Tracked deals
44
44 tracked deals across 2015-2026.
Financial Services Buyers & Acquisitions in Arizona
Buyer mix
Strategic-led
39 strategic · 12 pe
Top trend
Volume peaked in 2026
9 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Wealth management expansion in Phoenix/Scottsdale: Firms including EP Wealth Advisors and Maridea Wealth Management acquire advisory teams to grow local coverage and add planning capabilities.
- Platform buildouts and integration: Acquisitions like Trinity Capital’s purchase of Equipment Leasing Services (ELS) keep ELS operating as a standalone portfolio company under the parent.
- Fintech and financial infrastructure: Kinective acquired OrboGraph to add AI-powered check recognition and fraud prevention to its intelligent banking platform.
- Specialized lending/financial products: Deal activity includes gold asset assurance via Monetary Metals’ acquisition of TJS USA Inc, and equipment finance solutions tied to industries like manufacturing, transportation, construction, and aerospace.
- Recurring Arizona presence through repeat buyers: Reverence Capital Partners and EP Wealth Advisors both show up multiple times, including large recapitalization and multiple RIA rollups.
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Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Arthur J. Gallagher & Co. | 2 | Global insurance brokerage, risk management and consultin... | Strategic |
| Heffernan Financial Services | 2 | Full-service financial services and retirement/insurance ... | Strategic |
| Integrity Marketing Group, LLC | 2 | Distributor of life and health insurance and provider of ... | Strategic |
| Inverness Graham | 2 | Operationally focused private investment firm that acquir... | PE |
| Reverence Capital Partners | 2 | Private equity firm focused on investments in financial s... | PE |
| Alera Group | 1 | Independent national insurance and financial services fir... | Strategic |
| Alera Group Retirement Plan Services | 1 | Division of Alera Group focused on retirement plan servic... | Strategic |
| Alerus Financial Corporation | 1 | Diversified financial services company providing banking,... | Strategic |
| Allworth Financial | 1 | Independent investment advisory firm specializing in reti... | Strategic (PE-backed) |
| AmeriLife Group, LLC | 1 | National distributor and marketing organization for life ... | Strategic (PE-backed) |
Acquisition Volume in Financial Services in Arizona by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Mike Kortas
- Target
- NEXA Lending
- Seller
- Mat Grella
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Recapitalization
NEXA Lending announced the successful resolution of all litigation between CEO Mike Kortas and former business partner Mat Grella. The settlement establishes Kortas as the sole owner of NEXA Lending, concluding a multi-year legal dispute and moving the company forward under unified ownership.
-
July 7, 2026
- Buyer
- Monetary Metals
- Target
- TJS USA Inc
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Monetary Metals, the Gold Yield Marketplace platform, has acquired TJS USA Inc, a gold asset assurance provider. The acquisition is structured as an all-share deal valuing TJS at $28.5 million, and TJS will operate as a wholly owned subsidiary with retention of its brand and leadership.
-
- Buyer
- Trinity Capital Inc.
- Target
- Equipment Leasing Services (ELS)
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Trinity Capital Inc. acquired Equipment Leasing Services (ELS), a Southwest-focused provider of flexible equipment finance solutions for sectors including manufacturing, transportation, construction, and aerospace. ELS will continue to operate as a standalone portfolio company under Trinity Capital, with CEO Alex Powell and the existing leadership team remaining in place.
-
- Buyer
- Reverence Capital Partners, Ares Secondaries funds, Lexington Partners, Bain Capital
- Target
- Osaic, Inc.
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Recapitalization
Reverence Capital Partners closed a more-than-$2 billion recapitalization of Osaic, funding the deal with new capital through a continuation vehicle while maintaining Osaic’s existing governance and board composition. Proceeds provide liquidity to existing investors in Reverence Capital funds and increase Osaic’s balance sheet capital to support organic growth, acquisitions and other strategic initiatives, with Ares Secondaries funds and Lexington Partners leading the continuation vehicle and Bain Capital joining as a new investor.
