Loomis & Co., Inc.

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

Loomis & Co., Inc. is an investment banking, consulting, and financial advisory firm focused on serving clients from small and mid-sized financial institutions throughout the nation. The Firm provides merger and acquisition advisory, capital financing, financial restructuring, and fairness opinion services. Loomis & Co. was established in 1992 and is based in Latham, 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)