Heritage Financial Overview

Financial ServicesCompany

Where is Heritage Financial headquartered?

Heritage Financial is headquartered in Olympia, Washington.

What is Heritage Financial’s revenue?

Heritage Financial disclosed revenue of 168M USD for 2015 and 137M USD for 2014.

How many employees does Heritage Financial have?

Heritage Financial has 748 employees.

What sector is Heritage Financial in?

Heritage Financial is a financial services company.

When was Heritage Financial founded?

Heritage Financial was founded in 1927.

Heritage Financial Corp.

201 Fifth Avenue SW,
Olympia, Washington 98501
United States,
(360) 943-1500
www.heritagebankwa.com

Heritage Financial Corporation is a provider of various financial services to small businesses and general public and operates as the bank holding company for Heritage Bank. Heritage Financial Group, Inc. is the holding company for HeritageBank of the South, a community-oriented bank serving primarily Georgia, Florida and Alabama through 36 banking locations, 20 mortgage offices, and 5 investment offices.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # 8 - - - - 1 9
vol $566M $566M
Sell (0.0/yr) # - - - - - - 0
  9

Top M&A Advisors

Financial Deals
D.A. Davidson
4
Keefe, Bruyette & Woods
1
Gerrish Smith Tuck
1
Legal Deals
Breyer & Associates
4
Gerrish Smith Tuck
2
Barack Ferrazzano Kirschbaum & Nagelberg (BKFN)
1

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