List of Financial Services Companies in Arizona that have Recently Acquired

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Mathis Wealth Management Private Phoenix, Arizona, United States website	Financial Services	-	1	1	-
Integra Consumer Lending Private Phoenix, Arizona, United States website	Financial Services	-	1	1	-
Concord PE Backed Inverness Graham Investments Balance Point Capital Partners LP 2022-03-15 Scottsdale, Arizona, United States website	Financial Services	-	1	1	-
Advisor Group PE Backed Reverence Capital Partners NB Private Equity Partners 2019-05-09 Phoenix, Arizona, United States website	Financial Services	-	3	3	-
Western Alliance Bank NYSE : WAL Phoenix, Arizona, United States website	Financial Services	2,126	3	3	-
Sustainability Partners Private Chandler, Arizona, United States website	Financial Services	-	1	1	-
Hatton Consulting Acquired Creative Planning 2022-04-06 Phoenix, Arizona, United States website	Financial Services	-	1	1	-
Northsight Capital, Inc. Private Scottsdale, Arizona, United States website	Financial Services	-	3	3	-
Arvest Bank Group, Inc. Private Lowell, Arizona, United States website	Financial Services	-	1	1	-
Paradigm Tax Group Acquired Ryan 2022-07-19 Phoenix, Arizona, United States website	Financial Services	-	5	5	-
State Bank Corp. Private ake Havasu City, Arizona, United States website	Financial Services	-	1	1	-
WealthTrust LLC Private Scottsdale, Arizona, United States website	Financial Services	-	1	1	-
National Bank of Arizona Acquired Zions 1994-01-17 $61.2M Phoenix, Arizona, United States website	Financial Services	-	4	4	-
Arizona Bank & Trust, Inc. Private Chandler, Arizona, United States website	Financial Services	-	1	1	-
Bancorp 34 Public Scottsdale, Arizona, United States website	Financial Services	16	-	-	-
Americas Best 401k Acquired Creative Planning 2019-09-24 Scottsdale, Arizona, United States website	Financial Services	-	-	-	-

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