Financial Services M&A Transactions

Crescent Bank's Auto Finance offers loan origination, e-contracting, internal loan servicing, and fraud protection tools. Crescent Bank's Auto Finance is based in Metairie, Louisiana.

Arra Finance
Company
Financial Services
Irving, Texas
www.arrafinance.com

Crescent Bank
Company
Financial Services
Metairie, Louisiana
www.cbtno.com

Steadyhand offers clear-cut advice, customized plans, and most importantly, a steady hand, to help investors achieve their financial goals. Steadyhand is based in Vancouver, British Columbia.

Purpose Financial
Company
Financial Services
Toronto, Ontario
www.purpose-unlimited.com

Benchmark Federal Credit Union is a Federal Credit Union that provides complete financial services, including free checking accounts, vacation and holiday club accounts, loans, certificates of deposit, money market accounts, and individual retirement accounts at three conveniently located branches in West Chester and Phoenixville, PA. It also offers home banking, online bill pay, account-to-account transfers (A2A), remote deposit anywhere (RDA), mobile banking (FREE apps for iPhone & Android), direct deposit, and instant issue debit/ATM cards and more. Benchmark Federal Credit Union was formed in 1940 and is based in West Chester, Pennsylvania.

Franklin Mint Federal Credit Union
Company
Financial Services
Chadds Ford, Pennsylvania
www.fmfcu.org

Title365 is a national title insurance and settlement services provider, founded on a commitment to deliver industry-changing solutions for faster turnaround of title, escrow and default services. Title365 is a division of Xome, a real estate services company providing integrated end to end solutions designed to solve the unique business challenges faced by mortgage servicers and lenders. Xome leverages data exchange capabilities and operational expertise across Title, Valuations, Auction and Field Services to provide intelligent recommendations throughout the entire real estate and loan lifecycle. Title365 was formed in 2009 and is based in Santa Ana, California.

Covius LLC
Company
Business Services
Atlanta, Georgia
www.covius.com

Blend
Company
Financial Services
San Francisco, California
www.blend.com

Veripax Wealth Management is an independent, fee-based financial planning and investment advisory firm. VWM specializes in risk-focused wealth management, retirement income planning, and strategic financial planning. VWM was founded in 2006 and is based in Folsom, California.

HUB International
Company
Insurance
Chicago, Illinois
www.hubinternational.com

BankProv is a full-service commercial bank headquartered in Massachusetts. With retail branches in the North Shore of Massachusetts and in southern New Hampshire, commercial banking offices in the Manchester/Concord market in Central New Hampshire and a loan office located in Ponte Vedra Beach, Florida, it delivers a unique combination of traditional banking services and innovative financial solutions to its markets. BankProv is based in Amesbury, Massachusetts.

Needham Bank
Company
Financial Services
Needham, Massachusetts
www.needhambank.com
Advisors: Nutter McClennen & Fish , Luse Gorman , Keefe, Bruyette & Woods

Apera Asset Management provides private capital solutions to mid-market companies in the DACH, the UK, the Nordics, France, and Benelux. Apera Asset Management was founded in 2016 and is based in London, United Kingdom.

Franklin Templeton
Company
Financial Services
San Mateo, California
www.franklinresources.com

Cable Hill Partners is an investment advisory firm that provides financial and wealth management services, offering guidance in financial planning, investment management, retirement plan support, and related strategies tailored for high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Cable Hill Partners is based in Portland, Oregon.

Coldstream
Company
Financial Services
Bellevue, Washington
www.coldstream.com

Full Sail Capital provides wealth management and investment advisory services. Full Sail Capital offers financial planning, wealth and asset integration, investment management, estate plan consulting, and family office services. Full Sail Capital was founded in 2018 and is based in Oklahoma, Oklahoma.

Mercer Advisors
Company
Financial Services
Denver, Colorado
www.merceradvisors.com

Schechter is a boutique, third-generation wealth advisory and financial services firm that advises wealthy families on financial matters, including institutional-quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. Schechter was founded in 1939 and is based in Birmingham, Michigan.

Arax Investment Partners
Company
Financial Services
New York, New York
www.araxpartners.com

Sky Road provides credit portfolio management solutions for CLO, MMCLO, ABF, direct lending, and other public and private structured credit. Sky Road is based in Naperville, Illinois.

Octus
Company
Information Services
New York, New York
www.octus.com
Advisors: Sheppard Mullin Richter & Hampton , Weil Gotshal & Manges

Hueston Financial Services offers comprehensive financial advisory solutions, encompassing financial planning, investment management, tax planning, and retirement planning. Hueston Financial Services is based in Lake Ranch, Florida.

Financial Trust Asset Management
Company
Financial Services
Boca Raton, Florida
www.financialtrust.net

Global Payments' Payroll Business provides payroll processing and human capital management solutions to its merchant clients. Global Payments' Payroll Business is based in Atlanta, Georgia.

Acrisure
Company
Insurance
Grand Rapids, Michigan
www.acrisure.com

Global Payments
Company
Financial Services
Atlanta, Georgia
www.globalpaymentsinc.com

Tufton Capital Management offers comprehensive investment management and financial planning services to high-net-worth individuals, families, and institutions. Tufton Capital Management was founded in 1995 and is based in Hunt Valley, Maryland.

Mercer Advisors
Company
Financial Services
Denver, Colorado
www.merceradvisors.com

American Bank of Oklahoma is a privately held community bank that offers personal banking, savings accounts, business banking, loans and lending, home loans, online and mobile banking, American Discovery, and AmeriBank Group Benefits. American Bank of Oklahoma is based in Collinsville, Oklahoma.

BancFirst
Company
Financial Services
Oklahoma City, Oklahoma
www.bancfirst.bank

Moore's Wealth Management is a family-owned financial advisory firm specializing in retirement planning, wealth preservation, tax strategies, and estate planning. Moore's Wealth Management is based in Gainesville, Georgia.

Steward Partners
Company
Financial Services
Washington, District of Columbia
www.stewardpartners.com