List of Financial Services Companies in North Carolina that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
McShane Partners Acquired Waverly Advisors 2024-04-09 Charlotte, North Carolina, United States website	Financial Services	-	-	-	-
Integrated Financial Holdings Acquired Capital Bank 2024-03-28 $66M Raleigh, North Carolina, United States website	Financial Services	48	-	-	-
Sterling Capital Acquired Guardian Capital 2024-02-02 $70M Charlotte, North Carolina, United States website	Financial Services	-	-	-	-
CenterPoint CFO Acquired Quest 2024-01-18 Charlotte, North Carolina, United States website	Financial Services	-	-	-	-
Kensington Capital Advisors Acquired Jones Lang LaSalle (JLL) 2023-04-18 Charlotte, North Carolina, United States website	Financial Services	-	-	-	-
Charlotte Financial Services Acquired Ty J Young 2022-12-13 Matthews, North Carolina, United States	Financial Services	-	-	-	-
GreerWalker Wealth Acquired Choreo 2022-12-12 Charlotte, North Carolina, United States	Financial Services	-	-	-	-
Surrey Bank and Trust Acquired First Community Bank 2022-11-18 Mount Airy, North Carolina, United States website	Financial Services	-	-	-	-
Horizon Investments PE Backed Altamont Capital Partners 2022-09-02 Charlotte, North Carolina, United States website	Financial Services	-	-	-	-
GCG Wealth Management PE Backed LNC Partners 2022-07-28 Charlotte, North Carolina, United States website	Financial Services	-	2	2	-
Starks Financial Group Acquired Mercer Advisors 2022-07-06 Asheville, North Carolina, United States website	Financial Services	-	-	-	-
New Republic Partners PE Backed SkyKnight Capital 2022-01-20 Charlotte, North Carolina, United States website	Financial Services	-	-	-	-
Wrenn Financial Acquired Mercer Advisors 2022-01-13 Raleigh, North Carolina, United States website	Financial Services	-	-	-	-
WestEnd Advisors Acquired Victory Capital 2021-11-04 $480M Charlotte, North Carolina, United States website	Financial Services	-	-	-	-
Advisors Financial Group, Inc. Acquired Simplicity Group 2021-02-23 Raleigh, North Carolina, United States website	Financial Services	-	-	-	-
North State Acceptance PE Backed Fourshore Partners 2020-03-03 Raleigh, North Carolina, United States website	Financial Services	-	-	-	-

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