Boston Private Financial Holdings Overview

  • Founded
  • 1987

Founded
  • Status
  • Acquired/​Merged

  • Employees
  • 804

Employees
  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 9

  • Investments
  • 17

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
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Regional Banks
Acquirer
Primary Office
  • 10 Post Office Square
  • Boston, MA 02109
  • United States

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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 (33)

Name Title Board Seat Contact Info
Anthony DeChellis Chief Executive Officer & Board Member
Joseph Regan Senior VP & Principal Accounting Officer
W. MacDonald Chief Risk Officer & Executive Vice President
You’re viewing 3 of 33 executive team members. Get the full list »

Boston Private Financial Holdings Board Members (13)

Name Representing Role Since
0000000 000000000 Boston Private Financial Holdings Chief Executive Officer & Board Member 000 0000
0000000 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 %
-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 Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Boston Private Financial Holdings Investments & Acquisitions (17)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000 02-Oct-2014 0000000000 0000 Accounting, Audit and Tax Services (B2C) 0000000 0
000 000000000 20-Jan-2010 000000000 000.00 Consulting Services (B2B)
0000000, 0000 04-Aug-2008 000000000 Consulting Services (B2B) 000 00000
00000000 0000 01-Feb-2008 0000000000 00.00 Other Financial Services 000000 00
Coldstream Capital Management 01-Nov-2007 Secondary Transaction - Private Asset Management 000000 00
You’re viewing 5 of 17 investments and acquisitions. Get the full list »

Boston Private Financial Holdings Exits (10)

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 10 exits. Get the full list »