Eustis Mortgage Acquires Signature Mortgage Corporation

Marsh & McLennan Agency Acquires Eustis Insurance & Benefits

October 3, 2018

Insurance

Marsh & McLennan Agency LLC (MMA), the middle‑market agency subsidiary of Marsh, has acquired Eustis Insurance & Benefits, an independent insurance agency headquartered in Metairie, Louisiana. Eustis will continue operating under its name with existing offices in Metairie, Mandeville, and Baton Rouge and brings about 109 employees and expertise in property/casualty, personal lines, and employee health and benefits serving midsize businesses in Louisiana.

Global Atlantic Acquires Majority Stake in eRESI Mortgage

October 12, 2021

Financial Services

Subsidiaries of Global Atlantic Financial Group have made a strategic investment to become the majority owner of eRESI Mortgage (now operating as eRESI Capital LLC). The partnership will provide capital to accelerate eRESI's growth and expand its non‑agency residential whole‑loan and Non‑QM product capabilities for mortgage banking partners.

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.

UST Acquires Modus Information Systems

October 9, 2025

IT Services

UST has acquired Modus Information Systems Private Limited, a Bengaluru-based core banking implementation partner, to strengthen its core banking capabilities and expand its global financial services practice. The deal brings Modus' ~340 professionals and Finacle expertise into UST's platform to better serve banks across India and the broader Global South; financial terms were not disclosed.

United Bankshares Acquires Community Bankers Trust Corporation (Essex Bank)

December 3, 2021

Financial Services

United Bankshares, Inc. completed its acquisition of Community Bankers Trust Corporation, the parent company of Essex Bank, adding an organization with approximately $1.7 billion in assets and headquarters in the greater Richmond, Virginia region. The deal expands United’s Mid‑Atlantic footprint into additional Virginia and Maryland markets; former Community Bankers Trust President and CEO Rex L. Smith III was retained as a Regional President for the former Essex Bank locations.

JA Mitsui Leasing Acquires Oakmont Capital Services

April 4, 2024

Financial Services

JA Mitsui Leasing, Ltd., through its subsidiary JA Mitsui Leasing USA Holdings, Inc., has acquired 100% of Oakmont Capital Holdings, LLC (dba Oakmont Capital Services), a specialty commercial equipment finance lender based in West Chester, Pennsylvania. The acquisition strengthens JAML's North American capabilities by adding Oakmont's small-ticket equipment finance platform, experienced team and technology-enabled lending capability.