M&A Deal Summary

UMB Financial Acquires Meridian Bank N.A.

On December 15, 2014, UMB Financial acquired financial services company Meridian Bank N.A. for 183M USD

Acquisition Highlights
  • This is UMB Financial’s 6th transaction in the Financial Services sector.
  • This is UMB Financial’s 4th largest (disclosed) transaction.
  • This is UMB Financial’s 6th transaction in the United States.
  • This is UMB Financial’s 1st transaction in Arizona.

M&A Deal Summary
Date 2014-12-15
Target Meridian Bank N.A.
Sector Financial Services
Buyer(s) UMB Financial
Deal Type Add-on Acquisition
Deal Value 183M USD

Target

Meridian Bank N.A.

Wickenburg, Arizona, United States
Meridian Bank N.A. is a provider of full range of banking services.

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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 6 of 10
Sector (Financial Services) 6 of 10
Type (Add-on Acquisition) 6 of 7
State (Arizona) 1 of 1
Country (United States) 6 of 10
Year (2014) 2 of 3
Size (of disclosed) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-12-15 Marquette Financial Companies

Minneapolis, Minnesota, United States

Marquette Financial Companies, Inc. is a privately held financial-services company with a portfolio of businesses, including Phoenix-based Meridian Bank, N.A., and Ft. Worth-based Meridian Bank Texas. Meridian Bank, N.A. has eight branches in the Phoenix area, with total assets of $720 million, loans of $539 million and deposits of $574 million, as of September 30, 2014. Meridian Bank Texas has five branches in Ft. Worth, Dallas and Denton, with total assets of $433 million, loans of $318 million and deposits of $378 million, as of September 30, 2014.

Buy $183M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-12-16 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.

Buy $183M
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