-
- Buyer
- OppFi Inc.
- Target
- BNCCORP Inc., BNC National Bank
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
OppFi signed a definitive agreement to acquire BNCCORP and its wholly owned subsidiary, BNC National Bank, in a cash-and-stock transaction valued at approximately $130 million. The deal is expected to close in Q4 2026, subject to stockholder and regulatory approvals.
-
March 31, 2026
- Buyer
- Kinective
- Target
- OrboGraph
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Kinective announced it has acquired OrboGraph, an AI-powered check recognition and fraud prevention solutions provider. The acquisition expands Kinective’s intelligent banking platform with real-time check fraud detection and Positive Pay/payee verification capabilities across teller, ATM, mobile deposit, and lockbox workflows.
-
March 16, 2026
- Buyer
- Maridea Wealth Management
- Target
- Chichester Financial Group, LLC
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Maridea Wealth Management announced it has acquired Chichester Financial Group, LLC (CFG), a Phoenix-based advisory firm focused on tax-smart financial planning and tax-aware investment strategies. The deal expands Maridea’s presence in Phoenix to two offices and adds founder John J. Chichester Jr. as a Senior Financial Planner, strengthening Maridea’s retirement plan capabilities.
-
March 3, 2026
- Buyer
- EP Wealth Advisors
- Target
- Thompson Wealth Management
- Seller
- Neal Thompson (Founder & CEO) and Thompson Wealth Management team of six (named as joining EP Wealth)
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
EP Wealth Advisors partnered with Thompson Wealth Management in a deal that adds over $300 million in assets under management (AUM) and expands EP Wealth’s Arizona footprint. Thompson Wealth Management, founded in 2010 and focused on serving federal employees, will join EP Wealth along with its founder and six-person team; financial terms were not disclosed.
-
- Buyer
- EP Wealth Advisors, LLC
- Target
- Capital Insight Partners, LLC
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
EP Wealth Advisors, a fee-only registered investment advisor, has partnered with Capital Insight Partners, a Scottsdale-based wealth management firm with over $730 million in AUM, and integrated the CIP advisory team into EP Wealth’s Arizona region. Nine members of the CIP team will join EP Wealth; CIP co-founder Susan Anastasiadis will join EP Wealth as Senior Vice President. Financial terms were not disclosed.
-
September 4, 2025
- Buyer
- Modern Wealth Management
- Target
- Public Safety Financial/Galloway
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
Modern Wealth Management has acquired Mesa, Arizona-based Public Safety Financial/Galloway (PSF/Galloway), an RIA managing $1.1 billion in assets, and has launched a dedicated Public Safety Financial division to serve first responders and public safety families. The deal establishes Modern Wealth's first office in Arizona and expands its national footprint and advisor support through a new Phoenix Organic Growth Hub.
-
- Buyer
- Safeguard Investment Advisory Group, LLC
- Target
- Solutions First Financial Group
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Safeguard Investment Advisory Group has acquired Solutions First Financial Group and opened a new office in Scottsdale, Arizona on April 1, 2025. The deal marks Safeguard's first office outside California as the firm expands its wealth management and retirement planning services into Arizona.
-
March 27, 2025
- Buyer
- Integrity Marketing Group, LLC
- Target
- The Quantum Group
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Integrity Marketing Group, LLC entered into a definitive agreement to acquire The Quantum Group, an independent life and annuity distribution company based in Scottsdale, Arizona. The deal is intended to expand Integrity’s holistic retirement planning offerings by integrating Quantum’s annuity and life insurance education/training platform and distribution capabilities.
-
- Buyer
- True Path Capital Strategies, LLC
- Target
- Premier Wealth Strategies (Oregon, Washington, California and Idaho branches)
- Seller
- Jon S. Rustad
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
True Path Capital Strategies, LLC has acquired the Oregon, Washington, California and Idaho branches of Premier Wealth Strategies from retired financial professional Jon S. Rustad. The deal expands True Path's geographic footprint and client base as part of its growth strategy to serve more households with retirement and wealth management services.
