Tracked deals
7
7 tracked deals across 2021-2026.
Financial Services Buyers & Acquisitions in Maine
Buyer mix
Strategic-led
6 strategic · 1 pe
Top trend
Volume peaked in 2021
3 tracked deals announced in 2021.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Alliant Insurance Services, Inc. | 1 | National insurance brokerage and risk management firm pro... | Strategic |
| Corient | 1 | Fee-only wealth management firm using a private-partner m... | Strategic |
| Genstar Capital | 1 | San Francisco-based private equity firm focused on invest... | PE |
| Guild Holdings Company | 1 | Publicly listed, growth-oriented residential mortgage com... | Strategic |
| Savant Wealth Management | 1 | Fee-only registered investment adviser providing wealth m... | Strategic |
| Wealth Enhancement | 1 | National independent wealth management firm offering comp... | Strategic |
| World Insurance Associates LLC | 1 | National insurance brokerage and financial services organ... | Strategic |
Acquisition Volume in Financial Services in Maine by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Savant Wealth Management
- Target
- Richard Brothers Financial Advisors
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Savant Wealth Management entered a partnership with Richard Brothers Financial Advisors, which closed on June 30, 2026. Financial terms were not disclosed, and the Richard Brothers team joined Savant as member-owners and employees while continuing to serve clients from the South Portland, Maine office.
-
- Buyer
- World Insurance Associates LLC
- Target
- Healey & Associates
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
World Insurance Associates LLC acquired the business of Healey & Associates (Portland, Maine) effective May 1, 2025. The acquisition expands World’s employee benefits footprint into Maine and adds Healey’s nonprofit-focused benefits expertise to World’s New England capabilities; terms were not disclosed.
-
December 31, 2024
- Buyer
- Wealth Enhancement
- Target
- VanceGray Wealth Management, Inc.
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Wealth Enhancement has acquired VanceGray Wealth Management, an independent RIA that oversees over $409 million in client assets and maintains locations in Bangor and Ellsworth, Maine. The acquisition closed on December 31, 2024, establishes Wealth Enhancement's first location in Maine and increases the firm's total client assets to more than $102.1 billion. The VanceGray team of four advisors and six support staff will join Wealth Enhancement.
-
December 20, 2024
- Buyer
- Corient
- Target
- H.M. Payson & Co.
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Corient agreed to acquire H.M. Payson & Co. (HMP), Maine’s largest registered investment advisory firm with $7.9 billion in assets under management. The deal is expected to close in 2025 and will be Corient’s first Maine location, expanding its ability to serve clients across northern New England.
-
- Buyer
- Genstar Capital
- Target
- Foreside Financial Group
- Seller
- Lovell Minnick Partners
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Genstar Capital signed a definitive agreement to acquire a majority stake in Foreside Financial Group from Lovell Minnick Partners. The transaction gives Genstar control of Foreside, a Portland, Maine–based provider of distribution and governance, risk and compliance (GRC) solutions to asset and wealth managers, to support growth and broaden Foreside's products and services.
-
- Buyer
- Guild Holdings Company
- Target
- Residential Mortgage Services Holdings, Inc.
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Guild Holdings Company (Guild) entered into a definitive agreement to acquire Residential Mortgage Services Holdings, Inc. (RMS), a fast-growing retail mortgage originator focused in the Northeast. The deal (estimated initial purchase price of $196.7 million based on March 31, 2021 tangible book value, plus a three-year earnout) is expected to be accretive to 2021 EPS and to close in Q3 2021, subject to customary approvals.
-
January 15, 2021
- Buyer
- Alliant Insurance Services, Inc.
- Target
- Seafax, Inc.
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Alliant Insurance Services has acquired Seafax, Inc., a provider of credit information and accounts receivable management services with a long history in the food industry and expansion into other verticals. The acquisition bolsters Alliant’s Trade Credit capabilities by adding Seafax’s credit reporting, monitoring, and collections expertise to its suite of services; terms were not disclosed.
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