal experience overall.
• Experience supporting $500MM+ balance sheet businesses, regulated financial services environments, and high-growth or PE-backed companies.
• Business-first mindset with strong risk judgment.
• Comfortable operating at both strategic and tactical levels.
• Excellent communicator with executives and boards.
• Ability to say “yes” safely, not just “no.”
• High integrity, discretion, and ownership mentality.

Working Conditions:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.
• Competitive Compensation Package
• Medical + Dental + Vision Coverage
• 401K + Company Match
• Life Insurance + Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Tuition Reimbursement Program
• Wellness Check Program - Insurance Premium Discounts
• EAP…