KBW’s Mutual Conversion Group guides savings associations, former credit unions, and insurance companies through the process of converting from mutual to stock ownership. With more than 180 conversions successfully concluded, KBW consistently ranks among the top firms in terms of the number of completed transactions.

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KBW People, Processes and Technology–Your Key to a Successful Offering

From 1992 to 2010 KBW has completed more than 180 conversion offerings totaling over $6.5 billion in gross proceeds. This number of successful conversion offerings would not have been possible without our market leading expertise and tremendous depth of experience. Simply put, KBW fields the most experienced team of conversion professionals in the marketplace today, and manages every offering with effective, time proven processes and procedures.

In addition, KBW has invested significantly in technology to support and enhance the conversion process. KBW’s Interactive Stock Center Solution is unique in the industry, providing a centralized, web-accessible resource for managing all aspects of the stock offering, proxy voting and management reporting process.

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