List of Financial Services Companies in Arizona that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Madison One Acquired Ready Capital 2024-06-11 Scottsdale, Arizona, United States website	Financial Services	-	-	-	-
Canyon Bancorporation Acquired CrossFirst Bankshares 2023-04-21 Tucson, Arizona, United States website	Financial Services	-	-	-	-
Osland Financial Group Acquired Heffernan Retirement Services 2022-11-22 Scottsdale, Arizona, United States website	Financial Services	-	-	-	-
Paradigm Tax Group Acquired Ryan 2022-07-19 Phoenix, Arizona, United States website	Financial Services	-	5	5	-
Hatton Consulting Acquired Creative Planning 2022-04-06 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	-
MRA Associates Acquired CapTrust 2021-01-07 Phoenix, Arizona, United States website	Financial Services	-	-	-	-
Pathways Financial Partners Acquired Allworth Financial 2020-10-27 Tucson, Arizona, United States website	Financial Services	-	-	-	-
The Cabana Group LLC Acquired CI Financial 2020-04-21 Fayetteville, Arizona, United States website	Financial Services	-	-	-	-
J.D. Mellberg Financial Acquired Amerilife 2020-02-12 Tucson, Arizona, United States website	Financial Services	-	-	-	-
Technology Finance Corp. Acquired Kingsbridge Holdings 2019-10-29 Scottsdale, Arizona, United States website	Financial Services	-	-	-	-
Summit Commercial Finance Co. Acquired Mintaka Financial LLC 2019-10-15 Scottsdale, Arizona, United States website	Financial Services	-	-	-	-
Americas Best 401k Acquired Creative Planning 2019-09-24 Scottsdale, Arizona, United States website	Financial Services	-	-	-	-
Advisor Group PE Backed Reverence Capital Partners NB Private Equity Partners 2019-05-09 Phoenix, Arizona, United States website	Financial Services	-	3	3	-
Bear State Financial, Inc. Acquired Arvest Bank Group, Inc. 2017-08-22 $391M Little Rock, Arizona, United States website	Financial Services	86	-	-	-
TFB Bancorp, Inc. Acquired Glacier Bank 2016-11-15 $63.56M Yuma, Arizona, United States website	Financial Services	-	-	-	-

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