List of Financial Services Companies in California that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Avitas Acquired Lido 2024-12-10 Los Angeles, California, United States website	Financial Services	-	-	-	-
Theorem Acquired Pagaya 2024-07-30 San Mateo, California, United States website	Financial Services	-	-	-	-
Archwest Capital PE Backed Bain Capital Private Equity 2024-07-08 Irvine, California, United States website	Financial Services	-	-	-	-
Community Bank of the Bay Acquired Commercial Bank of California 2024-05-20 Oakland, California, United States website	Financial Services	-	-	-	-
Crown Capital Securities Acquired LPL Financial 2024-05-08 Orange, California, United States website	Financial Services	-	-	-	-
RH Wealth Advisors Acquired Mathis Wealth Management 2024-05-01 Ventura, California, United States	Financial Services	-	-	-	-
AssetMark PE Backed GTCR 2024-04-25 $2.7B Concord, California, United States website	Financial Services	708	2	2	-
Wacker Wealth Partners Acquired EP Wealth Advisors 2024-04-02 San Luis Obispo, California, United States website	Financial Services	-	-	-	-
Finance 500 Acquired Stifel Financial 2024-03-14 Irvine, California, United States website	Financial Services	-	-	-	-
CB Resource Acquired Stifel Financial 2024-03-14 Irvine, California, United States website	Financial Services	-	-	-	-
Trilogy Financial PE Backed Peloton Capital Management 2024-03-07 Irvine, California, United States website	Financial Services	-	2	2	-
WealthSource Acquired OneDigital 2024-01-31 San Luis Obispo, California, United States website	Financial Services	-	-	-	-
Luther Burbank Acquired WaFd Bank 2024-01-30 Santa Rosa, California, United States website	Financial Services	179	-	-	-
Mortgage Lender Services Acquired Total Lender Solutions 2024-01-30 Fair Oaks, California, United States website	Financial Services	-	-	-	-
Orka Finance Acquired Sunstone Credit 2024-01-11 San Francisco, California, United States website	Financial Services	-	-	-	-
Balance Homes Acquired EasyKnock 2023-12-05 West Hollywood, California, United States website	Financial Services	-	-	-	-

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