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

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
HPS Investment Partners Acquired BlackRock 2024-12-03 $12B New York, New York, United States website	Financial Services	-	-	-	-
Nova Wealth Acquired Osaic 2024-11-11 Amherst, New York, United States website	Financial Services	-	-	-	-
Payitoff Acquired Array 2024-10-28 New York, New York, United States website	Financial Services	-	-	-	-
Atria Wealth Solutions Acquired LPL Financial 2024-10-01 New York, New York, United States website	Financial Services	-	6	6	-
SEP Financial Services Acquired Avantax 2024-09-26 Goshen, New York, United States website	Financial Services	-	-	-	-
M.Y. Safra Acquired BTG Pactual 2024-06-28 New York, New York, United States website	Financial Services	-	-	-	-
Piermont Wealth Management Acquired Wealth Enhancement Group 2024-03-28 Melville, New York, United States website	Financial Services	-	-	-	-
Beltz Ianni Acquired Modern Wealth Management 2024-03-06 Rochester, New York, United States website	Financial Services	-	-	-	-
UPTIQ Treasury and Credit Solutions Acquired UPTIQ 2024-01-29 New York, New York, United States	Financial Services	-	-	-	-
Advisors Successions Acquired Elite Consulting Partners 2023-12-01 Port Jefferson, New York, United States website	Financial Services	-	-	-	-
Koonce Securities Acquired TradeZero 2023-09-11 New York, New York, United States	Financial Services	-	-	-	-
StoneStreet Equity Acquired OneDigital 2023-06-22 Armonk, New York, United States website	Financial Services	-	-	-	-
Greenhill Acquired Mizuho Financial Group 2023-05-22 $550M New York, New York, United States website	Financial Services	258	-	-	-
Cambr Acquired NBH Bank 2023-04-19 New York, New York, United States website	Financial Services	-	-	-	-
Heron Wealth Acquired Wealthspire Advisors 2023-03-23 New York, New York, United States website	Financial Services	-	-	-	-
Mediant Acquired BetaNXT 2023-03-01 New York, New York, United States website	Financial Services	-	-	-	-

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