Loomis & Co.

Loomis & Co., Inc.

111 Partridge Run,
Schenectady, New York 12309
United States
(518) 786-0100
www.loomisandco.com
info@loomisandco.com

Loomis & Co. is an investment banking, consulting, and financial advisory firm focused on serving clients in the financial services sector. The Firm provides merger and acquisition advisory, finance, financial restructuring, and valuation services to small and mid-sized banks and other financial businesses throughout the US. Loomis & Co. was established in 1992 and is based in Schenectady, New York.


M&A Advisory Summary

Buyside vs Sellside

Year '19 '20 '21 '22 '23 '24 T
Buyside (0.0/yr) - - - - - - 0
Sellside (0.0/yr) 1 - - - - - 1
  1

Most Recent

Target Company Date Value Type
Sign-up to View 2016-12-05 140M USD Financial Services
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Sector Experience

Sector # Value
Financial Services Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
  Massachusetts Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (1) Deals
Sign-up to View
1

Deal Values

Value # TOTAL
$100M to $1B Sign-up to View
< $100M Sign-up to View
TOTAL Sign-up to View
Largest Northeast Retirement Services, Inc.
$140M (2016-12-05)