Bank M&A & Capital Markets
- Represented First Foundation Inc. (NYSE: FFWM) in its $785 million merger with FirstSun Capital Bancorp (NASDAQ: FSUN).
- Counsel to Northpointe Bancshares Inc. (NYSE: NPB) in its $150 million initial public offering.
- Counsel to CoastalSouth Bancshares Inc. (NYSE: COSO) in its $50 million initial public offering.
- Counsel to The First Bancshares Inc. (NYSE: FBMS) in its $1.2 billion merger with Renasant Corporation (NYSE: RNST).
- Counsel to FB Financial Corporation (NYSE: FBK) in its $381 million acquisition of Southern States Bancshares (NASDAQ: SSBK).
- Counsel to SmartFinancial, Inc. (NYSE: SMBK) in its $100 million offering of subordinated notes.
- Counsel to FineMark Holdings Inc. (OTCQX: FNBT) in its $585 million acquisition by Commerce Bancshares, Inc. (NASDAQ: CBSH).
- Counsel to numerous issuers, underwriters, and placement agents in public and private offerings of debt and equity securities by bank holding companies.
Wealth Management M&A
- Represented Savant Wealth Management, a leading national registered investment advisor, in multiple acquisitions of RIAs across the U.S., and in two equity recapitalizations involving leading private equity investment firms Kelso & Company and Cynosure.
- Represented Stratos Wealth Holdings and its Stratos business, a family of companies focused on supporting the success of financial advisors, in its $527 million strategic investment from SEI, a leading global provider of financial technology, operations, and asset management services.