Boston Private Financial Holdings

Boston Private Financial Holdings Overview

Founded 1987
Founded
Status Public
Employees 779
Employees
Stock Symbol BPFH
Stock Symbol
Investments 16
Share Price $6.87 (As of Friday 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 select institutions. It operates in two reportable segments such as Private Banking, and Wealth Management and Trust. The company generates maximum revenue from the Private Banking segment. Private Banking segment operates primarily in three geographic markets: New England, Northern California and Southern California.

Contact Information

Ownership Status
Publicly Held
Financing Status
Corporation
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 Tuesday closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$6.87 $7.41 $5.18 - $13.08 $606M 81.8M 636K $0.72

Boston Private Financial Holdings Financials Summary

In Thousands,
USD
TTM 31-Mar-2020 FY 2019 31-Dec-2019 FY 2018 31-Dec-2018 FY 2017 31-Dec-2017
Revenue 324,815 329,623 366,421 379,916
Net Income 61,386 80,028 80,384 40,591
Total Assets 8,746,326 8,830,501 8,494,625 8,311,744
Total Debt 7,737,082 7,869,280 7,594,605 7,372,459
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 (29)

Name Title Board Seat Contact Info
Timothy MacDonald Executive Vice President & Chief Risk Officer
Anthony DeChellis Chief Executive Officer & Board Member
Steven Gaven Chief Financial Officer, Finance & Executive Vice President
Maura Almy Chief Operating Officer, Operations & Executive Vice President
Patrick Dwyer Managing Director and Head of Strategic Business Development.

17 Former Executives

Boston Private Financial Holdings Board Members (8)

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

3 Former Board Members

Boston Private Financial Holdings Investments & Acquisitions (16)

To view Boston Private Financial Holdings‘s complete investment and acquisition history, request access >>
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 000000000
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

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Boston Private Financial Holdings Subsidiaries (1)

Company Name Industry Location Founded
000000, 0000000, 0 Hedge Fund New York, NY 0000

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-Jan-2006 Merger/Acquisition Completed