M&A Deal Summary |
|
|---|---|
| Date | 2021-10-20 |
| Target | TriState Capital Bank |
| Sector | Financial Services |
| Buyer(s) | Raymond James Financial |
| Deal Type | Add-on Acquisition |
| Deal Value | 1.1B USD |
| Advisor(s) | Stephens (Financial) Mayer Brown (Legal) |
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| Category | Company |
|---|---|
| Founded | 1962 |
| Sector | Financial Services |
| Employees | 18,000 |
| Revenue | 12.6B USD (2024) |
Raymond James Financial is a financial holding company, through its subsidiaries, that is engaged in the underwriting, distribution, trading, and brokerage of equity and debt securities, as well as the sale of mutual funds and other investment products in the United States, Canada, and Europe. Raymond James Financial was founded in 1962 and is based in St. Petersburg, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 10 |
| Sector: Financial Services M&A | 7 of 8 |
| Type: Add-on Acquisition M&A Deals | 7 of 8 |
| State: Pennsylvania M&A | 1 of 1 |
| Country: United States M&A | 7 of 8 |
| Year: 2021 M&A | 1 of 1 |
| Size (of disclosed) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-10 |
Northwest Plan Services
Seattle, Washington, United States Northwest Plan Services, Inc. is an independent recordkeeper and administrator of retirement plans. The Company provides a comprehensive suite of services for 401(k), profit sharing, defined contribution plans, defined benefit pension plans, and other plan types. In addition to recordkeeping, administration, compliance and participant services, the Company provides consulting, employee communication and actuarial services to a client base ranging from small to medium-sized companies having 50 to 500 employees to large, S&P 500 clients with tens of thousands of employees. Northwest Plan Services was formed in 1994 and is based in Seattle, Washington. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-28 |
SumRidge Partners
Jersey City, New Jersey, United States SumRidge Partners is a principal-based fixed income market maker, specializing in high yield and investment-grade corporate bonds, municipal bonds, institutional preferred securities, emerging market bonds, and non-agency mortgage-backed securities. SumRidge uses its own balance sheet to facilitate flow trading, ensuring instantaneous execution for its diverse client base. SumRidge also offers actionable fixed income trade ideas and trading desk commentary to a dynamic distribution platform of institutional, middle-market, and wealth management clients worldwide. SumRidge Partners was founded in 2010 and is based in Jersey City. |
Buy | - |
