First Mercantile Trust (EdgeCo) Acquires American Trust Retirement

American Trust Company Acquires LT Trust Company

June 24, 2021

Financial Services

American Trust Company, a subsidiary of EdgeCo Holdings, has signed a definitive agreement to acquire Denver-based LT Trust Company, a national retirement plan provider and recordkeeper. The deal (subject to regulatory approvals) will add talent and technology to American Trust, expand its institutional outsourcing capabilities, and increase its presence in the Midwest and Western U.S.; LT Trust’s ~100 employees will join American Trust upon closing.

EdgeCo's AmericanTCS Buys Touchstone Retirement Group (TRG)

February 27, 2023

Financial Services

EdgeCo Holdings LP has entered into a definitive agreement to bring Touchstone Retirement Group, LLC (including TRG Fiduciary Services and TRG Administrative Services) into its AmericanTCS outsourcing business unit. The acquisition expands AmericanTCS's retirement outsourcing, fiduciary and administrative capabilities for small- and mid-sized retirement plans and integrates TRG's client base and operations into EdgeCo's existing custody and retirement services platform.

EdgeCo Holdings Acquires Axios Advisory Group to Expand AmericanTCS Retirement Services

August 4, 2025

Financial Services

EdgeCo Holdings LP has completed the acquisition of Axios Advisory Group, Ltd., integrating Axios's American Pension Benefit retirement plan administration and Axios Wealth Management advisory services into its AmericanTCS business unit. The deal expands AmericanTCS's administration, recordkeeping and wealth capabilities as part of EdgeCo's ongoing roll-up strategy in the small- and mid-sized retirement plan market.

AF Group (via Accident Fund) Acquires AmeriTrust Group

April 12, 2022

Financial Services

AF Group, through its subsidiary Accident Fund Insurance Co. of America, has agreed to acquire AmeriTrust Group. The deal — terms undisclosed — brings AmeriTrust’s specialty commercial property & casualty, workers’ compensation and automotive insurance programs into AF Group’s portfolio, expanding its specialty insurance capabilities.

BancPlus Corporation Acquires First Trust Corporation (First Bank and Trust)

March 1, 2022

Financial Services

BancPlus Corporation completed its acquisition of First Trust Corporation, the parent company of First Bank and Trust, with First Bank and Trust merged into BankPlus effective March 1, 2022. The deal expands BankPlus’s presence in Louisiana—notably New Orleans—creating the seventh-largest bank by deposit market share in that market and resulting in a combined company with approximately $6.4 billion in assets, $5.7 billion in deposits and $4.5 billion in gross loans.

Farmers National Banc Corp. Acquires Crest Retirement Advisors LLC

December 16, 2024

Financial Services

Farmers National Banc Corp., through its subsidiary National Associates, Inc., completed the acquisition of Crest Retirement Advisors LLC on December 16, 2024. Crest will continue to operate from its Dublin, Ohio location and will merge with National Associates as part of Farmers' strategy to expand its wealth management and retirement plan administration capabilities in Central Ohio.