Bank & Thrift Conversion

Our principals and staff have collectively over twelve decades of experience in the specialized field of member solicitations for banks, thrifts, insurance companies, credit unions, stock exchanges and other regulatory bodies. We have assisted numerous banks and their advisors to achieve successful results in annual and special meetings, conversions, rights offerings, and M&A solicitations.

Our executives have worked with over 150 banks and thrifts in the capacity of information agent for mergers and rights offerings, and as proxy solicitor for annual meetings, special meetings (of shareholders and depositors) involving issues such as approval of compensation plans, Say on Pay proposals and proxy contests. These clients range in size from large institutions to small regional banks and thrifts.

Our team was recently involved with the successful conversions of Charter Financial Corporation, Cheviot Financial Corporation and Malvern Federal Bancorp, Inc.