PE Backed Financial Services Companies: Ownership & M&A Activity | Mergr

These 682 pe backed financial services companies are connected to:

784 M&A transactions
423 private equity investors
5 company investors
164 advisors

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Mercer Advisors PE Backed Genstar Capital Oak Hill Capital Altas Partners 2015-03-25 Denver, Colorado, United States website	Financial Services	-	72	71	1
Wealth Enhancement Group PE Backed TA Associates Onex Partners 2019-07-31 Plymouth, Minnesota, United States website	Financial Services	-	45	45	-
Creative Planning PE Backed General Atlantic TPG 2020-02-07 Overland Park, Kansas, United States website	Financial Services	-	43	43	-
AFH Financial Group PE Backed Flexpoint Ford 2021-01-27 Bromsgrove, United Kingdom website	Financial Services	114	40	40	-
CI Financial PE Backed Mubadala Capital 2024-11-27 $9.19684B Toronto, Ontario, Canada website	Financial Services	2,344	20	20	-
Kroll PE Backed Stone Point Capital Further Global NB Private Equity Partners Permira 2020-01-22 $4.2B New York, New York, United States website	Financial Services	384	21	20	1
Vistra Group PE Backed EQT Private Capital Asia 2015-05-22 Hong Kong, China website	Financial Services	-	19	19	-
Beacon Pointe PE Backed KKR 2021-11-15 Newport Beach, California, United States website	Financial Services	-	18	18	-
Ingenico PE Backed Apollo Global Management 2022-10-04 Suresnes, France website	Financial Services	2,978	17	17	-
Apex Group PE Backed Genstar Capital The Carlyle Group TA Associates 2017-05-09 Hamilton, Bermuda website	Financial Services	-	15	15	-
Equiniti Group PE Backed Siris Capital Group 2021-05-27 $1.03602B West Sussex, United Kingdom website	Financial Services	727	15	15	-
Waverly Advisors PE Backed HGGC 2021-12-01 Birmingham, Alabama, United States website	Financial Services	-	13	13	-
Merit Financial Advisors PE Backed HGGC 2021-01-11 Alpharetta, Georgia, United States website	Financial Services	-	13	13	-
ZEDRA PE Backed Corsair Capital Federated Hermes Private Equity BCI 2018-11-28 Geneva, Switzerland website	Financial Services	-	12	12	-
Edelman Financial Engines PE Backed Hellman & Friedman Warburg Pincus HarbourVest Partners CPP Investments 2018-05-01 $3.02B Boston, Massachusetts, United States website	Financial Services	311	12	11	1
Equiom PE Backed Alcentra Capital Corporation 2022-01-19 Douglas, United Kingdom website	Financial Services	-	11	11	-

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