Tracked deals
60
60 tracked deals across 2016-2026.
Financial Services Buyers & Acquisitions in Colorado
Buyer mix
Strategic-led
47 strategic · 18 pe
Top trend
Volume peaked in 2025
13 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Wealth management and RIA roll-ups appear frequently, including deals involving AlphaCore Wealth Advisory and Colorado-based advisory firms.
- Platform expansion is a recurring theme: transactions add personnel/teams and convert practices into integrated offices (e.g., Carson Group’s plan for a Carson Wealth office).
- Notable banking and lending activity includes PNC Financial Services Group’s acquisition agreement for FirstBank Holding Company and Yield Solutions Group’s operational control over Trusted American Mortgage.
- Services infrastructure M&A shows up as well, such as Centralis Group acquiring PINE Advisor Solutions to expand compliance and fund services capabilities.
- Alternative investment and capital markets transactions include Bow River Capital acquiring Spur Capital Partners to build an evergreen venture strategy and Royal Gold expanding streaming/royalty interests via acquisitions of Sandstorm Gold and Horizon Copper.
Build a buyer list for your Financial Services deal
Find buyers actively acquiring financial services companies.
Find buyers like these for your dealBuyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| AlphaCore Wealth Advisory | 2 | Independent wealth advisory firm providing investment man... | Strategic |
| Dream Finders Homes, Inc. | 2 | Public homebuilder operating throughout the Southeast, Mi... | Strategic |
| FirstSun Capital Bancorp | 2 | Community banking holding company operating Sunflower Ban... | Strategic |
| Flexpoint Ford | 2 | Middle-market private equity firm specializing in financi... | PE |
| Academy Bank, N.A. | 1 | Full-service, family-owned commercial bank providing reta... | Strategic |
| Altisource Portfolio Solutions S.A. | 1 | Publicly traded provider of technology-enabled services a... | Strategic |
| Arax Investment Partners | 1 | Multi-boutique wealth management platform making strategi... | Strategic (PE-backed) |
| Aspen Standard Wealth, LLC | 1 | Wealth management firm that serves as a permanent home fo... | Mixed |
| Bonaccord Capital Partners | 1 | Private equity firm that acquires non-control equity inte... | PE |
| Bow River Capital | 1 | Alternative asset manager investing across private credit... | PE |
Acquisition Volume in Financial Services in Colorado by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Aspen Standard Wealth, LLC
- Target
- Denver Private Wealth Management
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Aspen Standard Wealth, LLC (“Aspen”) acquired Denver Private Wealth Management (“Denver PWM”), a boutique wealth management firm based in Denver. Denver PWM manages approximately $550 million for clients and provides services such as investment management, retirement planning, tax-efficient strategies, and legacy planning.
-
- Buyer
- AlphaCore Wealth Advisory
- Target
- Elk River Wealth Management
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Elk River Wealth Management partnered with AlphaCore Wealth Advisory to expand Elk River’s suite of client services and access additional resources and capabilities. SDR Ventures acted as the exclusive investment banking advisor to Elk River throughout the transaction process.
-
- Buyer
- Carson Group
- Target
- Ted Swenson’s Colorado Wealth Advisory Practice
- Seller
- Ted Swenson
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Carson Group acquired the Colorado wealth advisory practice led by Ted Swenson, CFP, and plans to transition it into an integrated Carson Wealth office. Swenson’s team—serving approximately $270 million in advisory and brokerage assets—becomes Carson Wealth’s 47th integrated office, expanding Carson’s footprint in the region.
-
- Buyer
- AlphaCore Wealth Advisory, Constellation Wealth Capital
- Target
- Elk River Wealth Management
- Seller
- Wealth Advisor Growth Network (WAGN)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
AlphaCore Wealth Advisory acquired Elk River Wealth Management, a Colorado-based wealth management RIA overseeing about $1 billion in assets. The transaction adds a seven-person Elk River team to AlphaCore, expanding AlphaCore’s Denver/Cherry Creek and Arizona-related advisory presence and capabilities.
-
April 22, 2026
- Buyer
- Modern Wealth Management
- Target
- Brown and Company
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Modern Wealth Management announced an asset purchase agreement to acquire Brown and Company, a Denver, Colorado-based wealth management practice overseeing about $1 billion in AUM. Brown and Company’s team will join Modern Wealth’s platform, marking Modern Wealth’s first presence in Colorado and its 21st acquisition, with total AUM now above $13 billion.
