The facts are sourced from an 8-K filing with the SEC via EDGAR, published July 14, 2025. The deal's status is pending regulatory, indicating it had not yet closed as of that filing.
Multiple financial advisors are disclosed. On the acquirer side, Evercore and Commerce Street Capital, LLC are both serving as financial advisors to Huntington, per the source sentence naming both together, with no lead designation specified for either. On the target side, Keefe, Bruyette & Woods, a Stifel Company, is serving as financial advisor to Veritex, also without a specified lead designation.
Legal advisors are disclosed for both sides: Wachtell, Lipton, Rosen & Katz is serving as legal advisor to the acquirer, Huntington, while Simpson Thacher & Bartlett LLP is serving as legal advisor to the target, Veritex.
Beyond classifying the transaction as an all-stock merger valued at $1,900,000,000, the facts block does not specify the exchange ratio or the pro forma ownership split between Huntington and Veritex shareholders following the merger.
Several facts are not disclosed in this record. No expected closing date is given. The facts block does not specify the exchange ratio for the stock merger, and it does not indicate lead-advisor status for either Evercore or Commerce Street Capital on the Huntington side, or for Keefe, Bruyette & Woods on the Veritex side.