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

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Tru Independence Acquired Sanctuary Wealth 2024-05-01 Portland, Oregon, United States website	Financial Services	-	-	-	-
Umpqua Bank Acquired Columbia Bank 2023-03-01 Portland, Oregon, United States website	Financial Services	1,270	11	10	1
Columbia Banking System - Seven Branches in Washington and Oregon Acquired 1st Security Bank 2022-11-07 Newport, Oregon, United States	Financial Services	-	-	-	-
Riverbend Lending Acquired Redwood Trust 2022-04-28 Lake Oswego, Oregon, United States website	Financial Services	-	-	-	-
Team Canales Acquired Churchill Mortgage Corp. 2021-08-26 Portland, Oregon, United States website	Financial Services	-	-	-	-
Umpqua Investments Acquired Steward Partners 2021-04-23 Portland, Oregon, United States website	Financial Services	-	-	-	-
McGee Wealth Management, Inc. Acquired Mercer Advisors 2021-01-11 Portland, Oregon, United States website	Financial Services	-	-	-	-
Willamette Community Bank Acquired People’s Bank of Commerce 2020-11-05 Albany, Oregon, United States website	Financial Services	-	-	-	-
Elev8 Mortgage LLC Acquired Churchill Mortgage Corp. 2020-02-27 Bend, Oregon, United States website	Financial Services	-	-	-	-
NAI Norris, Beggs & Simpson - Mortgage Banking Production Acquired Gantry, Inc. 2020-02-10 Portland, Oregon, United States	Financial Services	-	-	-	-
PFSC Acquired Vervent 2019-07-16 Portland, Oregon, United States website	Financial Services	-	-	-	-
SOLE Financial, Inc. Acquired Corpay 2019-07-08 Portland, Oregon, United States website	Financial Services	-	-	-	-
Sigma Investment Management Co. Acquired Mercer Advisors 2018-11-12 Portland, Oregon, United States website	Financial Services	-	-	-	-
LoanStar Home Loans LLC Acquired Commerce Home Mortgage LLC 2018-06-26 Portland, Oregon, United States website	Financial Services	-	-	-	-
Triumph Healthcare Finance Acquired CNH Finance 2018-03-19 Portland, Oregon, United States website	Financial Services	-	-	-	-
Premier Community Bank Acquired Heritage Financial Corp. 2018-03-08 $88.6M Hillsboro, Oregon, United States website	Financial Services	-	-	-	-

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