List of Acquired Financial Services Companies in Georgia that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Infinity Financial Partners Acquired GCG Wealth Management 2024-10-08 Atlanta, Georgia, United States website	Financial Services	-	-	-	-
CornerCap Investment Counsel Acquired EP Wealth Advisors 2024-09-17 Atlanta, Georgia, United States website	Financial Services	-	-	-	-
Piedmont Bank Acquired United Bank 2024-05-10 $267M Peachtree Corners, Georgia, United States website	Financial Services	-	-	-	-
Capital Directions Acquired Savant Wealth Management 2023-02-22 Atlanta, Georgia, United States website	Financial Services	-	-	-	-
Paya Acquired Nuvei 2023-01-09 $1.3B Dunwoody, Georgia, United States website	Financial Services	249	3	3	-
The Heritage Bank Acquired The First Bank 2022-12-12 Hinesville, Georgia, United States website	Financial Services	-	-	-	-
Rosen Capital Management Acquired Creative Planning 2022-06-10 Macon, Georgia, United States website	Financial Services	-	-	-	-
Oakbridge Partners Acquired Homrich Berg 2022-04-04 Atlanta, Georgia, United States website	Financial Services	-	-	-	-
Stadion Acquired Smart 2022-01-06 Watkinsville, Georgia, United States website	Financial Services	-	-	-	-
ACG Wealth Acquired Mercer Advisors 2021-11-02 Atlanta, Georgia, United States website	Financial Services	-	-	-	-
Consilium Financial Group Acquired Merit Financial Advisors 2021-07-30 Roswell, Georgia, United States website	Financial Services	-	-	-	-
Cornerstone Bank Acquired Coastal States Bank 2021-04-23 Atlanta, Georgia, United States website	Financial Services	-	-	-	-
SouthCrest Bank Acquired Colony Bank 2021-04-22 $84M Atlanta, Georgia, United States website	Financial Services	35	-	-	-
Heritage Southeast Bank Acquired VyStar Credit Union 2021-03-31 Jonesboro, Georgia, United States website	Financial Services	-	-	-	-
Brightworth Acquired CI Financial 2021-03-15 Atlanta, Georgia, United States website	Financial Services	-	-	-	-
Fulcrum Partners LLC Acquired OneDigital 2021-01-28 Johns Creek, Georgia, United States website	Financial Services	-	-	-	-

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