Explore All 709 Divestiture Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | January 5, 2021 |
| Target | Whitnell & Co. |
| Sector | Financial Services |
| Buyer(s) | Rockefeller & Co. |
| Sellers(s) | Associated Bank |
| Deal Type | Divestiture |
FILTER BY
Rockefeller & Co., Inc. provides comprehensive investment and wealth management services to a diversified client base of individuals, families and institutions.
| Deal Context for Buyer | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Financial Services | 2 of 2 |
| Type: Divestiture | 1 of 1 |
| State: Illinois | 1 of 1 |
| Country: United States | 3 of 3 |
| Year: 2021 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-18 |
Financial Clarity
Mountain View, California, United States Financial Clarity, Inc. is an independent financial services firm. Financial Clarity, Inc. was founded in 1992 and is based in Mountain View, California. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1861 |
| Sector | Financial Services |
| Employees | 4,006 |
| Revenue | 1.0B USD (2024) |
Associated Bank offers a full range of traditional banking services and a variety of other financial products and services. Associated Bank was incorporated in 1861 and is based in Green Bay, Wisconsin.
| Deal Context for Seller | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services | 1 of 1 |
| Type: Divestiture | 2 of 2 |
| State: Illinois | 1 of 1 |
| Country: United States | 2 of 2 |
| Year: 2021 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-05-04 |
Associated Benefits and Risk Consulting
Minnetonka, Minnesota, United States Associated Benefits and Risk Consulting is a multi-line insurance agency and Midwest-based consulting firm with 400 employees. It is the 36th largest broker of U.S. business providing employee benefits, retirement plans, compliance, business insurance, risk management, and individual insurance solutions. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-12-01 |
American National Bank
Omaha, Nebraska, United States American National Bank offers commercial banking services, including lending, deposit accounts, treasury management, and wealth management solutions, primarily serving businesses and individuals. American National Bank is based in Omaha, Nebraska. |
Buy | $604M |
