State of M&A in Kansas City 2021

INDUSTRY

SELLER

SELLER LOCATION

UNIT SOLD

BUYER

BUYER LOCATION

Q4 DECEMBER

ABOUT CC CAPITAL ADVISORS CC Capital Advisors, a subsidiary of Country Club Bank, is a Kansas City- based investment banking group that specializes in mergers and acquisitions, corporate fundraising, and financial and strategic planning for public and private corporations throughout the United States and abroad. Its team of professionals has an extensive amount of experience and expertise in a broad range of fields, including agribusiness and animal health; business services and technology; consumer; industrials; construction and engineering; and power, telecom and infrastructure services.

RTS Private Wealth Management

Financial Institutions

Phoenix, AZ

Entirety

Mariner Wealth Advisors Overland Park, KS

Professional Services/Advisory Simplex Services, Inc.

Quebec, Canada

Entirety

Epiq Systems, Inc.

Kansas City, KS

Professional Services/Advisory Kane Mitchell & Co., LLC

Overland Park, KS Entirety

AdamsBrown, LLC

Wichita, KS

Prime Capital Investment Advisors, LLC Prime Capital Investment Advisors, LLC Netsmart Technologies, Inc.

Financial Institutions

Financial Network Limited

Milford, CT

Entirety

Overland Park, KS

20/20 Financial Advisers of Daytona Beach, LLC

Financial Institutions

Daytona Beach, FL

Entirety

Overland Park, KS

Healthcare/Life Sciences

Remarkable Health, LLC

Chandler, AZ

Entirety

Overland Park, KS

Technology/Media/Telecom SKC Communication Products, LLC Shawnee Mission, KS Entirety

AVI-SPL, Inc.

Tampa, FL

Technology/Media/Telecom The DataTech Group, Inc.

O'Fallon, IL

Entirety

TORCH Research, LLC Leawood, KS

Midwest Vision Partners, LLC

Healthcare/Life Sciences

Eye Care, P.A.

Independence, MO Entirety

Chicago, IL

Frontier Community Credit Union

JOHN HENSE Managing Director 816-360-8646 BILL CONWAY Managing Director 816-360-8697

TERRY CHRISTENBERRY Managing Director 816-360-8698

Financial Institutions

Muddy River Credit Union

Atchison, KS

Merger

Leavenworth, KS

Financial Institutions

Sivel Capital Management

New Tripoli, PA

Entirety

Mariner Wealth Advisors Overland Park, KS

American Digital Security, LLC

Manufacturing/Distribution

Securix, LLC

Fenton, MO

Entirety

Liberty, MO

Shell New Energies US, LLC

STEPHANIE SIDERS Managing Director 816-360-8695 JACK RUSGIS Associate 816-859-7462 JACK SCHANZE Analyst 816-425-9391 LANEAH KNUTH Executive Assistant 816-425-9403

Energy/Utility & Infrastructure Savion, LLC

Kansas City, MO

Entirety

Los Angeles, CA

Professional Services/Advisory Avant Law Group, LLC

Overland Park, KS Merger

Erickson Kernell IP, LLC Leawood, KS

Cascadia Advisory Services, LLC

Financial Institutions

Portland, OR

Entirety

Mariner Wealth Advisors Overland Park, KS

Motorola Solutions, Inc. (NYSE:MSI) Discovery Behavioral Health, Inc.

CHRIS BRITO Vice President 816-360-8694

Technology/Media/Telecom 911 Datamaster, LLC

Overland Park, KS Entirety

Chicago, IL

AwakeningsKC Clinical Neuroscience Institute

Healthcare/Life Sciences

Prairie Village, KS

Entirety

Los Alamitos, CA

Consumer Products & Services Insight 2 Design

Overland Park, KS Unknown Ownership Stake Clearview Capital

Stamford, CT

TYLER CLEMENT Associate 816-859-7446 ANTHONY FORTINO Analyst 816-425-9535

Comprehensive Mental Health Services

Burrell Behavioral Health Oracle Corporation (NYSE:ORCL)

Healthcare/Life Sciences

Independence, MO Merger

Springfield, MO

Cerner Corporation (Nasdaq:CERN)

Healthcare/Life Sciences

North Kansas City, MO Entirety

Austin, TX

Financial Institutions

Granite Investment Advisors Concord, NH

Entirety

Mariner Wealth Advisors Overland Park, KS

Gen4 Dental Partners Opco, LLC

Healthcare/Life Sciences

Accelerate Dental, LLC

Lawrence, KS

Entirety

Tempe, AZ

Architecture/Engineering & Construction

Sharp-Long Heating & Air Conditioning, Inc.

Lee's Summit, MO Entirety

Southport Group

Chicago, IL

Technology/Media/Telecom Fishtech Group, LLC

Kansas City, MO

Merger

The Herjavec Group, Inc.

Toronto, Canada

Financial Institutions

Viewpoint Financial Network Pleasanton, CA

Entirety

Mariner Wealth Advisors Overland Park, KS

CONTACT US TO LEARN MORE

The information contained in this report was compiled by CC Capital Advisors from a variety of sources including news reports, S&P Capital IQ, Pitchbook, SEC filings, company statements, and information provided by M&A professionals. Many deals did not disclose pricing, and other private transactions may not have been publicly announced. Transactions are subject to change or termination prior to closing. While CC Capital Advisors makes a good faith effort to ensure the accuracy of this report, it is intended for general information purposes only. CC Capital Advisors is not responsible for any errors or omissions in this report.

Country Club Financial Services Inc., dba CC Capital Advisors, Member FINRA, SIPC

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