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Boston Private Financial Holdings

bostonprivate.com

Stage

Merger

Investors Count

2

Deal Terms

1

Portfolio Exits

4

Funding, Valuation & Revenue

2 Fundings

Boston Private Financial Holdings's latest funding round was a Acq - P2P for on July 1, 2021.

Boston Private Financial Holdings's latest post-money valuation is from July 2021.

Sign up for a free demo to see Boston Private Financial Holdings's valuations in July 2021 and more.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

7/1/2021

Acq - P2P

$99M

0

FY undefined

12

8/18/2008

PIPE

$99M

$99M

0

FY undefined

0

Date

7/1/2021

8/18/2008

Round

Acq - P2P

PIPE

Amount

$99M

Investors

Valuation

$99M

$99M

Revenue

0

FY undefined

0

FY undefined

Sources

12

0

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Boston Private Financial Holdings Deal Terms

1 Deal Term

Boston Private Financial Holdings's deal structure is available for 1 funding round, including their Acq - P2P from July 01, 2021.

Round

Acq - P2P

Funding Date

$99M

Pre-Money Valuation

Post-Money Valuation

$99M

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

$99M

Board Voting

$99M

Par Value

Round

Funding Date

Pre-Money Valuation

Post-Money Valuation

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

Board Voting

Par Value

Acq - P2P

$99M

$99M

$99M

$99M

Boston Private Financial Holdings Investors

2 Investors

Boston Private Financial Holdings has 2 investors. Silicon Valley Bank invested in Boston Private Financial Holdings's Acq - P2P funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

7/1/2021

7/1/2021

1
Acq - P2P

Diversified Financial Services

California

00/00/0000

00/00/0000

Carlyle

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Private Equity

DC

First funding

7/1/2021

00/00/0000

Last Funding

7/1/2021

00/00/0000

Investor

Carlyle

Rounds

1
Acq - P2P

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Board Seats

Type

Diversified Financial Services

Private Equity

Location

California

DC

Boston Private Financial Holdings Acquisitions

2 Acquisitions

Boston Private Financial Holdings acquired 2 companies. Their latest acquisition was Banyan Partners on October 03, 2014.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/3/2014

$99M

Acquired

2

2/15/2008

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$99M

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0

Date

10/3/2014

2/15/2008

Investment Stage

Companies

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Valuation

$99M

$99M

Total Funding

Note

Acquired

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Sources

2

0

Boston Private Financial Holdings Portfolio Exits

4 Portfolio Exits

Boston Private Financial Holdings has 4 portfolio exits. Their latest portfolio exit was Bingham, Osborn & Scarborough on November 23, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/23/2021

Merger

Bingham, Osborn & Scarborough

$99M

2

10/17/2018

Shareholder Liquidity

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$99M

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10

5/14/2013

Divestiture

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$99M

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10

5/16/2012

Acquired

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$99M

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0

Date

11/23/2021

10/17/2018

5/14/2013

5/16/2012

Exit

Merger

Shareholder Liquidity

Divestiture

Acquired

Companies

Bingham, Osborn & Scarborough

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Valuation

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

10

10

0

CB Insights
Looking for a leg up on competitive, customer and technology insights?
CB Insights puts confidence and clarity into your most strategic decisions.
See how. Join a demo.
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Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
MicrosoftWalmartWells Fargo

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