Tracked deals
237
237 tracked deals across 2008-2026.
Financial Services Buyers & Acquisitions in California
Buyer mix
Strategic-led
202 strategic · 66 pe
Top trend
Volume peaked in 2025
46 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Wealth & advisory: EP Wealth Advisors adds the Opes team; Sanctuary Wealth brings in Soteris Private Wealth under a partnered independence model.
- Fiduciary & investments: Mesirow Fiduciary Solutions will expand outsourced plan-level 3(38) capabilities; Horizon completes an acquisition adding institutional fixed income and OCIO capabilities.
- Mortgages & servicing: Transactions include building larger mortgage platforms (American Pacific Mortgage and Synergy One Lending) and modernizing servicing technology (Carrington Mortgage Services adopting ValonOS).
- Banking consolidation: First Hawaiian agrees to acquire TriCo Bancshares in an all-stock deal; CVB Financial completes an all-stock merger with Heritage Commerce.
- Fintech & lending infrastructure: SoFi acquires Peach Finance to broaden loan processing, ledgering, payments, and risk/fraud capabilities.
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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 |
|---|---|---|---|
| Allworth Financial | 5 | Full-service independent investment advisory and wealth m... | Strategic (PE-backed) |
| EP Wealth Advisors, LLC | 5 | Fee-only registered investment adviser providing financia... | Strategic (PE-backed) |
| Simplicity Group | 5 | National financial product distribution platform that par... | Strategic (PE-backed) |
| Creative Planning, LLC | 3 | Independent wealth management firm providing financial pl... | Strategic |
| EP Wealth Advisors | 3 | Independent fee-only registered investment adviser provid... | Strategic (PE-backed) |
| Edelman Financial Engines | 3 | Independent wealth planning and investment advisory firm ... | Strategic (PE-backed) |
| Hub International Limited | 3 | Full‑service global insurance brokerage and financial ser... | Strategic |
| Inszone Insurance Services | 3 | Full-service insurance brokerage providing commercial, pe... | Strategic |
| Lee Equity Partners | 3 | Middle-market private equity firm that partners with mana... | PE |
| Stone Point Capital LLC | 3 | Financial‑services focused private equity firm that inves... | PE |
Acquisition Volume in Financial Services in California by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Allworth Financial
- Target
- High Falls Advisors, Inc., Holistic Financial Partners
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Allworth Financial acquired High Falls Advisors (Rochester, New York) and Holistic Financial Partners (Indianapolis), adding approximately $947 million in combined assets under management (AUM) and 23 professionals to its national registered investment advisory platform. The deals expand Allworth’s presence in the East Coast and Midwest and add specialized capabilities in integrated tax planning and divorce financial planning.
-
August 28, 2026
- Buyer
- Vanguard
- Target
- Altruist
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Vanguard has agreed to acquire Altruist, an AI-forward wealth technology and custody platform that serves independent financial advisors and RIAs. The deal is intended to expand the reach and impact of financial advice by combining Vanguard’s resources with Altruist’s advisor technology platform and custody infrastructure. Closing is expected later in 2026, subject to regulatory approvals and customary conditions.
-
August 18, 2026
- Buyer
- MAI Capital Management
- Target
- OG Private Wealth
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
MAI Capital Management acquired OG Private Wealth, a fee-only registered investment adviser with about $551 million in assets under management, to expand MAI’s California presence. The planning-first RIA focuses on personalized wealth management for entrepreneurs, business owners, and affluent families; OG Private Wealth joined MAI effective August 14, 2026.
-
- Buyer
- Mesirow
- Target
- flexPATH Strategies, LLC (plan-level 3(38) business)
- Seller
- flexPATH Strategies, LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Mesirow, an independent, employee-owned financial services firm, entered into an agreement to acquire the plan-level 3(38) business of flexPATH Strategies. The deal expands Mesirow Fiduciary Solutions’ outsourced fiduciary capabilities, particularly in discretionary custom portfolio management and investment lineup services. The transaction is expected to close in the fourth quarter of 2026, subject to customary closing conditions.
-
- Buyer
- First Hawaiian, Inc.
- Target
- TriCo Bancshares
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
First Hawaiian Bank’s parent company, First Hawaiian, agreed to acquire TriCo Bancshares (parent of Tri Counties Bank) in an all-stock transaction valued at approximately $2.02 billion. The deal will combine two relationship-focused bank franchises and create the sixth-largest bank headquartered in the Western United States, expanding First Hawaiian’s mainland presence in California.
