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

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Pace Equity Acquired Aquarian Holdings 2024-10-30 Milwaukee, Wisconsin, United States website	Financial Services	-	-	-	-
Klauke Investments & Insurance Services Acquired WealthPlan Partners 2024-09-27 Onalaska, Wisconsin, United States website	Financial Services	-	-	-	-
Blackhawk Acquired First Mid 2023-03-21 $90.3M Beloit, Wisconsin, United States website	Financial Services	57	-	-	-
Inlanta Mortgage Acquired Guild Mortgage 2022-12-01 Pewaukee, Wisconsin, United States website	Financial Services	-	-	-	-
Wipfli Financial Advisors Acquired Creative Planning 2022-08-17 Wauwatosa, Wisconsin, United States website	Financial Services	-	-	-	-
Denmark Bancshares Acquired Bank First Corp. 2022-01-19 $119M Denmark, Wisconsin, United States website	Financial Services	-	-	-	-
Investors Community Bank Acquired Nicolet National Bank 2021-06-22 Manitowoc, Wisconsin, United States website	Financial Services	51	-	-	-
Advantage Community Bancshares, Inc. Acquired Nicolet National Bank 2020-03-02 Dorchester, Wisconsin, United States website	Financial Services	-	-	-	-
Commerce Financial Holdings, Inc. Acquired Nicolet National Bank 2020-02-17 $129.6M West Bend, Wisconsin, United States	Financial Services	-	-	-	-
Hogan Financial Management LLC Acquired Creative Planning 2019-12-03 Milwaukee, Wisconsin, United States website	Financial Services	-	-	-	-
Timberwood Bank Acquired Bank First Corp. 2019-11-20 Tomah, Wisconsin, United States website	Financial Services	-	-	-	-
Choice Bancorp, Inc. Acquired Nicolet National Bank 2019-06-27 Oshkosh, Wisconsin, United States website	Financial Services	-	-	-	-
Partnership Bank Acquired Bank First Corp. 2019-01-23 Cedarburg, Wisconsin, United States website	Financial Services	-	-	-	-
Summit Planning Group Acquired Wealth Enhancement Group 2019-01-23 Green Bay, Wisconsin, United States website	Financial Services	-	-	-	-
Cimino Wealth Advisors Acquired Wealth Enhancement Group 2018-06-13 Clinton, Wisconsin, United States	Financial Services	-	-	-	-
Lincoln Community Bank Acquired Mackinac Financial Corp. 2018-06-07 $8.5M Merrill, Wisconsin, United States website	Financial Services	-	-	-	-

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