M&A Deal Summary

UMB Financial Acquires Marquette Financial Companies

On December 16, 2014, UMB Financial acquired financial services company Marquette Financial Companies from Pohlad Companies for 183M USD

Acquisition Highlights
  • This is UMB Financial’s 7th transaction in the Financial Services sector.
  • This is UMB Financial’s 4th largest (disclosed) transaction.
  • This is UMB Financial’s 7th transaction in the United States.
  • This is UMB Financial’s 2nd transaction in Minnesota.

M&A Deal Summary
Date 2014-12-16
Target Marquette Financial Companies
Sector Financial Services
Buyer(s) UMB Financial
Sellers(s) Pohlad Companies
Deal Type Divestiture
Deal Value 183M USD
Advisor(s) D.A. Davidson & Co. (Financial)
Morgan Lewis (Legal)

Target

Marquette Financial Companies

Minneapolis, Minnesota, United States
Marquette Financial Companies provides banking, commercial finance, real estate lending and wealth management services to businesses and their owners. Pohlad family holdings also include companies in commercial real estate, automotive sales, and sports and entertainment, including the Minnesota Twins, a Major League Baseball franchise, as well as investments in privately held companies.

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Buyer(S) 1

Buyer

UMB Financial

Kansas City, Missouri, United States
Category Company
Founded 1913
Sector Financial Services
Employees3,599
Revenue 1.3B USD (2023)
DESCRIPTION

UMB Financial is a diversified financial holding company offers complete banking services, payment solutions, asset servicing and institutional investment management to customers. UMB Financial was founded in 1913 and is based in Kansas City, Missouri.

DEAL STATS #
Overall 7 of 10
Sector (Financial Services) 7 of 10
Type (Divestiture) 1 of 3
State (Minnesota) 2 of 2
Country (United States) 7 of 10
Year (2014) 3 of 3
Size (of disclosed) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-12-15 Meridian Bank N.A.

Wickenburg, Arizona, United States

Meridian Bank N.A. is a provider of full range of banking services.

Buy $183M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-09-20 The Bancorp HSA Portfolio

United States

The Bancorp HSA Portfolio includes approximately 40,000 accounts with $76 million in deposits and investment assets.

Buy -

Seller(S) 1

SELLER

Pohlad Companies

Minneapolis, Minnesota, United States
Category Company
Founded 1955
Sector Financial Services
Employees2,500
DESCRIPTION

Pohlad Companies is comprised of diverse businesses that employ more than 2,500 across the U.S. Founded by Carl R. Pohlad in the 1950s and now managed by his three sons Jim, Bob and Bill, the more than 25 businesses operate in financial services/banking; commercial real estate; automotive sales; sports and entertainment, including the Minnesota Twins, a Major League Baseball franchise; and investments in privately held companies.

DEAL STATS #
Overall 2 of 2
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (Minnesota) 1 of 1
Country (United States) 2 of 2
Year (2014) 2 of 2
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-07-01 MBI Energy Services

Belfield, North Dakota, United States

MBI Energy Services, Inc. is a provider of oilfield services in the Williston Basin of North Dakota and Montana. The company provides services that address the fluid management and related transportation needs for the entire life of an oil well. MBI Energy Services was founded in 1979 and is based in Belfield, North Dakota.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-11-01 PaR Systems

Shoreview, Minnesota, United States

PaR Systems, Inc. is a provider of integrated robotic automation and specialized material handling solutions. The company serves the aerospace, medical device, marine/defense, nuclear, and additional select industrial markets. PaR was founded in 1961 and is based in Shoreview, Minnesota.

Buy -
Mergr

Product

Company

Legal