Overview

Beth’s practice focuses on corporate, transactional and regulatory representation of commercial banks, holding companies, credit unions and other financial institutions, including mergers and acquisitions, corporate restructuring and financing and joint ventures.  Beth advises clients on structuring and raising capital through public and private debt and equity offerings.  She also advises publicly traded clients on securities law compliance and reporting obligations. She counsels holding companies and state and national banks on various federal and state regulatory compliance issues. Beth further advises clients on corporate governance and shareholder matters, including share repurchases and tender offers, as well as strategic and succession planning.

Experience

  • Representing Enterprise Bancorp, Inc. in its sale to Independent Bank Corp. (pending)
  • Represented Heartland BancCorp in its sale to German American Bancorp, Inc. (2025)
  • Served as underwriters’ counsel in equity offering by Eagle Financial Services, Inc. (2025)
  • Served as underwriters’ counsel in follow-on equity offering by Coastal Financial Corp. (2024)
  • Served as underwriter’s counsel in ChoiceOne Financial Services, Inc. equity offering (2024)
  • Represented Business First Bancshares, Inc. in its acquisition of Oakwood Financial, Inc. (2024)
  • Represented Spirit of Texas Bancshares, Inc. in its sale to Simmons First National Corporation (2021)
  • Served as underwriters’ counsel in initial public offering of FinWise Bancorp (2021)
  • Served as underwriters’ counsel in initial public offering of CrossFirst Bankshares, Inc. (2019)
  • Represented Tectonic Financial, Inc. in its initial public offering (2019)
  • Represented Trinity Capital Corporation in its sale to Enterprise Financial Services Corp (2019)

Affiliations

Professional

  • Director, Habitat for Humanity Texas, 2024
  • Member, IBAT Education Foundation – Women in Community Banking Planning Committee, Texas
  • Former Vice President and Director, Women in Community Banking, 2017–2023
  • Former Board Member, Women Attorneys’ Committee for the Greenville County United Way, 2009

Insights

Events & Speaking Engagements

  • January 2025
    Event
    “How Banks Should Make the Decision to Buy or Sell,” BankDirector – Acquire or be Acquired
  • September 2024
    Event
    “How Banks Should Make the Decision to Buy or Sell,” BankDirector – Bank Board Training Forum
  • June 2024
    Event
    “Corporate Governance as Your Bank Grows,” Texas Bankers Association – 2024 CFO Conference
  • January 2024
    Event
    “How Banks Should Make the Decision to Buy or Sell,” BankDirector – Acquire or be Acquired
  • November 2023
    Event
    “Legal Trends in Banking,” FORVIS 2023 Financial Services Virtual Symposium
  • January 2023
    Event
    “How Banks Should Make the Decision to Buy or Sell,” Bank Director – Acquire or Be Acquired, Phoenix, Arizona
  • January 2020
    Event
    “What Banks Need To Do and/or Change to Continue Growing,” Bank Director – Acquire or Be Acquired, Phoenix, Arizona
  • January 2018
    Event
    “How Things Change: Considerations for Different Asset Thresholds,” Bank Director – Acquire or Be Acquired, Phoenix, Arizona
  • September 2017
    Event
    “Capital Planning and M&A Update,” South Carolina Bankers Association – CFO Conference, Columbia, South Carolina
  • March 2017
    Event
    “Capital Planning for Community Banks: All Regulatory Roads Lead to Your Capital Plan,” Oregon Bankers Association – Finance & Accounting Conference, Portland, Oregon
  • February 2017
    Event
    “Capital and Management,” South Carolina Bankers Association - Safety & Soundness Conference, Columbia, South Carolina

News

Education

JD, Charleston School of Law, cum laude, Chief Justice, Moot Court Board, 2008

BA, International Studies and Spanish, Elon University, magna cum laude, 2004

Admissions

Texas

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