Don Meier

M&A*

• Represented a large, national, privately held mortgage company in its agreement to acquire another mortgage company in a stock purchase transaction, and an acquisition of key assets with more limited regulatory approvals.
• Advised founding owners of a national mortgage company in its sale to a private equity-affiliated buyer.
• Represented a licensed money transmitter in its acquisitions of two competitors in stock purchase transactions.
• Advised sponsor in SPAC transaction on mortgage industry-related terms of agreement for it to acquire a national mortgage lender valued at more than $10 billion at closing.
• Represented a federal savings bank in its sale of a default mortgage servicing platform and related assets, and an agreement for the purchaser to subservice the selling bank's defaulted loans.

Outsourcing*

• Represented a major Wall Street wealth management concern in significant multiyear business process outsourcing agreement related to its mortgage business.
• Negotiated a bulk and flow auto loan servicing agreement for a well-known publicly traded lender with a consumer loan contract servicer.
• Represented a large publicly traded regional bank and a major Wall Street wealth management concern in negotiations of their respective mortgage loan subservicing agreements with subservicers committing to accept loans for subservicing on fixed terms for multiple years.
• Represented a federal savings bank in its agreement with a SaaS provider to utilize and integrate its mortgage workflow management platform.

Fintech*

• Represented highly regarded nonbank fintech small business lender in establishing its first bank partnership to grow its business. 
• Advised nonbank with well-established non-U.S. lending business featuring loan repayment from payroll deductions in its negotiation of a bank partnership to launch its loan product in the U.S.
• Represented fintech offering small business merchant cash advance products overseas in developing transaction structures and forms to allow it to establish similar programs in the U.S.

Purchases and sales of loans and related rights*

• Represented an alliance of community banks establishing fixed terms for its members to purchase consumer personal loans from a well-known publicly traded marketplace lender, and for related loan servicing on terms meeting regulatory vendor management requirements.
• Advised a major Wall Street wealth management concern in negotiating a multiyear flow mortgage loan sale agreement.
• Represented federal savings bank in agreement for bulk sale of several billion dollars in aggregate principal amount of mortgage servicing rights.
• Advised national retailer selling charged-off receivables to debt buyer on a flow basis.

Credit card agreements*

• Represented issuing bank in connection with credit card program and servicing agreement and receivables sale agreement to establish a nonbank partner's network-branded credit cards.

Other business relationship agreements*

• Represented a major Wall Street wealth management concern in its entry into a marketing partnership with a large publicly traded mortgage lender.
• Advised a well-funded mobile payments joint venture on forms of agreements for engaging national merchants to participate and establish e-commerce initiatives.

*Denotes experience prior to joining Davis Wright Tremaine