List of Financial Services Companies in Minnesota that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Landmark Wealth Management Group Acquired Beacon Pointe 2024-10-16 Lake Elmo, Minnesota, United States website	Financial Services	-	-	-	-
RCC Acquired Cadex 2024-09-24 Maple Grove, Minnesota, United States website	Financial Services	-	-	-	-
First Minnetonka City Bank Acquired Bridgewater Bank 2024-08-28 Minnetonka, Minnesota, United States website	Financial Services	-	-	-	-
Ledge Wealth Acquired Dakota Wealth Management 2024-01-03 Sartell, Minnesota, United States website	Financial Services	-	-	-	-
Summit Wealth Advocates Acquired Avantax 2023-08-22 Prior Lake, Minnesota, United States website	Financial Services	-	-	-	-
CTB Financial Services Acquired Creative Planning 2023-08-22 Minneapolis, Minnesota, United States website	Financial Services	-	-	-	-
Ready Credit PE Backed Clarion Capital Partners 2023-05-31 Eden Prairie, Minnesota, United States website	Financial Services	-	-	-	-
Securian Financial Group's Retail Wealth Business Acquired Cetera 2023-01-25 St. Paul, Minnesota, United States	Financial Services	-	-	-	-
Apruve Acquired TreviPay 2022-12-08 Minneapolis, Minnesota, United States website	Financial Services	-	-	-	-
f3 Companies Acquired Gallagher 2022-10-31 Burnsville, Minnesota, United States	Financial Services	-	-	-	-
Retail Financial Services Acquired FMS Solutions 2022-09-14 Plymouth, Minnesota, United States	Financial Services	-	-	-	-
Blue Water Acquired Voxtur Analytics 2022-08-15 $101M St. Louis Park, Minnesota, United States website	Financial Services	-	-	-	-
Fure Financial Acquired Mercer Advisors 2022-06-07 Bloomington, Minnesota, United States website	Financial Services	-	-	-	-
Eagle Team Acquired Simplicity Group 2022-06-07 Woodbury, Minnesota, United States website	Financial Services	-	-	-	-
Maple Bank Acquired Granite Bank 2022-05-18 Champlin, Minnesota, United States website	Financial Services	-	-	-	-
IFG Acquired Private Advisor Group 2022-03-16 Plymouth, Minnesota, United States website	Financial Services	-	-	-	-

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