M&A Deal Summary

Independent Trust Acquires Santa Fe Trust

On June 21, 2018, Independent Trust acquired business services company Santa Fe Trust

Acquisition Highlights
  • This is Independent Trust’s 1st transaction in the Business Services sector.
  • This is Independent Trust’s 1st transaction in the United States.
  • This is Independent Trust’s 1st transaction in New Mexico.

M&A Deal Summary
Date 2018-06-21
Target Santa Fe Trust
Sector Business Services
Buyer(s) Independent Trust
Deal Type Add-on Acquisition

Target

Santa Fe Trust

Santa Fe, New Mexico, United States
Santa Fe Trust, Inc. is a provider of cash commitments, annual reviews, taxes, and prompt statements. Santa Fe Trust is based in Santa Fe, New Mexico.

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Buyer(S) 1

Buyer

Independent Trust

Rapid City, South Dakota, United States
Category Company
Sector Business Services
DESCRIPTION

Independent Trust Co. is a provider of personal trust services. Independent Trust is based in Rapid City, South Dakota.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (New Mexico) 1 of 1
Country (United States) 1 of 1
Year (2018) 1 of 1
Mergr

Product

Company

Legal