Mergers and Acquisitions

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.

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