-
January 8, 2025
- Buyer
- GTCR
- Target
- Concord Servicing
- Seller
- Inverness Graham, Inverness Graham Investments IV, Inverness Graham Green Light Fund
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
GTCR has acquired Concord Servicing, a Scottsdale-based provider of software and administration services for specialty loan servicing, from Inverness Graham. GTCR will partner with new CEO Dhruv Vakharia and plans to accelerate Concord's product and M&A-driven growth to broaden its offering across specialty lending end markets.
-
June 11, 2024
- Buyer
- Ready Capital Corporation
- Target
- Madison One, M1 CUSO, Madison One Lender Services
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Ready Capital Corporation has acquired Madison One (including M1 CUSO and Madison One Lender Services), a Scottsdale-based originator and servicer of USDA- and SBA-guaranteed loans. The acquisition expands Ready Capital's USDA lending presence, is expected to generate substantial USDA volume, and will have Madison One operate as a Ready Capital subsidiary under its current name.
-
- Buyer
- Concurrent Investment Advisors
- Target
- The Wealth Stewards
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Growth capital
Concurrent Investment Advisors welcomed The Wealth Stewards — a merged, Arizona-based advisory team of nine professionals with over $500 million AUM — to its multi-custodial RIA platform. Concurrent will provide operational support, legal/transition assistance, and growth capital to help the firm expand services for high-net-worth and business-owner clients.
-
- Buyer
- Bluespring Wealth Partners
- Target
- KDI Wealth Management
- Seller
- Kevin Dick, Carrie Dick, Shane Keith
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
Bluespring Wealth Partners announced the acquisition of Scottsdale-based KDI Wealth Management, a 14-person firm overseeing over $750 million in client assets. KDI's founders (Kevin and Carrie Dick) and partner Shane Keith will join Bluespring while KDI also joins the Kestra Financial platform to access additional tools and resources and accelerate growth.
-
April 2, 2024
- Buyer
- Integra Consumer Lending
- Target
- Aztec Pawn
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Integra Consumer Lending, part of Yes& Companies, acquired Aztec Pawn, a two-location pawnshop operator in the Phoenix area. The deal expands Integra’s pawn division to ten locations and strengthens its footprint in the Southwestern United States.
-
December 12, 2023
- Buyer
- Alera Group Retirement Plan Services, Benefit Commerce Group (BCG), Alera Group
- Target
- Fraser Group
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Alera Group Retirement Plan Services, a division of Alera Group, has acquired Fraser Group, a retirement plan consulting practice led by industry veteran George Fraser. Fraser and his Scottsdale, Arizona–based team will join Benefit Commerce Group's retirement plan services division (an Alera Group company) to strengthen Alera's retirement plan capabilities; terms were not disclosed.
-
August 30, 2023
- Buyer
- Concord Servicing, Inverness Graham Investments, Balance Point Capital Advisors
- Target
- Equiant Financial Services
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
Concord Servicing, a portfolio company of Inverness Graham, has acquired Equiant, a Chandler, Arizona-based loan servicer with a $1.5 billion loan portfolio and more than 175,000 consumer loans. Balance Point Capital Advisors provided follow-on financing to Concord to facilitate the transaction; terms were not disclosed.
-
June 21, 2023
- Buyer
- JULY (July Business Services, LLC)
- Target
- Sunwest Pensions
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Waco, Texas-based JULY (July Business Services, LLC) has acquired Tempe, Arizona-based recordkeeper and third-party administrator Sunwest Pensions. The acquisition adds roughly 500 plan clients and 26 employees to JULY as part of its continued national expansion following prior PE investment from Platform Partners LLC.
-
- Buyer
- Heffernan Financial Services
- Target
- Ascendant Financial Solutions
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Heffernan Financial Services acquired Ascendant Financial Solutions, a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa, Arizona. Founder JD Hoyt and his team joined Heffernan effective May 1, 2023, expanding Heffernan’s wealth management capabilities and presence in Arizona.
