Deal

KEYCORP /NEW/ acquires GradFin

May 2022 full acquisition ready

Snapshot

KEYCORP /NEW/ acquired GradFin for $72 million (≈$62M cash + $10M contingent consideration) in May 2022. The transaction was structured as cash plus contingent consideration. GradFin is a Philadelphia, Pennsylvania-based Consumer Bank / digital, niche lending services business.

Acquirer
KEYCORP /NEW/
Target
GradFin
Value
$72 million (≈$62M cash + $10M contingent consideration)
Date
May 2022
Type
full acquisition
Status
ready
01 Scorecard

The deal at a glance

Private-market deal
KEYCORP /NEW/ acquires GradFin
Deal value
$72 million (≈$62M cash + $10M contingent consideration)
Sector
Consumer Bank / digital, niche lending services
Date
May 2022
VectorShift
Made on VectorShift

About this deal

KEYCORP /NEW/ acquired GradFin for $72 million (≈$62M cash + $10M contingent consideration), a transaction completed in May 2022, structured as cash plus contingent consideration.

GradFin operates in Consumer Bank / digital, niche lending services, is based in Philadelphia, Pennsylvania. On May 2, 2022, KeyBank acquired GradFin, one of the nation's leading Public Service Loan Forgiveness counseling providers, founded in 2015 and headquartered in Philadelphia, Pennsylvania. GradFin offers high-touch advisory solutions for individuals managing student loan debt, with a focus on working with financial advisors and their clients. Consideration totaled $72 million, consisting of $62 million in cash and $10 million in contingent consideration.

The acquisition furthers Key's commitment to accelerate growth through targeted investments in digital, niche businesses, combining digital and human interaction to create a unique client experience.

Differentiated student-loan-forgiveness counseling capability and advisor-channel reach that fit Key's strategy of targeted digital, niche investments. Continued to operate under CEO Chris Walters within KeyBank.

GradFin combines the best of digital and human interaction to create a unique client experience.
Jamie Warder, Head of Digital, KeyCorp
We're excited to become part of the Key team because of their exceptional track record in acquiring and growing fintech companies.
Chris Walters, CEO, GradFin
Advisors not disclosed

No advisory firms have been disclosed for this transaction.

Sources Press release Last updated

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