Transactions classified within the Investment Banking & Investment Services sub-sector. Sectors follow a structured hierarchy so filters and comparable sets stay reproducible.
| Target | Buyer / Investor | Sector | Geo | Transaction size | EV / EBITDA |
|---|---|---|---|---|---|
| Carleton Financial Planning, RJ Savage Asset Management | Lync Wealth Management | Wealth Management | $372M | 10× – 13× | |
| Kaiyuan Securities | Shaanxi State-owned Capital Investment Corporation (Shaanxi Guotou A) | Brokerage Services | $30.3M | 9× – 12× | |
| Lincoln Investment Capital Holdings | Forst family, some advisor shareholders | Brokerage Services | $625M – $845M | 9× – 12× | |
| Vert Capital | Celcoin | Diversified Investment Services | $95.2M – $129M | 9× – 12× | |
| Mitchell Griffin Wealth Management Ltd | Wren Sterling | Wealth Management | $8.6M – $11.6M | 7× – 10× | |
| BSW Wealth Partners | Valeas Capital Partners, Kudu Investment Management-backed Sequoia Financial Group | Wealth Management | $21.8M – $29.5M | 9× – 12× | |
| Dongxing Securities, Xinda Securities | CICC | Brokerage Services | $5,200M – $7,000M | 7× – 10× | |
| Bell Financial Services Company | Merit Financial Advisors | Wealth Management | $195M | 9× – 12× | |
| Waypoint Wc | MAI Capital Management | Wealth Management | $490M | 17× – 23× | |
| Shanghai Securities | Orient Securities | Brokerage Services | $385M | 7× – 9× |
Bins are observed deal frequencies across disclosed transactions. Use as a directional reference, not a target valuation.
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