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Esteemed Finance and Public M&A Partners Join Latham & Watkins in New York, Adding More Elite Capabilities to Top-Ranked Practice

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Esteemed Finance and Public M&A Partners Join Latham & Watkins in New York, Adding More Elite Capabilities to Top-Ranked Practice

Latham & Watkins LLP is pleased to announce that Emily Johnson and Mark Stagliano have joined the firm as partners in the New York office. Johnson joins the Banking & Private Credit and Capital Markets Practices, while Stagliano joins the Mergers & Acquisitions and Private Equity Practice. Johnson’s practice focuses on all financing aspects of complex corporate transactions, including mergers, acquisitions, divestitures, and spin-offs, with particularly deep experience in company-side, issuer-focused financings. Stagliano’s practice focuses on mergers and acquisitions, securities matters, and company representation work, including corporate governance. The addition of these prominent partners further elevates Latham’s elite, fully integrated corporate and finance practice and marks a major expansion of the firm’s industry-leading capabilities.

“Emily and Mark are among a select group of highly experienced and incredibly talented practitioners, and we are delighted to welcome them to our firm,” said Rich Trobman, Chair and Managing Partner of Latham & Watkins. “Their market-leading practices directly support our strategic focus to advise our clients on complex transactions across the capital structure and high-profile public company M&A. No other firm combines our excellence and scale — nor our ambition — and Emily and Mark joining us is another major milestone for our firm.”

Marc Jaffe, Managing Partner of Latham’s New York office, said: “We are thrilled to add partners of Emily’s and Mark’s stature to our practice in New York and globally. They are well-respected senior counselors with enormous credibility in boardrooms. Having led numerous sophisticated and transformative transactions over many years, their range of skills and sought-after expertise significantly expands our already strong and growing platform and the best-in-class counsel we provide to our clients.”

Johnson’s practice focuses on advising public companies, corporate borrowers, and strategic acquirers on the design and execution of debt and capital structures that advance strategic objectives and remain durable across market cycles. Her experience spans investment-grade and leveraged financings, bank and direct lending, public and private capital markets transactions, and liability management, including corporate separations, carve-outs, and transformational M&A transactions, as well as distressed acquisitions, divestitures, and restructurings. Johnson’s practice also involves close, ongoing engagement with boards of directors, senior management teams, and corporate treasury functions to balance financing certainty, ratings considerations, disclosure obligations, and execution risk.

“Emily is an incredible addition to our top-ranked practice at the intersection of complex financings, capital markets, and liability management,” said Stelios Saffos, Global Chair of Latham’s Capital Markets and Public Company Representation Practices and Global Chair of the Hybrid Capital Practice. “She further expands our unparalleled reach across private credit providers, banks, bond investors, and capital markets participants, and enhances the scaled advice we deliver to clients through our fully integrated practice. Her experience leading complex transactions that require coordinated advice across multiple disciplines — often under heightened board, investor, and public market scrutiny — carries tremendous credibility among public company boards and senior management teams. We are thrilled that Emily is joining our team, further expanding our capacity in an area where client demand is robust and expected to grow.”

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Stagliano’s practice focuses on public company and sponsor-side mergers and acquisitions, securities matters, and corporate governance. He advises companies in a variety of industries on a wide range of matters, including domestic and cross-border acquisitions and divestitures, spin-offs, joint ventures, IPOs, and other capital markets and private equity transactions, as well as shareholder activism, takeover defense, and proxy contests.

Alex Kelly, Global Co-Chair of Latham’s Mergers & Acquisitions and Private Equity Practice, said: “Mark’s breadth of experience further enhances our world-class M&A practice, and he brings many complementary strands to our corporate ambitions in New York and globally. His impressive track record leading landmark transactions — including high-profile strategic combinations, corporate governance matters, and contested situations — bolsters our capabilities, and it is exactly the kind of integrated, cross-practice advice that sophisticated boards and management teams need in today’s increasingly competitive market. Mark has earned a standout reputation for being extremely hard-working, entrepreneurial, and an outstanding team player, and his arrival reinforces Latham’s position at the forefront of the practice.”

“Latham is well-known for excellence across financial products, industries, and jurisdictions, and I am delighted to join the firm and contribute to its long-term growth,” said Johnson. “Latham’s unique 360-degree view of the public and private markets provides a powerful platform to help boards and senior management teams navigate increasingly complex financing decisions, combining strategic insight with execution across the full range of capital solutions — from traditional syndicated and capital markets to the expanding private credit ecosystem.”

Stagliano said: “Latham is a transactional powerhouse that is exceptionally well positioned to capitalize on the increased activity in public M&A. I am delighted to join the firm’s all-star team, and excited to be part of Latham’s ongoing success and growth in New York and beyond.”

Johnson and Stagliano join Latham & Watkins from Wachtell, Lipton, Rosen & Katz. Johnson received her JD from Duke University School of Law and BA from University of North Carolina at Chapel Hill. Stagliano received his JD from Harvard Law School and BA from University of Pennsylvania.

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Finance

Regions expands municipal finance business with acquisition of Montgomery’s Frazer Lanier

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Regions expands municipal finance business with acquisition of Montgomery’s Frazer Lanier

Regions Financial Corp. has expanded its municipal finance and investment banking business with the acquisition of Montgomery-based The Frazer Lanier Company, a firm that has advised Alabama governments, schools and universities on financing for nearly 50 years.

