List of Acquisitive Financial Services Companies

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Mercer Advisors PE Backed Genstar Capital Oak Hill Capital Altas Partners 2015-03-25 Denver, Colorado, United States website	Financial Services	-	71	70	1
Creative Planning PE Backed General Atlantic TPG 2020-02-07 Overland Park, Kansas, United States website	Financial Services	-	42	42	-
Wealth Enhancement Group PE Backed TA Associates Onex Partners 2019-07-31 Plymouth, Minnesota, United States website	Financial Services	-	39	39	-
Beacon Pointe PE Backed KKR 2021-11-15 Newport Beach, California, United States website	Financial Services	-	18	18	-
MAI Capital Private Cleveland, Ohio, United States website	Financial Services	-	18	18	-
Goldman Sachs Asset Management Private New York, New York, United States website	Financial Services	-	27	23	4
Merit Financial Advisors PE Backed HGGC 2021-01-11 Alpharetta, Georgia, United States website	Financial Services	-	13	13	-
Waverly Advisors PE Backed HGGC 2021-12-01 Birmingham, Alabama, United States website	Financial Services	-	12	12	-
CI Financial PE Backed Mubadala Capital 2024-11-27 $9.19684B Toronto, Ontario, Canada website	Financial Services	2,344	20	20	-
JPMorgan Chase NYSE : JPM New York, New York, United States website	Financial Services	177,429	39	27	12
Edelman Financial Engines PE Backed Hellman & Friedman Warburg Pincus HarbourVest Partners 2018-05-01 $3.02B Boston, Massachusetts, United States website	Financial Services	311	12	11	1
Apex Group PE Backed Genstar Capital The Carlyle Group TA Associates 2017-05-09 Hamilton, Bermuda website	Financial Services	-	14	14	-
B. Riley Financial NASDAQ : RILY Los Angeles, California, United States website	Financial Services	1,644	12	12	-
Fifth Third Bank NASDAQ : FITB Cincinnati, Ohio, United States website	Financial Services	8,253	42	39	3
LPL Financial NASDAQ : LPLA San Diego, California, United States website	Financial Services	12,385	9	9	-
StoneX NASDAQ : SNEX New York, New York, United States website	Financial Services	99,888	23	22	1

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