List of Financial Services Companies in Colorado that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
AltExchange Acquired ITI Capital 2024-10-30 Edwards, Colorado, United States website	Financial Services	-	-	-	-
Mountain View Bank of Commerce Acquired Academy Bank 2024-06-04 Westminster, Colorado, United States website	Financial Services	-	-	-	-
Aduro PE Backed Vitruvian Partners 2024-05-23 Denver, Colorado, United States website	Financial Services	-	-	-	-
HTLF Acquired UMB Financial 2024-04-29 $2B Denver, Colorado, United States website	Financial Services	580	15	15	-
EBK Acquired CBIZ 2024-02-07 Colorado Springs, Colorado, United States website	Financial Services	9	-	-	-
Public Trust Advisors PE Backed Flexpoint Ford 2024-01-16 Denver, Colorado, United States website	Financial Services	-	-	-	-
Singh Advisory Acquired Mercer Advisors 2023-11-01 Denver, Colorado, United States website	Financial Services	-	-	-	-
Rainsberger Wealth Advisors Acquired Waverly Advisors 2023-10-24 Colorado Springs, Colorado, United States website	Financial Services	-	-	-	-
Bank of Denver Acquired MidWestOne Bank 2023-09-27 $32.6M Denver, Colorado, United States website	Financial Services	-	-	-	-
Accruit Acquired Inspira Financial 2023-05-04 Denver, Colorado, United States website	Financial Services	-	-	-	-
First Ascent Asset Management Acquired GeoWealth 2023-03-23 Denver, Colorado, United States website	Financial Services	-	-	-	-
Cherry Creek Mortgage Acquired Guild Mortgage 2023-03-13 Greenwood Village, Colorado, United States website	Financial Services	-	-	-	-
Leaders Group Acquired Simplicity Group 2023-02-15 Littleton, Colorado, United States website	Financial Services	-	-	-	-
AccuFund Acquired i3 Verticals 2023-01-06 Castle Rock, Colorado, United States website	Financial Services	-	-	-	-
Jordan Financial Strategies Acquired Mercer Advisors 2022-09-07 Denver, Colorado, United States	Financial Services	-	-	-	-
SALT Lending Acquired BNK To The Future 2022-09-06 South Denver, Colorado, United States website	Financial Services	-	-	-	-

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