List of Financial Services Companies that have Recently Acquired

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Meilleurtaux PE Backed Silver Lake 2020-07-22 $1.07758B Paris, France website	Financial Services	-	2	2	-
The First Security Bank Private Overbrook, Kansas, United States website	Financial Services	-	1	1	-
Wealth Enhancement Group PE Backed TA Associates Onex Partners 2019-07-31 Plymouth, Minnesota, United States website	Financial Services	-	45	45	-
Maridea Private Brooklyn, New York, United States website	Financial Services	-	3	3	-
Accordion Partners PE Backed Motive Partners Charlesbank Capital Partners 2022-09-08 New York, New York, United States website	Financial Services	-	6	6	-
Balance Private Calgary, Alberta, Canada website	Financial Services	-	1	1	-
Burke & Herbert Financial Services NASDAQ : BHRB Alexandria, Virginia, United States website	Financial Services	257	2	2	-
Community West Bancshares NASDAQ : CWBC Fresno, California, United States website	Financial Services	114	2	2	-
Citizens Business Bank NASDAQ : CVBF Ontario, California, United States website	Financial Services	476	10	10	-
United Wholesale Mortgage NYSE : UWMC East Pontiac, Michigan, United States website	Financial Services	1,415	1	1	-
Itaú Unibanco S.A. Private Sao Paulo,, Brazil	Financial Services	-	2	1	1
CWC Acquired AlphaCore Wealth Advisory 2023-12-05 Chicago, Illinois, United States website	Financial Services	-	2	2	-
Mollie PE Backed EQT General Atlantic 2021-06-22 Amsterdam, Netherlands website	Financial Services	-	1	1	-
Enova NYSE : ENVA Chicago, Illinois, United States website	Financial Services	2,658	3	3	-
Mercer Advisors PE Backed Genstar Capital Oak Hill Capital Altas Partners 2015-03-25 Denver, Colorado, United States website	Financial Services	-	72	71	1
First Bank of Alabama Private Talladega, Alabama, United States website	Financial Services	-	1	1	-

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