List of Financial Services Companies in Kansas that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Dightman Capital Group Acquired The Retirement Planning Group 2024-02-21 Overland Park, Kansas, United States website	Financial Services	-	-	-	-
Prime Capital Investment Advisors PE Backed ABRY Partners 2023-07-12 Overland Park, Kansas, United States website	Financial Services	-	3	3	-
The Retirement Planning Group Acquired Cetera 2023-06-06 Leawood, Kansas, United States website	Financial Services	-	3	3	-
Barber Financial Group Acquired Modern Wealth Management 2023-04-25 Lanexa, Kansas, United States	Financial Services	-	-	-	-
Modern Wealth Management PE Backed Crestview Partners 2023-04-05 Lanexa, Kansas, United States website	Financial Services	-	5	5	-
Juniper Payments Acquired PSCU 2022-10-10 Wichita, Kansas, United States website	Financial Services	-	-	-	-
Waddell & Reed Financial, Inc. PE Backed Macquarie Capital 2020-12-03 $1.7B Overland Park, Kansas, United States website	Financial Services	1,070	3	1	2
Coe Financial Services, Inc. Acquired Creative Planning 2020-04-09 Wichita, Kansas, United States website	Financial Services	-	-	-	-
Creative Planning PE Backed General Atlantic TPG 2020-02-07 Overland Park, Kansas, United States website	Financial Services	-	34	34	-
Ad Astra Recovery Services, Inc. Acquired CURO 2019-12-16 $15.8M Wichita, Kansas, United States website	Financial Services	-	-	-	-
Mortgage Lenders of America LLC Acquired Zillow Group 2018-08-06 Overland Park, Kansas, United States website	Financial Services	-	-	-	-
C2FO PE Backed Allianz X 2018-02-27 Leawood, Kansas, United States website	Financial Services	-	-	-	-
TortoiseEcofin PE Backed Lovell Minnick Partners HarbourVest Partners 2017-10-18 Overland Park, Kansas, United States website	Financial Services	-	-	-	-
Sunflower Financial, Inc. Acquired First National Bancorp. 2017-06-01 Salina, Kansas, United States	Financial Services	-	-	-	-
BATS Global Markets, Inc. Acquired CBOE Global Markets 2017-03-01 $3.4B Lenexa, Kansas, United States website	Financial Services	-	5	4	1
The Mutual Fund Store LLC Acquired Edelman Financial Engines 2015-11-05 $560M Overland Park, Kansas, United States website	Financial Services	-	-	-	-

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