Financial Services Acquisitions in Colorado
Colorado Financial Services Deal Themes
Colorado’s financial services acquisition activity spans classic bank consolidation and consumer finance capabilities, alongside payments-adjacent services, mortgage and title services, and technology-enabled platforms. Recent transactions show both large-scale combination deals and smaller capability add-ons across the state.
Across 2018–2026, buyers in Colorado have pursued growth through geographic expansion (notably for bank branch networks), operational integration (installing senior oversight and scaling lending services), and platform expansion (adding software, data, compliance, and reporting capabilities). The result is a deal landscape that blends regulated institutions with fintech and services providers.
Private equity and multi-disciplinary investors also appear alongside strategic acquirers, including continuation vehicles and equity investments that support future corporate combinations, recapitalizations, and next-phase growth plans. The listings below highlight that mix—banks, mortgage and lending platforms, investment advisory, and fund administration and retirement technology.
What Stands Out
- Regional bank consolidation: FirstSun Capital Bancorp announced an all-stock merger with First Foundation Inc. to create a regional bank, pending regulatory and shareholder approvals.
- Branch/network expansion: PNC Financial Services Group agreed to acquire FirstBank Holding Company, expected to expand PNC’s Colorado footprint after the deal’s closing.
- Mortgage and housing services rollups: Yield Solutions Group took operational control of Trusted American Mortgage, while Rocktop Technologies acquired Incenter Capital Advisors to expand mortgage servicing rights (MSR) capabilities.
- Wealth and advisory capability building: Cresset partnered with Monticello Associates to expand institutional investment advisory capabilities.
- Digital infrastructure for financial markets: Securitize acquired MG Stover’s fund administration business, and Congruent Solutions acquired the IPX Retirement Edge platform to expand retirement technology capabilities.
| Theme in Colorado deals | Illustrative buyers | Illustrative targets |
|---|---|---|
| Banking consolidation & footprint | PNC Financial Services Group, FirstSun Capital Bancorp | FirstBank Holding Company, First Foundation Inc. |
| Mortgage & title services | Yield Solutions Group, Dream Finders Homes, Inc. | Trusted American Mortgage, Alliant National Title Insurance Company |
| Investment/fund & retirement platforms | Securitize, Congruent Solutions | MG Stover (fund admin), IPX Retirement Edge |
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February 25, 2026
- Buyer
- FirstSun Capital Bancorp
- Target
- First Foundation Inc.
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
FirstSun Capital Bancorp and First Foundation Inc. announced an all-stock merger to combine their bank subsidiaries, with Sunflower Bank, N.A. as the surviving bank. The deal was approved by both boards and is subject to remaining regulatory and shareholder closing conditions, with an expected close in early Q2 2026 (later targeted for April 1, 2026).
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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, FirstBank
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
PNC Financial Services Group has agreed to acquire FirstBank Holding Company (parent of FirstBank) for about $4.1 billion in a cash-and-stock transaction. The deal expands PNC’s footprint in Colorado and Arizona, with FirstBank’s 95 branches expected to increase PNC’s presence to about 120 branches in Colorado and more than 70 in Arizona.
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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.
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- 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.
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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.
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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.
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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.
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- 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.
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- 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.
-
- 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.
-
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
- 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.
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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.
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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.
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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.
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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.
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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).
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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.
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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.
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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.
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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.
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- 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.
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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.
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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.
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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.
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- 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.
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January 19, 2022
- Buyer
- KKR
- Target
- Merchants Mortgage Trust & Corporation
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
KKR has acquired Merchants Mortgage Trust & Corporation (MMTC), a Denver-area real estate lending platform that originates short-term residential bridge loans for individual investors. KKR's investment, made through its private credit funds as part of its Asset-Based Finance strategy, provides MMTC with long-term capital to expand origination, product offerings, geographic footprint and financing capabilities.
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July 27, 2021
- Buyer
- Insure Homes Holdings LLC, Milestone Partners
- Target
- StrucSure Home Warranty, LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Insure Homes Holdings LLC, a specialty insurance holding company backed by Milestone Partners, completed an investment in StrucSure Home Warranty, a Denver-founded provider of insurance-backed new-home structural warranties. The deal expands Insure Homes' warranty and builder-facing capabilities and supports StrucSure's national growth from a strong Texas presence; the transaction was supported by a senior credit facility led by Citizens Bank with Univest Bank participating.
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May 3, 2021
- Buyer
- J.C. Flowers & Co. LLC
- Target
- iLendingDIRECT
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
J.C. Flowers & Co. LLC has completed its acquisition of iLendingDIRECT, a national auto refinance marketing company based in Englewood, Colorado. The private investment firm will install new board members and work with iLending management to scale the company's refinancing platform and growth opportunities; terms were not disclosed.
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January 28, 2021
- Buyer
- Hamilton Lane
- Target
- 361 Capital, LLC
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Hamilton Lane (NASDAQ: HLNE) announced it will acquire the business of 361 Capital, LLC, a Denver-based boutique alternative asset manager. The deal expands Hamilton Lane's presence and capabilities in the U.S. private wealth channel; the 361 Capital team will remain in Denver and the transaction is expected to close later this quarter subject to customary conditions.
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August 5, 2020
- Buyer
- Mercer Advisors
- Target
- Summit Wealth Advisors, Inc.
- Seller
- Robert Fred Lau, Emily Ann Messegee
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Mercer Advisors (Mercer Global Advisors Inc.) has acquired Summit Wealth Advisors, Inc., a Frisco, Colorado-based wealth management firm with approximately $130 million in assets under management. The deal brings Summit's founders/shareholders — Robert (Bob) Lau and Emily Messegee — and their team into Mercer and expands Mercer’s presence and client services capability in Colorado.
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May 21, 2020
- Buyer
- Financial Gravity Companies, Inc.
- Target
- Forta Financial Group, Inc.
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
Financial Gravity Companies, Inc. (OTCQB: FGCO) received FINRA approval to acquire Forta Financial Group, Inc., a dually registered broker‑dealer and registered investment advisor headquartered in Greenwood Village, Colorado. The acquisition gives Financial Gravity broker‑dealer and RIA capabilities to support advisor practice management, marketing/leads, and financial innovation as it pursues expansion under its public parent structure.
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Frequently Asked Questions
What types of financial services acquisitions are happening in Colorado?
They range from bank mergers and branch-network expansion (e.g., PNC’s acquisition of FirstBank Holding Company and FirstSun Capital Bancorp’s merger with First Foundation Inc.) to mortgage and title services, fund administration, and retirement technology platforms.
Are there deals that involve expanding lending or mortgage servicing capabilities?
Yes. Yield Solutions Group took operational control of Trusted American Mortgage with plans to scale the lending platform, and Rocktop Technologies acquired Incenter Capital Advisors to expand MSR reach and data-driven capital markets services.
Do the Colorado transactions include investment advisory and wealth management combinations?
Yes. Cresset partnered with Monticello Associates to expand institutional investment advisory capabilities, with the combined entity expected to manage nearly $200 billion in assets.
Do any deals focus on fund administration or retirement technology?
Yes. Securitize acquired MG Stover’s fund administration business to expand compliance and reporting, and Congruent Solutions acquired IPX Retirement Edge to add in-plan guaranteed income options and strengthen its retirement tech suite.