List of Acquired Financial Services Companies that have Recently Acquired

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Avantax Acquired Cetera 2023-09-11 $1.2B Coppell, Texas, United States website	Financial Services	666	22	19	3
The Retirement Planning Group Acquired Cetera 2023-06-06 Leawood, Kansas, United States website	Financial Services	-	3	3	-
J.G. Wentworth Home Lending LLC Acquired Freedom Mortgage Corp. (dba Jefferson Home Mortgage and Loan) 2019-08-01 Chesterbrook, Pennsylvania, United States website	Financial Services	-	2	2	-
Mother Lode Holding Company Acquired First American 2022-01-12 Auburn, California, United States website	Financial Services	-	1	1	-
PI Financial Corp. Acquired NG Holdings Canada Ltd. 2018-12-18 Vancouver, British Columbia, Canada website	Financial Services	-	1	1	-
Atria Wealth Solutions Acquired LPL Financial 2024-10-01 New York, New York, United States website	Financial Services	-	6	6	-
Pensionmark Acquired World Insurance Associates 2022-03-16 Santa Barbara, California, United States website	Financial Services	-	1	1	-
J.P. Morgan & Co. Inc. Acquired JPMorgan Chase 2000-12-31 $36B New York, New York, United States website	Financial Services	-	4	2	2
United Fintech Acquired Danske Bank 2024-05-07 London, United Kingdom website	Financial Services	-	4	4	-
The First Bank Acquired Renasant 2024-07-29 $1.2B Hattiesburg, Mississippi, United States website	Financial Services	290	12	12	-
Summit Financial Group Acquired Burke & Herbert Financial Services 2024-05-03 Moorefield, West Virginia, United States website	Financial Services	144	8	7	1
Alcentra Acquired Franklin Templeton 2022-05-31 $350M London, United Kingdom website	Financial Services	-	2	2	-
Peoples Financial Corp. Acquired MainSource Financial Group, Inc. 2004-06-08 Biloxi, Mississippi, United States website	Financial Services	-	1	1	-
LSQ Funding Acquired Esker 2022-04-20 Orlando, Florida, United States website	Financial Services	-	1	1	-
eCapital LLC Acquired Accutrac Capital Solutions, Inc. 2019-06-27 Henderson, Nevada, United States website	Financial Services	-	4	4	-
Foreside Acquired ACA Group 2021-11-17 Portland, Michigan, United States website	Financial Services	-	11	11	-

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