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

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Halpern Acquired MAI Capital 2024-10-07 Ashburn, Virginia, United States website	Financial Services	-	-	-	-
Englert Financial Acquired LPL Financial 2024-07-31 Springfield, Virginia, United States website	Financial Services	-	-	-	-
WST Acquired Clearstead 2024-04-02 Norfolk, Virginia, United States website	Financial Services	-	-	-	-
American National Acquired Atlantic Union Bank 2024-04-01 Danville, Virginia, United States website	Financial Services	-	-	-	-
Frontier Community Bank Acquired National Bankshares 2024-01-24 $17.1M Waynesboro, Virginia, United States website	Financial Services	-	-	-	-
Freedom Street Partners Acquired Steward Partners 2023-11-16 Chesapeake, Virginia, United States website	Financial Services	-	-	-	-
Ascent Group Acquired Alera Group 2023-01-04 Virginia Beach, Virginia, United States	Financial Services	-	-	-	-
Fellows Financial Acquired Wealthcare Capital Management 2022-09-09 Leesburg, Virginia, United States website	Financial Services	-	-	-	-
HCO Private Wealth Acquired Mercer Advisors 2022-07-07 Roanoke, Virginia, United States website	Financial Services	-	-	-	-
OVM Financial Acquired AnnieMac Home Mortgage 2022-06-30 Virginia Beach, Virginia, United States website	Financial Services	-	-	-	-
DHFB Acquired Cary Street Partners 2022-06-08 Roanoke, Virginia, United States website	Financial Services	-	-	-	-
First Community Bank Acquired Opportunity Bank of Montana 2022-05-02 $38.6M Bluefield, Virginia, United States website	Financial Services	130	-	-	-
Lenders Funding Acquired Great Elm 2021-09-20 $7.25M Williamsburg, Virginia, United States website	Financial Services	-	-	-	-
FVCbank Acquired Blue Ridge Bank 2021-07-14 Fairfax, Virginia, United States website	Financial Services	55	-	-	-
Essex Bank Acquired United Bank 2021-06-03 $303.3M Richmond, Virginia, United States website	Financial Services	57	-	-	-
AQN Strategies LLC Acquired Key Bank 2021-03-02 McLean, Virginia, 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.