Boston Private Financial Hlds

Boston Private is a premier Wealth Management and Private Banking organization that owns affiliates in New England, New York, Los Angeles and the San Francisco Bay Area.  The Company positions its affiliates to serve the high net worth marketplace with high quality products and services of unique appeal to private clients.

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SVB Financial Group

LOS ANGELES, CA / ACCESSWIRE / March 23, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors ofSVB Financial Group ("SVB" or "the Company") (NASDAQ:SIVB) who previously held shares of Boston Private Financial Holdings, Inc. ("Boston Private") (NASDAQ:BPFH) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING LONG TERM SHAREHOLDER ALERT: The Schall Law Firm Encourages Investors in SVB Financial Group who were Shareholders in Boston Private Financial Holdings, Inc. to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / March 17, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of SVB Financial Group ("SVB" or "the Company") (NASDAQ:SIVB) who previously held shares of Boston Private Financial Holdings, Inc. ("Boston Private") (NASDAQ:BPFH) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING LONG TERM SHAREHOLDER REMINDER: The Schall Law Firm Encourages Investors in SVB Financial Group who were Shareholders in Boston Private Financial Holdings, Inc. to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / March 14, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of SVB Financial Group ("SVB" or "the Company") (NASDAQ:SIVB) who previously held shares of Boston Private Financial Holdings, Inc. ("Boston Private") (NASDAQ:BPFH) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

LONG TERM SHAREHOLDER ALERT: The Schall Law Firm Encourages Investors in SVB Financial Group who were Shareholders in Boston Private Financial Holdings, Inc. to Contact the Firm

NEW YORK, Sept. 21, 2021 /PRNewswire/ -- Notice is hereby given that Monteverde & Associates PC has filed a class action lawsuit in the United States District Court for the District of Massachusetts, Richard Savoy v.

Monteverde & Associates PC Filed a Class Action Lawsuit on Behalf of Shareholders of Boston Private Financial Holdings, Inc. in the District of Massachusetts

Adtalem Global Education

Cerence

S&P Global

NEW YORK, July 1, 2021 /PRNewswire/ -- Cerence Inc (NASD: CRNC) will replace Adtalem Global Education Inc. (NYSE: ATGE) in the S&P MidCap 400 and Adtalem Global Education will replace Boston Private Financial Holdings Inc. (NASD: BPFH) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, July 7. S&P 500 constituent SVB Financial Group (NASD: SIVB) completed its acquisition of Boston Private Financial Holdings today.

Cerence Set to Join S&P MidCap 400; Adtalem Global Education to Join S&P SmallCap 600

BOSTON--(BUSINESS WIRE)--Boston Private, a leading provider of integrated wealth management, trust and banking services, today released its 2021 “Why of Wealth” study, a comprehensive report that delves into the emotional dimensions of wealth, a continuation of the same topics explored in the 2018 edition of the survey. Importantly, the survey examines how perceptions of wealth differ by generation, and how those perceptions shifted during the Covid-19 pandemic. The “Why of Wealth” survey found

Boston Private 2021 “Why of Wealth” Study Reveals Generational Differences in Definition of Wealth

BOSTON--(BUSINESS WIRE)-- #FamilyWealthReportAwards--Boston Private wins the 2021 Family Wealth Report Award for “Outstanding Contribution to Wealth Management Thought Leadership.”

Boston Private Wins 2021 Family Wealth Report Award

BOSTON--(BUSINESS WIRE)--Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits, today announced that based on proxies submitted to the independent inspector of election for the special meeting of shareholders held today, preliminary voting results indicate that Boston Private shareholders have approved each of the proposals presented at the spec

Boston Private Shareholders Approve Merger with SVB Financial

SANTA CLARA, Calif., April 30, 2021 /PRNewswire/ -- SVB Financial Group ("SVB") (NASDAQ: SIVB) remains fully committed to the merger with Boston Private Financial Holdings, Inc. ("Boston Private") (NASDAQ: BPFH) and looks forward to completing the transaction.

SVB Financial Group Reiterates That It Will Not Increase Purchase Price for Boston Private

BOSTON--(BUSINESS WIRE)--Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits, reminds shareholders that the previously adjourned special meeting of shareholders to vote on the proposed transaction with SVB Financial Group (“SVB Financial”) will reconvene at 9:00 a.m. Eastern time on May 4, 2021. The Boston Private Board believes that the SVB F

Boston Private Reminds Shareholders of Upcoming Special Meeting on May 4, 2021 Regarding the Proposed Transaction with SVB Financial

NEW YORK--(BUSINESS WIRE)--HoldCo Asset Management, LP and its managed funds (collectively, "HoldCo"), which own 4,049,816 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) ("Boston Private," "BPFH," or the "Company"), representing approximately 4.9% of the Company's outstanding shares, today issued the following public letter to Greg Becker, President and CEO of SVB Financial Group (“SVB”) in connection with its proposed merger (the “Merger”) with BPFH. Mr. Becke

