List of Acquisitive PE Backed Financial Services Companies

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 2015-03-25 Denver, Colorado, United States website	Financial Services	-	67	66	1
Creative Planning PE Backed General Atlantic TPG 2020-02-07 Overland Park, Kansas, United States website	Financial Services	-	34	34	-
Wealth Enhancement Group PE Backed TA Associates Onex Partners 2019-07-31 Plymouth, Minnesota, United States website	Financial Services	-	32	32	-
Waverly Advisors PE Backed HGGC 2021-12-01 Birmingham, Alabama, United States website	Financial Services	-	8	8	-
Apex Group PE Backed Genstar Capital The Carlyle Group TA Associates 2017-05-09 Hamilton, Bermuda website	Financial Services	-	14	14	-
Edelman Financial Engines PE Backed Hellman & Friedman Warburg Pincus HarbourVest Partners 2018-05-01 $3.02B Santa Clara, California, United States website	Financial Services	311	11	10	1
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	19	18	1
ZEDRA PE Backed Corsair Capital Hermes GPE 2018-11-28 Geneva, Switzerland website	Financial Services	-	12	12	-
Savory PE Backed Mercato Partners 2018-01-01 Lehi, Utah, United States website	Financial Services	-	8	7	1
Beacon Pointe PE Backed KKR 2021-11-15 Newport Beach, California, United States website	Financial Services	-	5	5	-
Accordion Partners PE Backed Motive Partners Charlesbank Capital Partners 2022-09-08 New York, New York, United States website	Financial Services	-	5	5	-
Allworth Financial PE Backed Lightyear Capital Ontario Teachers Pension Plan 2020-10-20 Sacramento, California, United States website	Financial Services	-	6	6	-
Cetera PE Backed Genstar Capital 2018-07-17 El Segundo, California, United States website	Financial Services	-	7	7	-
Wren Sterling PE Backed Lightyear Capital 2021-07-21 London, United Kingdom website	Financial Services	-	5	5	-
Merit Financial Advisors PE Backed HGGC 2021-01-11 Alpharetta, Georgia, United States website	Financial Services	-	5	5	-
Vistra Group PE Backed Baring Private Equity Asia 2015-05-22 Hong Kong, China website	Financial Services	-	17	17	-

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