December 3, 2024 Experience State Street Global Advisors on the Bain Capital led acquisition of Envestnet We advised State Street Global Advisors as a strategic partner in connection with the acquisition
November 20, 2024 Experience SVB Financial Group chapter 11 plan becomes effective We advised the ad hoc group of noteholders in connection with SVB Financial Group’s restructuring
December 21, 2023 Experience Santander transaction with FDIC on Signature Bank multifamily real estate assets We advised Santander on the transaction
October 20, 2023 Experience Morgan Stanley $250 million credit-linked notes offering and Fed capital approval We advised Morgan Stanley on the notes offering and related regulatory approval
May 1, 2023 Experience JPMorgan acquires assets and assumes certain liabilities of First Republic We advised JPMorgan Chase on the transaction
April 27, 2023 Experience Morgan Stanley Bank 3(a)(2) program and inaugural $1.5 billion offering We advised Morgan Stanley Bank on its 3(a)(2) program and senior notes offering
March 19, 2023 Experience UBS $3.2 billion acquisition of Credit Suisse We are advising UBS on the transaction
March 16, 2023 Experience Largest U.S. banks make $30B of uninsured deposits into First Republic Bank We advised the 11 banks in making $30B of uninsured deposits into First Republic to help stabilize the U.S. financial system
September 24, 2021 Experience Valley National Bancorp to merge with Bank Leumi USA We are advising Bank Leumi on the transaction
September 7, 2021 Experience State Street $3.5 billion acquisition of Brown Brothers Harriman Investor Services We are advising State Street on the acquisition