-
March 25, 2026
- Buyer
- Bow River Capital
- Target
- Spur Capital Partners
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Bow River Capital, a Denver-based alternative asset manager, agreed to acquire venture capital firm Spur Capital Partners. The deal is expected to close in the second quarter of 2026 and is intended to expand Bow River’s evergreen fund offerings by creating an evergreen venture capital strategy.
-
February 18, 2026
- Buyer
- Centralis Group
- Target
- PINE Advisor Solutions
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Centralis Group has completed the acquisition of PINE Advisor Solutions, a U.S.-based provider of compliance, fund officer, and distribution services to asset managers. The combination expands Centralis’ U.S. fund services capabilities and creates a multijurisdictional fund services platform for local and global asset managers.
-
January 23, 2026
- Buyer
- Lovell Minnick Partners, Carlyle AlpInvest
- Target
- SRS Acquiom
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Recapitalization
Lovell Minnick Partners closed a single-asset continuation vehicle for SRS Acquiom in a transaction led by Carlyle AlpInvest, providing fresh capital and a refreshed ownership structure while keeping existing and new investors and management as shareholders. The recapitalization is intended to support SRS Acquiom's next phase of growth — including international expansion across the U.K. and Europe, a push on strategic acquisitions, and further investment in tech-enabled solutions.
-
- Buyer
- PNC Financial Services Group
- Target
- FirstBank Holding Company
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
PNC Financial Services Group announced a definitive agreement to acquire FirstBank Holding Company (parent of FirstBank) in a $4.1 billion cash-and-stock transaction. The acquisition expands PNC’s footprint in Colorado and Arizona and is expected to be integrated into PNC Bank, N.A. pending regulatory approvals.
-
December 30, 2025
- Buyer
- Yield Solutions Group
- Target
- Trusted American Mortgage
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Yield Solutions Group (YSG) has taken operational control of Trusted American Mortgage, acquiring full control and installing senior leadership oversight. YSG said it will invest capital and operational resources to expand Trusted American Mortgage’s lending platform nationally, enhance compliance and licensing, and scale its mortgage services.
-
- Buyer
- Castle Creek Capital (affiliates / Castle Creek managed funds)
- Target
- FirstSun Capital Bancorp
- Seller
- Legacy stockholders
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Affiliates of Castle Creek Capital acquired $40 million of common stock in FirstSun Capital Bancorp from legacy stockholders, becoming one of the company's largest institutional shareholders with roughly a 4% stake. The investment is intended to support FirstSun as it pursues a proposed merger with First Foundation Inc. and Castle Creek expects to join the company's board subject to regulatory and closing conditions.
-
October 20, 2025
- Buyer
- Royal Gold, Inc., International Royalty Corporation
- Target
- Sandstorm Gold Ltd., Horizon Copper Corp.
- Seller
- Sandstorm Gold Ltd. shareholders, Horizon Copper Corp. shareholders
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Royal Gold, Inc. completed its previously announced acquisitions of Sandstorm Gold Ltd. and Horizon Copper Corp., expanding its diversified portfolio of precious metal stream and royalty interests. The Sandstorm deal was completed via share issuance to Sandstorm shareholders, and the Horizon acquisition was funded in part by drawings on Royal Gold’s revolving credit facility.
-
- Buyer
- Cresset
- Target
- Monticello Associates
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Cresset, a multi-family office, announced a strategic partnership with Monticello Associates to expand Cresset’s institutional investment advisory capabilities. The Monticello Associates team will join Cresset, and the combined entity is expected to manage nearly $200 billion in assets, with the transaction expected to close later in 2025.
-
- Buyer
- Rocktop Technologies LLC
- Target
- Incenter Capital Advisors
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Rocktop Technologies, a technology and AI-enabled Solutions-as-a-Service firm, has acquired Incenter Capital Advisors to expand its mortgage servicing rights (MSR) market reach and deepen data-driven capital markets capabilities. The acquisition combines Rocktop's data, document, and AI infrastructure with Incenter's MSR valuation, trading, and post-transaction support expertise to offer integrated valuation, execution, and portfolio surveillance services to institutional mortgage investors.
-
- Buyer
- Dream Finders Homes, Inc., Presidio Investors
- Target
- Alliant National Title Insurance Company, Inc., Alliant National Title Insurance Company and affiliate
- Seller
- Presidio Investors (PI)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Dream Finders Homes, Inc. (NYSE: DFH) acquired Alliant National Title Insurance Company and a related affiliate. The deal was initially announced on October 23, 2024 and formally closed on April 18, 2025.
