Financial Services M&A Transactions

Peasy is a household financial services platform, acting as a broker and distributor for mortgages, insurance, energy, and telecom products. It provides consumers with convenience, transparency, and choice through an omnichannel experience. Peasy is based in Zaventem, Belgium.

Meilleurtaux
Company
Financial Services
Paris, France
www.meilleurtaux.com

Vortex Capital Partners
Investor
Private Equity Firm
Amsterdam, Netherlands
www.vortexcp.com

Groebl Brothers is a financial services firm that provides wealth management, retirement plan consulting, and fiduciary investment advisory services. Groebl Brothers was founded in 2010 and is based in Leawood, Kansas.

United Capital Financial Advisors
Company
Business Services
Irving, Texas
www.unitedcapitalwealth.com

Dent Wealth Advisors is a financial advisory firm that provides investment management, financial planning, and wealth management services to individuals, families, and business owners. Dent Wealth Advisors was founded in 1997 and is based in Baton Rouge, Louisiana.

Wealth Enhancement Group
Company
Financial Services
Plymouth, Minnesota
www.wealthenhancement.com

InstaMortgage is an originations-focused mortgage lender specializing in purchase and refinance loans. InstaMortgage was founded in 2008 and headquartered in San Jose, California.

reAlpha
Company
Real Estate
Dublin, Ohio
www.realpha.com

Conway Bank provides comprehensive financial solutions tailored to meet the diverse needs of both individual customers and business clients. Conway Bank is based in Conway Springs, Kansas.

The First Security Bank
Company
Financial Services
Overbrook, Kansas
www.firstsecurityks.com
Advisor: King & Spalding

Brightpoint is a financial services and investment firm specialising in alternative investment solutions, fund structuring, and fund administration. Brightpoint was founded in 2015 and is based in Hamburg, Germany.

Anderson Global
Company
Business Services
George Town, Cayman Islands
www.anderson-global.com

AEGIS Financial is a financial advisory firm that provides personalised, tax-oriented financial planning, asset management, and wealth-management services to individuals, families, executives, and business owners. AEGIS Financial was founded in 1993 and is based in Oshkosh, Wisconsin.

Wealth Enhancement Group
Company
Financial Services
Plymouth, Minnesota
www.wealthenhancement.com

Linkbank is a U.S. community bank that provides commercial banking, small-business lending, treasury management and personal banking services to individuals, professionals and businesses. The Company offers deposit products, commercial and consumer loans, SBA lending and digital banking services, serving local and regional markets through branch locations and relationship-based banking teams. Linkbank is based in Camp Hill, Pennsylvania.

Burke & Herbert Financial Services
Company
Financial Services
Alexandria, Virginia
www.burkeandherbertbank.com
Advisors: Troutman Pepper Hamilton Sanders , Keefe, Bruyette & Woods

Heritage Commerce is a bank holding company, provides various commercial and personal banking services. Heritage Commerce was founded in 1994 and is based in San Jose, California.

Citizens Business Bank
Company
Financial Services
Ontario, California
www.cbbank.com
Advisors: Manatt, Phelps & Phillips , J.P. Morgan Securities

Wealth Advocates is a financial advisory firm that provides coordinated financial planning, investment management, retirement strategy, estate planning support, and risk-management services to individuals and families. Wealth Advocates was founded in 2017 and is based in Logan, Utah.

Wealth Enhancement Group
Company
Financial Services
Plymouth, Minnesota
www.wealthenhancement.com

United Security Bank is a state-chartered independent community bank that provides a range of personal and business banking products and financial services, including checking and savings accounts, commercial and real estate loans, online and mobile banking, cash management services, and other deposit and lending solutions. United Security Bank was founded in 1987 and is headquartered in Fresno, California.

Community West Bancshares
Company
Financial Services
Fresno, California
www.communitywestbank.com
Advisors: Otteson Shapiro , Janney Montgomery Scott

Clearview Wealth Advisors is an investment advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, families, and institutions. Clearview Wealth Advisors is based in Columbia, Maryland.

EP Wealth Advisors
Company
Business Services
Torrance, California
www.epwealth.com

DayMark Wealth Partners is an investment advisor serving high-net-worth individuals, families, and business owners. DayMark Wealth Partners was founded in 2022 and is based in Cincinnati, Ohio.

CWC
Company
Financial Services
Chicago, Illinois
www.constellationwealthcapital.com

Spectrum Wealth Management is a financial advisory firm that provides wealth management, retirement planning, and investment advisory services to individuals, families, and small businesses. Spectrum Wealth Management was founded in 2002 and is based in Irvine, California.

Wealth Enhancement Group
Company
Financial Services
Plymouth, Minnesota
www.wealthenhancement.com

Grasshopper Bank is a digital commercial bank that offers business banking products and financial services tailored to small and medium-sized businesses, startups, and fintech companies. Grasshopper Bank was founded in 2019 and is based in New York, New York.

Enova
Company
Financial Services
Chicago, Illinois
www.enova.com
Advisors: Covington & Burling , Keefe, Bruyette & Woods

Cushon is a fintech dedicated to helping people build a better financial future through smart, engaging technology. The company provides pension and savings products through an intuitive mobile app that delivers a personalised experience, making it simple for customers to manage their money and invest in line with their goals and values. Integrating seamlessly with payroll and benefits platforms, the company delivers its products through the workplace to reach as many savers as possible. Cushon is based in Poole, Dorset.

Willis Towers Watson
Company
Insurance
London, United Kingdom
www.wtwco.com
Advisors: DLA Piper , PwC Corporate Finance , Ardea Partners

NatWest Group
Company
Financial Services
Edinburgh, United Kingdom
www.natwestgroup.com
Advisor: Lazard