List of Financial Services Companies in Washington that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Washington Business Bank Acquired Sound Credit Union 2024-12-03 Olympia, Washington, United States website	Financial Services	-	-	-	-
Community First Bank Acquired HAPO Community Credit Union 2024-10-08 Kennewick, Washington, United States website	Financial Services	-	-	-	-
Joslin Capital Acquired Beacon Pointe 2024-06-04 Redmond, Washington, United States website	Financial Services	-	-	-	-
Security State Bank Acquired Gesa Credit Union 2024-05-23 Centralia, Washington, United States website	Financial Services	-	-	-	-
Viren and Associates Acquired Merit Financial Advisors 2024-03-13 Spokane, Washington, United States website	Financial Services	-	-	-	-
MDK Acquired Mercer Advisors 2024-03-05 Seattle, Washington, United States website	Financial Services	-	-	-	-
Wheatland Bank Acquired Glacier Bank 2023-08-08 Spokane, Washington, United States website	Financial Services	-	-	-	-
Becker Retirement Group Acquired B.O.S.S. Retirement Solutions 2022-06-30 Bellevue, Washington, United States website	Financial Services	-	-	-	-
LeVeque Financial Services Acquired E.A. Buck Financial Services 2022-05-05 Bellevue, Washington, United States	Financial Services	-	-	-	-
Makara Acquired Betterment 2022-02-08 Seattle, Washington, United States website	Financial Services	-	-	-	-
Rainier Financial Group Acquired Beacon Pointe 2021-09-01 Seattle, Washington, United States website	Financial Services	-	-	-	-
Convera PE Backed Goldfinch Partners 2021-08-04 $910M Seattle, Washington, United States website	Financial Services	-	-	-	-
NewFocus Financial Group LLC Acquired EP Wealth Advisors 2021-01-19 Vancouver, Washington, United States	Financial Services	-	-	-	-
WPAS PE Backed Periscope Equity 2021-01-14 Mercer Island, Washington, United States website	Financial Services	-	-	-	-
HomeStreet, Inc. - Home Loan Center-Based Mortgage Origination Business Acquired Homebridge Financial Services, Inc. 2019-06-06 Seattle, Washington, United States	Financial Services	-	-	-	-
Anchor Bancorp. Acquired 1st Security Bank 2018-11-16 $30.8M Lacey, Washington, United States website	Financial Services	22	-	-	-

Subscribe Now and Get this List

Sign-up today to get full access

Unlimited Searches
Unlimited Profile Views
Build and Export Lists of

PE Backed Companies
Direct Investors & Acquirers
Advisors
Deals
& More

1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE
and M&A DB

Key Benefits

Stay informed on events in your industry
M&A research that takes seconds (not all afternoon)
Better understand your customers and prospects
Discover active buyers (or sellers)

Search

4.0K Private Equity Firms
201K M&A Transactions
204K Companies Involved in M&A
(Buyer, Seller, or Target)
3.6K M&A Advisors
(Investment Banks and Law Firms)
81K M&A Contacts
(PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.