Bank of Southern California N.A. - M&A Summary and Business Overview

Financial ServicesCompany

Bank of Southern California N.A. M&A Summary

Bank of Southern California N.A. has acquired 3 companies, including 2 in the last 5 years. It has also divested 1 asset.

Bank of Southern California N.A.’s largest acquisition to date was in 2021, when it acquired Bank of Santa Clarita for $56M. Bank of Southern California N.A. has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Bank of Southern California N.A. Business Overview

Where is Bank of Southern California N.A. headquartered?

Bank of Southern California N.A. is headquartered in San Diego, California.

How many employees does Bank of Southern California N.A. have?

Bank of Southern California N.A. has 76 employees.

What sector is Bank of Southern California N.A. in?

Bank of Southern California N.A. is a financial services company.

When was Bank of Southern California N.A. founded?

Bank of Southern California N.A. was founded in 2001.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity3
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 4

Bank of Southern California, N.A.

12265 El Camino Real, Suite 100,
San Diego, California 92130
United States,
(858) 847-4700
www.banksocal.com

Bank of Southern California, N.A. is a provider of provider of financial products to individuals, professionals, and small-to-medium sized businesses. Bank of Southern California was founded in 2001 and is based in San Diego, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 2 - 1 - - - 3
vol $32M $56M $88M
Sell (0.2/yr) # - - 1 - - - 1
  4

Most Recent M&A

Company Date Value Type
Bank of Santa Clarita 2021-04-27 56M USD Add-on Acquisition
Santa Clarita, California · www.bankofsantaclarita.com
Bank of Southern California, N.A. - Three Branches 2021-04-19 - Divestiture
San Diego, California
CalWest Bancorp 2019-10-21 32M USD Merger
Irvine, California · www.calwestbancorp.com
Americas United Bank 2018-08-01 - Add-on Acquisition
Glendale, California · www.americasunitedbank.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (100%) 88M (100%) 1 (100%) -
Total 3 $88M 1 -

By Geo

State/Country Buy Value Sell Value
United States 3 88M 1 -
  California 3 88M 1 -
Total 3 $88M 1 -

Top M&A Advisors

Financial Deals
Raymond James - Investment Banking
1
D.A. Davidson & Co.
1
MJC Partners LLC
1
Legal Deals
Duane Morris
3

Deal Values

buy # Total
< $100M 2 $88M
TOTAL $88M
Largest Bank of Santa Clarita
$56M (2021-04-27)

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

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