Robert Flowers

Background

About Robert Flowers

Experienced with matters related to the acquisition or sale of existing financial institutions, and the acquisition, sale, establishment and relocation of branch offices. Advises clients on strategic planning designed to enhance or protect shareholder value, including Subchapter S restructuring, share repurchases/tender offers, holding company formations, anti-takeover strategic planning and corporate succession matters. Advises clients on all aspects of obtaining new financial institution charters (national bank, state bank), including the regulatory application process, capital acquisition phase and early stage development, as well as continued representation following bank opening. Experienced in assisting financial institutions and other entities in raising debt and equity capital through registered and exempt securities offerings. Experienced in the design, implementation and administration of tax qualified and non-qualified retirement and compensation arrangements, including significant experience with arrangements subject to Code section 409A. Advises clients on the design, implementation and administration of employee stock ownership plans and related transactions. Advises financial institution clients on ERISA, tax and corporate law requirements concerning employee benefit and employee compensation matters. Assist with ESOP transactions for public and private companies to infuse equity, manage corporate succession and restructure corporate groups; represented trustees and fiduciaries. Prepare and design ESOP documents, including plan documents and trust documents. Assist with ESOP related matters, including operation and administration matters ranging from distribution issues to Code section 409(p) analysis and resolution.