List of Financial Services Companies in Ohio that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
9258 Wealth Management Acquired Waverly Advisors 2024-10-22 Cincinnati, Ohio, United States website	Financial Services	-	-	-	-
Clarify Wealth Management Acquired Credent Wealth Management 2024-10-01 Cincinnati, Ohio, United States website	Financial Services	-	-	-	-
Heartland Bank Acquired German American Bank 2024-07-29 Whitehall, Ohio, United States website	Financial Services	73	-	-	-
Walden Wealth Partners Acquired Wealthspire Advisors 2024-05-08 Beachwood, Ohio, United States website	Financial Services	-	-	-	-
Eagle Acquired LCNB National Bank 2023-11-29 Cincinnati, Ohio, United States website	Financial Services	7	-	-	-
Panoptica Financial Acquired Brixey & Meyer, Inc. 2023-10-30 Loveland, Ohio, United States website	Financial Services	-	-	-	-
Union Home Mortgage Acquired Amerifirst Home Mortgage 2022-12-21 Strongsville, Ohio, United States website	Financial Services	-	-	-	-
McGervey Wealth Management Acquired Mariner Wealth Advisors 2022-12-13 Canton, Ohio, United States website	Financial Services	-	-	-	-
Settlers Bank Acquired Wings Financial Credit Union 2022-11-02 Marietta, Ohio, United States website	Financial Services	-	-	-	-
CBank Acquired Republic Bank 2022-10-27 $51M Cincinnati, Ohio, United States website	Financial Services	-	-	-	-
Sequoia PE Backed Valeas Capital Partners 2022-10-19 Akron, Ohio, United States website	Financial Services	-	1	1	-
Peoples Federal Savings & Loan Association Acquired FM Bank 2022-06-14 Sidney, Ohio, United States website	Financial Services	-	-	-	-
Berno Financial Management Acquired Creative Planning 2022-01-04 Cincinnati, Ohio, United States website	Financial Services	-	-	-	-
Summit Funding Group Acquired First Financial Bank 2021-12-07 Mason, Ohio, United States website	Financial Services	-	-	-	-
Clearstead PE Backed Flexpoint Ford 2021-10-08 Cleveland, Ohio, United States website	Financial Services	-	3	3	-
Storey & Associates Acquired MAI Capital 2021-10-04 North Canton, Ohio, United States website	Financial Services	-	-	-	-

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