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
Sequoia
PE Backed
Akron, Ohio, United States website
Financial Services - 4 4 -
Allworth Financial
PE Backed
Sacramento, California, United States website
Financial Services - 8 8 -
Element
Toronto (TSX) : EFN
Toronto, Ontario, Canada website
Financial Services 1,676 5 5 -
Creative Planning
PE Backed
Overland Park, Kansas, United States website
Financial Services - 42 42 -
Stripe
PE Backed
South San Francisco, California, United States website
Financial Services - 11 11 -
Associated Bank
NYSE : ASB
Green Bay, Wisconsin, United States website
Financial Services 1,029 17 15 2
South Plains Financial
NASDAQ : SPFI
Lubbock, Texas, United States website
Financial Services 189 2 1 1
The Goldman Sachs Group
NYSE : GS
New York, New York, United States website
Financial Services 53,512 17 10 7
PROG Holdings
NYSE : PRG
Draper, Utah, United States website
Financial Services 2,463 2 2 -
Bayview Asset Management
PE Backed
Coral Gables, Florida, United States website
Financial Services - 3 3 -
Rabobank, N.A.
Private
Roseville, California, United States website
Financial Services - 5 4 1
Paxos
Private
New York, New York, United States website
Financial Services - 2 2 -
Robinhood
NASDAQ : HOOD
Menlo Park, California, United States website
Financial Services 2,951 4 4 -
Merit Financial Advisors
PE Backed
Alpharetta, Georgia, United States website
Financial Services - 13 13 -
Gallivan Financial
Private
Killarney, Ireland website
Financial Services - 1 1 -

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