Financial Services M&A Transactions in United States

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

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

Thompson Advisory Services is a financial planning and investment advisory firm that provides comprehensive financial guidance covering cash flow management, tax planning and preparation, investment advising, insurance, real estate considerations, estate planning, and retirement strategies tailored to individuals and professionals. Thompson Advisory Services was founded in 2009 and is headquartered in Portland, Oregon.

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

First Fidelity Bank is a community bank serving citizens of DeKalb County and surrounding communities in Northeast Alabama. The bank promotes thrift and home ownership through offering competitive FDIC-insured deposit products and responsible home loan programs tailored to meet the needs of its customers, and offers a wide range of deposit and loan products for small businesses. First Fidelity Bank is based in Fort Payne, Alabama.

First Bank of Alabama
Company
Financial Services
Talladega, Alabama
www.fbal.bank
Advisors: Compton Jones Dresher LLP , Olsen Palmer

CenterBridge Planning Group is an independent financial-planning and investment-management firm that provides services including financial planning, retirement planning, investment management, tax planning, estate & insurance planning, business planning, and retirement income planning. CenterBridge Planning Group is based in Lockport, New York.

Independent Financial Partners
Company
Financial Services
Tampa, Florida
www.ifpartners.com

Commonwealth Financial Network
Company
Financial Services
Waltham, Massachusetts
www.commonwealth.com