Financial Institutions
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Financial Institutions
Why Bracewell?
“They did a good job, pulling in the proper expertise within the organization at the appropriate times and ensuring that we understood the legal issues and ramifications.” – Chambers USA “high-caliber group that counts a range of Fortune 500 firms in its client base” – Chambers USA 2020 “high-caliber group that counts a range of Fortune 500 firms in its client base” – Chambers USA 2020 “high-caliber group that counts a range of Fortune 500 firms in its client base” – Chambers USA 2020 “high-caliber group that counts a range of Fortune 500 firms in its client base” – Chambers USA 2020 “high-caliber group that counts a range of Fortune 500 firms in its client base” – Chambers USA 2020
• Preeminent financial institutions practice
• Over 70 years of community banking experience
• Deep bench of experienced banking, capital markets and M&A lawyers
• Subject matter specialists support our banking team
• Highly responsive and proactive client service
• Texas-based with locations in Houston, Dallas, Austin and San Antonio
2003–2020 Chambers USA Texas Banking & Finance Band 1 ranking
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Mergers and Acquisitions
#1
#3 #5
Deal Value 2019
in Texas
in Southwest
in Nation
acquired
merged with
merged with
Legacy Texas Financial Group $2.1 billion Bracewell advised Prosperity Bancshares, Inc.
$470 million Bracewell advised Merchant’s Choice Payment Solutions
$353 million Bracewell advised Allegiance Bancshares, Inc.
acquired a branch of
merged with
merged with
MC Bancshares, Inc.
IBT Bancorp, Inc
$20.5 million Bracewell advised Veritex Holdings, Inc.
Bracewell advised CommunityBank of Texas
Bracewell represented Golden Bank
sale of its asset-based lending and equipment finance lending businesses to
acquired
merged with
$9.5 billion of loan commitments Bracewell advised Wells Fargo
Bracewell advised Post Oak Bank
Bracewell advised Woodforest National Bank
acquired
acquired a branch of
acquired
Drive Financial Services now Santander Consumer USA
$636 Million Bracewell advised Banco Santander
Bracewell represented Allegiance Bancshares, Inc.
$144 million Bracewell advised seller
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Mergers and Acquisitions (continued)
merged with
merged with
Tradition Bancshares, Inc. $72 million Bracewell advised Prosperity Bancshares, Inc.
College Savings Bank
sale of branch to First National Bank Bracewell advised Tejas Bank
$40 million Bracewell advised NexBank
merged with
merged with
merged with Northern Bancshares Inc. Bracewell advised AmeriBancshares Inc.
Bracewell advised Vision Bank Texas
Bracewell advised Post Oak Bank
merged with
merged with
merged with
Farmers & Merchants Bancshares Inc.
Community Bancshares of New Mexico, Inc.
Bracewell advised Community Bancshares of New Mexico, Inc.
Bracewell advised Allegiance Bancshares, Inc.
Bracewell advised Park Cities Financial Group
Bank Holding Company Bankruptcies and Distressed Mergers and Acquisitions
Rogers Bancshares, Inc.
Park Cities Financial Group bankruptcy and sale of Park Cities Bank to Olney Bancshares of Texas, Inc.
bankruptcy and sale of Metropolitan National Bank to
purchase and assumption agreement with FDIC, receiver of
Bracewell advised Prosperity Bank
Bracewell advised Park Cities Financial Group
Bracewell advised Rogers Bancshares, Inc.
