List of PE Backed Financial Services Companies that have Recently Acquired

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Modern Wealth Management PE Backed Crestview Partners 2023-04-05 Lanexa, Kansas, United States website	Financial Services	-	6	6	-
Merit Financial Advisors PE Backed HGGC 2021-01-11 Alpharetta, Georgia, United States website	Financial Services	-	6	6	-
Steward Partners PE Backed Cynosure Group 2019-04-15 Washington, District of Columbia, United States website	Financial Services	-	4	4	-
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	-
Sequoia PE Backed Valeas Capital Partners 2022-10-19 Akron, Ohio, United States website	Financial Services	-	1	1	-
ITI Capital PE Backed Da Vinci Capital Management 2014-01-01 London, United Kingdom website	Financial Services	-	1	1	-
Kapitus PE Backed Pine Brook Partners 2014-09-03 New York, New York, United States website	Financial Services	-	1	1	-
Waverly Advisors PE Backed HGGC 2021-12-01 Birmingham, Alabama, United States website	Financial Services	-	8	8	-
Harbourfront Wealth Management PE Backed Audax Private Equity 2022-06-14 Vancouver, British Columbia, Canada website	Financial Services	-	1	1	-
Apex Group PE Backed Genstar Capital The Carlyle Group TA Associates 2017-05-09 Hamilton, Bermuda website	Financial Services	-	14	14	-
Euroclear PE Backed Silver Lake 2021-10-18 Brussels, Belgium website	Financial Services	-	4	3	1
Beacon Pointe PE Backed KKR 2021-11-15 Newport Beach, California, United States website	Financial Services	-	5	5	-
GCG Wealth Management PE Backed LNC Partners 2022-07-28 Charlotte, North Carolina, United States website	Financial Services	-	1	1	-
Cerity Partners PE Backed Genstar Capital Audax Private Debt Lightyear Capital 2022-06-13 New York, New York, United States website	Financial Services	-	2	2	-
Mercer Advisors PE Backed Genstar Capital Oak Hill Capital 2015-03-25 Denver, Colorado, United States website	Financial Services	-	67	66	1

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