Our team represents banks, bank holding companies, and other financial institutions in connection with strategic transactions of all kinds and at all deal phases. We assist with mergers and acquisitions—including whole bank M&A and branch acquisitions and divestitures—as well as transactions that support and enhance corporate value.
We routinely handle deal negotiation and documentation, NDAs, LOIs, and definitive agreements, as well as the preparation and processing of regulatory applications and SEC-compliant proxy and/or prospectus materials necessary in the heavily regulated financial industry.
Our deep understanding of financial institutions, their balance sheets, boards of directors, and management—built over decades of counseling clients in the financial industry—enables our team to identify risks and opportunities in the transaction process and deliver value to both sellers and buyers.