1 to 16

Name Sector Revenue
$mlns  
M&A Activity Last 5 Years
Total Buy Sell
Mercer Advisors
PE Backed
Denver, Colorado, United States website
Financial Services - 67 66 1
Citizens Financial Group, Inc.
Private
Providence, Rhode Island, United States website
Financial Services - 42 35 7
Creative Planning
PE Backed
Overland Park, Kansas, United States website
Financial Services - 34 34 -
Avantax
Acquired
Coppell, Texas, United States website
Financial Services 666 22 19 3
HTLF
Acquired
Denver, Colorado, United States website
Financial Services 580 15 15 -
Independent Bank
Acquired
McKinney, Texas, United States website
Financial Services 610 11 10 1
ING Groep
NYSE : ING
Amsterdam, Netherlands website
Financial Services 22,405 19 6 13
Modern Wealth Management
PE Backed
Lanexa, Kansas, United States website
Financial Services - 6 6 -
Green Bank
Acquired
Houston, Texas, United States website
Financial Services 121 3 3 -
MidWestOne Bank
NASDAQ : MOFG
Iowa City, Iowa, United States website
Financial Services 163 4 3 1
QCR Holdings
NASDAQ : QCRH
Moline, Illinois, United States website
Financial Services 343 4 3 1
TCF Equipment Finance, Inc
Private
Minnetonka, Minnesota, United States website
Financial Services - 2 2 -
WealthPlan Partners
Private
Omaha, Nebraska, United States website
Financial Services - 2 2 -
Anita Bancorp.
Private
Atlantic, Iowa, United States
Financial Services - 1 1 -
First Mercantile Trust Co.
Private
Cordova, Tennessee, United States website
Financial Services - 1 1 -
HBT Financial
NASDAQ : HBT
Bloomington, Illinois, United States website
Financial Services 226 1 1 -

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