M&A Deal Summary

Washington Trust Acquires Halsey Associates

On June 2, 2015, Washington Trust acquired business services company Halsey Associates

Acquisition Highlights
  • This is Washington Trust’s 1st transaction in the Business Services sector.
  • This is Washington Trust’s 1st transaction in the United States.
  • This is Washington Trust’s 1st transaction in Connecticut.

M&A Deal Summary
Date 2015-06-02
Target Halsey Associates
Sector Business Services
Buyer(s) Washington Trust
Deal Type Add-on Acquisition
Advisor(s) Silver Lane Advisors (Financial)

Target

Halsey Associates

New Haven, Connecticut, United States
Halsey Associates, Inc. is a provider of comprehensive investment counseling services to high-net-worth families, corporations, foundations and endowment clients in Connecticut, metropolitan New York and throughout the United States.

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Buyer(S) 1

Buyer

Washington Trust

Westerly, Rhode Island, United States
Category Company
Founded 1800
Sector Financial Services
Employees665
Revenue 193M USD (2023)
DESCRIPTION

Washington Trust is a provides full range of financial services, including commercial banking, small business banking, personal banking and wealth management and trust services through its offices located in Rhode Island, Connecticut and Massachusetts. Washington Trust was founded in 1800 and is based in Westerly, Rhode Island.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Connecticut) 1 of 1
Country (United States) 1 of 1
Year (2015) 1 of 1
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