With deal-savvy M&A practitioners, we have the depth and experience to anticipate and resolve the most critical issues likely to arise in complex mergers and acquisitions.

We take an interdisciplinary approach to supporting transactions with seamless collaboration across practice groups and jurisdictions.

We offer a practical and commercial approach to transactions for all our clients, regardless of deal size. Whether navigating intricate regulatory frameworks, structuring deals, or conducting due diligence, we are trusted advisors for clients seeking success in the dynamic world of financial services transactions.

What You Can Expect From Us

• Knowledge. Excellent, commercially-minded M&A team with deep experience in M&A deals involving financial products and services.
• Finance Focus. Extensive finance practices with vast experience in all categories of lending and financial products and services.
• Regulatory Strength. Top tier capabilities in federal and state financial regulatory compliance and consumer finance matters, as well as complementary regulatory capabilities in consumer finance, commercial finance, banking, asset management and broker-dealer matters.
• One-Firm Approach. First-rate fintech, tax, cybersecurity and other practices that routinely support financial services M&A transactions.

• Represented Redfin in its $135 million acquisition of Bay Equity.
• Represented Redwood Trust in its $490 million acquisition of CoreVest American Finance Lender from Fortress. 
• Represented NASDAQ-listed TriState Capital Holdings, Inc., a bank holding company and parent of RIA Chartwell Investment Partners, in its acquisition by Raymond James for approximately $1.1 billion in cash and stock.
• Represented Wells Fargo in its purchase from Seneca Mortgage of MSRs related to residential mortgage loans held by Fannie Mae and Freddie Mac with aggregate balances in excess of $50 billion. 
• Represented Assured Guaranty in the $450 million acquisition of CIFG Holding Inc., the parent of financial guaranty insurer CIFG Assurance North America, Inc.
• Represented BMO Financial Group in the sale of its US-based retirement services business, BMO Retirement Services, to OneAmerica Financial Partners, Inc. 
• Represented Canadian Imperial Bank of Commerce in the $3.8 billion acquisition of PrivateBancorp, Inc. and its subsidiary The PrivateBank, a middle market commercial bank with $17.7 billion in assets.
• Represented JPMorgan Chase in the sale of substantially all of the assets of its subsidiary, Plymouth Park Tax Services LLC, to Propel Acquisition LLC.
• Represented Macquarie Group in the sale of US-based Macquarie Equipment Finance LLC, a provider of lease financing asset management solutions to Huntington Bancshares Inc. Under the terms of the agreement, Huntington acquired approximately $900 million of assets and $630 million of debt, securitizations and other liabilities.
• Represented Nordevo Investments in its ¥2.5 billion sale of China East Investment Ltd., a real estate investment company, to Link REIT.
• Represented NorthStar Financial, a US-based asset manager, in its acquisition by private equity firm TA Associates Management, L.P.
• Represented Principal Financial in its HK$2.6 billion acquisition of the Hong Kong pension business of France-based AXA SA.
• Represented Prologis in its $5.9 billion acquisition of the real estate assets and operating platform of KTR Capital Partners and its affiliates.
• Represented Tesch Group in the acquisition of mediafinanz AG, a provider of online-based debt collection solutions, from three investment companies held by the founding shareholders.
• Represented Värde Partners in its acquisition of Trimont Real Estate Advisors, Inc., a US-based provider of real estate and investment services.
• Represented Wells Fargo in its $32 billion acquisition of the commercial distribution finance and vendor finance business of GE Capital Corporation.