M&A Deal Summary |
|
|---|---|
| Date | 2014-04-18 |
| Target | Sterling Financial |
| Sector | Financial Services |
| Buyer(s) | Umpqua Holdings |
| Sellers(s) |
Warburg Pincus
Thomas H. Lee Partners |
| Deal Type | Add-on Acquisition |
| Deal Value | 2.0B USD |
| Advisor(s) | Sandler O'Neill + Partners LP (Financial) Davis Polk & Wardwell (Legal) |
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| Category | Company |
|---|---|
| Founded | 1953 |
| Sector | Financial Services |
| Employees | 3,410 |
| Revenue | 1.3B USD (2022) |
Umpqua Holdings operates as the holding company for Umpqua Bank and Umpqua Investments, Inc. that provide commercial and retail banking, and brokerage services to corporate, institutional, and individual customers in the United States. Umpqua Holdings was founded in 1953 and is based in Portland, Oregon.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 10 |
| Sector (Financial Services) | 10 of 10 |
| Type (Add-on Acquisition) | 10 of 10 |
| State (Pennsylvania) | 1 of 1 |
| Country (United States) | 10 of 10 |
| Year (2014) | 1 of 1 |
| Size (of disclosed) | 1 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-06-04 |
Financial Pacific Leasing
Federal Way, Washington, United States Financial Pacific Leasing, Inc. is a commercial finance company that leases equipment to small businesses. |
Buy | $158M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-23 |
Umpqua Investments
Portland, Oregon, United States Umpqua Investments is a registered broker-dealer and registered investment adviser, based in Portland, Oregon. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1966 |
| PE ASSETS | 83.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Warburg Pincus is a mega-sized, global private equity firm focused on investment opportunities across North America, Asia, and Europe. Warburg will consider investing at various company stages, from early-stage opportunities to distressed situations. Warburg Pincus is organized by industry groups. Verticals include financial services, healthcare, technology, media & telecommunications, energy, consumer & industrial, and real estate. Within financial services, Warburg will consider asset/wealth managers, banks, exchanges, financial technology, insurance, transaction processing, private banking, and specialty/consumer finance. Within healthcare, specific areas of interest include medical devices, healthcare services, and biotech/pharmaceuticals. Within technology/media/communications, Warburg targets software, media/internet/information, financial technology, telecom, business services, and systems/semiconductors. Within energy, specific areas of interest include oil/gas exploration, power generation/transmission, and alternative energy. Warburg Pincus raised its first fund in 1966 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 102 of 249 |
| Sector (Financial Services) | 7 of 19 |
| Type (Add-on Acquisition) | 39 of 90 |
| State (Pennsylvania) | 3 of 4 |
| Country (United States) | 67 of 136 |
| Year (2014) | 3 of 9 |
| Size (of disclosed) | 13 of 63 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-04-17 |
Electronic Funds Source
Ogden, Utah, United States Electronic Funds Source LLC is a provider of innovative and customized corporate payment technology solutions. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-04-24 |
PayScale
Seattle, Washington, United States PayScale, Inc. offers modern compensation software and the most precise, real-time, data-driven insights for employees and employers alike. PayScale was founded in 2002 and is based in Seattle, Washington. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1974 |
| PE ASSETS | 25.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Thomas H. Lee Partners, LP (THL) is a private equity firm that seeks buyout, expansion, consolidation, distressed, and recapitalization investments across various industries. Sectors of interest include business and information services, consumer products/retail, financial services, healthcare, industrial, and media/communications. THL looks to invest $100 to $400 million in companies valued up to $2.5 billion. Thomas H. Lee Partners, LP was formed in 1974 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 53 |
| Sector (Financial Services) | 1 of 1 |
| Type (Add-on Acquisition) | 10 of 18 |
| State (Pennsylvania) | 3 of 3 |
| Country (United States) | 19 of 44 |
| Year (2014) | 2 of 4 |
| Size (of disclosed) | 7 of 21 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-03-17 |
Grupo Corporativo ONO S.A.
Madrid, Spain Grupo Corporativo ONO S.A. is a broadband service provider. It offers direct access telephony, pay television and internet access services to the residential market where, ONO offers advanced voice, data and value-added services across its own high capacity local access and national backbone networks. |
Sell | €7.2B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-05-28 |
Prime Risk Partners
Alpharetta, Georgia, United States Prime Risk Partners is a provider of insurance distribution platform through selective acquisitions, strategic new hires, and thoughtful operations. Prime Risk Partners was founded in 2014 and is based in Alpharetta, Georgia. |
Buy | - |
