List of Acquisitive Financial Services Companies

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Mercer Advisors PE Backed Genstar Capital Oak Hill Capital 2015-03-25 Denver, Colorado, United States website	Financial Services	-	65	64	1
Creative Planning PE Backed General Atlantic 2020-02-07 Overland Park, Kansas, United States website	Financial Services	-	33	33	-
Valsoft Corp. Private Montreal, Quebec, Canada website	Financial Services	-	31	29	2
CI Financial Toronto (TSX) : CIX Toronto, Ontario, Canada website	Financial Services	2,073	20	20	-
Wealth Enhancement Group PE Backed TA Associates Onex Partners 2019-07-31 Plymouth, Minnesota, United States website	Financial Services	-	29	29	-
MAI Capital Private Cleveland, Ohio, United States website	Financial Services	-	12	12	-
JPMorgan Chase NYSE : JPM New York, New York, United States website	Financial Services	154,952	38	27	11
Goldman Sachs Asset Management Private New York, New York, United States website	Financial Services	-	19	17	2
B. Riley Financial NASDAQ : RILY Los Angeles, California, United States website	Financial Services	1,741	12	12	-
CBOE Global Markets Public Chicago, Illinois, United States website	Financial Services	3,774	14	14	-
Edelman Financial Engines PE Backed Hellman & Friedman Warburg Pincus HarbourVest Partners 2018-05-01 $3.02B Santa Clara, California, United States website	Financial Services	311	11	10	1
Waverly Advisors PE Backed HGGC 2021-12-01 Birmingham, Alabama, United States website	Financial Services	-	7	7	-
Franklin Templeton NYSE : BEN San Mateo, California, United States website	Financial Services	8,275	8	8	-
Foreside Acquired ACA Group 2021-11-17 Portland, Michigan, United States website	Financial Services	-	11	11	-
MasterCard NYSE : MA Purchase, New York, United States website	Financial Services	25,098	27	27	-
Kroll PE Backed Stone Point Capital Further Global NB Private Equity Partners Permira 2020-01-22 $4.2B New York, New York, United States website	Financial Services	384	19	18	1

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