UMB Financial - M&A Summary and Business Overview

Financial ServicesCompany

UMB Financial M&A Summary

UMB Financial has acquired 10 companies, including 2 in the last 5 years. It has also divested 4 assets.

UMB Financial’s largest acquisition to date was in 2024, when it acquired Heartland Financial USA for $2.0B. UMB Financial has acquired in 7 different US states. The Company’s most targeted sectors include financial services (100%).

UMB Financial Business Overview

Where is UMB Financial headquartered?

UMB Financial is headquartered in Kansas City, Missouri.

What is UMB Financial’s revenue?

UMB Financial disclosed revenue of 1,326M USD for 2023 and 1,359M USD for 2022.

How many employees does UMB Financial have?

UMB Financial has 3,599 employees.

What sector is UMB Financial in?

UMB Financial is a financial services company.

When was UMB Financial founded?

UMB Financial was founded in 1913.

M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity10
    • M&A Sell Activity4
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7
  • M&A Advisors 5

UMB Financial

UMB Financial Corp.

1010 Grand Boulevard,
Kansas City, Missouri 64106
United States,
(816) 860-7000
www.umb.com

UMB Financial is a diversified financial holding company offers complete banking services, payment solutions, asset servicing and institutional investment management to customers. UMB Financial was founded in 1913 and is based in Kansas City, Missouri.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 8 - - 1 - 1 10
vol $548M $2.0B $2.5B
Sell (0.4/yr) # 2 - - 1 - 1 4
  14

Most Recent M&A

Company Date Value Type
UMB Distribution Services LLC 2024-05-30 - Divestiture
Kansas, Missouri
Heartland Financial USA, Inc. 2024-04-29 2.0B USD Add-on Acquisition
Denver, Colorado · www.htlf.com
Old National Bancorp. - HSA Business 2022-06-27 - Divestiture
Evansville, Indiana
UMB Financial - Accounts Receivable Financing Division 2022-01-26 - Divestiture
Kansas, Missouri
Scout Investments 2017-04-20 - Divestiture
Kansas City, Missouri
The Bancorp HSA Portfolio 2016-09-20 - Divestiture
, United States
Marquette Financial Companies 2014-12-16 183M USD Divestiture
Minneapolis, Minnesota · www.marquette.com
Meridian Bank N.A. 2014-12-15 183M USD Add-on Acquisition
Wickenburg, Arizona · www.meridianbank.com
Marquette Financial Companies, Inc. 2014-12-15 183M USD Add-on Acquisition
Minneapolis, Minnesota · www.marquette.com
UMB Bank Colorado, National Association 2012-12-31 - Add-on Acquisition
Denver,, Colorado
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
UMB Bank, National Association    - 5Star Bank - Credit Card Portfolio 2010-05-26 3
Kansas City,, Missouri , United States
UMB Bank, National Association    - CardPartner, Inc. 2010-05-10 2
Kansas City,, Missouri New York, New York · www.cardpartner.com
UMB Bank, National Association    - American National Bank Corporate Trust Business 2009-12-01 1
Kansas City,, Missouri Denver, Colorado
UMB Healthcare Services, Inc.    - Benefit Administrators - HSA/MSA Business 2009-01-22 1
Kansas City,, Missouri · hsa.umb.com/index.htm , United States

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 10 (100%) 2.5B (100%) 3 (75%) -
Insurance - - 1 (25%) -
Total 10 $2.5B 4 -

By Geo

State/Country Buy Value Sell Value
United States 10 2.5B 4 -
  Missouri 2 - 4 -
  Minnesota 2 365M - -
  Colorado 2 2.0B - -
  Wisconsin 1 - - -
  Indiana 1 - - -
  Arizona 1 183M - -
Total 10 $2.5B 4 -

Top M&A Advisors

Financial Deals
RBC Capital Markets
 2
BofA Securities
 1
Legal Deals
Sullivan & Cromwell
 2
Davis Polk & Wardwell
 1
Holland & Hart
 1

Deal Values

buy # Total
> $1B 1 $2.0B
$100M to $1B 3 $548M
TOTAL $2.5B
Largest Heartland Financial USA, Inc.
$2.0B (2024-04-29)

M&A Connections

Deals
Acquired from
Strategic(s)
30%
3 (30%)
Divested to
Strategic(s)
100%
4 (100%)

Company Summary

SECTOR

Financial Services

Revenue

1,326   3% 2023
1,359   14% 2022
1,196   2% 2021
1,218   19% 2020
1,028   9% 2019
948   3% 2018
921   2% 2017
905   2016
(millions of USD) Show More Show Less

Employees

3,599

Established

1913

Public

NASDAQ: UMBF

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