Regulated Mergers and Acquisitions. Jason represents state and federally chartered financial institutions in myriad M&A matters, including de novo formation, acquisition or sale of business lines, acquisition or sale of regulated and non-regulated subsidiaries, and acquisition or sale of financial institutions and bank holding companies.
Non-Regulated Corporate Mergers and Acquisitions. Jason routinely assists companies in the manufacturing and service sectors with startup, corporate governance, organic growth, and strategic acquisitions or sales.
Asset Purchases and Sales. Jason has represented numerous financial institutions and private equity firms in the structured offerings and asset purchases of approximately $15 billion of performing and non-performing assets. Serving as lead counsel for these national and multi-regional transactions, Jason has negotiated the definitive purchase and sale agreements and managed the integrated legal aspects of these trades.
Equity Deployment. Jason has represented numerous private equity firms and investors in connection with their equity and combined debt/equity investments in a variety of concerns, including financial institutions, manufacturers and startups.
Development of Banking Products and Services. Jason regularly advises banks on the development of strategic bank offerings, including developing banking products and services for mobile phones and the Internet.
Recapitalizations and Offering Memoranda. Jason assists many clients with private placement memoranda and has represented financial institutions in connection with recapitalizations through exempt and non-exempt stock offerings.
Non-Profit Lending and Licensing. Jason assists a non-profit corporation with its corporate governance as well as with obtaining regulatory approval and licenses to make low-interest consumer loans to financially disadvantaged families throughout the United States.
Regulatory Compliance. A core part of Jason's practice includes regularly advising banks on complying with various banking regulations, including the implementing regulations of the Gramm-Leach-Bliley Act, the Bank Secrecy Act, and the USA PATRIOT Act. He also advises banks on complying with rules and regulations promulgated by the U.S. Treasury's Office of Foreign Assets Control.