List of Financial Services Companies in Quebec that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Rothenberg Wealth Management Acquired Harbourfront Wealth Management 2024-10-18 Montreal, Quebec, Canada website	Financial Services	-	-	-	-
Coriel Capital Acquired CI Financial 2023-08-10 Westmount, Quebec, Canada website	Financial Services	-	-	-	-
M3 Group PE Backed CDPQ 2021-11-09 Montreal, Quebec, Canada website	Financial Services	-	-	-	-
PayFacto PE Backed Flexpoint Ford 2021-08-05 Verdun, Quebec, Canada website	Financial Services	-	1	1	-
Evolocity Financial Group Acquired OnDeck 2018-12-05 Montreal, Quebec, Canada website	Financial Services	-	-	-	-
Thinking Capital Corp. Acquired Purpose Financial 2018-03-09 Montreal, Quebec, Canada website	Financial Services	-	1	1	-
Excel Private Wealth Acquired Financial Horizons Group 2015-06-19 Sherbrooke, Quebec, Canada website	Financial Services	-	-	-	-
HBO Financial Services, Inc. Acquired PEAK Insurance Services, Inc. 2015-02-18 Beaconsfield, Quebec, Canada	Financial Services	-	-	-	-
Actuaires-Conseils Bergeron et Associés inc. Acquired PBI Actuarial Consultants Ltd. 2012-10-01 Montréal, Quebec, Canada website	Financial Services	-	-	-	-
Force Financière Excel Inc. Acquired Financial Horizons Group 2012-02-29 Sherbrooke, Quebec, Canada website	Financial Services	-	-	-	-
Alter Moneta Corp. Acquired Element 2011-08-03 Longueuil, Quebec, Canada website	Financial Services	-	-	-	-
Bitumen Capital, Inc. Private Montreal, Quebec, Canada	Financial Services	-	-	-	-
Belvoir Investment Corp. Private Montreal, Quebec, Canada	Financial Services	-	1	1	-
National Bank Toronto (TSX) : NA Montreal, Quebec, Canada website	Financial Services	7,723	3	2	1
BMO NYSE : BMO Montreal, Quebec, Canada website	Financial Services	25,124	9	7	2
Fiera Toronto (TSX) : FSZ Montreal, Quebec, Canada website	Financial Services	514	3	2	1

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