Mutual of Omaha Mortgage Acquires Assets of Keller Mortgage

Texas Partners Bank Acquires Legacy Mutual Mortgage

January 4, 2022

Financial Services

Texas Partners Bank, through its holding company Southwest Bancshares, Inc., has acquired the partnership interests of Legacy Mutual Mortgage, a San Antonio-based mortgage lender. The deal brings a full-service mortgage platform into Texas Partners Bank’s footprint to broaden lending solutions and expand mortgage capabilities across central Texas and select out-of-state markets.

KKR Acquires Merchants Mortgage Trust & Corporation

January 19, 2022

Financial Services

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.

Bank7 Acquires First American Mortgage, Inc.

February 28, 2025

Financial Services

Bank7, a community bank headquartered in Oklahoma City, has acquired First American Mortgage, Inc., a locally owned residential mortgage lender founded in 1993. The acquisition expands Bank7's mortgage division and deepens its residential lending capabilities to better serve customers across its Oklahoma, Texas (Dallas/Fort Worth) and Kansas markets.

AnnieMac Home Mortgage Acquires OVM Financial

June 30, 2022

Financial Services

AnnieMac Home Mortgage has acquired Virginia-based OVM Financial to expand its presence in the mid-Atlantic United States. OVM Financial is a $1.7 billion purchase-focused mortgage originator with over 220 employees and branch offices across Virginia, North Carolina, Texas and Florida; OVM's owners (including Matt Beckwith) and key executives will take leadership roles at AnnieMac.

Essence Healthcare to Acquire Mutual of Omaha's Medicare Advantage Business

February 24, 2020

Healthcare Services

Essence Healthcare, a sister company of Lumeris, has reached an agreement in principle to acquire Mutual of Omaha Medicare Advantage Company (MOMAC) and Medicare Advantage Company of Omaha (MAICO). The subsidiaries operate Medicare Advantage plans in Cincinnati, San Antonio, Dallas, Denver and El Paso; Lumeris currently operates the plans and will continue to do so after closing, which is expected by mid-2020 pending regulatory approvals.

First Federal Bank Acquires Watson Mortgage Corp. Mortgage Business

April 18, 2024

Financial Services

First Federal Bank has signed a definitive agreement to acquire the mortgage business assets of Watson Mortgage Corp., bringing Watson's loan officers and customer relationships into First Federal's residential lending platform. The acquisition expands First Federal's retail lending capabilities and market share across the Watson Realty footprint while Watson Realty will transition mortgage servicing to the bank and retain its broader real estate operations.