CEO Advisory GroupJeff Cardone
Profile:
Jeff Cardone represents community banks, credit unions and other financial institutions, focusing primarily on transactional matters, including mergers and acquisitions, purchase and assumption transactions, credit union acquisitions of banks, mutual-to-stock conversions, mutual holding company formations and public offerings and private placements of subordinated debt/secondary capital. Mr. Cardone has worked on many complicated transactions in the financial services industries involving credit unions, including the largest credit union merger completed based on the net worth of the merging credit union and credit union/bank acquisition transactions that have established precedent in certain state jurisdictions. Mr. Cardone also counsels financial institutions and their board of directors on regulatory compliance, corporate governance, SEC reporting, listing standards of national stock exchanges, state fiduciary duty law and executive compensation matters.