-
April 25, 2023
- Buyer
- Integrity Marketing Group, LLC
- Target
- Sellyei & Rundle
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Integrity Marketing Group has acquired Sellyei & Rundle, an independent marketing organization (IMO) based in Tucson, Arizona, to expand Medicare distribution and access for seniors. Financial terms were not disclosed; Lisa Rundle, President of Sellyei & Rundle, will join Integrity and leverage Integrity’s insurtech platform and shared services to scale the agency’s Medicare business.
-
- Buyer
- CrossFirst Bankshares, Inc.
- Target
- Canyon Bancorporation, Inc., Canyon Community Bank, N.A.
- Seller
- Canyon Bancorporation, Inc. shareholders
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
CrossFirst Bankshares, Inc. will acquire Canyon Bancorporation, Inc. and its subsidiary Canyon Community Bank, N.A. in a stock-and-cash transaction valued at an estimated $15.1 million. The deal adds a Tucson branch and core deposit base (Canyon Bank: $122M loans, $169M deposits as of March 31, 2023) to CrossFirst's regional banking footprint and is expected to close in H2 2023 subject to regulatory approval.
-
March 21, 2023
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Viking Bond Service, Inc.
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Arthur J. Gallagher & Co. has acquired Phoenix-based Viking Bond Service, Inc., a surety bond agency founded in 2002. The acquisition expands Gallagher's surety capabilities and integrates Viking's team into Gallagher's retail property/casualty brokerage operations; terms were not disclosed.
-
November 1, 2022
- Buyer
- Heffernan Financial Services
- Target
- Osland Financial Group
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Heffernan Financial Services acquired Osland Financial Group of Scottsdale, Arizona, effective November 1, 2022. Michael Osland and his team of four employees joined Heffernan as part of the firm's expansion in the Southwest, adding the Osland office as Heffernan's second Arizona location.
-
September 26, 2022
- Buyer
- TimePayment
- Target
- QuickSpark Financial
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
TimePayment, a Boston-based FinTech owned by affiliates of Fortress Investment Group, has acquired QuickSpark Financial, an e-commerce-focused equipment financing firm based in Tempe, Arizona. The deal brings QuickSpark’s vendor integrations, active leases (including those held by Briland Capital and QSE Capital), and its team into a new QuickSpark strategic business unit within TimePayment to expand e-commerce capabilities and market reach.
-
- Buyer
- HUB International Limited
- Target
- WealthPlan Advisors, LLC
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
HUB International Limited acquired the assets of WealthPlan Advisors, LLC, an independent Scottsdale-based investment advisor, to expand its retirement and wealth advisory capabilities in the Southwest. WealthPlan Advisors had nearly 600 clients and managed more than $2.3 billion in assets as of March 2022; terms were not disclosed and the firm was represented by Wise Rhino Group.
-
- Buyer
- Alerus Financial Corporation
- Target
- MPB BHC, Inc. (Metro Phoenix Bank)
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Alerus Financial Corporation completed its previously announced acquisition of MPB BHC, Inc. (MPHX), the bank holding company for Metro Phoenix Bank. The all-stock merger expands Alerus’ Arizona footprint and increases its deposit market share in the Phoenix metropolitan area.
-
- Buyer
- IDIQ
- Target
- Credit Swag Ventures, Inc. (doing business as Credit & Debt)
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
IDIQ has acquired Credit Swag Ventures, Inc., which operates as Credit & Debt, adding the fintech-financial education site creditanddebt.org and the Money Sensei personal financial management platform to its member services. The acquisition brings Credit & Debt CEO Jeff Mandel into IDIQ as president of IDIQ Monetization and expands IDIQ's financial wellness, educational content, and third-party monetization capabilities.
