More About Banking & Financial Services

Balch & Bingham provides full services to banks, trust companies, insurance carriers, investment firms, broker-dealers and other financial institutions. This work includes advice and assistance relating to regulatory and commercial issues at the state, regional and national level.

  • Banks
  • Saving Associations
  • Trust Companies 
  • Broker-Dealers
  • Insurance Companies
  • Investment Advisers
  • Pooled Investment Vehicles (including mutual funds, closed-end funds, and hedge funds)
  • Trust and Fiduciary Investment Services

Working with these clients, Balch:

  • Employs an interdisciplinary approach to mergers and acquisitions of financial institutions  and related transactions consistent with applicable banking, securities, tax, insurance and other laws and regulations.
  • Provides advice on bank trust, wealth management, securities and insurance activities.
  • Monitors legislative and regulatory developments at the federal and state level that could impact their interests.
  • Works with troubled institutions--depository institutions operating under Memoranda of Understanding, Cease and Desist orders, or conservatorships.
  • Offers comprehensive services in the area of consumer finance. 
  • Assists clients with development of their privacy procedures and disclosure. 

Our real estate group is involved in major real estate acquisition and sale transactions in the Southeast and we have extensive experience with commercial finance, lending and leasing.


They're phenomenal. We value their creative solutions, speed and responsiveness - they're always able to deliver quickly.

- Chambers USA