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Representative Client

Repurchases of common stock for NYSE financial services firm
Represented Audit Committee of the Board of a NYSE listed financial services firm in its consideration of the optimal usage of excess capital and the

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Ryan Beck & Co.

Underwriter's counsel for Ryan Beck & Co. in a $17.0 million initial public offering
Represented the underwriter, Ryan Beck & Co., in the $17.0 million initial public offering by First Federal of North Michigan Bancorp. more

Sandler O'Neill + Partners L.P.

Underwriter's counsel for Sandler O'Neill + Partners L.P. in a $161.2 million public offering
Represented underwriter, Sandler O'Neill + Partners L.P., in the follow-on public offering of $161.2 million of common stock by National Penn more
Underwriter's counsel for Sandler O'Neill + Partners L.P. in a $8.7 million public offering
Represented the underwriter, Sandler O'Neill + Partners L.P., in the $8.7 million initial public offering by Flatbush Federal Bancorp, Inc. more
Underwriter's counsel for Sandler O'Neill + Partners L.P. in a $202.0 million public offering
Represented the underwriter, Sandler O'Neill + Partners L.P., in the $202.0 million initial public offering by KNBT Bancorp, Inc. more
Underwriter's counsel for Sandler O'Neill + Partners L.P. in a $148.8 million public offering
Represented the underwriter, Sandler O'Neill + Partners L.P., in the $148.8 million initial public offering by Partners Trust Financial Group, Inc. more
Underwriter's counsel for Sandler O'Neill + Partners L.P. in a $13.4 million public offering
Represented the underwriter, Sandler O'Neill + Partners L.P., in the $13.4 million initial public offering by SFSB, Inc. more
Underwriter's counsel for Sandler O'Neill + Partners L.P. in a $56.5 public offering
Represented the underwriter, Sandler O'Neill + Partners L.P., in the $56.5 million initial public offering by Prudential Bancorp, Inc. of more
Underwriter's counsel for Sandler O'Neill + Partners L.P. in a $516.3 million public offering
Represented the underwriter, Sandler O'Neill + Partners L.P., in the $516.3 million initial public offering by Investors Bancorp, Inc. more
Underwriter's counsel for Sandler O'Neill + Partners L.P. in a $98.2 million public offering
Represented the underwriter, Sandler O'Neill + Partners L.P., in the $98.2 million initial public offering by Roma Financial Corp. more

*Experience gained by attorney prior to joining Kilpatrick Townsend

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Investment & Securities

Experience Highlights

Mutual fund family representation
Providing counsel to the registered investment adviser of a multi-billion dollar real estate investment company and its index mutual fund family. more
Investment management advice for United Capital Financial Partners, Inc.
Advised United Capital Financial Partners, Inc., a financial services industry consolidator, on various acquisition and investment management matters. more
Representation of investment adviser and mutual fund family
Ongoing representation of multi-billion dollar investment manager with specialized focus on 401(k) products; and ongoing representation of related more
Private investments for a major institutional investor
Represented a major institutional investor in connection with over 30 investments, with an aggregate value of nearly $3 billion, in various private more

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