Patriot Financial Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Patriot Financial Partners’ most common sector for investment isfinancial services (100%). The Firm’s most common investment types include pipe (64%) and growth capital (19%). In total, Patriot Financial Partners has invested in 16 US states. Its largest (disclosed) acquisition occurred in 2010 when it acquired Heritage Commerce for $75M.

In the last 3 years, Patriot Financial Partners has exited 1 company. The Firm’s most common exit type is trade sale (79%). Patriot Financial Partners’ largest (disclosed) exit occurred in 2015 when it sold Square 1 Financial for $815M.

Join Mergr to view Patriot Financial Partners’ full profile and discover more large private equity firm investors just like it.

M&A Summary

  • M&A Total Activity36
    • M&A Buy Activity22
    • M&A Sell Activity14
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 17
  • M&A Advisors 4

Patriot Financial Partners

Patriot Financial Manager, L.P.

Suite 210 100 Matsonford Rd,
Radnor, Pennsylvania 19087
United States
(215) 399-4650
www.patriotfp.com
info@patriotfp.com

Patriot Financial Partners is a private equity firm focused on acquiring and investing in community based banks, thrifts, and other related financial services companies throughout the US. Patriot is a hands-on investor and seeks businesses with assets between $500 million and $5 billion. Patriot Financial Partners was established in 2007 and is headquartered in Radnor, Pennsylvania.


Investment Criteria

Sectors of Interest: Financial Services

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, PIPE

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 15 35
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 22 - - - - - 22
vol $138M $138M
Sell (0.4/yr) # 12 1 - 1 - - 14
vol $2.5B $185M $2.7B
  36

Most Recent M&A

Company Date Value Type
Sterling Bancorp 2022-02-01 - Merger
Pearl River, New York · www.sterlingbancorp.com
Radius Bancorp, Inc. 2020-02-18 185M USD Trade Sale
Boston, Massachusetts · www.radiusbank.com
Bannockburn Global Forex LLC 2019-06-19 - Trade Sale
Cincinnati, Ohio · www.bbgfx.com
Beneficial Bancorp, Inc. 2019-02-13 - Merger
Philadelphia, Pennsylvania · www.ir.thebeneficial.com
MBT Financial Corp. 2018-10-10 291M USD Stake Sale
Monroe, Michigan · www.mbandt.com
First Mariner Bank 2017-08-15 - Trade Sale
Baltimore, Maryland · www.1stmarinerbank.com
Heritage Oaks Bancorp. 2016-12-13 406M USD Trade Sale
Paso Robles, California · www.heritageoaksbancorp.com
Cape Bancorp, Inc. 2016-05-02 206M USD Trade Sale
Cape May Court House, New Jersey · www.capebankonline2.com
American Chartered Bancorp, Inc. 2015-11-23 449M USD Trade Sale
Schaumburg, Illinois · www.americanchartered.com
Atlantic Capital Bancshares, Inc. 2015-11-02 - IPO
Atlanta, Georgia · www.atlanticcapitalbank.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 5 (100%) 75M (100%) 22 (100%) 138M (100%)
Total 5 $75M 22 $138M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) 75M (100%) 22 (100%) 138M (100%)
  California 3 (60%) 75M (100%) 4 (18%) 75M (54%)
  New Jersey 1 (20%) - 2 (9%) -
  Florida - - 2 (9%) -
  North Carolina - - 2 (9%) -
  Virginia 1 (20%) - 1 (5%) -
  Massachusetts - - 1 (5%) 63M (46%)
  Kentucky - - 1 (5%) -
  Illinois - - 1 (5%) -
  Georgia - - 1 (5%) -
  Colorado - - 1 (5%) -
  South Carolina - - 1 (5%) -
  Pennsylvania - - 1 (5%) -
  Ohio - - 1 (5%) -
  New York - - 1 (5%) -
  Michigan - - 1 (5%) -
  Maryland - - 1 (5%) -
Total 5 $75M 22 $138M

Acquisitions by Deal Type

Type Current # Value All-time # Value
PIPE 5 (100%) 75M (100%) 14 (64%) 75M (54%)
Growth Capital - - 4 (18%) -
Buyout (LBO, MBO, MBI) - - 2 (9%) 63M (46%)
Recapitalization - - 2 (9%) -
Total 5 $75M 22 $138M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 8 (57%) 2.1B (77%)
Trade Sale 2 (14%) 312M (12%)
Merger 2 (14%) -
Stake Sale 1 (7%) 291M (11%)
IPO 1 (7%) -
Total 14 $2.7B

Top M&A Advisors

Financial Deals
Raymond James - Investment Banking
 1
Legal Deals
Blank Rome
 1
Luse Gorman
 1
Wachtell, Lipton, Rosen & Katz
 1

Deal Values

buy # Total
< $100M 2 $138M
TOTAL $138M
Largest Heritage Commerce Corp.
$75M (2010-06-21)
sell # Total
$100M to $1B 7 $2.7B
TOTAL $2.7B
Largest Square 1 Financial, Inc.
$815M (2015-10-07)

M&A Connections

Deals
Exited to
Strategic(s)
93%
13 (93%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.3B USD

Established

2007

Specialist/Generalist

Specialist

Leadership

James Lynch

Founding Partner

W. Kirk Wycoff

Managing Partner

James Murphy

CFO

James Deutsch

Partner

Michael High

Partner

FAQ

When was Patriot Financial Partners founded?

Patriot Financial Partners was founded in 2007.

What type of investor is Patriot Financial Partners?

Patriot Financial Partners is a private equity firm.

Where is Patriot Financial Partners headquartered?

Patriot Financial Partners is headquartered in Radnor, Pennsylvania.

How much capital does Patriot Financial Partners have under management?

Patriot Financial Partners has 1.3B USD under management.

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