Kalin G. Bornemann

Representative Experience

• Banking & Financial Institutions Plus

  • Represented banks throughout the western United States in various mergers and acquisitions (including both acquiring banks and acquired banks), including organizations with branches and operations throughout Washington, Oregon, Montana, Idaho, Utah, Nevada, and California.

  • Successfully formed bank holding companies (with regulatory approval from the Federal Reserve) for multiple community banks and closely held family organizations.

  • Regularly negotiates complex vendor contracts in light of the expectations of the various bank regulators, with a focus on financial technology providers, core processors, and other SaaS platforms.

  • Helped facilitate partnerships with emerging fintech companies by addressing matters involving permissible investments, joint ventures, and regulatory notifications and approvals.

  • Always “on call” to answer general operational questions, including those involving deposit accounts, funds transfers (e.g., wires, ACH transactions, etc.), and other common financial products and services.

  • Worked with banks and credit unions to review and revise client-facing documentation to make client onboarding and client service more enjoyable, including review of treasury management documents and forms, deposit account agreements, and similar documentation.