Financial services companies turn to WilmerHale for counseling through all stages of corporate transactions, including mergers and acquisitions, capital markets dealings, and venture financings. 

Our experienced corporate lawyers conduct due diligence, draft and negotiate relevant transaction documentation, obtain the necessary regulatory approvals, close transactions, and implement post-closing actions on behalf of banks, specialty financial services companies and other financial entities. When necessary, our lawyers call upon colleagues in the firm's Tax, Broker-Dealer, Investment Management and Financial Institutions Practices to advise on complex regulatory issues that arise during transactions. Additionally, our technology transactions and licensing and intellectual property lawyers regularly engage in matters where technology, sourcing and intellectual property rights are critical assets, requiring both careful diligence and the development of strategies that give our clients an important advantage. 


Mergers and Acquisitions

  • Represented State Street in the sale of its BlockCross ATS to Instinet.
  • Represented Navient in its acquisition of Duncan Solutions.
  • Represented REDI Holdings in its sale to Thomson Reuters.
  • Represented The First Marblehead Corporation in its sale to FP Resources USA.
  • Represented WEX in its acquisition of Electronic Funds Source LLC and Evolution1.
  • Represented GC Services in its sale to Owner Resource Group.
  • Represented Barclays PLC in the sale of its US Wealth & Investment Management Business to Stifel Financial.

Capital Markets Transactions 

  • Represented State Street Corporation in connection with numerous debt and equity offerings totaling approximately $12 billion over the past five years.
  • Represented Eaton Vance Investment Managers in a $300 million public offering of 3.500% notes.
  • Represented Genpact Limited in its modified “Dutch Auction” self-tender offer for the purchase of approximately $300 million in value of its common shares, as well as in secondary offerings totaling approximately $748 million.
  • Represented SS&C Technologies in its $185 million initial public offering, a $213 million follow-on offering and multiple secondary offerings totaling more than $748 million.

Venture Financings

  • Represented Stash in its Series C financing.
  • Represented Wellthie in its Series A financing.
  • Represented MineralTree in multiple rounds of venture financing. 
  • Represented Flywire (formerly peerTransfer) in multiple rounds of venture financing.
  • Represented Saylent Technologies in its Series C financing. 
  • Represented Paystik in a preferred stock financing.