Skip to content
FairlyValued

42 industries benchmarked · 39 live sell-side mandates · reviewed 2026-08-06

All sectors

Financial Services

Who acquires Financial Services companies

487 distinct acquirers across 699 recorded transactions, 2014 to 2026. Every buyer below has completed at least one acquisition in this sector.

699
Transactions
2014 to 2026
487
Named acquirers
distinct buyers
8.9x
Median EV/EBITDA
from 10 disclosed
$102m
Median deal size
enterprise value

Most active acquirers

Ranked by number of acquisitions recorded in this sector. A buyer that has done this more than once has a thesis, and a thesis is what makes an approach worth making.

Recorded transactions

TargetAcquirerDateValueEV/EBITDAEV/Revenue
NSTS BancorpBrookfield Bancshares2026-10-01$74m0.0x0.0x
DigitalBridge GroupDuncan Holdco LLC2026-09-30$0k0.0x0.0x
FSC BancsharesHawthorn Bancshares2026-09-03$0k0.0x0.0x
KiaviFigure Technology Solutions2026-09-01$590m0.0x0.0x
Two Harbors Investment Corp.CrossCountry Mortgage2026-08-25$0k0.0x0.0x
RocketFuel payments businessRPay Inc.2026-08-21$0k0.0x0.0x
Webster Financial CorporationBanco Santander2026-08-20$0k0.0x0.0x
InstaMortgage Inc.reAlpha Tech Corp.2026-08-19$9m0.0x0.0x
The Aaron's CompanyKatapult Holdings2026-08-11$0k0.0x0.0x
ACRES Capital Corp.ACRES Commercial Realty Corp.2026-08-06$0k0.0x0.0x
ALT 5 Sigma CanadaPrime Delta Corp.2026-08-03$0k0.0x0.0x
Signature BancorporationEsquire Financial Holdings2026-08-01$0k0.0x0.0x
Celero CommerceDeluxe Corporation2026-07-31$0k0.0x0.0x
OaktreeBrookfield Asset Management Ltd.2026-07-31$3.0bn0.0x0.0x
Open Lending CorporationANV Group Holdings Ltd.2026-07-30$0k0.0x0.0x
Northfield BancorpColumbia Financial2026-07-22$0k0.0x0.0x
Affinity Advisory NetworkStark Novus Financial Inc.2026-07-15$0k0.0x0.0x
Lakeside BancsharesCatalyst Bancorp2026-07-14$41m0.0x0.0x
Adirondack BancorpArrow Financial Corporation2026-07-01$0k0.0x0.0x
Constant InvestmentsLinkhome Holdings Inc.2026-07-01$0k0.0x0.0x
Stellar BancorpProsperity Bancshares2026-07-01$0k0.0x0.0x
The Farmers BancorpRichmond Mutual Bancorporation2026-07-01$0k0.0x0.0x
Janus Henderson Group plcTrian Fund Management2026-06-30$0k0.0x0.0x
Stellus Capital ManagementRidgepost Capital2026-06-22$0k0.0x0.0x
Arena Aviation Partners B.V.Air T2026-06-10$0k0.0x0.0x
Flushing Financial CorporationOceanFirst Financial Corp.2026-06-01$0k0.0x0.0x
Kubra Data Transfer LTD.Repay Holdings Corporation2026-06-01$372m0.0x0.0x
Time Is Loan LimitedAddentax Group Corp.2026-05-15$0k0.0x0.0x
United Dogecoin Inc.Shuttle Pharmaceuticals Holdings2026-05-06$0k0.0x0.0x
Atlantic House Holdings LimitedWisdomTree2026-05-01$200m0.0x0.0x
LINKBANCORPBurke & Herbert Financial Services Corp.2026-05-01$0k0.0x0.0x
Monavate Holdings Limited and Baanx.com LtdExodus Movement2026-05-01$76m0.0x0.0x
Reliance First Capital LLCCarrington Mortgage Services2026-05-01$50m0.0x0.0x
Targeted Lending Co.Pioneer Bancorp2026-04-24$140m0.0x0.0x
Diamond Hill Investment GroupFirst Eagle Investments2026-04-22$0k0.0x0.0x
Heritage Commerce CorpCVB Financial Corp.2026-04-17$0k0.0x0.0x
SWK Holdings CorporationRunway Growth Finance Corp.2026-04-06$0k0.0x0.0x
Blue Foundry BancorpFulton Financial Corporation2026-04-01$0k0.0x0.0x
BOH HoldingsSouth Plains Financial2026-04-01$0k0.0x0.0x
First Foundation Inc.FirstSun Capital Bancorp2026-04-01$0k0.0x0.0x
NBC BancorpBallston Spa Bancorp2026-04-01$0k0.0x0.0x
Tom Johnson Investment ManagementBimini Capital Management2026-04-01$12m0.0x0.0x
United Security BancsharesCommunity West Bancshares2026-04-01$186m0.0x0.0x
Victory BancorpQNB Corp.2026-04-01$0k0.0x0.0x
VinovestStartEngine Crowdfunding2026-03-17$0k0.0x0.0x
