Clients seek our counsel on some of the most transformative mergers and acquisitions in the financial services field.
Financial services companies involved in business combinations appreciate our team’s long history with the industry and our deep knowledge of financial regulation and how to structure transactions to maximize the range of their strategic options within regulatory constraints. That is why they enlist our assistance on headline-grabbing combinations involving banks, broker-dealers and other firms providing financial services.
We form integrated teams with our colleagues in our Mergers & Acquisitions and Restructuring practices, to deliver favorable results for our clients on financial institution M&A transactions.
Financial Institutions
See an overview of the entire Financial Institutions practice, as well as its team, insights and experience.
Featured experience
Banc of California merger with PacWest and $400 million equity raise
We are advising JPMorgan as financial adviser and placement agent to Banc of California
Mizuho Financial Group $550 million acquisition of Greenhill
We are advising Mizuho on the transaction
JPMorgan acquires assets and assumes certain liabilities of First Republic
We advised JPMorgan Chase on the transaction
UBS $3.2 billion acquisition of Credit Suisse
We are advising UBS on the transaction
Truist $1.95 billion sale of a stake in Truist Insurance to Stone Point Capital
We are advising Truist as the seller on this transaction
TIAA sale of TIAA Bank
We are advising TIAA on the transaction
Area of focus