-
April 15, 2025
- Buyer
- Securitize, Securitize Fund Services (SFS)
- Target
- MG Stover (Fund Administration business)
- Seller
- MG Stover
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Divestiture
Securitize has acquired the fund administration business of MG Stover, adding the team and capabilities to Securitize Fund Services (SFS) and making SFS the largest digital-asset fund administrator. The deal expands Securitize’s fund administration, compliance, and reporting capabilities and increases SFS’s assets under administration to roughly $38 billion across 715 funds.
-
- Buyer
- Congruent Solutions
- Target
- IPX Retirement Edge
- Seller
- IPX Retirement
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Divestiture
Congruent Solutions has acquired the IPX Retirement Edge platform from IPX Retirement to expand its CORE retirement technology suite and enable in-plan guaranteed income options for Defined Contribution plans. The acquisition adds capabilities across enrollment, policy issuance, cashiering and reporting, allowing Congruent to better support plan sponsors, recordkeepers, advisors and annuity providers.
-
- Buyer
- North Mill Equipment Finance LLC (NMEF)
- Target
- Pawnee Leasing Corporation
- Seller
- An affiliate of Chesswood Group Limited
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
North Mill Equipment Finance LLC (NMEF) has acquired substantially all assets of Pawnee Leasing Corporation and certain other assets from an affiliate of Chesswood Group Limited pursuant to a court‑sanctioned sale. The acquisition increases NMEF's total gross receivables under management to over $2 billion, transfers servicing of Pawnee's managed partnerships to NMEF, and brings a majority of Pawnee's former employees (primarily in Fort Collins, Colorado) into NMEF.
-
March 26, 2025
- Buyer
- Flexpoint Ford, TA Associates
- Target
- Public Trust Advisors, LLC, The PMA Companies
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Private equity firms Flexpoint Ford and TA Associates have backed the combination of Public Trust Advisors, LLC and the PMA Companies to create a new integrated financial services firm, PTMA Financial Solutions. The combined organization, led by CEO Todd Alton with Executive Chairman Jim Davis, serves over 12,000 local governments and public entities across the United States and employs more than 270 people; terms were not disclosed.
-
March 11, 2025
- Buyer
- EP Wealth Advisors, LLC
- Target
- The Holben Group, LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
EP Wealth Advisors has partnered with Denver-based The Holben Group, LLC, bringing approximately $190 million of AUM into EP Wealth and expanding the firm's Colorado presence. The Holben Group founder Jeffrey Holben, along with other advisors, will join EP Wealth in advisory and partner roles; financial terms were not disclosed.
-
- Buyer
- Dream Finders Homes, Inc., Jet HomeLoans, LP
- Target
- Cherry Creek Mortgage, LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Dream Finders Homes, through its wholly owned subsidiary Jet HomeLoans, has completed the acquisition of Cherry Creek Mortgage, a Denver-based mortgage originator and servicer. The deal (closed March 4, 2025) expands Jet HomeLoans' servicing capabilities and strengthens Dream Finders' mortgage offering to support new-build construction lending and affordability for its homebuyers.
-
January 27, 2025
- Buyer
- Arax Investment Partners
- Target
- Cedrus Financial
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Arax Investment Partners, a RedBird-backed wealth management platform, has acquired Cedrus Financial, a Littleton, Colorado-based RIA managing about $1 billion in AUM. Cedrus will operate within Arax’s Advisory Partners coalition to access operational synergies, technology, and scale to support growth; financial terms were not disclosed.
-
November 12, 2024
- Buyer
- Mercer Global Advisors (Mercer Advisors)
- Target
- Chapel & Collins
- Seller
- Dennis Collins (founding partner of Chapel & Collins)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Mercer Global Advisors (Mercer Advisors) has acquired Chapel & Collins, a Fort Collins, Colorado-based Registered Investment Adviser managing about $675 million for over 500 clients. The deal expands Mercer's advisor capacity and boosts its assets under management in the Greater Denver area to nearly $5 billion, deepening its regional presence and wealth management capabilities.
-
September 28, 2024
- Buyer
- Transform Wealth LLC, Focus Financial Partners Inc.
- Target
- Custom Portfolio Group LLC (CPG)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Focus Financial Partners entered into a definitive agreement under which Custom Portfolio Group LLC (CPG) will formally join its partner firm, Transform Wealth LLC (Transform). The deal is expected to close in Q4 2024, subject to customary closing conditions, combining CPG’s wealth planning and investment management capabilities with Transform’s advisory platform.