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Initial Public Offerings
#1
#3
Number of Deals Southwest Region
last 10 years
last 5 years
$65,000,000
$42,000,000
$62,800,000
Initial Public Offering Underwriters’ Counsel
Initial Public Offering Underwriters’ Counsel
Initial Public Offering Issuer’s Counsel
$70,000,000
$96,000,000
$35,000,000
Initial Public Offering Underwriters’ Counsel
Initial Public Offering Underwriters’ Counsel
Initial Public Offering Issuer’s Counsel
Follow-on Equity Offerings
$69,750,000
$8,200,000
$150,000,000
$45,600,000
Equity Offering Underwriters’ Counsel
Equity Offering Underwriters’ Counsel
Equity Offering Issuer’s Counsel
Equity Offering Underwriters’ Counsel
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Subordinated Debt Offerings
$125,000,000
$125,000,000
$60,000,000
Subordinated Notes Offering Issuer’s Counsel
Subordinated Notes Offering Issuer’s Counsel
Subordinated Notes Offering Underwriters’ Counsel
$75,000,000
$45,000,000
$40,000,000
Subordinated Notes Offering Underwriters’ Counsel
Subordinated Notes Offering Underwriters’ Counsel
Subordinated Notes Offering Issuer’s Counsel
$65,000,000
$175,000,000
$35,000,000
Subordinated Notes Offering Underwriters’ Counsel
Subordinated Notes Offering Issuer’s Counsel
Subordinated Notes Offering Underwriters’ Counsel
Private Placements
$19,500,000
$19,000,000
$20,000,000
Equity Offering Issuer’s Counsel
Equity Offering Issuer’s Counsel
Equity Offering Issuer’s Counsel
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Lending
$85,000,000
$161,000,000
Amendment to Revolving Credit Facility to an E&P Company Lender’s Counsel
Secured Revolving Credit Facility to an Energy Company Lender’s Counsel
Term Loan A Credit Facility to a Beer Distributer Lender’s Counsel
$100,000,000
$1,000,000,000
$125,000,000
Senior Revolving Credit Facility to an Oil and Gas Exploration Company Lender’s Counsel
Reserve Based Revolving Credit facility to AEPB Acquisition Company, LLC Lender’s Counsel
Senior Revolving Credit Facility to a Sand Producer and Supplier Lender’s Counsel
Loan Restructurings
$2,800,000,000
$900,000,000
$35,000,000
Chapter 11 Restructuring Transaction for
Chapter 11 Restructuring Transaction for
Chapter 11 Restructuring Transaction for
Bracewell advised Credit Agricole, as agent to revolving DIP lenders
Bracewell advised Wells Fargo, as agent to revolving DIP lenders
Bracewell advised Bank of Oklahoma, as agent to revolving DIP lenders
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Capital Markets, M&A and Bank Regulatory
William S. Anderson Partner, Houston
Troy L. Harder Partner, Houston
Jason M. Jean Partner, Houston
Josh T. McNulty Partner, Dallas
Robert L. Clarke Of Counsel, Houston
Ian R. Brown Counsel, Dallas
Shannon Baldwin Associate, Houston
Caroline E. Ellis Associate, Houston
Jay N. Larry Associate, Houston
KathyWitty Medford Associate, Houston
Kate Barrington McGregor Associate, Houston
Tax
Real Estate
Steven J. Lorch Partner, New York
Elizabeth L. McGinley Partner, New York
K. Brock Bailey Partner, Dallas
Aaron P. Roffwarg Partner, Houston
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Labor and Employment
Employee Benefits
Rebecca L. Baker Partner, Houston
Amy Karff Halevy Partner, Houston
Matthew B. Grunert Partner, Houston
Scott C. Sanders Partner, Houston
Antitrust/Competition
Environmental
Daniel E. Hemli Partner, New York
Jacqueline R. Java Counsel, Washington, DC
Jason B. Hutt Partner, Washington, DC
Timothy A. Wilkins Managing Partner, Austin
Lending
Heather L. Brown Partner, Houston
Jeris Diana Brunette Partner, New York
Kate H. Day Partner, Houston
Dewey Gonsoulin Partner, Houston
Rebecca Keep Partner, New York
Robin J. Miles Partner, New York
Christopher D. Olive Partner, Dallas
Stephanie Koo Song Partner, Houston
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Litigation and Government Investigations
W. Stephen Benesh Partner, Austin
David J. Ball Partner, New York
Daniel S. Connolly Managing Partner, New York
Nancy McEvily Davis Partner, Houston
Christopher L. Dodson Partner, Houston
Bryan S. Dumesnil Partner, Houston
Rachel B. Goldman Partner, New York
Matthew G. Nielsen Partner, Dallas
Phillip L. Sampson Jr. Partner, Houston
David A. Shargel Partner, New York
Insurance Recovery
Cyber Preparedness and Incident Response
Vincent E. Morgan Partner, Houston
Philip J. Bezanson Managing Partner, Seattle
Kevin D. Collins Partner, Austin
Restructuring and Work Outs
Jason G. Cohen Partner, Houston
William A. Wood III Partner, Houston
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Labor and Employment
Jeffrey B. Andrews Partner, Houston
Policy Resolution Group, Government Relations and Crisis Communication
E. Dee Martin Partner, Washington, DC
Paul Nathanson Partner, Washington, DC
Scott H. Segal Partner, Washington, DC
Joshua C. Zive Senior Principal, Washington, DC
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