San Francisco accounting firm SD Mayer acquired by Dallas-based Springline Advisory
Financial ServicesCaliforniaAdd-on
Springline Advisory→SD Mayer Advisory
Mar 19, 2026
Financial Services M&A Deals in California
7 dealsTracking 7 financial services M&A deals in California. Recent activity spans Wealth Management Ria, Financial Services Other, Accounting Cpa, Insurance Brokerage. California ranks #2 of 23 states for financial services deal volume.
Robinhood Ventures Fund I (RVI) Announces Pricing of Initial Public Offering
Financial ServicesCaliforniaOther
Robinhood Markets→Robinhood Ventures Fund I
Mar 6, 2026
Employers Holdings, Inc. Reports Fourth Quarter 2025 and Full-Year Financial Results; Declares Quarterly Cash Dividend of $0.32 per Share; and Announces Completion of $125 million Recapitalization Plan
Financial ServicesCaliforniaRecapitalisation
Employers Holdings
Feb 19, 2026
Pennymac to acquire Cenlar assets in major subservicing move - Scotsman Guide
Financial ServicesCaliforniaAdd-on
Pennymac→Cenlar
Feb 11, 2026
Allworth Financial Acquires Grunden Financial Advisory, Expanding Its Footprint in North Texas
Financial ServicesCaliforniaAdd-on
Allworth Financial→Grunden Financial Advisory
Jan 20, 2026
Angeles Wealth Acquires XO Capital to Launch Family Office - Barron's
Financial ServicesCaliforniaPlatform
Angeles Wealth→XO Capital
Jan 15, 2026
$2.7B Angeles Wealth Makes First Acquisition to Seed Family Office - Wealth Management
Financial ServicesCaliforniaAdd-on
Angeles Wealth→XO Capital
Jan 13, 2026