M&A Deal Summary

First Western Trust Acquires Rocky Mountain Bank

On July 22, 2021, First Western Trust acquired financial services company Rocky Mountain Bank for 48M USD

Acquisition Highlights
  • This is First Western Trust’s 2nd transaction in the Financial Services sector.
  • This is First Western Trust’s largest (disclosed) transaction.
  • This is First Western Trust’s 2nd transaction in the United States.
  • This is First Western Trust’s 1st transaction in Wyoming.

M&A Deal Summary
Date 2021-07-22
Target Rocky Mountain Bank
Sector Financial Services
Buyer(s) First Western Trust
Deal Type Merger
Deal Value 48M USD
Advisor(s) Piper Sandler & Co. (Financial)
GreenbergTraurig (Legal)

Target

Rocky Mountain Bank

Jackson, Wyoming, United States
Rocky Mountain Bank provides a wide range of products and services across three branches to community-based businesses and individuals located in Teton, Sublette, and Sweetwater counties. It offers business banking, specialty lending, deposits products as well as personal banking and wealth & trust solutions to individuals. Rocky Mountain Bank was formed in 1983 and is based in Jackson, Wyoming.

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Buyer(S) 1

Buyer

First Western Trust

Denver, Colorado, United States
Category Company
Founded 2002
Sector Financial Services
Employees310
Revenue 91M USD (2023)
DESCRIPTION

First Western Trust is a comprehensive boutique private bank and trust company providing personal trust, investment management, and family office services from branches in Colorado, Arizona and California. First Western Trust was founded in 2002 and is based in Denver, Colorado.

DEAL STATS #
Overall 2 of 2
Sector (Financial Services) 2 of 2
Type (Merger) 1 of 1
State (Wyoming) 1 of 1
Country (United States) 2 of 2
Year (2021) 1 of 1
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2008-10-31 Ryder Stilwell

Los Angeles, California, United States

Ryder, Stilwell, Inc. is a provider of financial consulting services.

Buy -
Mergr

Product

Company

Legal