Bank of Hope to buy SMBC commercial unit
Financial ServicesCaliforniaDivestiture
Bank of Hope→SMBC Manubank
Apr 1, 2026
Financial Services M&A Deals in California
38 dealsTracking 38 financial services M&A deals in California. Recent activity spans Banking, Financial Services Other, Mortgage, Insurance Brokerage. California ranks #3 of 41 states for financial services deal volume.
Community West Bancshares — SEC 8-K Filing
Financial ServicesCaliforniaMerger
Community West Bancshares→United Security Bancshares
Apr 1, 2026
UNITED SECURITY BANCSHARES — SEC 8-K Filing
Financial ServicesCalifornia
United Security Bancshares
Mar 31, 2026
HOPE BANCORP INC — SEC 8-K Filing
Financial ServicesCaliforniaDivestiture
Bank of Hope→SMBC MANUBANK Commercial Banking Unit
Mar 31, 2026
San Francisco accounting firm SD Mayer acquired by Dallas-based Springline Advisory
Financial ServicesCaliforniaAdd-on
Springline Advisory→SD Mayer Advisory
Mar 19, 2026
Robinhood Ventures Fund I (RVI) Announces Pricing of Initial Public Offering
Financial ServicesCaliforniaOther
Robinhood Markets→Robinhood Ventures Fund I
Mar 6, 2026
Forge Global Holdings, Inc. — SEC 8-K Filing
Financial ServicesCaliforniaMerger
Charles Schwab→Forge Global Holdings
Mar 2, 2026
UNITED SECURITY BANCSHARES — SEC DEFM14A Filing
Financial ServicesCaliforniaMerger
United Security Bancshares
Feb 25, 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
HERITAGE COMMERCE CORP — SEC DEFM14A Filing
Financial ServicesCaliforniaMerger
Heritage Commerce
Feb 12, 2026
Pennymac to acquire Cenlar assets in major subservicing move - Scotsman Guide
Financial ServicesCaliforniaAdd-on
Pennymac→Cenlar
Feb 11, 2026
PennyMac Financial Services, Inc. — SEC 8-K Filing
Financial ServicesCaliforniaPlatform
PennyMac Financial Services→Cenlar
Feb 11, 2026
BRC Group Holdings, Inc. (RILY, RILYG, RILYK, RILYL, RILYN, RILYP, RILYT, RILYZ) — SEC 8-K Filing
Financial ServicesCaliforniaDivestiture
GlassRatner Advisory Capital Group
Feb 10, 2026
CVB FINANCIAL CORP — SEC S-4/A Filing
Financial ServicesCaliforniaOther
CVB Financial
Feb 10, 2026
Community West Bancshares — SEC S-4 Filing
Financial ServicesCaliforniaOther
Community West Bancshares
Feb 4, 2026
Palomar Holdings, Inc. — SEC 8-K Filing
Financial ServicesCaliforniaAdd-on
Palomar Insurance Holdings→Gray Casualty & Surety Company
Feb 2, 2026
Allworth Financial Acquires Grunden Financial Advisory, Expanding Its Footprint in North Texas
Financial ServicesCaliforniaAdd-on
Allworth Financial→Grunden Financial Advisory
Jan 20, 2026
$2.7B Angeles Wealth Makes First Acquisition to Seed Family Office - Wealth Management
Financial ServicesCaliforniaAdd-on
Angeles Wealth→XO Capital
Jan 13, 2026