Dechert is a recognized leader in advising financial services companies on mergers and acquisitions. Working collaboratively with colleagues from our corporate and securities, tax, and other practice groups, we offer sophisticated, cost-effective counsel to investment advisers, investment funds, insurance companies, banks, broker-dealers and other investment company service providers, handling all types of transactions, including joint ventures, share and asset-based transactions, tender offers, restructurings, spin-offs, leveraged buyouts, and going public and going private transactions.
We have served as both transactional and regulatory counsel on numerous domestic and cross-border mergers and acquisitions. In addition to counseling investment advisers, their parents and other operating companies, we have represented boards of directors of investment funds in transactions in which investment advisers have been acquired. We have also counseled on many mutual fund mergers and “fund adoption” transactions, assisted diversified financial institutions in post-acquisition integrations of advisers and fund groups and advised on exit strategies.
These transactions are often highly negotiated and involve issues specific to the financial services industry, with our lawyers advising on such matters as corporate governance, regulatory compliance and due diligence as well as the effect of government enforcement and related litigation.
We keep pace with industry developments, applying our in-depth, up-to-the-minute knowledge to the diverse issues that our clients face. From structuring and negotiating the terms of the transaction, developing tax strategies and addressing executive compensation issues, we employ our regulatory and advisory skills, transactional acumen and industry knowledge to structure, manage and close M&A transactions in the financial services arena.
Our M&A agreements reflect the changing state of the industry through complex deal structures and contract terms intended to address the specific risks associated with the regulatory environment in which our clients operate. In the current climate, our understanding and analysis of regulatory compliance issues gives our clients an important tool in determining deal value.