-
June 30, 2026
- Buyer
- EP Wealth Advisors
- Target
- Opes Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
EP Wealth Advisors announced a partnership/acquisition of Opes Wealth Management, a Menlo Park, California-based wealth management firm with more than $900 million in assets under management. The deal adds the Opes team (eight members) to EP Wealth and is intended to expand EP Wealth’s Northern California presence and integrated, planning-first advisory capabilities.
-
- Buyer
- Horizon
- Target
- Anfield Capital Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Horizon has completed its acquisition of Anfield Capital Management, an Irvine, California-based asset management firm specializing in fixed income. The deal adds Anfield’s institutional fixed income expertise, outsourced chief investment officer (OCIO) capabilities, mutual funds, and ETFs to Horizon’s suite of solutions for financial advisors.
-
June 12, 2026
- Buyer
- American Pacific Mortgage
- Target
- Synergy One Lending
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
American Pacific Mortgage (APM) and Synergy One Lending (Synergy One) announced a strategic merger to combine their retail mortgage operations and build a larger national platform. The combined business targets approximately $14 billion in annual loan production, with Synergy One CEO Steve Majerus joining APM as president and Synergy One continuing as a division under APM.
-
- Buyer
- SoFi
- Target
- Peach Finance
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
SoFi is acquiring Peach Finance, a fintech infrastructure company focused on lending technology. The deal will integrate Peach into SoFi’s Technology Solutions organization to broaden its platform for loan processing, banking core and ledgering, payments, and risk and fraud capabilities.
-
- Buyer
- Linkhome Holdings Inc.
- Target
- Constant Investments, Inc. (doing business as Mortgage One Group)
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Linkhome Holdings Inc. has entered into a definitive agreement to acquire 100% of the equity interests of Constant Investments, Inc., doing business as Mortgage One Group. The transaction is expected to close on or before July 1, 2026, subject to customary closing conditions.
-
- Buyer
- Fifth Third Bank, National Association
- Target
- Mechanics Bank Delegated Underwriting and Servicing (DUS) business line
- Seller
- Mechanics Bank (wholly owned subsidiary of Mechanics Bancorp)
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Fifth Third Bank, National Association completed the acquisition of Mechanics Bank’s Delegated Underwriting and Servicing (DUS) business line, including an experienced multifamily lending team and an approximately $1.8 billion unpaid principal balance servicing portfolio. The deal adds a broader multifamily lending and servicing capability to Fifth Third’s commercial real estate platform, and Mechanics Bank transferred the related operations and hired the DUS employees.
-
- Buyer
- CVB Financial Corp., Citizens Business Bank, National Association
- Target
- Heritage Commerce Corp., Heritage Bank of Commerce
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
CVB Financial Corp. (CVBF) completed its planned all-stock merger with Heritage Commerce Corp. (HTBK) on April 17, 2026, along with the merger of Citizens Business Bank and Heritage Bank of Commerce. The combined institution expands Citizens’ footprint with 16 Bay Area branches and is expected to surpass $20 billion in assets.
-
April 20, 2026
- Buyer
- Sanctuary Wealth
- Target
- Soteris Private Wealth
- Seller
- Merrill Lynch
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Sanctuary Wealth, a hybrid RIA focused on supporting independent financial advisors, welcomed Soteris Private Wealth, a new firm launched by advisors Josh Erickson and Rob Montierth. The $800 million team previously managed approximately $800 million in client assets at Merrill Lynch and is now operating under Sanctuary’s partnered independence model.
-
- Buyer
- Factory Holdings, Andreessen Horowitz (a16z) Cultural Leadership Fund
- Target
- Kalshi
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Factory Holdings, a family office platform, led a $4.7 million investment into Kalshi’s previously announced Series E financing round, alongside Andreessen Horowitz’s Cultural Leadership Fund. The round valued Kalshi at approximately $11 billion and included participation from a16z, Sequoia Capital, CapitalG, ARK Invest, Charles Schwab, and Y Combinator.
-
- Buyer
- Franklin Templeton
- Target
- 250 Digital
- Seller
- CoinFund Management LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Franklin Templeton agreed to acquire 250 Digital, including its liquid cryptocurrency strategies and investment team previously run as a CoinFund spinoff. The firm is launching a new institutional crypto investment division, Franklin Crypto, co-led by Christopher Perkins and Seth Ginns, and expects the transaction to close in Q2 2026 (subject to customary conditions).
