SW&M has been the industry leader in credit union mergers for decades. The legal, regulatory, and business ramifications of financial institution mergers are always top-of-mind for our attorneys, and we stay current on all developments in the field. Our track record includes hundreds of successful merger representations across various fields of membership — federal to federal, federal to state, and state to federal.

SW&M attorneys know how to navigate the complications and pitfalls of financial institution mergers amidst a constantly shifting regulatory landscape. We can address matters of intellectual property rights, personnel, executive compensation, merger-related financial arrangements, data processing and related vendor agreements with equal fluency. We work collaboratively with client management and other experts as needed to identify and address issues as early in the process as possible. Details count, whether it’s carefully negotiating employment arrangements to avoid violating tax laws or disclosure requirements, or simply drafting regulatory application forms to ensure smooth processing. Communication is also key, especially in setting clear expectations about the process to help ease the minds of directors and other stakeholders.

Throughout it all, SW&M’s rich knowledge, broad experience, and dedicated support helps ensure an efficient and successful experience for our clients.

Attorneys Practicing in Mergers And Acquisitions
Steve Balian
Managing Partner
Bill Adler
Senior Partner
Cristina Miller
Tim Oppelt
Haley Rebel
What Makes SW&M Unique?

In a few words: Focus, purpose, commitment and “fire in the belly”