1 to 25

Name Sector Revenue
$mlns  
M&A Activity Last 5 Years
Total Buy Sell
Mercer Advisors
PE Backed
Denver, Colorado, United States website
Financial Services - 67 66 1
Truist
NYSE : TFC
Charlotte, North Carolina, United States website
Financial Services 23,390 51 50 1
Creative Planning
PE Backed
Overland Park, Kansas, United States website
Financial Services - 34 34 -
Wealth Enhancement Group
PE Backed
Plymouth, Minnesota, United States website
Financial Services - 32 32 -
Valsoft Corp.
Private
Montreal, Quebec, Canada website
Financial Services - 32 30 2
Nasdaq
NASDAQ : NDAQ
New York, New York, United States website
Financial Services 741 38 30 8
ICE
NYSE : ICE
Atlanta, Georgia, United States website
Financial Services 9,903 35 29 6
Ameris Bank
NASDAQ : ABCB
Atlanta, Georgia, United States website
Financial Services 1,042 29 28 1
First Data
Acquired
Atlanta, Georgia, United States website
Financial Services 8,679 26 23 3
United Bank
NASDAQ : UBSI
Charleston, West Virginia, United States website
Financial Services 1,047 23 22 1
FIS Global
NYSE : FIS
Jacksonville, Florida, United States website
Financial Services 9,821 26 21 5
CI Financial
Toronto (TSX) : CIX
Toronto, Ontario, Canada website
Financial Services 2,344 20 20 -
Global Payments
NYSE : GPN
Atlanta, Georgia, United States website
Financial Services 9,654 23 20 3
Avantax
Acquired
Coppell, Texas, United States website
Financial Services 666 22 19 3
IBERIABANK Corp.
Acquired
Lafayette, Louisiana, United States website
Financial Services 1,222 20 19 1
American Express
NYSE : AXP
New York, New York, United States website
Financial Services 60,363 25 18 7

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