-
- Buyer
- Bank of Hope (Hope Bancorp, Inc.)
- Target
- Commercial Banking Unit (CBU) of SMBC MANUBANK
- Seller
- SMBC MANUBANK, SMBC Americas Holdings, Inc., Sumitomo Mitsui Banking Corporation (SMBC)
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Bank of Hope, a subsidiary of Hope Bancorp, entered into a definitive agreement to acquire the Commercial Banking Unit (CBU) of SMBC MANUBANK in an all-cash transaction. The deal is expected to close in the second half of 2026, subject to regulatory approvals, and will expand Hope’s commercial banking footprint in Greater Los Angeles and its service for Japanese and Korean clients in the United States.
-
- Buyer
- Plancorp Wealth Management
- Target
- Regency Investment Advisors, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Plancorp Wealth Management has acquired Regency Investment Advisors, an independent registered investment advisor headquartered in Fresno, California. The deal adds approximately $1 billion in client assets under management and 14 professionals, with Regency fully integrated into Plancorp’s platform, including branding, systems, and operations.
-
March 20, 2026
- Buyer
- CrossCountry Mortgage
- Target
- Summit Funding
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
CrossCountry Mortgage entered into an agreement to acquire Summit Funding, a privately held mortgage banker and servicer headquartered in Sacramento, California. The companies say the combination will expand scale and geographic reach while giving Summit Funding’s loan originators more tools, technology, and growth opportunities.
-
- Buyer
- Arthur J. Gallagher & Co., Risk Placement Services, Inc. (RPS)
- Target
- S Philips Surety & Insurance Services, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Arthur J. Gallagher & Co. (NYSE: AJG) announced that its U.S. wholesale brokerage, Risk Placement Services, Inc. (RPS), has acquired Agoura Hills, California-based S Philips Surety & Insurance Services, Inc. Terms were not disclosed. The S Philips team will remain in its current location under the direction of Jeremy Crawford, head of RPS’s surety bond operations.
-
February 9, 2026
- Buyer
- Beast Industries
- Target
- Step
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Beast Industries, the creator-led entertainment and consumer products platform founded by Jimmy “MrBeast” Donaldson, has acquired fintech app Step to add youth-focused financial services and financial literacy tools to its ecosystem. The deal brings Step's technology, full-stack fintech team and more than 7 million users into Beast's distribution and content-driven platform to accelerate product development and expand access to financial wellness offerings.
-
February 8, 2026
- Buyer
- Summitry, Aspen Standard Wealth
- Target
- Vantage Wealth
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Summitry, a Bay Area wealth management firm, acquired Vantage Wealth, a Pasadena, California registered investment advisor with $721 million in AUM (as of February 8, 2026). The deal is intended to strengthen Summitry’s Southern California presence and expand the suite of tailored wealth management capabilities available to clients.
-
February 8, 2026
- Buyer
- Blue Ridge Associates
- Target
- AmbroseAdvisors (ESOP third‑party administration services business)
- Seller
- AmbroseAdvisors
- Industry
- Financial Services
- Location
- California, United States
- Type
- Divestiture
Blue Ridge Associates has acquired the ESOP third‑party administration (TPA) services business from AmbroseAdvisors, including the ESOP administration team and clients. AmbroseAdvisors will retain its advisory business while Blue Ridge expands its ESOP administration capabilities and client base to meet growing demand for ESOP formation and related services.
-
January 6, 2026
- Buyer
- Wealthspire (Ground Control Business Management)
- Target
- Ceres Financial Management, LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Wealthspire’s Ground Control Business Management has acquired Los Angeles-based Ceres Financial Management, LLC. The acquisition will fold Ceres into Ground Control’s operations and expand the firm’s business-management and wealth services footprint in Southern California for high-net-worth clients, with Ceres founder Craig Shenkler joining as a managing director.
-
January 6, 2026
- Buyer
- Taylor Fresh Foods
- Target
- Pacific Valley Bank
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Taylor Fresh Foods, parent company of Taylor Farms, has acquired a 16.3% minority ownership stake in Pacific Valley Bank, a locally owned community bank headquartered in Salinas, California. The investment strengthens the bank's capital base, reinforces local ownership and governance, and adds Taylor representation on the bank's board.
