List of Acquisitive Acquired Financial Services Companies in Florida

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
LSQ Funding Acquired Esker 2022-04-20 Orlando, Florida, United States website	Financial Services	-	1	1	-
1st United Bancorp, Inc. Acquired Valley Bank 2014-05-08 $312M Boca Raton, Florida, United States website	Financial Services	-	1	1	-
Anderen Bank Acquired 1st United Bancorp, Inc. 2012-04-01 $37M Palm Harbor, Florida, United States website	Financial Services	-	-	-	-
First Avenue National Bank Acquired Coastal Banking Co., Inc. 2016-04-07 Ocala, Florida, United States website	Financial Services	-	-	-	-
MidAmerica Administrative & Retirement Solutions Acquired U.S. Retirement & Benefits Partners 2022-01-03 Lakeland, Florida, United States website	Financial Services	-	-	-	-
Cash & Associates P.A. - Retirement Plan Consulting & Financial Services Business Acquired HUB International 2018-09-06 Orlando, Florida, United States	Financial Services	-	-	-	-
Sun American Bank Acquired First Citizens Bank 2010-03-05 Boca Raton, Florida, United States	Financial Services	-	-	-	-
North Avenue Capital Acquired Veritex Community Bank 2021-09-21 $57.5M Ponte Vedra, Florida, United States website	Financial Services	-	-	-	-
Prosper Financial Advisers Acquired Waverly Advisors 2023-11-14 St. Petersburg, Florida, United States website	Financial Services	-	-	-	-
Encore Bank N.A. Acquired Lake Michigan Credit Union 2018-10-26 Naples, Florida, United States website	Financial Services	-	-	-	-
Alarion Financial Services, Inc. Acquired Heritage Financial Group, Inc. 2014-04-22 Ocala, Florida, United States website	Financial Services	-	-	-	-
Cain Brothers Asset Management LLC Acquired BPV Capital Management LLC (dba Back Porch Vista) 2015-04-07 $1.65B Orlando, Florida, United States website	Financial Services	-	-	-	-
First Coast Wealth Advisors Acquired Heffernan Retirement Services 2024-01-31 St. Augustine, Florida, United States website	Financial Services	-	-	-	-
Wall Advisors Acquired Waverly Advisors 2022-12-05 Lakeland, Florida, United States website	Financial Services	-	-	-	-
ASPire Financial Services LLC Acquired PCS Retirement 2019-07-31 St. Petersburg, Florida, United States website	Financial Services	-	1	1	-
PMK Securities and Research, Inc. Acquired Hennion & Walsh, Inc. 2014-04-01 Delray Beach, Florida, United States	Financial Services	-	-	-	-

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