Boston Private Financial Holdings Overview

  • Founded
  • 1987
Founded
  • Status
  • Public
  • Employees
  • 804
Employees
  • Stock Symbol
  • BPFH
Stock Symbol
  • Investments
  • 16
  • Share Price
  • $15.14
  • (As of Monday Closing)

Boston Private Financial Holdings General Information

Description

Boston Private Financial Holdings Inc is a bank holding company. The company provides personal banking, wealth management, commercial banking, and asset management services to high net worth individuals, families, businesses, and institutions. It operates in two segments: Private Banking and Wealth Management & Trust. The company generates maximum revenue from the Private Banking segment. The private Banking segment operates primarily in three geographic markets: New England, Northern California, and Southern California.

Contact Information

Ownership Status
Publicly Held
Financing Status
Pending Transaction (M&A)
Primary Industry
Regional Banks
Stock Exchange
NAS
Primary Office
  • 10 Post Office Square
  • Boston, MA 02109
  • United States
+1 (617) 000-0000
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Boston Private Financial Holdings Stock Performance

(As of Monday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$15.14 $15.19 $5.00 - $15.50 $1.25B 82.5M 1.03M $0.67

Boston Private Financial Holdings Financials Summary

In Thousands,
USD
TTM 31-Mar-2021 FY 2020 31-Dec-2020 FY 2019 31-Dec-2019 FY 2018 31-Dec-2018
Revenue 334,179 327,310 329,623 366,421
Net Income 55,005 45,153 80,028 80,384
Total Assets 10,538,492 10,048,733 8,830,501 8,494,625
Total Debt 9,522,405 8,982,199 7,869,280 7,594,605
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Boston Private Financial Holdings Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Boston Private Financial Holdings Executive Team (38)

Name Title Board Seat Contact Info
Anthony DeChellis Chief Executive Officer & Board Member
James Brown Executive Vice President & President
Paul Simons President - Private Banking, Wealth & Trust
Steven Gaven Chief Financial Officer, Finance & Executive Vice President
Maura Almy Chief Operating Officer, Operations & Executive Vice President
You’re viewing 5 of 38 executive team members. Get the full list »

Boston Private Financial Holdings Board Members (12)

Name Representing Role Since
0000000 000000000 Boston Private Financial Holdings Chief Executive Officer & Board Member 000 0000
0000000 000000000 Self Board Member 000 0000
000000 000000 000 Boston Private Financial Holdings Board Member 000 0000
000000 000000 Self Board Member 000 0000
00000000 000000000 Self Board Member 000 0000
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Boston Private Financial Holdings Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Boston Private Financial Holdings Investments & Acquisitions (16)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000 000 02-Oct-2014 000000000000000000 0000 Accounting, Audit and Tax Services (B2C) 0000000 0000000
000 000000000000 0 20-Jan-2010 000000000 000.00 Consulting Services (B2B)
0000000, 000000 & 04-Aug-2008 000000000 Asset Management 000 00000000
00000000 00000 01-Feb-2008 000000000000000000 00.00 Other Financial Services 000000 0000000
Coldstream Capital Management 01-Nov-2007 Secondary Transaction - Private Asset Management 000000 0000000
You’re viewing 5 of 16 investments and acquisitions. Get the full list »

Boston Private Financial Holdings Subsidiaries (1)

Company Name Industry Location Founded
000000, 0000000, 0 Hedge Fund New York, NY 0000
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Boston Private Financial Holdings Exits (9)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000, 000000 & 04-Aug-2008 000000000 Completed
  • 000000 0000000 000
00000000 00000 01-Feb-2008 000000000000000000 00.00 Completed
  • 000000 0000000 000
0000000, 000000 & 31-Jul-2007 000000000000000000 Completed
  • 000000 0000000 000
0000000, 000000 & 02-Aug-2006 000000000 Completed
  • 000000 0000000 000
Anchor Capital Advisors 01-Jun-2006 Merger/Acquisition 000.00 Completed
You’re viewing 5 of 9 exits. Get the full list »