-
January 5, 2026
- Buyer
- Protective Life Corporation
- Target
- Portfolio Holding, Inc.
- Seller
- Abry Partners
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Protective Life Corporation (a U.S. subsidiary of Dai-ichi Life Holdings) completed its acquisition of Portfolio Holding, Inc. and its subsidiaries from Abry Partners. The deal combines Protective’s finance and insurance capabilities with Portfolio’s dealer wealth programs and reinsurance management for automotive, RV, powersports and marine dealers.
-
December 31, 2025
- Buyer
- Beacon Pointe Advisors
- Target
- Litman Gregory Wealth Management
- Seller
- iM Global Partner
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Beacon Pointe Advisors has acquired Litman Gregory Wealth Management, a $2.7 billion registered investment adviser previously affiliated with iM Global Partner, in a deal that closed December 31, 2025. The acquisition expands Beacon Pointe's national footprint—strengthening its presence in Northern California and establishing a new office in Missouri—while adding an 18-person advisory team and specialist planning capabilities.
-
December 17, 2025
- Buyer
- Community West Bancshares
- Target
- United Security Bancshares, United Security Bank
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Community West Bancshares (NASDAQ: CWBC) has agreed to merge with United Security Bancshares (NASDAQ: UBFO) in an all-stock transaction. Under the terms of the deal, United Security Bancshares shareholders will receive 0.4520 shares of Community West Bancshares for each share they own. The transaction was completed on April 1, 2026, creating a larger community banking franchise in Central California with approximately $5 billion in total assets.
-
December 4, 2025
- Buyer
- Sequoia Financial Group, LLC
- Target
- Sterling Financial Group, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Sequoia Financial Group, an Akron-based SEC-registered wealth manager with $29.9 billion AUM, has acquired Pasadena-based Sterling Financial Group, a seven-person independent investment advisory firm with $406 million in AUM. The deal expands Sequoia's footprint in California and brings Sterling's advisors and clients into Sequoia's platform; terms were not disclosed.
-
November 21, 2025
- Buyer
- Citizens Financial Group
- Target
- Bradley Wealth Partners
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Citizens Financial Group has acquired Bradley Wealth Partners, a Newport Beach-based advisory team that previously managed $880 million in client assets, and integrated the team's advisors into Citizens Private Wealth. The move expands Citizens' private wealth footprint in Southern California and strengthens its capabilities serving next-generation and ultra-high-net-worth clients.
-
November 18, 2025
- Buyer
- OTR Solutions
- Target
- TruckSmarter
- Seller
- TruckSmarter
- Industry
- Financial Services
- Location
- California, United States
- Type
- Divestiture
OTR Solutions has acquired TruckSmarter’s factoring and business banking division, assuming all factoring and banking operations and onboarding TruckSmarter’s factoring clients. The deal lets TruckSmarter focus on its AI-driven dispatching and load board technology while expanding OTR’s freight finance and banking capabilities for carriers nationwide.
-
November 12, 2025
- Buyer
- Clearlake Capital Group, L.P.
- Target
- Pathway Capital Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Clearlake Capital Group entered into a definitive agreement to acquire Pathway Capital Management, a global private market solutions provider for institutional and wealth clients. The deal is expected to close in the first quarter of 2026, subject to regulatory approvals, and Pathway will retain its brand and operate independently as part of Clearlake’s investment solutions business. Clearlake later announced completion of the acquisition in June 2026.
-
October 31, 2025
- Buyer
- Mariner Wealth Advisors
- Target
- Defined Financial Planning
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Mariner Wealth Advisors has acquired Defined Financial Planning, a San Rafael, California–based registered investment adviser with approximately $164 million in assets under advisement. The acquisition, which closed Oct. 31, 2025, expands Mariner's West Coast footprint and brings a three-person team into Mariner's national advisory platform.
-
October 27, 2025
- Buyer
- Prime Pensions, Inc.
- Target
- Presberg Pensions
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Prime Pensions, an independent retirement plan administration and consulting provider based in Florham Park, New Jersey, has acquired Presberg Pensions, a third-party retirement plan administrator headquartered in Westlake Village, California. The deal strengthens Prime Pensions' footprint in the California market and gives Presberg's clients access to Prime Pensions' national scale, technology, and compliance capabilities; financial terms were not disclosed.
