Boston Private Financial Holdings - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Boston Private Financial Holdings M&A Summary

Boston Private Financial Holdings has acquired 4 companies of its own.

Boston Private Financial Holdings’ largest acquisition to date was in 2005, when it acquired Gibraltar Financial for $242M. Boston Private Financial Holdings has acquired in 2 different US states. The Company’s most targeted sectors include financial services (100%).

Boston Private Financial Holdings Ownership

Who owns Boston Private Financial Holdings?

Boston Private Financial Holdings is owned by SVB Financial Group. It was acquired on January 4, 2021.

Was Boston Private Financial Holdings formerly PE-backed?

Yes. Boston Private Financial Holdings was formerly owned by 1 private investor.

Boston Private Financial Holdings Business Overview

Where is Boston Private Financial Holdings headquartered?

Boston Private Financial Holdings is headquartered in Boston, Massachusetts.

What is Boston Private Financial Holdings’ revenue?

Boston Private Financial Holdings disclosed revenue of 330M USD for 2019 and 366M USD for 2018.

How many employees does Boston Private Financial Holdings have?

Boston Private Financial Holdings has 779 employees.

What sector is Boston Private Financial Holdings in?

Boston Private Financial Holdings is a financial services company.

When was Boston Private Financial Holdings founded?

Boston Private Financial Holdings was founded in 1987.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Advisors 2

Boston Private Financial Holdings, Inc.

Ten Post Office Square,
Boston, Massachusetts 02109
United States,
(617) 912-1900
www.bostonprivate.com

Boston Private Financial Holdings, Inc. is a wealth management company that offers a full range of wealth management services to high net worth individuals, families, businesses, and select institutions through its three functional segments: Private Banking, Investment Management, and Wealth Advisory. Boston Private Financial Holdings was formed in 1987 and is based in Boston, Massachusetts.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 4 - - - - - 4
vol $415M $415M
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
Gibraltar Financial Corp. 2005-10-01 242M USD Add-on Acquisition
Coral Gables, Florida
Encino State Bank 2004-10-01 33M USD Add-on Acquisition
, California
First State Bancorp 2004-02-17 27M USD Add-on Acquisition
, California
Borel Private Bank And Trust Co. 2001-12-03 113M USD Add-on Acquisition
San Mateo, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 4 (100%) 415M (100%) - -
Total 4 $415M - -

By Geo

State/Country Buy Value Sell Value
United States 4 415M - -
  California 3 173M - -
  Florida 1 242M - -
Total 4 $415M - -

Top M&A Advisors

Financial Deals
Keefe, Bruyette, & Woods, Inc.
 2
Legal Deals
Goodwin Procter
 4

Deal Values

buy # Total
$100M to $1B 2 $355M
< $100M 2 $60M
TOTAL $415M
Largest Gibraltar Financial Corp.
$242M (2005-10-01)

Company Summary

SECTOR

Financial Services

Revenue

330   10% 2019
366   4% 2018
380   7% 2017
356   2016
(millions of USD) Show More Show Less

Employees

779

Established

1987

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