We represent financial institution clients in a wide range of corporate transactions and activities including bank and bank holding company mergers and acquisitions, charter conversions, mutual and stock holding company formations, conversion of mutual institutions, public offerings and private placements of both stock and debt, branch purchases and sales, lending, bankruptcy and loan workouts, joint ventures, tax-advantaged investments, acquisitions and sales of insurance agencies, broker/dealers, wealth managers and other financial services businesses, commencement of nonbanking activities and purchases and sales of loan pools, participations and servicing rights. In connection with these transactions we handle all related contract, securities, bank regulatory, executive and employee benefits, real estate, intellectual property and tax matters. We also represent investor groups seeking to acquire or form banks and financial services companies.
Representative Experience
We worked with one of the 15 largest national banks in the U.S. to integrate numerous legacy agreements from acquired or merged institutions, and draft new, consolidated commercial cash management services agreements representing more than 20 different cash management product and service offerings.
Assist local bank in purchase of $15 million participation in $39 million loan secured by mortgage on a Portland hotel.