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

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Landmark Wealth Management Group Acquired Beacon Pointe 2024-10-16 Lake Elmo, Minnesota, United States website	Financial Services	-	-	-	-
RCC Acquired Cadex 2024-09-24 Maple Grove, Minnesota, United States website	Financial Services	-	-	-	-
First Minnetonka City Bank Acquired Bridgewater Bank 2024-08-28 Minnetonka, Minnesota, United States website	Financial Services	-	-	-	-
Ledge Wealth Acquired Dakota Wealth Management 2024-01-03 Sartell, Minnesota, United States website	Financial Services	-	-	-	-
Summit Wealth Advocates Acquired Avantax 2023-08-22 Prior Lake, Minnesota, United States website	Financial Services	-	-	-	-
CTB Financial Services Acquired Creative Planning 2023-08-22 Minneapolis, Minnesota, United States website	Financial Services	-	-	-	-
Securian Financial Group's Retail Wealth Business Acquired Cetera 2023-01-25 St. Paul, Minnesota, United States	Financial Services	-	-	-	-
Apruve Acquired TreviPay 2022-12-08 Minneapolis, Minnesota, United States website	Financial Services	-	-	-	-
f3 Companies Acquired Gallagher 2022-10-31 Burnsville, Minnesota, United States	Financial Services	-	-	-	-
Retail Financial Services Acquired FMS Solutions 2022-09-14 Plymouth, Minnesota, United States	Financial Services	-	-	-	-
Blue Water Acquired Voxtur Analytics 2022-08-15 $101M St. Louis Park, Minnesota, United States website	Financial Services	-	-	-	-
Fure Financial Acquired Mercer Advisors 2022-06-07 Bloomington, Minnesota, United States website	Financial Services	-	-	-	-
Eagle Team Acquired Simplicity Group 2022-06-07 Woodbury, Minnesota, United States website	Financial Services	-	-	-	-
Maple Bank Acquired Granite Bank 2022-05-18 Champlin, Minnesota, United States website	Financial Services	-	-	-	-
IFG Acquired Private Advisor Group 2022-03-16 Plymouth, Minnesota, United States website	Financial Services	-	-	-	-
Vantage Financial Acquired Peoples Bank 2022-02-16 $54M Excelsior, Minnesota, United States website	Financial Services	-	-	-	-

Subscribe Now and Get this List

Sign-up today to get full access

Unlimited Searches
Unlimited Profile Views
Build and Export Lists of

PE Backed Companies
Direct Investors & Acquirers
Advisors
Deals
& More

1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE
and M&A DB

Key Benefits

Stay informed on events in your industry
M&A research that takes seconds (not all afternoon)
Better understand your customers and prospects
Discover active buyers (or sellers)

Search

4.0K Private Equity Firms
201K M&A Transactions
204K Companies Involved in M&A
(Buyer, Seller, or Target)
3.6K M&A Advisors
(Investment Banks and Law Firms)
81K M&A Contacts
(PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.