-
October 27, 2025
- Buyer
- PSG, Canapi Ventures, Spectrum Equity
- Target
- SavvyMoney
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
SavvyMoney, a Dublin, California–based provider of credit-score and financial wellness software for banks and fintechs, raised a $225 million minority investment co-led by PSG and Canapi Ventures, with continued investment from Spectrum Equity. The capital will accelerate SavvyMoney’s product roadmap, AI capabilities and go-to-market expansion across its network of more than 1,500 financial institution partners.
-
October 23, 2025
- Buyer
- Aave Labs
- Target
- Stable Finance
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Aave Labs has acquired Stable Finance, a San Francisco-based fintech startup that created the Stable app for stablecoin savings. The acquisition brings Stable Finance’s founder Mario Baxter Cabrera and the engineering team into Aave Labs to accelerate development of consumer-focused onchain savings and other consumer DeFi products.
-
October 11, 2025
- Buyer
- Creative Planning, LLC
- Target
- SageView Advisory Group
- Seller
- Aquiline
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Creative Planning has entered into a definitive agreement to acquire SageView Advisory Group, an independent registered investment advisor focused on retirement plan consulting and wealth management. The combined firm would represent $640 billion in client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans. Aquiline, which has held a majority stake in SageView since 2021, will exit its investment following the transaction.
-
September 30, 2025
- Buyer
- Ares Management Private Equity funds, Berkshire Partners
- Target
- EP Wealth Advisors
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Ares Management Private Equity funds have signed a definitive agreement to acquire a significant minority stake in EP Wealth Advisors, joining Berkshire Partners as an existing minority equity partner. The investment is expected to be completed in October 2025 and will provide growth capital and strategic support for EP Wealth’s talent, technology, client-facing offerings, and future M&A partnerships.
-
September 3, 2025
- Buyer
- Merchant
- Target
- Validus Capital
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Merchant has entered a partnership with Validus Capital, a Los Angeles–based registered investment adviser managing roughly $2.5 billion, to provide growth capital and strategic resources. The capital will support Validus’s plans to expand alternatives distribution and reporting capabilities, attract advisors to its platform, and scale its multi-family office services.
-
September 2, 2025
- Buyer
- Columbia Banking System, Inc.
- Target
- Pacific Premier Bancorp, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Columbia Banking System, Inc. (Columbia) entered into a definitive all-stock merger agreement to acquire Pacific Premier Bancorp, Inc. Columbia will receive Pacific Premier in a stock-for-stock exchange (0.9150 Columbia shares for each Pacific Premier share). The transaction received required regulatory approvals and was later reported as closed as of August 31, 2025.
-
- Buyer
- Gateway Investment Advisers
- Target
- Belmont Capital Group
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Gateway Investment Advisers agreed to acquire the business of Belmont Capital Group, a Los Angeles-based provider of customized, options-based separately managed account (SMA) strategies. The deal expands Gateway’s separately managed account offerings and adds options-based overlay strategies to Natixis Investment Managers’ AIA direct-indexing platform. Gateway later announced the acquisition closed on August 29, 2025.
-
August 15, 2025
- Buyer
- RWA Wealth Partners
- Target
- Moirai Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
RWA Wealth Partners, an independent boutique wealth management firm managing $18 billion in client assets, has acquired Moirai Wealth Management, a San Francisco-based RIA with $344 million in assets under management. The deal (closed August 15, 2025) adds a four-member team and strengthens RWA's West Coast presence and family office capabilities.
-
August 11, 2025
- Buyer
- Kayne Anderson BDC, Inc.
- Target
- SG Credit Partners, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Kayne Anderson BDC, Inc. made a strategic financing and equity investment in SG Credit Partners, providing an $80 million term loan, a $34 million delayed-draw term loan facility, and a $12 million common equity investment. Following the transaction, KBDC owns a 22.5% equity stake in SG Credit and has an option to purchase additional equity, a move KBDC said complements and expands its direct lending and origination platform.
-
August 1, 2025
- Buyer
- Marsh McLennan Agency
- Target
- Olympic Insurance Agency
- Seller
- Don Barberie, Bob Barberie
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Marsh McLennan Agency (MMA), a business of Marsh, has acquired Olympic Insurance Agency, an independent insurance agency based in Simi Valley, California. Olympic's team, including principals Don and Bob Barberie, will remain in place as MMA expands its capabilities and client coverage in Southern California, particularly in real estate and manufacturing risk solutions.
