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.

Adams_Steve

Steven J. Adams

Shareholder

sja@stevenslee.com

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Reading: 610.478.2133

Ballarotto_Jacob

Jacob E. Ballarotto

Associate

jeb@stevenslee.com

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Princeton: 609.243.6438

Bradshaw_Mark

Mark D. Bradshaw

Shareholder

mdb@stevenslee.com

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Harrisburg Market Square: 717.255.7357

Christensen_Megan

Megan M. Christensen

Shareholder

mmc@stevenslee.com

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Princeton: 609.987.5330

Demers_Tim

Timothy F. Demers

Of Counsel

tfd@stevenslee.com

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Reading: 610.478.2167

Dugan_Ken

Kenneth R. Dugan

Shareholder

krd@stevenslee.com

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Reading: 610.478.2163

Franek_Mark

Mark C. Franek

Associate

mcf@stevenslee.com

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Valley Forge: 610.205.6029

Gill_Sunjeet

Sunjeet S. Gill

Shareholder

ssg@stevenslee.com

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Valley Forge: 610.205.6076

Philadelphia: 610.205.6076

Harenza_Chuck

Charles F. Harenza

Shareholder

cfh@stevenslee.com

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Reading: 610.478.2091

Hirneisen_Craig

Craig A. Hirneisen

Associate

cah@stevenslee.com

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Reading: 610.478.2229

Hogan_Ned

Edward C. Hogan

Shareholder

ech@stevenslee.com

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Princeton: 609.243.6434

Huyett_Dan

Daniel B. Huyett

dbh@stevenslee.com

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Philadelphia: 215.575.0100

Reading: 610.478.2219

Kelso_Wes

Wesley R. Kelso

Shareholder

wrk@stevenslee.com

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Lancaster: 610.478.2242

Kovan_Christine

Christine M. Kovan

Counsel

cmk@stevenslee.com

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Valley Forge: 610.205.6038

krulewicz_david

E. David Krulewicz

Associate

edk@stevenslee.com

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Princeton: 609.243.6430

Lewis_Tom

Thomas B. Lewis

Shareholder

tbl@stevenslee.com

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Princeton: 609.987.5335

Longacre_Jim

James B. Longacre

Shareholder

jbl@stevenslee.com

vcard

Reading: 610.478.2293

McElligott_Lisa

Lisa M. McElligott Miller

Shareholder

lmm@stevenslee.com

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Reading: 610.478.2192

Mitchell_Brad

Bradley L. Mitchell

Shareholder

blm@stevenslee.com

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Princeton: 609.987.6680

New York: 646.254.6385

Renenger_Ed

Edward C. Renenger

Shareholder

ecr@stevenslee.com

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Reading: 610.478.2238

Robinson_Eric

Eric M. Robinson

Shareholder

emr@stevenslee.com

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New York: 212.537.0408

Sabatino_Frank

Frank C. Sabatino

Shareholder

fcs@stevenslee.com

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Philadelphia: 215.751.2884

Scheim_Charlie

Charles C. Scheim

Shareholder

ccs@stevenslee.com

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Reading: 610.478.2282

Schieber_Paul

Paul H. Schieber

Shareholder

phs@stevenslee.com

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Valley Forge: 610.205.6040

Schur_Neil

Neil C. Schur

Shareholder

ncsc@stevenslee.com

vcard

Philadelphia: 215.751.1944

Scobie_Jonathan

Jonathan A. Scobie

Associate

jasc@stevenslee.com

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Princeton: 609.987.6656

daveswartz

David W. Swartz

Shareholder

dws@stevenslee.com

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Reading: 610.478.2184

Thornton_Bill

William P. Thornton, Jr.

Shareholder

wpt@stevenslee.com

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Philadelphia: 215.496.3820

Reading: 610.478.2020

Zuidema_Adam

Adam M. Zuidema

Associate

amz@stevenslee.com

vcard

Reading: 610.478.2155

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