IF BancorpServBanc Holdco2026-03-12$0k0.0x0.0x
Forge Global HoldingsThe Charles Schwab Corporation2026-03-02$0k0.0x0.0x
CedarStone FinancialFirst Financial Corporation2026-03-01$25m0.0x0.0x
CNB Bank SharesHBT Financial2026-03-01$0k0.0x0.0x
Fidelity Bank NOLA mortgage divisionFirst Federal Bank2026-03-01$0k0.0x0.0x
Keystone National GroupVirtus Investment Partners2026-03-01$295m0.0x0.0x
Two Rivers Financial GroupFirst Mid Bancshares2026-02-28$0k0.0x0.0x
1st Colonial Bancorp, Inc.Mid Penn Bancorp2026-02-27$106m0.0x0.0x
MidWestOne Financial GroupNicolet Bankshares2026-02-13$0k0.0x0.0x
Cadence BankHuntington Bancshares Incorporated2026-02-01$0k0.0x0.0x
Comerica IncorporatedFifth Third Bancorp2026-02-01$0k0.0x0.0x
First Citizens BancsharesPark National Corporation2026-02-01$0k0.0x0.0x
Keystone BancsharesThird Coast Bancshares2026-02-01$0k0.0x0.0x
Olympic BancorpHeritage Financial Corporation2026-01-31$0k0.0x0.0x
First Western SBLCPeachtree Group2026-01-21$45m0.0x0.0x
The Debt ExchangeHeritage Global Inc.2026-01-09$8m0.0x0.0x
Worldpay HoldcoGlobal Payments Inc.2026-01-09$0k0.0x0.0x
Signature Bank of GeorgiaFirst Community Corporation2026-01-08$0k0.0x0.0x
Vista BancsharesNational Bank Holdings Corporation2026-01-07$0k0.0x0.0x
PB BanksharesNorwood Financial Corp2026-01-05$0k0.0x0.0x
Purchasing PowerPROG Holdings2026-01-02$420m0.0x0.0x
Synovus Financial Corp.Pinnacle Financial Partners2026-01-02$0k0.0x0.0x
BankFinancial CorporationFirst Financial Bancorp.2026-01-01$0k0.0x0.0x
Centre 1 BancorpBank First Corporation2026-01-01$0k0.0x0.0x
FineMark HoldingsCommerce Bancshares2026-01-01$0k0.0x0.0x
Progressive BancorpBusiness First Bancshares2026-01-01$0k0.0x0.0x
Wichita Falls BancsharesInvestar Holding Corporation2026-01-01$113m0.0x0.0x
First IC CorporationMetroCity Bankshares2025-12-01$0k0.0x0.0x
MindWave Innovations IncApimeds Pharmaceuticals US2025-12-01$0k0.0x0.0x
TC BancsharesColony Bankcorp2025-12-01$0k0.0x0.0x
Guild Holdings CompanyBayview MSR Opportunity (U.S.) Master Fund2025-11-28$1.3bn0.0x0.0x
Provident BancorpNB Bancorp2025-11-15$0k0.0x0.0x
AccessOne Parent HoldingsPhreesia2025-11-12$163m0.0x0.0x
HarborOne BancorpEastern Bankshares2025-11-01$0k0.0x0.0x
Alpha Group International plcCorpay2025-10-31$0k0.0x0.0x
CFSB BancorpHometown Financial Group2025-10-31$0k0.0x0.0x
Infinitus Pay Inc.AppTech Payments Corp.2025-10-31$0k0.0x0.0x
Veritex HoldingsHuntington Bancshares Incorporated2025-10-20$0k0.0x0.0x
Ceres PartnersWisdomTree2025-10-01$275m0.0x0.0x
Guaranty BancsharesGlacier Bancorp2025-10-01$0k0.0x0.0x
HomeXpress Mortgage Corp.Chimera Investment Corporation2025-10-01$0k0.0x0.0x
Mr. Cooper Group Inc.Rocket Companies2025-10-01$14.2bn0.0x0.0x
Susquehanna Community FinancialCitizens & Northern Corporation2025-10-01$0k0.0x0.0x
Villages BancorporationSeacoast Banking Corporation of Florida2025-10-01$829m0.0x0.0x
Bridge Investment Group Holdings Inc.Apollo Global Management2025-09-02$0k0.0x0.0x
HomeStreetMechanics Bank2025-09-02$0k0.0x0.0x
Brookline BancorpBeacon Financial Corporation2025-09-01$0k0.0x0.0x
Old Point Financial CorporationTowneBank2025-09-01$0k0.0x0.0x
Global Blue Group Holding AGShift4 Payments2025-08-18$0k0.0x0.0x
Northumberland BancorpSteele Bancorp2025-08-01$0k0.0x0.0x
R.J. O’BrienStoneX Group Inc.2025-07-31$0k0.0x0.0x
Penns Woods BancorpNorthwest Bancshares2025-07-25$0k0.0x0.0x
ESSA BancorpCNB Financial Corporation2025-07-23$0k0.0x0.0x
Heartland BancsharesSeacoast Banking Corporation of Florida2025-07-11$111m0.0x0.0x
AccuidityForge Global Holdings2025-07-01$0k0.0x0.0x
Cornerstone Community BancorpPlumas Bancorp2025-07-01$61m0.0x0.0x
Enterprise BancorpIndependent Bank Corp.2025-07-01$0k0.0x0.0x
