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Private Equity Investments – What You Need to Know

June 9, 2010

As anyone following the banking industry knows, there has been a recent uptick in interest in investing in banks by private equity funds and institutional investors. A number of deals have gone through that have strengthened banks and, in some cases, have been instrumental in averting bank failures. Other proposals, however, have not been successful for a variety of reasons.  

Download presentation (PDF – 323KB)

This session will focus on the key considerations in achieving a successful recapitalization:

  • How are deals being structured?  
  • What are the timing considerations?
  • From a banker’s point of view, how should overtures from potential new investors be evaluated?  
  • What questions should be asked to determine if a proposal has “legs,” or may be unproductive to pursue?
  • What are the legal and regulatory considerations and how are they addressed?  
  • What can be done to help expedite the regulatory review process for fund-related proposals involving troubled or failing banks? 
  • In general, what has worked well,…… and not so well?

If these types of questions have crossed your mind, we think you will find this session beneficial. The presentation will be led by Pat Robinson, Assistant General Counsel at the Board of Governors of the Federal Reserve System.  She has primary responsibility for the legal review of applications and other transactions involving domestic banking institutions, and has had extensive experience in the review of recapitalization proposals involving private equity funds. She will be joined by Gerry Tsai, Associate General Counsel, and Ken Binning, Vice President, Applications and Enforcement, both of the Federal Reserve Bank of San Francisco.