-
August 11, 2024
- Buyer
- Robertson Stephens Wealth Management, LLC
- Target
- Ratio Wealth Group LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Robertson Stephens Wealth Management has acquired Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in advisory assets. The Ratio team joins Robertson Stephens and opens a Denver office, expanding Robertson Stephens’ footprint to 22 locations and bringing its total AUM to about $6.5 billion.
-
- Buyer
- Academy Bank, N.A., Dickinson Financial Corporation
- Target
- Mountain View Bank of Commerce
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Academy Bank, N.A. and its parent Dickinson Financial Corporation have signed a definitive agreement to acquire Westminster, Colorado-based Mountain View Bank of Commerce. The acquisition expands Academy Bank’s commercial and business banking capabilities and strengthens its presence in North Denver and Boulder; the deal is expected to close in Q4 2024.
-
May 28, 2024
- Buyer
- Robertson Stephens Wealth Management
- Target
- Three Points Financial
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Robertson Stephens Wealth Management has added Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets, and established a new Colorado Springs office. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as Managing Director & Principal, bringing her team and client relationships to the firm to expand Robertson Stephens' presence in Colorado.
-
- Buyer
- Vitruvian Partners
- Target
- Aduro Advisors
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Aduro Advisors, a Denver-based fund administrator to venture capital and private equity firms, has secured a strategic growth investment from Vitruvian Partners. Aduro’s management team and existing shareholder PPC Enterprises will retain significant equity as Vitruvian provides capital and strategic support to accelerate Aduro’s service, technology (FundPanel.io) and growth/ acquisition ambitions.
-
- Buyer
- MAI Capital Management, LLC
- Target
- Harbor Wealth Management
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
MAI Capital Management has acquired Harbor Wealth Management, an independent wealth advisory firm with offices in Boulder and Denver, Colorado and approximately $321 million in client assets under management. Harbor’s founders and senior advisors will join MAI as Senior Wealth Advisors/Managing Directors and the firm will adopt MAI’s brand and platform to expand MAI’s presence in Colorado.
-
- Buyer
- UMB Financial Corporation
- Target
- Heartland Financial USA, Inc.
- Seller
- Heartland Financial USA, Inc. stockholders
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
UMB Financial Corporation completed its previously announced all-stock acquisition of Heartland Financial USA, Inc., creating a larger regional bank with approximately $68 billion in assets and expanded operations across 13 states. The deal (announced at an implied value of about $2.0 billion and using a 0.55 share exchange ratio) increases UMB's private wealth AUM by roughly 31–32%, adds more than 100 branches and ATMs, and brings HTLF operations onto UMB platforms before full brand conversion.
-
- Buyer
- Tradeweb Markets, Inc.
- Target
- Institutional Cash Distributors, LLC, Institutional Cash Distributors (ICD)
- Seller
- Parthenon Capital
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Tradeweb Markets, Inc. (Nasdaq: TW) entered into a definitive agreement to acquire Institutional Cash Distributors, LLC (ICD), an institutional investment technology platform for corporate treasury organizations trading short-term investments, for $785 million in an all-cash deal. Tradeweb says the acquisition will add a new client channel for corporate treasurers and will complement its existing electronic marketplaces for fixed income products.
-
January 16, 2024
- Buyer
- FirstSun Capital Bancorp
- Target
- HomeStreet, Inc., HomeStreet Bank
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
FirstSun Capital Bancorp entered into a definitive, all-stock merger agreement to acquire HomeStreet, creating a combined ~$17 billion regional bank with an expanded footprint in the Southwest and West Coast. FirstSun also agreed to raise $175 million of equity capital to support the merger and expected pro forma capitalization.
-
- Buyer
- Flexpoint Ford
- Target
- Public Trust Advisors
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Flexpoint Ford has made a significant minority growth investment in Public Trust Advisors, a Denver-based investment advisory firm serving municipalities, school districts and other local government entities. The partnership will provide capital and industry expertise to help Public Trust expand product offerings, accelerate growth and pursue strategic acquisitions while existing management and founders remain significant shareholders.
-
- Buyer
- New York Life Investment Management
- Target
- Bow River Advisers
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
New York Life Investment Management (NYLIM) has agreed to take a minority interest in Bow River Advisers, the investment-advisory subsidiary of Bow River Capital, and will serve as the distribution partner for the Bow River Capital Evergreen Fund. The partnership is intended to expand distribution and broaden investor access to the Evergreen Fund while leaving Bow River Advisers' investment strategy and day-to-day operations unchanged.