NewPoint Holdings JV LLCFranklin BSP Realty Trust2025-07-01$425m0.0x0.0x
QC HoldingsProspect Capital Management (PE)2025-07-01$115m0.0x0.0x
Southern States BancsharesFB Financial Corporation2025-07-01$368m0.0x0.0x
ePlus financing businessMarlin Leasing Corporation2025-06-30$180m0.0x0.0x
FineMarkCommerce Bank2025-06-16$585m0.0x0.0x
BankProvNeedham Bank2025-06-05$212m0.0x3.9x
The First of Long Island CorporationConnectOne Bancorp2025-06-01$0k0.0x0.0x
Colonial Federal Savings BankbankHometown2025-05-20$44m0.0x5.9x
Discover Financial ServicesCapital One Financial Corporation2025-05-18$0k0.0x0.0x
Royalty Pharma ManagerRoyalty Pharma plc2025-05-16$0k0.0x0.0x
H&T GroupFirstCash2025-05-14$457m4.0x1.1x
BurroughsLoomis2025-05-06$72m0.0x0.7x
Evans BancorpNBT Bancorp Inc.2025-05-02$0k0.0x0.0x
Bremer Financial CorporationOld National Bancorp2025-05-01$0k0.0x0.0x
William Penn BancorporationMid Penn Bancorp2025-04-30$120m0.0x0.0x
R.J. O'Brien & AssociatesStoneX2025-04-14$900m5.3x1.2x
First Financial Northwest BankGlobal Federal Credit Union2025-04-11$229m0.0x0.0x
Qualitas Equity Funds SGEICP102025-04-04$63m0.0x0.0x
Old Point National BankTowne Bank2025-04-03$203m0.0x3.3x
Territorial Bancorp Inc.Hope Bancorp2025-04-02$0k0.0x0.0x
Amundi USVictory Capital Holdings2025-04-01$0k0.0x0.0x
Sandy Spring BancorpAtlantic Union Bankshares Corporation2025-04-01$1.3bn0.0x0.0x
Sterling Bank and TrustEverBank Financial Corp2025-04-01$261m0.0x0.0x
The First BancsharesRenasant Corporation2025-04-01$0k0.0x0.0x
Village Bank and Trust Financial Corp.TowneBank2025-04-01$0k0.0x0.0x
Ethniki InsurancePiraeus Bank2025-03-13$676m0.0x0.0x
Guaranty BancorpBar Harbor Bankshares2025-03-11$42m0.0x0.0x
Premier Financial Corp.Wesbanco2025-03-03$0k0.0x0.0x
CrossFirst BanksharesFirst Busey Corporation2025-03-01$0k0.0x0.0x
Fentura FinancialChoiceOne Financial Services2025-03-01$0k0.0x0.0x
Bancorp FinancialOld Second2025-02-25$197m0.0x0.0x
Heartland BancCorpGerman American Bancorp2025-02-01$0k0.0x0.0x
Traditions BancorpACNB Corporation2025-02-01$0k0.0x0.0x
BM TechnologiesFirst Carolina Bank2025-01-31$0k0.0x0.0x
Bridge ITUpbound Group2025-01-31$0k0.0x0.0x
Heartland Financial USAUMB Financial Corporation2025-01-31$0k0.0x0.0x
Marblehead BankState Bank2025-01-17$5m0.0x0.0x
TruhomeWarburg Pincus (PE)2025-01-13$697m0.0x0.0x
Bateau Asset Management PtySMC Entertainment2025-01-07$0k0.0x0.0x
Northway FinancialCamden National Corporation2025-01-02$97m0.0x0.0x
Independent Bank GroupSouthState Corporation2025-01-01$0k0.0x0.0x
Penns Woods BancorpNorthwest Bancshares2024-12-17$270m0.0x0.0x
BrigitRent-A-Center2024-12-12$460m0.0x0.0x
Sallyport Commercial FinanceNorthrim Bank2024-11-01$54m0.0x0.0x
DigiAsiaPayMate2024-09-24$400m0.0x0.0x
Indostar Home FinanceEQT (PE)2024-09-19$263m0.0x0.0x
iCG PayCSG2024-06-03$17m0.0x1.8x
Home FederalAlerus Financial2024-05-15$116m0.0x3.0x

The 150 most recent of 699 recorded transactions in this sector. n/d means not disclosed. Most transactions close without a published multiple, which is why the disclosed count matters more than the median.

See all 699 Financial Services transactions

Who owns Financial Services companies

On PEStore, Financial Services sits within Financial Services. PEStore profiles the private equity firms and serial acquirers active there: what they own, how long they have held it, and every deal on record. Underlined acquirers above link to their profiles.

Financial Services investors and acquirers on PEStoreMultiples across every sector

What is your Financial Services business worth?

Run the free valuation against the current multiple band for your sector. It takes about a minute and shows the range and the method behind it.

Run a valuation