-
April 12, 2022
- Buyer
- Creative Planning LLC
- Target
- Keystone Wealth Partners
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Creative Planning LLC, a large independent wealth management firm based in Overland Park, Kansas, has acquired Keystone Wealth Partners, an Arizona- and North Dakota-based wealth management firm managing over $644 million in AUM. The deal adds Keystone's 29 employees and 13 advisors to Creative Planning's platform and expands Creative Planning's advisory footprint and capabilities in tax, estate and holistic financial planning.
-
- Buyer
- Inverness Graham, Balance Point Capital Advisors (Balance Point Capital Partners V, L.P.)
- Target
- Concord Servicing Corporation
- Seller
- Founding owners
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Inverness Graham has invested in Concord Servicing Corporation, partnering with the company's founding owners to support scaling of its loan servicing and SaaS platform. Balance Point Capital provided a creative financing solution to facilitate Inverness Graham's acquisition; Concord remains headquartered in Scottsdale, Arizona and serves originators, lenders and capital providers across end markets including home improvement, solar/energy efficiency and vacation ownership.
-
February 15, 2022
- Buyer
- Inverness Graham
- Target
- Concord Servicing Corporation, Inc.
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Inverness Graham, a private investment firm based in Wayne, Pennsylvania, has acquired Concord Servicing Corporation, a Scottsdale, Arizona–based provider of loan servicing and custom financial technology solutions serving the solar, home efficiency and vacation loan markets. The deal is the fourth platform investment for Inverness Graham IV; financial terms were not disclosed.
-
- Buyer
- Inszone Insurance Services
- Target
- Desert Mountain Insurance Services, Inc.
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Inszone Insurance Services, a California-based full-service insurance brokerage, has acquired Desert Mountain Insurance Services, Inc., a Scottsdale, Arizona agency that specializes in insurance for the healthcare community including medical malpractice. Desert Mountain will continue operating from its current location and serving clients under both the Desert Mountain and Inszone brands as Inszone further expands its national footprint and capabilities in healthcare-related insurance.
-
October 14, 2021
- Buyer
- Simplicity Group
- Target
- Independent Planners Group
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
Simplicity Group acquired Independent Planners Group (IPG), a Scottsdale-based independent insurance wholesaler, marking IPG as the 30th company to join Simplicity's partnership. As part of the deal, founders Mike Kelley and Brian Kelley join as partners, and IPG will gain access to Simplicity’s sales, marketing and distribution resources to support advisors with life insurance, annuities and long-term care solutions.
-
October 13, 2021
- Buyer
- Valley National Bancorp
- Target
- Dudley Ventures, DV Community Investment, DV Fund Advisors, Dudley Ventures Advisory Services
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Valley National Bancorp has acquired Arizona-based Dudley Ventures and its affiliates (DV Community Investment, DV Fund Advisors and Dudley Ventures Advisory Services). The acquisition brings Dudley’s tax-credit investment, structuring and syndication expertise into Valley’s commercial real estate and community development capabilities to support investments in economically distressed communities nationwide.
-
June 15, 2021
- Buyer
- REPAY Holdings Corporation
- Target
- BillingTree
- Seller
- Parthenon Capital
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
REPAY Holdings Corporation agreed to acquire BillingTree, a Scottsdale-based provider of omnichannel integrated payments solutions, from Parthenon Capital for approximately $503 million in a mix of cash and REPAY stock. The deal expands REPAY's presence in healthcare, credit unions and accounts receivable management verticals and adds BillingTree's technology, ~1,650+ clients and 50+ ISV integrations to REPAY's platform.
-
January 25, 2021
- Buyer
- SitusAMC Holdings Corp.
- Target
- Assimilate Solutions, LLC
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
SitusAMC Holdings Corp. has acquired Assimilate Solutions, a provider of mortgage and title knowledge process outsourcing and IT outsourcing solutions. The deal expands SitusAMC's residential mortgage origination offering and its footprint in India; Assimilate's management team will be retained.
-
December 31, 2020
- Buyer
- Mercer Global Advisors (Mercer Advisors)
- Target
- Rowland Carmichael Advisors, Inc.
