Experience

• • M&T Bank Corporation in the sale of its Collective Investment Trust business to Madison Dearborn Partners.
  • Total Financial Solutions (d/b/a Total Bank Solutions) in its merger with Reich & Tang Deposit Networks.
  • Mizuho, a leading global bank, in its acquisition of Capstone Partners, a leading middle-market placement agent.
  • Canaccord Genuity Group, an independent, full-service financial services firm, in its acquisition of Sawaya Partners, an independent M&A advisory firm.
  • Oaktree Capital Management as a lead investor in the $890 million recapitalization of Patriot National Bancorp, parent company of a nationally chartered bank, in its merger with American Challenger, an entity formed in 2020 to establish a new digital national bank.
  • IDB Bank, the largest Israeli bank operating in the U.S., in the creation of IDB Lido Wealth, a strategic partnership and joint venture with Lido Advisors, a full-service, independent investment advisor.
  • Prudential Financial in the sale of its retirement plan business to Empower for a total transaction value of $3.55 billion.
  • American International Group in its strategic partnership with Blackstone Group for its Life & Retirement business.
  • Citizens Financial in its acquisition of 80 East Coast branches and the national online deposit business from HSBC Bank USA, N.A.
  • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
  • Principal Financial Group in its $1.2 billion acquisition of Wells Fargo & Company’s Institutional Retirement & Trust business.
  • Citizens Financial in its agreement to purchase certain assets of Bowstring Advisors, an Atlanta-based M&A advisory firm.
  • Canaccord Genuity Group on its acquisition of Petsky Prunier, a preeminent boutique M&A advisory firm.
  • KeyBank in its acquisition of Laurel Road’s affinity-focused digital lending business.
  • Citizens Financial in its acquisition of Clarfeld Financial Advisors.
  • Citizens Financial in its acquisition of Franklin American Mortgage.
  • Citizens Financial in its acquisition of Western Reserve Partners, a merger and acquisition advisory firm.
  • Admirals Bank, a private equity-sponsored bank, in its merger to form Bank & Trust Company of Boston, and its concurrent spin-off of a nationwide solar lending business. (Terminated)
  • Fifth Third Bank in the sale of its Pennsylvania branch presence to First National Bank of Pennsylvania, and the sale of its Missouri branch presence to Great Southern Bank.
  • Canada Pension Plan Investment Board in its $12 billion acquisition of GE Capital’s sponsor lending business, including Antares Capital, the leading lender to middle market private equity sponsors in the U.S.
  • Principal Bank in its transfer of $173 million of deposits to BofI Federal Bank.
  • Thrivent Financial in its sale of all the deposits and assets of its thrifts to a credit union.
  • The acquisition of College Savings Bank, a New Jersey bank, and its pursuit of other banking franchises.
  • Principal Financial in its $740 million acquisition from Washington Mutual of WM Advisors, manager of approximately $26 billion in assets, including the WM Group of Funds.
  • FNBNY Bancorp and its sponsor, Modern Capital Partners, in FNBNY’s acquisition of Madison National Bancorp and its subsidiary, Madison National Bank.
  • Financial industry groups, such as the American Council of Life Insurers and the Financial Services Roundtable, in the rulemaking process under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
  • Major U.S. and European banks on Dodd-Frank implementation issues.
  • Private equity investors seeking to a acquire stakes in numerous banking organizations, including Blue Ridge Bank, Opportunity Bancshares, Bay Cities National Bank, Bank of N.T. Butterfield & Son, East West Bancorp, and First Southern Bancorp.
  • A minority bank management group in acquiring a Mid-Atlantic or Southeast franchise, with an expected capital raise of $300 million.
  • A minority bank in its solicitation of $500 million of capital to roll up minority bank franchises across the country.
  • A management group in its acquisition of Domestic Bank, a Rhode Island federal savings bank.