Explore All 380 Stake Purchase Financial Services Deals - Search the Database Free
Investment Summary |
|
|---|---|
| Date | February 25, 2019 |
| Target | Amerant Bank |
| Sector | Financial Services |
| Investor(s) | Patriot Financial Partners |
| Deal Type | Stake Purchase |
FILTER BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Focused |
Patriot Financial Partners is a private equity firm focused on acquiring and investing in community based banks, thrifts, and other related financial services companies throughout the US. Patriot is a hands-on investor and seeks businesses with assets between $500 million and $5 billion. Patriot Financial Partners was established in 2007 and is headquartered in Radnor, Pennsylvania.
| Deal Context for Investor | # |
|---|---|
| Overall | 28 of 32 |
| Sector: Financial Services | 27 of 31 |
| Type: Stake Purchase | 5 of 6 |
| State: Florida | 4 of 4 |
| Country: United States | 28 of 32 |
| Year: 2019 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-13 |
Beneficial Bancorp
Philadelphia, Pennsylvania, United States Beneficial Bancorp, Inc. ("Beneficial" or the "Company") is a mutual holding company and the wholly owned subsidiary of Beneficial Bank, a $4.43 billion Pennsylvania chartered savings bank originally founded in 1853. The Company operates 35 full-service banking offices in Chester, Delaware, Montgomery, Philadelphia, and Bucks Counties, Pennsylvania and 25 full-service banking offices in Burlington, Gloucester and Camden Counties, New Jersey. The Company is number nine in terms of deposit market share in the Philadelphia MSA and is number one among banks headquartered in the Philadelphia area. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-19 |
Bannockburn Global Forex
Cincinnati, Ohio, United States Bannockburn Global Forex LLC is a provider of currency trading services headquartered in Cincinnati, Ohio with regional sales offices located in New York, Kansas City, Chicago, Richmond, and Santa Monica. The company specializes in foreign exchange hedging and settlement transactions as well as currency-related advisory services for corporate and institutional clients. |
Sell | - |