Cetera Financial Group

200 North Sepulveda Boulevard, Suite 1300,
El Segundo, California 90245
United States,
(800) 879-8100
www.cetera.com

Cetera Financial Group is a network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading service provider to the investment programs of banks and credit unions.

M&A Summary

Buy vs Sell

Year ≤ '13 '14 '15 '16 '17 '18 T
Buy (0.0/yr) # 1 - - - - - 1
vol $79M $79M
Sell (0.0/yr) # - - - - - - 0
  1

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Deal Values

Buy # TOTAL
> $1B Sign-up to View
$100M to $1B Sign-up to View
< $100M Sign-up to View
TOTAL Sign-up to View
Largest Genworth Financial Investment Services Inc.
$79M (2012-01-12)
Sell # Total
> $1B Sign-up to View
$100M to $1B Sign-up to View
< $100M Sign-up to View
Total Sign-up to View

Cetera Financial Group was acquired by Genstar Capital on July 17, 2018.

Cetera Financial Group has acquired 1 company of its own.

Cetera Financial Group’s largest acquisition to date was in 2012, when it acquired Genworth Financial Investment Services for $79M. Cetera Financial Group has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

When analyzing the financial services sector as a whole, according to Mergr, in the last 3 years, there are 470 financial services companies that have made at least 1 acquisition, 22 have acquired at least 5 companies, and 5 have acquired more than 10 companies. The most prolific strategic financial services acquirer over the past 3 years is Mercer Advisors, with 7 acquisitions. The most prolific private equity acquirer in the financial services sector over the past 3 years is Genstar Capital with 4 platform acquisitions.

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