- Seller
- Tim Rowland, David Carmichael, Other Rowland Carmichael Advisors shareholders
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) has acquired Rowland Carmichael Advisors, Inc. (RCA), a Scottsdale-based wealth management and family office firm. The deal (closed Dec 31, 2020) brings RCA’s nine-person team and its retirement-plan capability into Mercer’s existing Scottsdale office to expand Mercer’s Arizona presence and augment its ERISA/retirement plan business.
-
October 27, 2020
- Buyer
- Allworth Financial
- Target
- Pathways Financial Partners
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
Allworth Financial has entered into a definitive agreement to acquire Pathways Financial Partners of Tucson, Arizona. The deal adds roughly $158 million of assets under management to Allworth, bringing the firm's total AUM to over $9.5 billion and expands Allworth's presence into Arizona; the transaction is expected to close prior to year-end.
-
February 12, 2020
- Buyer
- AmeriLife Group, LLC
- Target
- J.D. Mellberg Financial
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
AmeriLife Group, LLC has acquired a majority interest in J.D. Mellberg Financial, a Tucson-based annuity and retirement planning firm. The deal strengthens AmeriLife's retirement and annuity distribution capabilities; the combined organization represents more than $4.8 billion in annual annuity premium and J.D. Mellberg's founder Joshua Mellberg will remain with the business as a principal.
-
October 29, 2019
- Buyer
- Kingsbridge Holdings LLC, TZP Group
- Target
- Technology Finance Corporation
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
Kingsbridge Holdings LLC has acquired Technology Finance Corporation (TFC), a Scottsdale-based provider of IT equipment and software leasing and financing for small and mid-sized businesses. The deal, terms undisclosed, expands Kingsbridge's leasing platform and capabilities in the SMB IT leasing and vendor finance channels; Kingsbridge is majority-owned by private equity firm TZP Group.
-
September 5, 2019
- Buyer
- Reverence Capital Partners
- Target
- Advisor Group, Inc.
- Seller
- Lightyear Capital LLC, Public Sector Pension Investment Board (PSP Investments)
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Reverence Capital Partners agreed to buy Advisor Group, Inc. from Lightyear Capital and the Public Sector Pension Investment Board (PSP Investments) in a deal announced May 2019 and expected to close in Q3 2019. Lightyear and PSP will retain minority stakes and Advisor Group’s existing management (Jamie Price as CEO) will remain in place as the firm continues to grow its network of financial advisors and assets under administration.
-
February 17, 2015
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Cohn Financial Group, LLC
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Arthur J. Gallagher & Co. (Gallagher) acquired Cohn Financial Group, LLC, a Phoenix-based private placement life insurance distributor, in a transaction announced Feb. 17, 2015; terms were not disclosed. The acquisition brings specialized private placement variable universal life and annuity distribution capabilities and high-net-worth client relationships into Gallagher's employee benefits operations, with Michael Cohn and his team remaining in place under Norbert Chung.
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Frequently Asked Questions
What types of acquisitions are happening in Arizona financial services?
Recent deals in Arizona span wealth management (RIA advisory firms), financial technology (check recognition and fraud prevention), equipment finance, and specialized financial products such as gold asset assurance and lending-related consolidation.
Which companies have been active buyers in Arizona recently?
Recurring acquirers mentioned in recent transactions include Reverence Capital Partners, EP Wealth Advisors, Trinity Capital Inc., Kinective, Monetary Metals, and others such as Integrity Marketing Group, LLC and Modern Wealth Management.
Do these acquisitions typically keep existing leadership or teams?
Several deals explicitly note leadership continuity or team integration. For example, ELS will remain a standalone portfolio company with its existing leadership team, and EP Wealth’s Arizona integrations involve joining advisory team members into EP Wealth.
Are there acquisitions focused on specific customer groups or use cases?
Yes. Modern Wealth Management launched a dedicated Public Safety Financial division after acquiring Public Safety Financial/Galloway to serve first responders and public safety families, and Maridea Wealth Management targets tax-smart financial planning and tax-aware investment strategies in expanding its Phoenix presence.
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