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First Union National Bank

1908 FOUNDED
M&A STATUS
10K-15K EMPLOYEES
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
3 INVESTMENTS
Description

Provider of investment banking and brokerage services. The company offers accumulation planning, survivor needs, portfolio analysis and estate preservation services to the clients.

Formerly Known As
Union National Bank, First Union National Bank of North Carolina
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Investment Banks
Other Industries
Brokerage
Acquirer
Primary Office
  • 2 First Union Center
  • Charlotte, NC 28288
  • United States

First Union National Bank Valuation and Funding

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

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First Union National Bank Investments (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 06-Jan-2014 000000000 Financial Software
00000000 000 01-Jan-1999 00000 0000000 Other Financial Services
Conair 12-Dec-1995 PIPE 0000 Personal Products
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First Union National Bank Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000 000 01-Jan-1999 00000 0000000 Completed
  • 3 buyers
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