Regulatory matters tied to transactions form the core of Simpson Thacher & Bartlett LLP‘s work in this space, with the firm advising banks, private equity houses, payment processors and insurers on deals in the banking and fintech sectors among others. Alongside its transactional expertise, the team also assists with Dodd-Frank and Basel III compliance. Lee Meyerson leads the team out of New York, with a strong track record of overseeing major bank M&A deals, complemented by a capital markets practice that covers a range of debt and equity offerings. Elizabeth Cooper is the name of choice for a number of global private equity houses for major acquisitions and disposals, while Ravi Purushotham handles large bank M&A; both are based in New York. Amanda Allexon joined the firm’s Washington DC office from Wachtell, Lipton, Rosen & Katz in April 2023, advising on the regulatory aspects of M&A transactions while also representing clients before the Federal Reserve, OFAC and FDIC. April 2024 saw the team further strengthened by the arrival from Skadden, Arps, Slate, Meagher & Flom LLP of Sven Mickisch, Matthew Nemeroff and Tim Gaffney in New York and Brian Christiansen in Washington DC.

Legal 500 Editorial commentary

Key clients

Apollo Global Management
Bayview Asset Management
Blackstone
Centerbridge Partners
Computershare
Corsair Capital
Fifth Third Bancorp
Finance of America Companies
First Eagle Alternative Capital BDC
First Hawaiian Bank
Goldman Sachs & Co.
GTCR
Hub International Limited
Integrum
JPMorgan Chase & Co.
Kohlberg Kravis Roberts & Co.
Lexington Partners
Massachusetts Mutual Life Insurance Company
Morgan Stanley
Mr. Cooper Group
Oakbridge Insurance Agency
Oak Hill Capital
Oaktree Capital Management
Riverstone Holdings
Stone Point Capital
Sixth Street
Synovus Financial
TD Bank Group
The Carlyle Group
The Charles Schwab Corporation
TreviPay
U.S. Bancorp
Yahoo

Work highlights

Advised U.S. Bancorp in its $8bn acquisition of MUFG Union Bank’s core regional banking franchise from Mitsubishi UFJ Financial Group.
Advised Stone Point Capital LLC in its purchase of 20% of Truist Bank’s insurance brokerage business for $1.95bn.
Advised TD Bank Group in its $1.3bn acquisition of Cowen Inc.

Lawyers

Hall of Fame

The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.

Lee Meyerson

Hall of fameSimpson Thacher & Bartlett LLP

Chair of global Financial Institutions Practice and previous head of global M&A practice. Representations include Toronto-Dominion Bank’s First Horizon acquisition ($13.4 billion) and TD Ameritrade/The Charles Schwab sale ($26 billion); U.S. Bancorp/Union Bank acquisition ($8 billion); TCF Financial/Chemical merger ($3.5 billion) and TCF/Huntington merger ($6 billion); ADS/Bread acquisition ($450 million); People’s United’s sale to M&T ($7.4 billion) and multiple regional bank acquisitions ($2 billion total); IBERIABANK/First Horizon merger ($3.9 billion); WMH/Nationstar Mortgage merger ($3.8 billion); Fifth Third/MB Financial merger ($4.7 billion); Synovus/FCB Financial acquisition ($2.9 billion); KeyCorp/First Niagara acquisition ($4.1 billion); Petrohawk/BHP sale ($15.1 billion); JPMorgan/Bank One merger ($58 billion) and commodities business sale ($3.5 billion); Mellon/BONY merger ($16.8 billion); Toronto-Dominion in $33 billion of U.S. acquisitions; U.S. Treasury $250 billion TARP; Schwab/optionsXpress acquisition ($1 billion). Practice includes financial institutions IPOs, securities offerings.

Practice head

The lawyer(s) leading their teams.

Lee Meyerson

Other key lawyers

Elizabeth Cooper, Ravi Purushotham, Amanda Allexon, Spencer Sloan, Sven Mickisch, Brian Christiansen, Matt Nemeroff, Tim Gaffney

Legal 500

Our Team

FAQs

Marketing Resources

Newsletters

Contact us

Financial services regulation

Simpson Thacher & Bartlett LLP