List of Financial Services Companies in Florida that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Precision Payments Acquired Celero 2024-11-14 Sarasota, Florida, United States website	Financial Services	-	-	-	-
Winter Park National Bank Acquired DFCU Financial 2024-11-08 Winter Park, Florida, United States website	Financial Services	-	-	-	-
iCG Pay Acquired CSG 2024-06-03 $17M Fort Myers, Florida, United States website	Financial Services	9	-	-	-
Watson Mortgage Acquired First Federal Bank 2024-04-18 Jacksonville, Florida, United States website	Financial Services	-	-	-	-
First Coast Wealth Advisors Acquired Heffernan Retirement Services 2024-01-31 St. Augustine, Florida, United States website	Financial Services	-	-	-	-
BLS Wealth Management Acquired HUB International 2024-01-04 Fort Lauderdale, Florida, United States website	Financial Services	-	-	-	-
Power Funding PE Backed Fourshore Partners 2023-12-29 Miami, Florida, United States website	Financial Services	-	-	-	-
Paragon Wealth Strategies Acquired Mercer Advisors 2023-12-05 Jacksonville, Florida, United States website	Financial Services	-	-	-	-
Prosper Financial Advisers Acquired Waverly Advisors 2023-11-14 St. Petersburg, Florida, United States website	Financial Services	-	-	-	-
Alterna Capital Solutions Acquired Paychex 2023-09-29 Orlando, Florida, United States website	Financial Services	-	-	-	-
MidWestOne Bank's Naples and Fort Myers Banking Operations Acquired DFCU Financial 2023-09-23 Naples, Florida, United States	Financial Services	-	-	-	-
EverBank PE Backed Stone Point Capital Warburg Pincus Reverence Capital Partners Sixth Street Partners 2023-08-01 Jacksonville, Florida, United States website	Financial Services	1,094	2	2	-
Worldpay PE Backed GTCR FIS Global 2023-07-06 Jacksonville, Florida, United States website	Financial Services	3,925	8	8	-
ValidiFI Acquired Ribbit 2023-05-31 Boca Raton, Florida, United States website	Financial Services	-	-	-	-
TruClarity Acquired Dynasty Financial Partners 2023-02-16 St. Petersburg, Florida, United States website	Financial Services	-	-	-	-
Dynasty Financial Partners PE Backed ABRY Partners 2022-12-17 St. Petersburg, Florida, United States website	Financial Services	-	1	1	-

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