概览

本行金融机构并购团队就全球最大的银行与储蓄机构、保险公司、经纪商、资产管理与金融公司的并购交易提供法律咨询服务。无论交易规模大小或复杂程度高低，我们均游刃有余，我们既参与单一国家或区域市场内的中小型交易，也受理价值数十亿美元的跨境交易。我们的长处在于：无论交易规模大小均专心且关注，在合伙人的带领下交付最佳服务。

我们的金融机构并购业务覆盖全球，律师团队遍及美洲、亚洲和欧洲，并与当地法律顾问和联盟律师行建立了完善的合作网络，影响力所及范围广泛，使得我们的客户在构建、谈判本地、全国乃至国际交易时具备重要优势。

我们的金融机构并购团队与本行银行及金融团队通力合作，为金融机构提供至关重要的金融工具及交易经验。

我们的金融服务监管及执行团队包括许多前政府官员，他们广泛参与金融机构监管及战略事务，所涉及的机构从社区银行和储蓄机构到全球最大的国际金融组织。我们对世界各地主要的金融监管制度了如指掌，并与主要的州、联邦及国际监管机构建立了良好的工作关系，这一宝贵资产对客户大有裨益。

不负众望

深厚的金融机构并购经验
在对企业合并至关重要的法律领域，拥有宝贵的律师资源，包括资本市场、税务、业务及技术采购、房地产、反垄断、高管薪酬以及破产律师
团队律师对金融机构的原生金融工具及服务有着深入而透彻的了解，包括与上述金融工具及服务息息相关的结构、风险及监管事宜
丰富的金融服务监管经验，与美洲、亚洲、欧洲及其他辖区监管机构之间强有力的工作关系，以及与各类银行、保险公司及其他金融机构之间的良好关系

Asset Management

Asset managers and their investors rely on us to represent them on a wide range of transactions.

Asset managers acquiring/combining with other asset managers
Bank holding companies investing in/acquiring asset managers
Insurance companies investing in/acquiring asset managers
Non-financial buyers investing in/acquiring asset managers
Asset managers acquiring stakes in insurance businesses and assets
Asset managers acquiring fintech and other businesses and assets

Contacts: Joe Castelluccio and Reb Wheeler

Broker-Dealer

Banks / Depositories

Consumer Finance - Non-Mortgage

Consumer Finance - Mortgage

Clients leverage our deep understanding of the regulatory and operational challenges that mortgage M&A deals entail.

MSR/Loan Portfolios
Joint Ventures
Mortgage Originators, Brokers and Servicers
MSR/Consumer Loan Funds
BPL/RTL Loan Investments

Select Representations

Represented Lone Star Funds in the $1.675 billion sale of its portfolio company, Caliber Home Loans, Inc., to New Residential Investment Corp., combining two leading non-bank originators and servicers of mortgage loans.
Represented Redwood Trust, Inc., a leader in expanding access to housing for homebuyers and renters, in their $750 million strategic capital partnership with Canada Pension Plan Investment Board through subsidiaries of CPPIB Credit Investments Inc.
Represented the parent entities of Roosevelt Management Company LLC and Rushmore Loan Management Services LLC in the sale of Roosevelt and its subsidiaries to Mr. Cooper Group Inc. and a sale of the Rushmore residential mortgage servicing platform to Nationstar Mortgage, a Mr. Cooper subsidiary and one of the largest home loan servicers in the country.

Contact: Lauren Pryor

Commercial Finance

Payments

Digital Assets

执业经验

Recent experience includes:

Represented Assured Guaranty Ltd. in the $429 million sale of its entire equity interest in Assured Investment Management LLC, the local investment management firm managing assets in hedge funds, private capital vehicles, single-investor funds and CLOs, to Sound Point Capital Management, L.P.
Represented Canadian Imperial Bank of Commerce in its $5 billion acquisition of NASDAQ-listed Private-Bancorp, Inc. and its subsidiary The PrivateBank, a middle market commercial bank with $17.7 billion in assets.
Represented Envestnet in the acquisition of substantially all of the intellectual property assets of Apprise, LLC, a financial planning technology solutions provider, through Envestnet's wholly-owned subsidiary, Envestnet Financial Technologies, Inc.
Represented Finaro, a financial technology company engaged with payment processing and acquiring bank solutions, in its $575 million sale to Shift4 Payments, Inc.
Represented Fortress Investment Group in its acquisition of Guardian Asset Management, a leading investment advisor and provider of property management, inspection and repair services for REO properties.
Represented Global Atlantic Financial Company in the acquisition of eRESI Mortgage LLC, a mortgage funding platform that offers comprehensive private capital solutions to the residential mortgage market.
Represented IPFS Corporation in the acquisition of substantially all of the premium finance assets of various U.S. and Canadian subsidiaries of the H.W. Kaufman Group, a provider of insurance wholesale brokerage and underwriting services.
Represented Loan Star Funds in the $1.675 billion divestment of Caliber Home Loans to New Residential Investment Corp.
Represented the special committee of the board of directors of Oaktree Capital Group in the $4.7 billion acquisition by Brookfield Asset Management Inc. of a 62 percent interest in Oaktree.
Represented Ocwen Financial in its joint venture with Oaktree to launch a MSR investment vehicle with $250 million of expected investment capital.

Represented Redfin in its $135 million acquisition of Bay Equity.
Represented Redwood Trust, a leader in expanding access to housing for homebuyers and renters, in their $750 million strategic capital partnership with Canada Pension Plan Investment Board through subsidiaries of CPPIB Credit Investments Inc. The partnership consists of a newly formed $500 million asset joint venture and a $250 million corporate secured financing facility that CPP Investments is providing to Redwood. The joint venture will initially invest across the broad suite of Redwood's residential investor bridge and term loans, targeting more than $4 billion in total acquisitions.
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 Waterfall Asset Management in a multifaceted corporate transaction. A private equity vehicle managed by Waterfall and Atalaya Capital Management led a strategic investment in OnPoint Warranty Solutions, a rapidly growing insurtech, mobile solutions and warranty services company.
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.