First Foundation - M&A Summary and Business Overview

Financial ServicesCompany

First Foundation M&A Summary

First Foundation has acquired 5 companies, including 1 in the last 5 years.

First Foundation’s largest acquisition to date was in 2021, when it acquired TGR Financial for $295M. First Foundation has acquired in 3 different US states. The Company’s most targeted sectors include financial services (100%).

First Foundation Business Overview

Where is First Foundation headquartered?

First Foundation is headquartered in Dallas, Texas.

What is First Foundation’s revenue?

First Foundation disclosed revenue of 175M USD for 2023 and 329M USD for 2022.

How many employees does First Foundation have?

First Foundation has 564 employees.

What sector is First Foundation in?

First Foundation is a financial services company.

When was First Foundation founded?

First Foundation was founded in 1985.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 3

First Foundation

First Foundation, Inc.

200 Crescent Court, Suite 1400,
Dallas, Texas 75201
United States,
(469) 638-9636
www.firstfoundationinc.com

First Foundation is a provider of integrated investment management, wealth planning, consulting, trust and banking services. First Foundation was incorporated in 1985 and is based in Dallas, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 4 - 1 - - - 5
vol $28M $295M $323M
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
TGR Financial, Inc. 2021-06-03 295M USD Add-on Acquisition
Naples, Florida
PBB Bancorp. 2017-12-19 - Add-on Acquisition
Los Angeles, California · www.ibankpremier.com
Pacific Western Bank - Laguna Hills and Seal Beach, CA Retail Branches 2016-10-03 - Divestiture
Laguna Hills, California
Pacific Rim Bank 2015-06-16 12M USD Merger
Honolulu, Hawaii · www.pacificrimbank.com
Desert Commercial Bank 2012-08-15 16M USD Merger
Palm Desert, California · www.desertbanking.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 5 (100%) 323M (100%) - -
Total 5 $323M - -

By Geo

State/Country Buy Value Sell Value
United States 5 323M - -
  California 3 16M - -
  Hawaii 1 12M - -
  Florida 1 295M - -
Total 5 $323M - -

Top M&A Advisors

Financial Deals
Sandler O'Neill + Partners LP
1
D.A. Davidson & Co.
1
Legal Deals
Sheppard Mullin
2

Deal Values

buy # Total
$100M to $1B 1 $295M
< $100M 2 $28M
TOTAL $323M
Largest TGR Financial, Inc.
$295M (2021-06-03)

M&A Connections

Deals
Acquired from
Strategic(s)
20%
1 (20%)

 Subscribe to unlock this and 208,055
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.