Represented a Philadelphia financial institution on executive compensation and employee benefits matters. Assisted in the design and drafting of a comprehensive retirement program that included merging the institution’s employee stock ownership plan and 401(k) plan and freezing the institution’s defined benefit plan, along with drafting a supplemental retirement plan for certain executive officers impacted by the restructuring of the institution’s retirement benefit program.  The firm counseled the Compensation Committee on the design of an equity incentive plan and assisted the committee and management in developing performance-based criteria for equity awards.

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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
Merger of mutual funds company
Represented $100 million mutual fund family and registered investment adviser with merger. more
Merger of a major Georgia vision care retailer
Conducted due diligence review of labor and employment issues, with an emphasis on wage and hour issues under federal and state law, for a major more
Regulatory approvals for a large-scale mixed-use coastal development
Regulatory approvals for a large-scale, mixed-use coastal development. The firm secured the passage of enabling legislation and obtained all required more