First Western Trust - M&A Summary and Business Overview

Financial ServicesCompany

First Western Trust M&A Summary

First Western Trust has acquired 2 companies, including 1 in the last 5 years.

First Western Trust’s largest acquisition to date was in 2021, when it acquired Teton Financial Services for $48M. First Western Trust has acquired in 2 different US states. The Company’s most targeted sectors include financial services (100%).

First Western Trust Business Overview

Where is First Western Trust headquartered?

First Western Trust is headquartered in Denver, Colorado.

What is First Western Trust’s revenue?

First Western Trust disclosed revenue of 91M USD for 2023 and 110M USD for 2022.

How many employees does First Western Trust have?

First Western Trust has 310 employees.

What sector is First Western Trust in?

First Western Trust is a financial services company.

When was First Western Trust founded?

First Western Trust was founded in 2002.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Advisors 2

First Western Trust

First Western Financial, Inc.

1900 16th Street, Suite 1200,
Denver, Colorado 80202
United States,
(303) 531-8100
www.myfw.com

First Western Trust is a comprehensive boutique private bank and trust company providing personal trust, investment management, and family office services from branches in Colorado, Arizona and California. First Western Trust was founded in 2002 and is based in Denver, Colorado.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 - 1 - - - 2
vol $48M $48M
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Teton Financial Services, Inc. 2021-07-22 48M USD Merger
Jackson, Wyoming · www.rockymountainbank.com
Ryder, Stilwell, Inc. 2008-10-31 - Add-on Acquisition
Los Angeles, California · www.ryderstilwell.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) 48M (100%) - -
Total 2 $48M - -

By Geo

State/Country Buy Value Sell Value
United States 2 48M - -
  Wyoming 1 48M - -
  California 1 - - -
Total 2 $48M - -

Top M&A Advisors

Financial Deals
Keefe, Bruyette, & Woods, Inc.
1
Legal Deals
Otteson Shapiro
1

Deal Values

buy # Total
< $100M 1 $48M
TOTAL $48M
Largest Teton Financial Services, Inc.
$48M (2021-07-22)

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