13
Total deals
$1.5B
Total value
$744.7M
Avg deal
$1.1B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Clark Capital Management Group
Clark Capital Management Group is a financial services company providing investm…
|
2026-01-15 | Acquisition | Pending | — | Deal → |
| 2 |
GreensLedge
GreensLedge is an independent investment banking firm that provides advisory and…
|
2025-10-14 | Acquisition | Pending | — | Deal → |
| 3 |
Solus Trust
Solus Trust is a privately owned, non-deposit taking, independent trust company.
|
2022-12-06 | Acquisition | Complete | — | Deal → |
| 4 |
SumRidge Partners
SumRidge Partners operates as a fixed income trading company.
|
2022-03-28 | Acquisition | Complete | — | Deal → |
| 5 |
TriState Capital
TriState Capital is a commercial and private bank that serves middle-market busi…
|
2021-10-20 | Acquisition | Complete | $1.1B | Deal → |
| 6 |
Charles Stanley
Charles Stanley is an investment management company.
|
2021-07-29 | Acquisition | Complete | $389.5M | Deal → |
| 7 |
Cebile Capital
Cebile Capital is a financial company focusing on consulting and fundraising for…
|
2021-05-25 | Acquisition | Complete | — | Deal → |
| 8 |
Northwest Plan Services
Northwest Plan Services provides high-quality service to retirement plan sponsor…
|
2020-12-10 | Acquisition | Complete | — | Deal → |
| 9 |
Oak Trust Co
Oak Trust Co is a privately held trust company based in London, Ont.
|
2020-04-29 | Acquisition | Complete | — | Deal → |
| 10 |
Silver Lane Advisors
A premier investment bank focused exclusively on the financial services industry
|
2019-01-23 | Acquisition | Complete | — | Deal → |
| 11 |
C
Cougar Global Investments
Cougar Global Investments is an investment management company.
|
2015-03-02 | Acquisition | Complete | — | Deal → |
| 12 |
Morgan Keegan Ventures
Founded in 1969, Morgan Keegan Ventures invests in early-stage technology compan…
|
2012-04-02 | Acquisition | Complete | — | Deal → |
| 13 |
Lane, Berry & Co. International
Lane, Berry & Co. International, LLC (LBCI) is a boutique investment banking fir…
|
2009-05-26 | Acquisition | Complete | — | Deal → |