-
January 3, 2024
- Buyer
- MSCI Inc.
- Target
- Fabric (Fabric RQ, Inc.)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
MSCI Inc. has completed its acquisition of Fabric (Fabric RQ, Inc.), a wealth-technology platform that provides portfolio design, customization and analytics for wealth managers and advisors. The deal expands MSCI’s wealth solutions and analytics capabilities, broadening its market reach into wealth management.
-
November 1, 2023
- Buyer
- Mercer Global Advisors, Inc.
- Target
- Singh Advisory, LLC
- Seller
- Parshad K. Singh
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Mercer Global Advisors, Inc. (Mercer Advisors), a PE-backed national RIA headquartered in Denver, acquired Singh Advisory, LLC, a Denver-based wealth management firm led by Parshad K. Singh. Singh Advisory brings approximately $60 million of AUM and a small advisor team into Mercer as an add-on to expand Mercer's Colorado presence and advisor footprint.
-
October 20, 2023
- Buyer
- Waverly Advisors, LLC
- Target
- Rainsberger Wealth Advisors
- Seller
- Bud Rainsberger, Rainsberger Wealth Advisors
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Rainsberger Wealth Advisors of Colorado Springs, marking Waverly's entry into Colorado. The deal — closed October 20, 2023 — adds $302 million of AUM to Waverly and is the firm's ninth acquisition since taking equity investment from Wealth Partners Capital Group and HGGC's Aspire Holdings platform.
-
October 18, 2023
- Buyer
- FMI Corporation
- Target
- SLATE Partners, LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
FMI Corporation has acquired SLATE Partners, a Denver-based M&A advisory firm focused on building materials and building services. The deal brings SLATE’s advisory talent and transaction expertise into FMI Capital Advisors, expanding FMI’s M&A capabilities and sector coverage across the built environment.
-
October 10, 2023
- Buyer
- Bonaccord Capital Partners
- Target
- Revelstoke Capital Partners
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Bonaccord Capital Partners, a subsidiary of P10, Inc., made a passive minority (non-control) investment in Revelstoke Capital Partners to provide long-term capital to support Revelstoke's growth and investment activity. The transaction is a strategic, growth-capital partnership and does not change Revelstoke's day-to-day management or investment process.
-
September 27, 2023
- Buyer
- MidWestOne Financial Group, Inc.
- Target
- Denver Bankshares, Inc. (Bank of Denver)
- Seller
- Denver Bankshares shareholders (local family owners)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
MidWestOne Financial Group, Inc. entered into a definitive agreement to acquire Denver Bankshares, Inc., the parent company of the Bank of Denver, for $32.6 million in cash. The deal (expected to close Q1 2024) adds approximately $271.5 million in assets, $198.0 million in loans and $242.0 million in deposits and is intended to accelerate MidWestOne's expansion and scale in the Denver market.
-
July 1, 2023
- Buyer
- IMA Financial Group
- Target
- Syntrinsic
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
IMA Financial Group announced a strategic partnership under which Denver-based Syntrinsic will become "Syntrinsic, an IMA Company," effective July 1, 2023. Syntrinsic will retain its local identity and leadership, relocate to IMA's Denver headquarters, and continue providing investment advisory and impact investing services to foundations, endowments and nonprofits (approximately $2.4B AUA).
-
March 23, 2023
- Buyer
- GeoWealth
- Target
- First Ascent Asset Management
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
GeoWealth, a Chicago-based turnkey asset management platform (TAMP), has acquired Denver-based First Ascent Asset Management. First Ascent will operate as an independent subsidiary and migrate onto GeoWealth’s technology platform to expand GeoWealth’s full-service TAMP capabilities for RIAs.
-
March 13, 2023
- Buyer
- Guild Mortgage
- Target
- Cherry Creek Mortgage, LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Guild Mortgage (NYSE: GHLD) has acquired Cherry Creek Mortgage, LLC, a Greenwood Village, Colorado-based retail mortgage lender with 68 branches in 45 states. Cherry Creek will operate as a division of Guild led by founder Jeff May; financial terms were not disclosed and JMP Securities represented Cherry Creek.
-
February 15, 2023
- Buyer
- Simplicity Group Holdings, Inc.
- Target
- The Leaders Group, Inc.
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Simplicity Group Holdings, Inc. has entered into a definitive agreement to acquire The Leaders Group, Inc., a national independent broker-dealer based in Littleton, Colorado. The acquisition expands Simplicity's distribution capability into the brokerage general agency (BGA) channel and enhances its ability to support independent financial advisors and BGAs with insurance and securities distribution services.
