Financial services mergers and acquisitions present opportunities for quick growth of a business, however they usually come with substantial effort and risk.   Retaining independent, experienced counsel that provides practical advice will help the chances of negotiating successful transactions.

Rob Moses can help you make better decisions among various acquisition options and strategies – whether it’s a stock purchase of an entire business or a lift out asset purchase.  Rob will negotiate favored terms and guide you through the risks and challenges of your transaction.  Rob can add significant value with respect to many areas of the transaction process, including:

  • Asset Purchases
  • Client Notifications/Consents
  • Confidentiality Agreements
  • Due Diligence
  • Deal Structuring
  • Definitive Agreements
  • Earn Out Provisions
  • Indemnification Provisions
  • Integrations
  • Letter of Intent
  • Non-Disclosure Agreements
  • Negotiations
  • Regulatory Approvals
  • Representations and Warranties
  • Required Consents
  • Stock Purchases