List of Acquisitive Acquired Financial Services Companies in California

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
PacWest Bank Acquired Bank of California 2023-07-25 Beverly Hills, California, United States website	Financial Services	1,286	6	5	1
Mother Lode Holding Company Acquired First American 2022-01-12 Auburn, California, United States website	Financial Services	-	1	1	-
Pensionmark Acquired World Insurance Associates 2022-03-16 Santa Barbara, California, United States website	Financial Services	-	1	1	-
1st Pacific Bank of California Acquired City National Corp. 2010-05-07 San Diego, California, United States	Financial Services	-	-	-	-
1st Century Bancshares, Inc. Acquired MidFirst Bank 2016-03-10 Los Angeles, California, United States website	Financial Services	-	-	-	-
321Lend, Inc. Acquired Loans4less.Com, Inc. 2015-03-31 San Francisco, California, United States website	Financial Services	-	-	-	-
5 Arch Funding Corp. Acquired Redwood Trust 2018-04-30 Irvine, California, United States website	Financial Services	-	-	-	-
Finance 500 Acquired Stifel Financial 2024-03-14 Irvine, California, United States website	Financial Services	-	-	-	-
Borel Private Bank And Trust Co. Acquired Boston Private Financial Holdings, Inc. 2001-12-03 $113M San Mateo, California, United States	Financial Services	-	-	-	-
American Trust & Savings Bank - California Trust & Wealth Management Business Acquired Exchange Bank 2019-02-17 California, United States	Financial Services	-	-	-	-
Asiana Bank Acquired Hope Bancorp 2003-05-23 $8M Sunnyvale, California, United States	Financial Services	-	-	-	-
American Coast Title, Inc. Acquired loanDepot 2016-12-01 Glendale, California, United States website	Financial Services	-	-	-	-
MUFG Union Bank NA - Debt Servicing and Securities Custody Services Client Portfolio Acquired US Bank 2021-01-06 San Francisco, California, United States	Financial Services	-	-	-	-
Reilly Financial Advisors Acquired Creative Planning 2022-01-18 La Mesa, California, United States website	Financial Services	-	-	-	-
AccountNow Acquired Green Dot 2014-01-31 San Ramon, California, United States website	Financial Services	-	2	2	-
Global Real Analytics, LLC Acquired Charles Schwab Investment Management, Inc. 2007-01-01 San Francisco, California, United States	Financial Services	-	-	-	-

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