List of Acquired Financial Services Companies in New Jersey that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
M&R Capital Management Acquired Wealth Enhancement Group 2024-11-07 Summit, New Jersey, United States website	Financial Services	-	-	-	-
Kynex Acquired Numerix 2024-10-16 Fair Lawn, New Jersey, United States website	Financial Services	-	-	-	-
Investment Center Acquired LPL Financial 2024-09-04 Bedminster, New Jersey, United States website	Financial Services	-	-	-	-
Watters Financial Services Acquired The Retirement Planning Group 2024-08-06 Paramus, New Jersey, United States website	Financial Services	-	-	-	-
Walton Acquired ValeU Group 2024-03-28 Middletown, New Jersey, United States website	Financial Services	-	-	-	-
LWS Wealth Advisors Acquired MAI Capital 2024-03-04 Basking Ridge, New Jersey, United States website	Financial Services	-	-	-	-
Cornerstone Bank Acquired The Bank Of Princeton 2024-01-18 $17.9M Mount Laurel, New Jersey, United States website	Financial Services	-	-	-	-
Brighton Financial Planning Acquired Mercer Advisors 2023-12-06 Flemington, New Jersey, United States website	Financial Services	-	-	-	-
Focus Partners Acquired FLX Networks 2023-05-10 Paramus, New Jersey, United States website	Financial Services	-	-	-	-
Brunswick Bank & Trust Acquired Mid Penn Bank 2022-12-20 $53.9M New Brunswick, New Jersey, United States website	Financial Services	-	-	-	-
LoanFront Acquired Marlin Mortgage 2022-10-20 Hazlet, New Jersey, United States website	Financial Services	-	-	-	-
BlockFi Acquired FTX.US 2022-07-01 $240M Jersey City, New Jersey, United States website	Financial Services	-	-	-	-
Double N Advisors Acquired Convergence 2022-04-18 Old Bridge Township, New Jersey, United States website	Financial Services	-	-	-	-
RSI Bank Acquired Columbia Bank 2022-04-18 Rahway, New Jersey, United States website	Financial Services	-	-	-	-
Total Bank Solutions Acquired R&T Deposit Solutions 2022-03-28 Hackensack, New Jersey, United States website	Financial Services	-	-	-	-
SumRidge Partners Acquired Raymond James Financial 2022-03-28 Jersey City, New Jersey, United States website	Financial Services	-	-	-	-

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