-
February 2, 2023
- Buyer
- First American Financial Corporation
- Target
- 1031 Solutions, LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
First American Financial Corporation has completed the acquisition of the assets of 1031 Solutions, LLC, a Boulder-based qualified intermediary that provides 1031 exchange services for real estate investors, attorneys and tax advisors. 1031 Solutions' capabilities will be integrated under the First American Exchange Company brand, and founders Richard and Linda Levy will assist with the transition to support growth in the Rocky Mountain region.
-
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Complete Financial Ops, Inc. (CFO Fund Services)
- Seller
- Complete Financial Ops, Inc., Tiffany Cholez (Founder and CEO)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
SS&C Technologies Holdings, Inc. has acquired Complete Financial Ops, Inc. (CFO Fund Services), a Colorado-based fund administration firm. The all-cash transaction (terms undisclosed) adds 25 clients and eight employees to SS&C and expands its fund administration capabilities—particularly for venture capital and family office funds—while extending SS&C's servicing footprint in the Denver region.
-
October 3, 2022
- Buyer
- Confie
- Target
- CoWest Insurance Group
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Confie, the U.S. personal-lines insurance distribution company, has acquired Colorado-based CoWest Insurance Group and its network of 30 independent agencies. CoWest will continue to operate under its current brand in Colorado and Confie will retain CoWest employees as it expands its InsureOne agency-network strategy.
-
June 23, 2022
- Buyer
- NerdWallet, Inc.
- Target
- On the Barrelhead, Inc.
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
NerdWallet, Inc. acquired On the Barrelhead, Inc. in a transaction valued at approximately $120 million (approximately $70 million cash and $50 million in NerdWallet Class A common stock). On the Barrelhead will be fully integrated into NerdWallet to accelerate the company's data and technology capabilities for improved, personalized credit product recommendations for consumers and SMBs.
-
April 13, 2022
- Buyer
- PolySign Inc.
- Target
- MG Stover
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
PolySign, a digital asset custody, trading, and fund administration fintech, entered into an agreement to acquire MG Stover for a mix of cash and PolySign stock. MG Stover is a leading digital fund administration provider with over $40 billion in digital assets under administration. The deal is expected to close in Q2 2022.
-
- Buyer
- FirstSun Capital Bancorp
- Target
- Pioneer Bancshares, Inc.
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
FirstSun Capital Bancorp (holding company of Sunflower Bank) completed its previously announced merger with Texas-based Pioneer Bancshares, Inc. (holding company of Pioneer Bank, SSB) effective April 1, 2022. Pioneer Bank, SSB’s subsidiary bank merged into Sunflower Bank, and the combined company now operates under the FirstSun and Sunflower Bank trade names with an expanded Southwest footprint.
Full Export
Purchase this data
Get the full acquisitions list for this page as CSV + XLSX.
Build a buyer list for your Financial Services deal
Find buyers actively acquiring financial services companies.
Frequently Asked Questions
What types of deals are included in Colorado financial services acquisitions?
The coverage includes acquisitions and investments across wealth management (RIA practices), banking expansion, mortgage/lending platforms, and financial services infrastructure such as compliance and fund officer/distribution services.
Which Colorado wealth management acquisitions stand out most?
Recent examples include AlphaCore Wealth Advisory partnering with and acquiring Colorado-based firms, and Carson Group acquiring Ted Swenson’s Colorado Wealth Advisory Practice with plans to integrate it into a Carson Wealth office.
Are there banking deals in this Colorado acquisitions page?
Yes. PNC Financial Services Group announced an acquisition agreement for FirstBank Holding Company, described as a cash-and-stock transaction intended to expand PNC’s Colorado footprint pending regulatory approvals.
Do the transactions include non-wealth-management financial services?
Yes. The page also features alternative asset management and capital markets activity (e.g., Bow River Capital and Royal Gold) and services firms focused on compliance and fund services (e.g., Centralis Group and PINE Advisor Solutions).
Related Acquisition Pages
Financial Services Buyers & Acquisitions
Financial Services Buyers & Acquisitions in Canada
Private Equity-Backed Financial Services Buyers
Financial Services Acquisitions in 2026
Financial Services Acquisitions in 2025
Financial Services Acquisitions in 2024
Financial Services Acquisitions in 2023
Financial Services Acquisitions in 2022
Acquisitions in Colorado
Private Equity-Backed Acquisitions in Colorado
Acquisitions in Colorado in 2026
Acquisitions in Colorado in 2025