Cetera Financial Group Mergers and Acquisitions Summary

Financial ServicesCompany

Cetera Financial Group has acquired 3 companies of its own, including 2 in the last 5 years.

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 2 different US states, and 2 countries. The Company’s most targeted sectors include financial services (100%).

Join Mergr and gain access to Cetera Financial Group’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 1
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.4/yr) # 1 - 1 - 1 - 3
vol $79M $79M
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
BAR Financial LLC 2021-01-13 - Add-on Acquisition
Concord, California · www.barfinancial.net
Foresters Financial - U.S. Brokerage & Investment Advisory Business 2019-04-09 - Divestiture
Toronto, Ontario
Genworth Financial Investment Services Inc. 2012-01-12 79M USD Add-on Acquisition
, United States
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (100%) 79M (100%) - -
Total 3 $79M - -

By Geo

State/Country Buy Value Sell Value
United States 2 79M - -
  California 1 - - -
Canada 1 - - -
  Ontario 1 - - -
Domestic 2 (67%) 79M (100%) - -
Cross-border 1 (33%) - - -
Total 3 $79M - -

Top M&A Advisors

Financial Deals
Deutsche Bank Corporate & Investment Banking
 1

Deal Values

buy # Total
< $100M 1 $79M
TOTAL $79M
Largest Genworth Financial Investment Services Inc.
$79M (2012-01-12)

M&A Connections

Deals
Acquired from
Strategic(s)
67%
2 (67%)

Company Summary

SECTOR

Financial Services

Established

2010

Former Name

ING Advisors Network

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