M&A Deal Summary |
|
|---|---|
| Date | 2018-11-13 |
| Target | Leerink Swann |
| Sector | Financial Services |
| Buyer(s) | SVB |
| Sellers(s) | Lovell Minnick Partners |
| Deal Type | Add-on Acquisition |
| Deal Value | 280M USD |
| Advisor(s) | Sandler O'Neill + Partners (Financial) Skadden, Arps, Slate, Meagher & Flom (Legal) |
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| Category | Company |
|---|---|
| Founded | 1983 |
| Sector | Financial Services |
| Employees | 4,656 |
| Revenue | 6.2B USD (2022) |
SVB is a diversified financial services company. Through various subsidiaries and divisions, SVB offers a variety of banking and financial products and services to clients across the US. SVB offers commercial and private banking products and services through its principal subsidiary, Silicon Valley Bank, a California state-chartered bank and a member of the Federal Reserve System. Through its subsidiaries, the Bank also offers investment advisory, asset management, private wealth management, and brokerage services. SVB was founded in 1983 and is based in Santa Clara, California.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 3 |
| Sector: Financial Services M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 1 of 3 |
| State: Massachusetts M&A | 1 of 2 |
| Country: United States M&A | 1 of 3 |
| Year: 2018 M&A | 1 of 1 |
| Size (of disclosed) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-05-08 |
SVB Financial Group - CapMx Business
Santa Clara, California, United States SVB Financial Group - CapMx Business comprises equity management software product that helps private companies, their investors, and their law firms easily track and analyze corporate securities. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-04 |
Boston Private Financial Holdings
Boston, Massachusetts, United States Boston Private Financial Holdings, Inc. is a wealth management company that offers a full range of wealth management services to high net worth individuals, families, businesses, and select institutions through its three functional segments: Private Banking, Investment Management, and Wealth Advisory. Boston Private Financial Holdings was formed in 1987 and is based in Boston, Massachusetts. |
Buy | $900M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Lovell Minnick Partners is a private equity firm that targets investments in financial services companies located in North America and Europe. Specific areas of interest include asset management, financial planning, financial product distribution, outsource providers, specialty finance, and related administration and business services companies. The Firm looks to commit $40 to $150 million of equity capital per investment. Prospective transaction situations include divestitures, management buyouts, growth capital financings, and recapitalizations. Lovell Minnick was formed in 1999 and is headquartered in Radnor, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 19 of 31 |
| Sector: Financial Services M&A | 18 of 26 |
| Type: Add-on Acquisition M&A Deals | 4 of 10 |
| State: Massachusetts M&A | 2 of 2 |
| Country: United States M&A | 19 of 29 |
| Year: 2018 M&A | 1 of 1 |
| Size (of disclosed) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-11-13 |
SRS Acquiom
Denver, Colorado, United States SRS Acquiom is a provider of technology-enabled services related to M&A settlement support and risk mitigation. SRS Acquiom provides an integrated platform for professional services, technology solutions, and data that enables corporate acquirers, private equity firms and venture capital firms to navigate the complex M&A deal execution process more efficiently. SRS Acquiom was founded in 2007 and is based in Denver, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-01-08 |
ATTOM Data Solutions
Irvine, California, United States ATTOM Data Solutions provides premium property data to power products that improve transparency, innovation, efficiency, and disruption in a data-driven economy. ATTOM multi-sources property tax, deed, mortgage, foreclosure, environmental risk, natural hazard, and neighborhood data for more than 155 million U.S. residential and commercial properties covering 99 percent of the nation's population. ATTOM Data Solutions was founded in 1996 and is based in Irvine, California. |
Buy | - |
