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Legal Developments and Strategies for Bank Mergers and Acquisitions

Gain an understanding of the new regulatory hurdles that have emerged within legal developments for bank mergers and acquisitions.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.
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jonathan J. Wegner

Jonathan J. Wegner

Baird Holm LLP

  • 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
  • Can be contacted at 402-636-8340, [email protected] or LinkedIn®: https://www.linkedin.com/in/jonathanwegner
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401510
Published 2018
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