#United States #Kahn Swick & Foti #New Orleans #CVB Financial #Heritage Commerce

Investigation into Heritage Commerce Corp Sale

On January 23, 2026, Kahn Swick & Foti, LLC (KSF), led by former Louisiana Attorney General Charles C. Foti, Jr., announced an investigation concerning the proposed sale of Heritage Commerce Corp (NASDAQ: HTBK) to CVB Financial Corp (NASDAQ: CVBF). The firm’s inquiry aims to assess the adequacy of the proposed transaction, which offers Heritage shareholders 0.65 shares of CVB common stock for every share of Heritage they own.

The primary goal of KSF is to determine if this offer accurately represents the value of Heritage Commerce Corp or if it ultimately undervalues the company. In recent financial analyses, experts have expressed concerns that the terms may not reflect the true worth of Heritage Commerce, given its recent performance and financial stability.

Background on Heritage Commerce Corp

Heritage Commerce Corp is known for its prominence in the banking sector, contributing significantly to local economies through various financial services. Established as a reliable banking institution, it has enjoyed a strong reputation among both consumers and investors alike.

Conversely, CVB Financial Corp, parent company of Citizens Business Bank, has positioned itself as one of California's most trusted banking institutions. This proposed acquisition strategy by CVB is being monitored closely, particularly given the pressing questions regarding its actual financial implications for Heritage’s shareholders.

Legal Insights by KSF

KSF’s legal team is keen to ensure that Heritage shareholders are adequately informed of their rights concerning this proposed transaction. They encourage any shareholders who believe the offered transaction undervalues Heritage to reach out. Particularly, shareholders have the right to question the transaction’s fairness and explore their options moving forward.

People with potential claims or concerns about the proposed sale are encouraged to connect with KSF. This outreach can simply be a discussion to uncover more insights regarding the sale process, and KSF offers these consultations without obligation or cost.

Shareholder’s Perspective

From a shareholder’s view, such an investigation is crucial as it aligns with the broader context of corporate governance and the necessity for fair valuation in acquisition scenarios. Shareholders are reminded that it is their right to demand transparency regarding corporate decisions that directly affect their investments.

In these times, when market circumstances can rapidly change, and valuations might not always reflect market realities, firms like Kahn Swick & Foti play an essential role in advocating for shareholder rights. For more details on this investigation, shareholders may contact KSF Managing Partner Lewis S. Kahn directly via email or phone.

Conclusion

As the investigation progresses, stakeholders will be eager to see whether KSF can provide any substantial insights that may alter the outcome of this acquisition. With the potential ramifications of the valuation on the stock and future direction for Heritage Commerce Corp, the importance of this investigation cannot be understated.

To stay updated on this matter and explore the potential implications of the proposed sale, keep an eye on further communications from KSF. For additional information about their investigation or to voice any opinions, please visit KSF's website or reach out directly to their team.

In the complex landscape of corporate acquisitions, vigilance and advocacy for shareholder rights continue to be paramount as more situations like this unfold in the financial sector.