Mergers and Acquisitions

Financial Institutions

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Stevens & Lee has extensive experience assisting financial institutions in effecting mergers, acquisitions and divestitures, including transactions involving whole banks and their holding companies, bank branches, mortgage and other specialty lenders and affiliated companies. We have been counsel to buyers and sellers in more than 75 transactions involving financial institutions having an aggregate transaction value in excess of $7 billion. These transactions range in size and scale from a $3.2 billion acquisition involving a simultaneous stake-out investment of $2.4 billion, to acquisitions of banking-related businesses for hedge funds and transactions involving community and regional bank and thrift holding companies. These include financial institution “merger of equals” transactions, as well as acquisitions or dispositions of insurance brokerage businesses, securities broker-dealer operations, registered investment advisors, employee benefit plan administrators, asset-based lenders, monoline finance companies and similar businesses.

Our platform has developed sophisticated tax, accounting and regulatory value-added acquisition and asset securitization structures, which have contributed significantly to the success of our clients’ transactions. Stevens & Lee professionals are highly proficient in the financial accounting issues that many banks are currently dealing with (and are capable of assisting banks to interface with outside auditors ), and are equally well-versed in business combination accounting requirements.

Steven J. Adams

Shareholder

sja@stevenslee.com

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Reading: 610.478.2133

Jacob E. Ballarotto

Associate

jeb@stevenslee.com

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Princeton: 609.243.6438

Mark D. Bradshaw

Shareholder

mdb@stevenslee.com

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Harrisburg Market Square: 717.255.7357

Megan M. Christensen

Shareholder

mmc@stevenslee.com

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Princeton: 609.987.5330

Timothy F. Demers

Of Counsel

tfd@stevenslee.com

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Reading: 610.478.2167

Kenneth R. Dugan

Shareholder

krd@stevenslee.com

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Reading: 610.478.2163

Mark C. Franek

Associate

mcf@stevenslee.com

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Valley Forge: 610.205.6029

Sunjeet S. Gill

Shareholder

ssg@stevenslee.com

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Valley Forge: 610.205.6076

Philadelphia: 610.205.6076

Charles F. Harenza

Shareholder

cfh@stevenslee.com

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Reading: 610.478.2091

Craig A. Hirneisen

Associate

cah@stevenslee.com

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Reading: 610.478.2229

Edward C. Hogan

Shareholder

ech@stevenslee.com

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Princeton: 609.243.6434

Daniel B. Huyett

dbh@stevenslee.com

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Philadelphia: 215.751.1956

Reading: 610.478.2219

Wesley R. Kelso

Shareholder

wrk@stevenslee.com

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Lancaster: 610.478.2242

Christine M. Kovan

Counsel

cmk@stevenslee.com

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Valley Forge: 610.205.6038

E. David Krulewicz

Associate

edk@stevenslee.com

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Princeton: 609.243.6430

Thomas B. Lewis

Shareholder

tbl@stevenslee.com

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Princeton: 609.987.5335

James B. Longacre

Shareholder

jbl@stevenslee.com

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Reading: 610.478.2293

Lisa M. McElligott Miller

Shareholder

lmm@stevenslee.com

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Reading: 610.478.2192

Bradley L. Mitchell

Shareholder

blm@stevenslee.com

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Princeton: 609.987.6680

New York: 646.254.6385

Edward C. Renenger

Shareholder

ecr@stevenslee.com

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Reading: 610.478.2238

Eric M. Robinson

Shareholder

emr@stevenslee.com

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New York: 212.537.0408

Frank C. Sabatino

Shareholder

fcs@stevenslee.com

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Philadelphia: 215.751.2884

Charles C. Scheim

Shareholder

ccs@stevenslee.com

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Reading: 610.478.2282

Paul H. Schieber

Shareholder

phs@stevenslee.com

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Valley Forge: 610.205.6040

Neil C. Schur

Shareholder

ncsc@stevenslee.com

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Philadelphia: 215.751.1944

Jonathan A. Scobie

Associate

jasc@stevenslee.com

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Princeton: 609.987.6656

David W. Swartz

Shareholder

dws@stevenslee.com

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Reading: 610.478.2184

William P. Thornton, Jr.

Shareholder

wpt@stevenslee.com

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Philadelphia: 215.496.3820

Reading: 610.478.2020

Adam M. Zuidema

Associate

amz@stevenslee.com

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Reading: 610.478.2155

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