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 - 71 70 1
Creative Planning
PE Backed
Overland Park, Kansas, United States website
Financial Services - 43 43 -
Ameris Bank
NASDAQ : ABCB
Atlanta, Georgia, United States website
Financial Services 1,104 29 28 1
Macquarie Bank
Australia (ASX) : MQG
Sydney, Australia website
Financial Services 4,832 32 25 7
Goldman Sachs Asset Management
Private
New York, New York, United States website
Financial Services - 27 23 4
Wells Fargo
NYSE : WFC
San Francisco, California, United States website
Financial Services 82,296 39 23 16
Avantax
Acquired
Coppell, Texas, United States website
Financial Services 666 22 19 3
Cardtronics
Acquired
Houston, Texas, United States website
Financial Services 1,349 20 19 1
Beacon Pointe
PE Backed
Newport Beach, California, United States website
Financial Services - 18 18 -
InComm Payments
Private
Atlanta, Georgia, United States website
Financial Services - 17 16 1
Associated Bank
NYSE : ASB
Green Bay, Wisconsin, United States website
Financial Services 1,029 17 15 2
Equiniti Group
PE Backed
West Sussex, United Kingdom website
Financial Services 727 15 15 -
First American
NYSE : FAF
Santa Ana, California, United States website
Financial Services 6,121 18 14 4
TCF
Acquired
Detroit, Minnesota, United States website
Financial Services 1,702 13 13 -
US Bank
NYSE : USB
Minneapolis, Minnesota, United States website
Financial Services 27,335 13 11 2
UMB Financial
NASDAQ : UMBF
Kansas City, Missouri, United States website
Financial Services 1,467 14 10 4

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