7
Total deals
$4.3B
Total value
$2.1B
Avg deal
$4.1B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Clearwater
Clearwater focused on increasing business potential through debt advisory and al…
|
2026-04-22 | Acquisition | Pending | — | Deal → |
| 2 |
GradFin
GradFin offers free access to a student loan consultant to assist students in ma…
|
2022-05-09 | Acquisition | Complete | — | Deal → |
| 3 |
AQN Strategies
AQN Strategies is a consulting firm of expert-practitioners that has provided ou…
|
2021-03-02 | Acquisition | Complete | — | Deal → |
| 4 |
HelloWallet
HelloWallet is a web and mobile app that provides financial and holistic guidanc…
|
2017-05-31 | Acquisition | Complete | — | Deal → |
| 5 |
First Niagara
First Niagara provides financial services for individuals, families, and busines…
|
2015-10-30 | Acquisition | Complete | $4.1B | Deal → |
| 6 |
E
EverTrust Financial Group
EverTrust is a stock company.
|
2004-10-18 | Acquisition | Complete | $195.0M | Deal → |
| 7 |
L
Leasetec
Leasetec a leading privately-held equipment leasing company.
|
1997-04-08 | Acquisition | Complete | — | Deal → |