The Birmingham-based bank announced Thursday that it has closed on the acquisition of Frazer Lanier, a full-service investment banking firm specializing in municipal and corporate securities. Financial terms of the transaction were not disclosed.

Founded in 1976, Frazer Lanier has built its business by advising corporations, cities, counties and other public entities on financing projects while serving as an underwriter or placement agent for tax-exempt and taxable bond offerings. Ultimately, the firm helps governments, school systems, universities and other organizations raise money for public projects through bond offerings and other financing strategies.

The Montgomery firm also maintains offices in Birmingham and Florence and says it has served thousands of public and private clients throughout the country.

Along with serving municipalities, Frazer Lanier’s published client list includes the Alabama State Board of Education, the University of Alabama, the University of Alabama at Birmingham, the University of Alabama in Huntsville, Auburn University, the University of South Alabama and Alabama State University, along with numerous city and county school systems across Alabama.

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Regions said the acquisition supports its strategy of expanding investment banking capabilities and strengthening services for public-sector, corporate and institutional clients. The company said combining Frazer Lanier’s experience with its Corporate Banking and Capital Markets divisions will expand its municipal finance capabilities and provide clients with broader access to capital markets solutions.

“Two of our top priorities at Regions Bank are strategically expanding our services and investing in top-tier banking talent,” said John Turner, chairman, president and CEO of Regions Financial Corp. “By welcoming experienced bankers from Frazer Lanier to the Regions family, we are connecting Regions’ clients with even greater capabilities while advancing our long-term strategy for growth.”

Frazer Lanier will become part of Regions Bank’s Capital Markets division within the company’s Corporate Banking group.

“There’s a natural fit here,” said Brian Willman, head of Corporate Banking for Regions. “Frazer Lanier has built trust by staying close to clients and helping them navigate important decisions. That’s exactly how we approach relationships at Regions. Together, we can expand that model by bringing more ideas, more capabilities and more connectivity to clients across our markets.”

Regions, which has approximately $161 billion in assets, said the acquisition will strengthen its ability to serve municipalities, corporations and institutional clients across its multi-state footprint while expanding its municipal finance and investment banking services.

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Sherri Blevins is a staff writer for Yellowhammer News.  You may contact her at [email protected].

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9 steps to avoid a financial retirement “cliff-edge”

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9 steps to avoid a financial retirement “cliff-edge”
Preparation is key to a retirement plan (Alamy/PA) (Alamy/PA)

Retirement is often associated with greater freedom and the opportunity to enjoy the rewards of decades of work. But for many people, the transition from earning a regular pay cheque to relying on pensions and savings can feel less like a gentle glide and more like standing at the edge of a financial cliff-edge.

A YouGov survey of 6,224 UK adults found that 55% reported that they were concerned about running out of money in retirement and, among these worried respondents, 63% were under 50 years old.

However, the good news is that avoiding a financial retirement cliff-edge isn’t about having extraordinary wealth – it’s about making informed decisions before and throughout retirement.

Susan Hope, retirement expert and business development director at Scottish Widows (Scottish Widows/PA)
Susan Hope, retirement expert and business development director at Scottish Widows (Scottish Widows/PA)

We spoke to Susan Hope, retirement expert and business development director at Scottish Widows, who shared the following nine practical steps to help you build a retirement plan that can weather life’s uncertainties and give you greater confidence that your retirement years will be defined by peace of mind rather than financial stress.

1. Understand what state pension and credits you are entitled to

Coin on top of a state pension claim letter (Alamy/PA)
Coin on top of a state pension claim letter (Alamy/PA)

“Make sure the cornerstone of your financial retirement income is covered by the state and you’ve got everything you’re entitled to,” advises Hope. “If you go onto the HMRC app you can find out really quickly when your state pension age is and what you are due to get.

“Another important thing to look at on the app is a year-by-year breakdown of your national insurance contributions.”

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Hope recommends going back through your working years to make sure that you’ve got credits for every period because if you weren’t working due to unemployment, illness, or were caring for someone, you may be entitled to national insurance credits.

They help ensure you qualify for certain benefits, most notably the state pension, during periods when you weren’t working, were earning too little to pay National Insurance, or were claiming specific benefits.

2. Locate any lost or missing pension pots

Three glass jars of coins labelled pensions (Alamy/PA)
Three glass jars of coins labelled pensions (Alamy/PA)

“I have a huge bee in my bonnet about the £31 billion of untraced pensions that we have in the UK,” says Hope. “Go back through your LinkedIn or your CV and make sure that none of that £31 billion is languishing somewhere, because that is your money to have.”

Once you know the name of your previous employer or your old pension provider, you can use the government’s free Pension Tracing Service to help find lost pension pots.

3. Look at the UK’s different retirement living standards

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“I think it’s really useful to look at the UK’s retirement living standards, because that will give you an idea of how much you’re going to need in retirement, depending on what type of retirement you want to live,” recommends Hope.

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Finance

New questions about Trump’s taxes after financial disclosure release

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New questions about Trump’s taxes after financial disclosure release

President Trump’s financial disclosure is raising many questions. For some, these include ethical concerns about whether he is profiting from the presidency. It’s also highlighting another mystery: how much is he paying in taxes? CBS News senior White House correspondent Weijia Jiang has more.

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