M&A Deal Summary

Pathways Financial Partners Acquires SMART Federal Credit Union

On February 27, 2025, Pathways Financial Partners acquired financial services company SMART Federal Credit Union

Acquisition Highlights
  • This is Pathways Financial Partners’ 1st transaction in the Financial Services sector.
  • This is Pathways Financial Partners’ 1st transaction in the United States.
  • This is Pathways Financial Partners’ 1st transaction in Ohio.

M&A Deal Summary

Date 2025-02-27
Target SMART Federal Credit Union
Sector Financial Services
Buyer(s) Pathways Financial Partners
Deal Type Add-on Acquisition

Target

SMART Federal Credit Union

Columbus, Ohio, United States
SMART Federal Credit Union offers free mobile banking apps, online banking, online bill pay, account transfers and quicken services to members. SMART Federal Credit Union was founded in 1952 and is based in Columbus, Ohio.

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Buyer(S) 1

Buyer

Pathways Financial Partners

Tucson, Arizona, United States

Category Company
Sector Financial Services
DESCRIPTION

Pathways Financial Partners specializes in investing and retirement planning for individuals and families and works with businesses that sponsor 401(k) plans, in the Southwest United States. Pathways Financial Partners is based in Tucson, Arizona.


DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Ohio) 1 of 1
Country (United States) 1 of 1
Year (2025) 1 of 1