1 to 16

Name Sector Revenue
$mlns  
M&A Activity Last 5 Years
Total Buy Sell
Avitas
Acquired
Los Angeles, California, United States website
Financial Services - - - -
Theorem
Acquired
San Mateo, California, United States website
Financial Services - - - -
Community Bank of the Bay
Acquired
Oakland, California, United States website
Financial Services - - - -
Crown Capital Securities
Acquired
Orange, California, United States website
Financial Services - - - -
RH Wealth Advisors
Acquired
Ventura, California, United States
Financial Services - - - -
Wacker Wealth Partners
Acquired
San Luis Obispo, California, United States website
Financial Services - - - -
Finance 500
Acquired
Irvine, California, United States website
Financial Services - - - -
CB Resource
Acquired
Irvine, California, United States website
Financial Services - - - -
WealthSource
Acquired
San Luis Obispo, California, United States website
Financial Services - - - -
Luther Burbank
Acquired
Santa Rosa, California, United States website
Financial Services 179 - - -
Mortgage Lender Services
Acquired
Fair Oaks, California, United States website
Financial Services - - - -
Orka Finance
Acquired
San Francisco, California, United States website
Financial Services - - - -
Balance Homes
Acquired
West Hollywood, California, United States website
Financial Services - - - -
Goldman Sachs Personal Financial Management
Acquired
Newport Beach, California, United States website
Financial Services - - - -
Onramp Invest
Acquired
San Diego, California, United States website
Financial Services - - - -
PacWest Bank
Acquired
Beverly Hills, California, United States website
Financial Services 1,286 6 5 1

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