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William Oliver is an associate in the Firm's Connective (Virtual) and Houston offices and a member of the Financial Services Department.

Overview


William Oliver represents financial institutions and other financial services providers, including banks, bank holding companies, nonbank lenders, investment advisers, wealth management firms, and private equity firms, in mergers and acquisitions, asset sales and purchases, equity and debt offerings, recapitalizations, and investments in other entities. He also advises clients on general corporate governance matters and the formation of business entities.

William advises depository and non-depository institutions on financial regulatory laws, including the Bank Holding Company Act, the Change in Bank Control Act, the Bank Secrecy Act, the Dodd-Frank Act, and various state banking, lending, licensing, and other regulatory compliance laws.

Additionally, William counsels clients on compliance with the rules and regulations of the Federal Reserve, the Office of the Comptroller of the Currency (OCC), the Federal Deposit Insurance Corporation (FDIC), the Consumer Financial Protection Bureau (CFPB), the Office of Foreign Assets Control (OFAC), state banking departments, and other federal and state financial regulators.

Prior to joining the Firm, William practiced in the Financial Institutions Advisory & Financial Regulatory Practice Group at a large international firm's New York office.

William also served on active duty in the U.S. Army from 2003 to 2017, during which he completed multiple overseas deployments and led soldiers in various organizations.

  • Represented a bank holding company in its agreement to merge with a special purpose vehicle formed by an investor group to recapitalize the bank holding company and pay existing shareholders up to $250 million in consideration for the merger.

  • Represented a Tennessee bank holding company and its community bank subsidiary in their mergers with an Indiana bank holding company and its national banking association subsidiary.

  • Represented a Georgia bank holding company and its community bank subsidiary in their mergers with a Tennessee bank holding company and its community bank subsidiary.

  • Represented a bank holding company and its community bank subsidiary in its acquisitions by merger of a bank holding company and its community bank subsidiary.

  • Represented a Tennessee-chartered bank in multiple branch acquisitions.

  • Represented various bank holding companies in their debt and equity offerings.

  • Represented various entities and investor groups in their agreements to acquire controlling and non-controlling investments in bank holding companies.

  • Represented a regional bank in the $337 million sale of its health care lending portfolio.

  • Represented underwriters in connection with multiple debt and equity offerings.

  • Guided a leading global private equity firm, through its acquisition vehicle, in engaging the Firm as special trust company and insurance regulatory counsel to execute a definitive agreement to acquire an advocacy wealth management company and its trust subsidiary.

  • Member – American Bar Association, Banking Law Committee (2023 – present)
  • Commissioned Officer, U.S. Army (Active Duty 2003 – 2017)
  • Recipient – Bronze Star Medal, Meritorious Service Medal, Joint Service Commendation Medal, two Army Commendation Medals, Army Achievement Medal, Combat Action Badge, Parachutist Badge, and multiple service ribbons

Disclaimer

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Baker Donelson professional admitted to the practice of law in New York and Tennessee; Texas bar application pending.

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