Pathward Financial - M&A Summary and Business Overview

Financial ServicesCompany

Pathward Financial M&A Summary

Pathward Financial has acquired 5 companies. It has also divested 1 asset.

Pathward Financial’s largest acquisition to date was in 2015, when it acquired Fort Knox Financial Services for $50M. It’s largest disclosed sale occurred in 2007, when it sold Metabank West Central to Anita Bancorp. for $8M. Pathward Financial has acquired in 4 different US states. The Company’s most targeted sectors include financial services (40%) and business services (20%).

Pathward Financial Business Overview

Where is Pathward Financial headquartered?

Pathward Financial is headquartered in Sioux Falls, South Dakota.

What is Pathward Financial’s revenue?

Pathward Financial disclosed revenue of 501M USD for 2022 and 508M USD for 2021.

How many employees does Pathward Financial have?

Pathward Financial has 1,150 employees.

What sector is Pathward Financial in?

Pathward Financial is a financial services company.

When was Pathward Financial founded?

Pathward Financial was founded in 1954.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity5
    • M&A Sell Activity1
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 4

Pathward Financial

Pathward Financial, Inc.

5501 South Broadband Lane,
Sioux Falls, South Dakota 57108
United States,
(877) 497-7497
www.pathwardfinancial.com

Pathward Financial is a provider of financial products and services for commercial, agricultural, and retail customers. Meta Financial Group was founded in 1954 and is based in Sioux Falls, South Dakota.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 5 - - - - - 5
vol $108M $108M
Sell (0.0/yr) # 1 - - - - - 1
vol $8M $8M
  6

Most Recent M&A

Company Date Value Type
Crestmark Bancorp, Inc. 2018-01-09 - Add-on Acquisition
Troy, Michigan · www.crestmark.com
Specialty Consumer Services LP 2016-11-10 15M USD Add-on Acquisition
, Texas
EPS Financial LLC 2016-10-03 43M USD Divestiture
Easton, Pennsylvania · www2.epsfinancial.net
Fort Knox Financial Services Corp. 2015-07-16 50M USD Add-on Acquisition
Louisville, Kentucky · www.refund-advantage.com
AFS/IBEX Financial Services, Inc. 2014-12-03 - Add-on Acquisition
Dallas, Texas · ww.afsibex.com
Metabank West Central 2007-11-29 8M USD Divestiture
Stuart, Iowa
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (40%) - 1 (100%) 8M (100%)
Business Services 1 (20%) 15M (14%) - -
Information Technology 1 (20%) 43M (40%) - -
Internet Software and Services 1 (20%) 50M (47%) - -
Total 5 $108M 1 $8M

By Geo

State/Country Buy Value Sell Value
United States 5 108M 1 8M
  Texas 2 15M - -
  Pennsylvania 1 43M - -
  Michigan 1 - - -
  Kentucky 1 50M - -
  Iowa - - 1 8M
Total 5 $108M 1 $8M

Top M&A Advisors

Financial Deals
Sandler O'Neill + Partners LP
 2
Sterne Agee LLC
 1
Raymond James - Investment Banking
 1
Legal Deals
Katten Muchin Rosenman
 4

Deal Values

buy # Total
< $100M 3 $108M
TOTAL $108M
Largest Fort Knox Financial Services Corp.
$50M (2015-07-16)
sell # Total
< $100M 1 $8M
TOTAL $8M
Largest Metabank West Central
$8M (2007-11-29)

M&A Connections

Deals
Acquired from
Strategic(s)
20%
1 (20%)
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Revenue

501   2% 2022
508   15% 2021
443   2% 2020
452   65% 2019
275   22% 2018
226   2017
(millions of USD) Show More Show Less

Employees

1,150

Established

1954

Public

NASDAQ: CASH

Former Name

Meta Financial Group, Inc.

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South Dakota Companies , Financial Services Companies , United States Companies , South Dakota Financial Services Companies

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