Boston Private Financial Holdings Overview
- Founded
-
1987

- Status
-
Acquired/Merged
- Employees
-
804

- 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
Website
www.bostonprivate.com
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
Boston Private Financial Holdings Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Boston Private Financial Holdings Executive Team (33)
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 |
Boston Private Financial Holdings Signals
Boston Private Financial Holdings Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
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 |
Boston Private Financial Holdings Exits (10)
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
---|---|---|---|---|---|
0000000, 000000 & | 04-Aug-2008 | 000000000 | Completed |
|
|
00000000 00000 | 01-Feb-2008 | 000000000000000000 | 00.00 | Completed |
|
0000000, 000000 & | 31-Jul-2007 | 000000000000000000 | Completed |
|
|
0000000, 000000 & | 02-Aug-2006 | 000000000 | Completed |
|
|
Anchor Capital Advisors | 01-Jun-2006 | Merger/Acquisition | 000.00 | Completed |