| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Matrix Capital Markets Group
Matrix Capital Markets Group is an independent, advisory focused, privately-held…
|
2026-02-17 | Acquisition | — | — | Deal → |
| 2 |
College Raptor
College Raptor is a higher education technology company that simplifies the coll…
|
2022-09-13 | Acquisition | Complete | — | Deal → |
| 3 |
DH Capital
DH Capital is a private investment banking partnership founded in 2001 and serve…
|
2021-12-15 | Acquisition | Complete | — | Deal → |
| 4 |
JMP Group
JMP Group Inc. is a full-service investment banking and asset management firm th…
|
2021-09-08 | Merge | Complete | $140.0M | Deal → |
| 5 |
Investors Bancorp
Investors Bancorp is a two-tiered holding company that provides financial produc…
|
2021-07-28 | Acquisition | Complete | $3.5B | Deal → |
| 6 |
Trinity Capital
Trinity Capital is a boutique investment firm that provides strategic financial …
|
2020-02-13 | Acquisition | Complete | — | Deal → |
| 7 |
C
Clarfeld Financial Advisors LLC
Clarfeld Financial Advisors is a financial services firm that specializes in fin…
|
2018-11-06 | Acquisition | Complete | — | Deal → |
| 8 |
Franklin American Mortgage Company
Franklin American Mortgage Company (FAMC) is a privately held mortgage banking f…
|
2018-05-31 | Acquisition | Complete | $511.0M | Deal → |
| 9 |
Western Reserve Partners
Western Reserve Partners provides financial advisory services to industrial, rea…
|
2017-05-02 | Acquisition | Complete | — | Deal → |