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

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
SBC Wealth Management Acquired Cerity Partners 2024-10-08 Indianapolis, Indiana, United States website	Financial Services	-	-	-	-
Amatulli and Associates Financial Services Acquired Ty J Young 2024-09-12 St John, Indiana, United States website	Financial Services	-	-	-	-
Shelton Financial Group Acquired Bluespring Wealth Partners 2024-07-18 Fort Wayne, Indiana, United States website	Financial Services	-	-	-	-
Martin James Acquired Modern Wealth Management 2023-10-19 Mooresville, Indiana, United States website	Financial Services	-	-	-	-
Petrow Kane Leemhuis Acquired Sikich 2022-06-30 Indianapolis, Indiana, United States website	Financial Services	-	-	-	-
Old National Bancorp. - HSA Business Acquired UMB Financial 2022-06-27 Evansville, Indiana, United States	Financial Services	-	-	-	-
Castle Wealth Advisors Acquired Creative Planning 2021-04-27 Indianapolis, Indiana, United States website	Financial Services	-	-	-	-
Vertical Financial Group Acquired OneDigital 2021-01-19 Valparaiso, Indiana, United States website	Financial Services	-	-	-	-
Ossian Financial Services, Inc. Acquired FM Bank 2020-12-21 $20M Ossian, Indiana, United States	Financial Services	-	-	-	-
Our Community Bank Acquired Crane Credit Union 2020-08-19 Spencer, Indiana, United States website	Financial Services	-	-	-	-
Miller Financial Management LLC Acquired Creative Planning 2020-08-18 Fishers, Indiana, United States website	Financial Services	-	-	-	-
Assurant Mortgage Solutions Group Acquired Xome 2018-08-02 $35M Indianapolis, Indiana, United States website	Financial Services	-	-	-	-
MainSource Financial Group, Inc. Acquired First Financial Bank 2017-07-25 $1B Greensburg, Indiana, United States website	Financial Services	161	10	10	-
Lafayette Community Bank Acquired Horizon Bank 2017-05-23 Lafayette, Indiana, United States website	Financial Services	-	-	-	-
Stonegate Mortgage Corp. Acquired Homepoint 2017-01-27 $211M Indianapolis, Indiana, United States website	Financial Services	-	2	1	1
Laporte Bancorp, Inc. Acquired Horizon Bank 2016-07-18 LaPorte, Indiana, United States website	Financial Services	20	1	-	1

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