List of 37 Acquired Financial Services Companies in Arizona

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Paradigm Tax Group Acquired Ryan 2022-07-19 Phoenix, Arizona, United States website	Financial Services	-	5	5	-
National Bank of Arizona Acquired Zions 1994-01-17 $61.2M Phoenix, Arizona, United States website	Financial Services	-	4	4	-
Hatton Consulting Acquired Creative Planning 2022-04-06 Phoenix, Arizona, United States website	Financial Services	-	1	1	-
Pathways Financial Partners Acquired Allworth Financial 2020-10-27 Tucson, Arizona, United States website	Financial Services	-	1	1	-
Americas Best 401k Acquired Creative Planning 2019-09-24 Scottsdale, Arizona, United States website	Financial Services	-	-	-	-
Meridian Bank N.A. Acquired UMB Financial 2014-12-15 $182.5M Wickenburg, Arizona, United States website	Financial Services	-	1	-	1
AVS Tax, Inc. Acquired Paradigm Tax Group 2014-01-15 Phoenix, Arizona, United States website	Financial Services	-	-	-	-
Community Bank of Arizona Acquired MidFirst Bank 2009-08-14 Phoenix, Arizona, United States	Financial Services	-	-	-	-
MRA Associates Acquired CapTrust 2021-01-07 Phoenix, Arizona, United States website	Financial Services	-	-	-	-
Public Safety Financial/Galloway Acquired Modern Wealth Management 2025-09-04 Mesa, Arizona, United States website	Financial Services	-	-	-	-
Heritage Bank N.A. Acquired HTLF 2012-12-07 $15.64M Arizona, United States	Financial Services	-	-	-	-
Southern Arizona Bancorp, Inc. Acquired National Bank of Arizona 1996-05-31 $25.3M Yuma, Arizona, United States	Financial Services	-	-	-	-
First Scottsdale Bank, National Association Acquired HTLF 2015-05-15 $17.7M Scottsdale, Arizona, United States website	Financial Services	-	-	-	-
Union Bank, N.A. Acquired MidFirst Bank 2009-08-14 Gilbert, Arizona, United States	Financial Services	-	-	-	-
Bank of the Southwest Acquired Arizona Bank & Trust, Inc. 2006-05-15 $18M Arizona, United States	Financial Services	-	-	-	-
TFB Bancorp, Inc. Acquired Glacier Bank 2016-11-15 $63.56M Yuma, Arizona, United States website	Financial Services	-	-	-	-

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