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Legal Developments And Strategies For Bank Mergers And Acquisitions

Webinar: ID# 1028721
Recorded CD or On-Demand
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About This Course:
Following the financial crisis, buyers and sellers of financial institutions struggled to find acceptable terms to do deals, but in recent years, increasing regulatory burdens coupled with stronger bank valuations have led more sellers and buyers to come together.

Leaders and management at both buying and selling institutions must bridge the gap between a number of complex financial, legal, accounting and social issues. This information provides a straightforward overview of current market trends, pricing, valuation and regulatory issues affecting bank mergers and acquisitions. It will walk you through a bank acquisition from start to finish, highlighting the different perspectives of each of the parties and providing insights to help your bank's leadership navigate the challenges involved in getting a deal approved and closed.

AGENDA

Market for Bank Deals in 2018
  • Determining What Your Bank Is Worth
  • Seller Considerations – Developing a Sales Process
  • Buyer Considerations – Pricing and Structure
Transaction Timing and Structure
  • Overview of a Bank Merger From Start to Finish
  • Cash vs. Stock Consideration
  • Tax and Securities Law Issues
  • Focus on Regulatory Considerations (HHI and Capital Ratios)
Additional Considerations
  • Financing Deals: Bank Stock Loans and Subordinated Debt
  • Special Rules for Small Bank Holding Companies
  • Social Issues: Key Personnel and Board Representation
About The Presenter

Jonathan J. Wegner
  • Partner in the office of Baird Holm LLP, which has been involved with more than 100 bank mergers and bank capital raises in the last decade
  • Practice emphasizes all aspects of banking law and bank regulatory compliance, including complex mergers, acquisitions and capital raises
  • Conducts regular seminars and workshops on bank mergers and acquisitions, banking law, payments systems and regulatory compliance matters
  • Wrote several publications related to the areas of bank mergers, financial services and payments technology
  • J.D. degree, summa cum laude, Creighton University School of Law; M.S. degree in journalism, Northwestern University; B.A. degree in English, summa cum laude, Santa Clara University
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Legal Developments And Strategies For Bank Mergers And Acquisitions
Available on CD or On-Demand formats
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Course Details
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