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

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Cambridge Landscape Acquired Sperber Landscape Companies 2024-10-14 Cambridge, Massachusetts, United States website	Financial Services	-	-	-	-
LeaseQ Acquired Centra Funding 2024-05-07 Burlington, Massachusetts, United States website	Financial Services	-	-	-	-
Asset Management Resources Acquired Wealth Enhancement Group 2023-12-19 Hyannis, Massachusetts, United States website	Financial Services	-	-	-	-
Northface Capital Acquired Carson Group 2022-12-01 Waltham, Massachusetts, United States	Financial Services	-	-	-	-
AlphaSimplex Acquired Virtus Investment Partners 2022-10-20 Boston, Massachusetts, United States website	Financial Services	-	-	-	-
College Finance Acquired Candidly 2022-06-15 Marblehead, Massachusetts, United States website	Financial Services	-	-	-	-
O'Shares Investments Acquired SS&C Technologies 2022-06-04 Boston, Massachusetts, United States website	Financial Services	-	-	-	-
Ferris Capital Acquired Creative Planning 2022-06-01 Southborough, Massachusetts, United States website	Financial Services	-	-	-	-
Northmark Bank Acquired Cambridge Trust 2022-05-23 $63M North Andover, Massachusetts, United States website	Financial Services	-	-	-	-
Randolph Bancorp Acquired bankHometown 2022-03-28 $146.5M Quincy, Massachusetts, United States website	Financial Services	-	1	1	-
Advantage Data Acquired Solve Advisors 2022-03-01 Boston, Massachusetts, United States website	Financial Services	-	-	-	-
FBX Acquired Curinos 2021-07-29 Boston, Massachusetts, United States	Financial Services	-	-	-	-
Meridian Bank Acquired Independent Bank 2021-04-22 $1.15B Peabody, Massachusetts, United States website	Financial Services	206	1	1	-
North American Management Acquired Wealth Enhancement Group 2021-03-02 Boston, Massachusetts, United States website	Financial Services	-	-	-	-
Boston Private Financial Holdings, Inc. Acquired SVB 2021-01-04 $900M Boston, Massachusetts, United States website	Financial Services	330	4	4	-
Eaton Vance Corp. Acquired Morgan Stanley 2020-10-08 $7B Boston, Massachusetts, United States website	Financial Services	1,683	1	1	-

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