List of Acquisitive Acquired Financial Services Companies in Texas

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Avantax Acquired Cetera 2023-09-11 $1.2B Coppell, Texas, United States website	Financial Services	666	22	19	3
RGT Wealth Advisors LLC Acquired CI Financial 2020-11-24 Dallas, Texas, United States website	Financial Services	-	1	1	-
Independent Bank Acquired South State 2024-05-20 $2B McKinney, Texas, United States website	Financial Services	610	11	10	1
Cadence Bancorporation Acquired Cadence Bank 2021-10-29 Houston, Texas, United States website	Financial Services	924	3	2	1
Happy State Bank Acquired Centennial Bancshares, Inc. (Centennial Bank) 2022-04-01 Amarillo, Texas, United States website	Financial Services	-	1	1	-
1st Global, Inc. Acquired Avantax 2019-03-19 $180M Dallas, Texas, United States website	Financial Services	-	-	-	-
First Bank,19 Texas Retail Branches Acquired Prosperity Bank 2010-02-08 Texas, United States	Financial Services	-	-	-	-
The 401(k) Company Acquired Charles Schwab 2006-12-22 $115M Austin, Texas, United States website	Financial Services	-	-	-	-
4Trust Mortgage, Inc. Acquired First Financial Bank 2015-04-08 $1.9M Fort Worth, Texas, United States website	Financial Services	-	-	-	-
Allegiance Capital, Inc. Acquired Macquarie Bank 2008-03-06 Dallas, Texas, United States website	Financial Services	-	-	-	-
AIM Management Group, Inc. Acquired Invesco 1997-02-01 $1.6B Houston, Texas, United States website	Financial Services	-	-	-	-
Ascentium Capital LLC Acquired Regions Financial 2020-04-01 Kingwood, Texas, United States website	Financial Services	-	-	-	-
AIM Investments Acquired Invesco 1997-01-01 Houston, Texas, United States	Financial Services	-	-	-	-
Field Asset Services Acquired Assurant Specialty Property 2013-10-01 $55M Austin, Texas, United States website	Financial Services	-	-	-	-
The Bank Arlington Acquired Prosperity Bank 2012-04-01 Arlington,, Texas, United States	Financial Services	-	-	-	-
Republic Wealth Advisors LLC Acquired Mercer Advisors 2019-12-10 Austin, Texas, United States website	Financial Services	-	-	-	-

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