-
July 22, 2025
- Buyer
- San Francisco Federal Credit Union
- Target
- Summit Bank (three branches in Oakland, Emeryville, and Walnut Creek)
- Seller
- Summit Bank shareholders (implied by references to rewarding loyal shareholders)
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
San Francisco Federal Credit Union (San Francisco & Oakland, Calif.) entered into a definitive agreement to purchase substantially all the assets and liabilities of Summit Bank in an all-cash transaction. The deal covers Summit Bank’s three East Bay branches in Oakland, Emeryville, and Walnut Creek, and is anticipated to close in the first quarter of 2026, subject to regulatory and shareholder approvals.
-
- Buyer
- Origami Capital Partners
- Target
- Coromandel Capital
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Origami Capital Partners announced a strategic partnership with Coromandel Capital under which Origami will provide capital and support to accelerate Coromandel’s lending programs and scale its origination capacity. Coromandel, a Los Angeles-based private credit firm focused on asset-backed lending for FinTech and specialty finance, will continue to focus on self-liquidating asset pools with Origami’s backing.
-
- Buyer
- Modern Wealth Management
- Target
- Kaye Capital Management
- Seller
- Kaye Capital Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Modern Wealth Management has acquired El Segundo-based Kaye Capital Management in an asset purchase, bringing KCM's $700M+ AUM (plus $300M AUA) onto Modern Wealth's platform and pushing the firm's total AUM past $8.5 billion. The four-person KCM team and leaders Ken Watten and David Hilton join Modern Wealth as managing directors, strengthening the firm's institutional retirement plan advisory capabilities and expanding its California presence.
-
- Buyer
- Steward Partners
- Target
- Consilium Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Steward Partners acquired Consilium Wealth Management, onboarding Partner John H. Seo and his nearly ten-member team and adding approximately $1.1 billion in client assets to Steward's Legacy Division. The deal deepens Steward Partners' presence in Northern California and expands its Bay Area footprint while providing succession and continuity support for the Consilium team and clients.
-
June 30, 2025
- Buyer
- True North Advisors, LLC, Wealth Partners Capital Group (WPCG), HGGC (Aspire Holdings)
- Target
- Blue Investment Partners LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
True North Advisors, a Dallas-based registered investment adviser, has acquired Danville, California-based Blue Investment Partners, adding approximately $353 million in AUM and expanding True North’s presence in the San Francisco Bay Area. The deal is True North’s second acquisition since forming a growth partnership with Wealth Partners Capital Group and HGGC’s Aspire Holdings platform and closed June 30, 2025; financial terms were not disclosed.
-
June 18, 2025
- Buyer
- PACT Capital Partners
- Target
- Accel-KKR
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
PACT Capital Partners has made a minority equity investment in Accel-KKR. Proceeds will be used to increase Accel-KKR's capital commitments and support the firm's growth and capabilities; no proceeds are being distributed to Accel-KKR principals and specific terms were not disclosed.
-
- Buyer
- Bayview Asset Management, LLC
- Target
- Guild Holdings Company
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Guild Holdings Company (NYSE: GHLD) signed a definitive agreement under which a fund managed by Bayview Asset Management will acquire all outstanding shares of Guild not already owned by Bayview in an all-cash transaction valued at approximately $1.3 billion in aggregate equity value. The deal is expected to close in the fourth quarter of 2025, and Guild will operate as a privately held independent entity in close partnership with Lakeview Loan Servicing, a Bayview affiliate.
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Frequently Asked Questions
What kinds of financial services acquisitions show up in California recently?
Recent California transactions include wealth management and hybrid RIA onboarding, plan-level fiduciary and investment capability expansion, and mortgage/lending platform growth (including servicing technology modernization).
Are these deals focused more on wealth advisory or on lending and servicing?
Both. The page highlights activity across wealth and retirement advisory (e.g., EP Wealth Advisors, Mesirow) and lending/mortgages (e.g., American Pacific Mortgage, Carrington Mortgage Services adopting ValonOS).
Do acquisitions involve technology and platform integration?
Yes. Examples include Carrington Mortgage Services adopting ValonOS as its core servicing platform and SoFi integrating Peach Finance into its lending technology and infrastructure stack.
Where are the deals located within the state?
The page references California, United States broadly, including deals tied to specific California cities such as Menlo Park, Irvine, and Northern California.
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