General Counsel

CARBO•Fort Worth, TX

176d•Onsite

About The Position

The General 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). This role is heavily focused on litigation management, bankruptcy matters, workouts, restructures, and enforcement actions across Equify’s equipment finance, asset-based lending, and special situations portfolios. Long term, 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.

Requirements

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

Responsibilities

Serve as principal legal advisor to the CEO and Board of Directors
Oversee all litigation, disputes, and enforcement actions, including as principal in-house litigation counsel for Equify Financial and its affiliated entities
Draft, negotiate, and manage forbearance agreements, settlement agreements, restructuring documents, and litigation resolutions
Prepare and review board materials, resolutions, consents, and governance documentation
Support Credit Committee and executive leadership with legal risk analysis on stressed or non-performing assets
Provide legal guidance on credit agreements, loan documents, guarantees, and remedies with an emphasis on enforceability and downside protection
Anticipate legal risks within the portfolio and implement proactive strategies to prevent disputes or value erosion
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, and sales team employment agreements
Support M&A, capital raises, warehouse lines, securitizations, and strategic partnerships
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