HoldCo Issues Public Letter to SVB President and CEO Greg Becker

NEW YORK--(BUSINESS WIRE)--HoldCo Asset Management, LP and its managed funds (collectively, "HoldCo"), which own 4,049,816 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) ("Boston Private," "BPFH," or the "Company"), representing approximately 4.9% of the Company's outstanding shares, today issued the following statement on BPFH's manipulative tactics to delay the shareholder vote tally at the Company's special meeting of shareholders (the “Special Meeting”) to

HoldCo Comments on Boston Private's Adjournment of Special Meeting Without Requisite Vote to Approve SVB Merger

SANTA CLARA, Calif., April 27, 2021 /PRNewswire/ -- On April 27, 2021 Boston Private Financial Holdings, Inc. ("Boston Private") (NASDAQ: BPFH) adjourned its special meeting of shareholders until May 4, 2021 to solicit additional votes in support of the merger between Boston Private and SVB Financial Group ("SVB") (NASDAQ: SIVB).

SVB Financial Group CONFIRMS Announced Purchase Price for Boston Private is 'Best and Final'

BOSTON--(BUSINESS WIRE)--Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits, today announced that it has convened and adjourned, without conducting any other business, the special meeting of shareholders, scheduled to occur at 10:00 a.m. Eastern time on April 27, 2021, until 9:00 a.m. Eastern time on May 4, 2021, the earliest available date f

Boston Private Announces Adjournment of Special Meeting of Shareholders to May 4, 2021

BOSTON--(BUSINESS WIRE)--Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits, today announced that independent proxy advisory firm Egan-Jones has joined Institutional Shareholder Services (“ISS”) and Glass Lewis & Co. (“Glass Lewis”) in recommending that Boston Private shareholders vote “FOR” the proposed transaction with SVB Financial Gro

Independent Proxy Advisory Firm Egan-Jones Joins ISS and Glass Lewis in Recommending that Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB Financial

Boston Private Financial (BPFH) delivered earnings and revenue surprises of -31.58% and 3.74%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

Boston Private Financial (BPFH) Q1 Earnings Miss Estimates

BOSTON--(BUSINESS WIRE)--Boston Private Reports First Quarter 2021 Results

Boston Private Reports First Quarter 2021 Results

BOSTON--(BUSINESS WIRE)--Independent Proxy Advisory Firm Glass Lewis Joins ISS in Recommending that Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB

Independent Proxy Advisory Firm Glass Lewis Joins ISS in Recommending that Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB Financial

NEW YORK--(BUSINESS WIRE)--HoldCo Asset Management, LP and its managed funds (collectively, "HoldCo"), which own 4,049,816 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) ("Boston Private," "BPFH," or the "Company"), representing approximately 4.9% of the Company's outstanding shares, today issued the following statement in response to a “cautionary” report by Institutional Investor Services Inc. (“ISS”) regarding BPFH's planned merger (the “Merger”) with SVB Fi

HoldCo Comments on ISS Report Regarding Proposed Boston Private / SVB Merger

BOSTON--(BUSINESS WIRE)--Independent Proxy Advisory Firm ISS Recommends Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB Financial

Independent Proxy Advisory Firm ISS Recommends Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB Financial

NEW YORK--(BUSINESS WIRE)--HoldCo Asset Management, LP and its managed funds (collectively, "HoldCo"), which own 4,049,816 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) ("Boston Private," "BPFH," or the "Company"), representing approximately 4.9% of the Company's outstanding shares, today issued an investor presentation rebutting BPFH's misleading and self-serving claims contained in its April 7, 2021 letter to shareholders and investor presentation. HoldCo co

HoldCo Issues Presentation Rebutting BPFH's Misleading and Self-Serving Claims

BOSTON--(BUSINESS WIRE)--Boston Private Files Investor Presentation and Board of Directors Sends Letter to Shareholders Regarding the Proposed Transaction with SVB Financial

Boston Private Files Investor Presentation and Board of Directors Sends Letter to Shareholders Regarding the Proposed Transaction with SVB Financial

NEW YORK--(BUSINESS WIRE)--HoldCo Asset Management, LP and its managed funds (collectively, "HoldCo"), which own 4,049,816 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) ("Boston Private," "BPFH," or the "Company"), representing approximately 4.9% of the Company's outstanding shares, today issued an investor presentation detailing its strong opposition to BPFH's planned merger (the “Merger”) with SVB Financial Group (“SVB”) and urging all shareholders to vote N

HoldCo Issues Detailed Presentation on Boston Private's Proposed Merger with SVB

Boston Private Financial (BPFH) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Is Boston Private Financial (BPFH) Stock a Solid Choice Right Now?

NEW YORK--(BUSINESS WIRE)--HoldCo Asset Management, LP and its managed funds (collectively, "HoldCo"), which own 4,049,816 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) ("Boston Private," "BPFH," or the "Company"), representing approximately 4.9% of the Company's outstanding shares, today issued the following letter to the Company's shareholders. Dear Fellow Shareholders: HoldCo Opportunities Fund III, L.P. (together with its affiliates, “HoldCo” or “we”) bene

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