List of 665 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
AFH Financial Group PE Backed Flexpoint Ford 2021-01-27 Bromsgrove, United Kingdom website	Financial Services	114	40	40	-
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	-
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
Vistra Group PE Backed Baring Private Equity Asia 2015-05-22 Hong Kong, China website	Financial Services	-	17	17	-
Ingenico PE Backed Apollo Global Management 2022-10-04 Paris, 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	-	14	14	-
Equiniti Group PE Backed Siris Capital Group 2021-05-27 $1.03602B West Sussex, United Kingdom website	Financial Services	727	13	13	-
ZEDRA PE Backed Corsair Capital Hermes GPE 2018-11-28 Geneva, Switzerland website	Financial Services	-	12	12	-
Equiom PE Backed Värde Partners Lloyds TSB Development Capital Ltd. 2013-09-16 Douglas, United Kingdom website	Financial Services	-	11	11	-
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
Stripe PE Backed CapitalG Novator Partners Allianz X 2016-11-25 South San Francisco, California, United States website	Financial Services	-	9	9	-
Waverly Advisors PE Backed HGGC 2021-12-01 Birmingham, Alabama, United States website	Financial Services	-	8	8	-
Worldpay PE Backed GTCR FIS Global 2023-07-06 Jacksonville, Florida, United States website	Financial Services	3,925	8	8	-
Cetera PE Backed Genstar Capital 2018-07-17 El Segundo, California, United States website	Financial Services	-	7	7	-

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