Santander Holdings USA (Banco Santander) Acquires Amherst Pierpont Securities / Pierpont Capital Holdings

Santander Holdings USA Completes Acquisition of Santander Consumer USA

January 31, 2022

Financial Services

Santander Holdings USA, Inc. (SHUSA) completed its acquisition of all outstanding shares of Santander Consumer USA Holdings Inc. (SC) through a tender offer and the merger of Max Merger Sub, Inc. into SC, with SC becoming a wholly owned subsidiary of SHUSA. The tender offer expired January 27, 2022 at an offer price of $41.50 per share, and all remaining SC shares were converted into the right to receive $41.50 in cash; SC’s common stock will be delisted following the merger.

Huntington Bancshares Acquires Capstone Partners

March 1, 2022

Financial Services

Huntington Bancshares Incorporated has entered into a definitive agreement to acquire Capstone Partners, a leading middle-market investment banking and advisory firm. The acquisition adds M&A, capital advisory and financial advisory capabilities to Huntington's Capital Markets offerings to better serve middle-market commercial banking clients; terms were not disclosed.

VersaBank Acquires Stearns Bank Holdingford N.A.

September 3, 2024

Financial Services

VersaBank completed the acquisition of Stearns Bank Holdingford N.A. (SBH) from Stearns Financial Services, renaming the bank VersaBank USA N.A. The US$14.0 million cash deal (approximately CAD$19.3M) gives VersaBank an OCC‑chartered U.S. banking platform to launch its Receivable Purchase Program (RPP) in the U.S. market.

The Charles Schwab Corporation Completes Acquisition of TD Ameritrade

October 6, 2020

Financial Services

The Charles Schwab Corporation completed its acquisition of TD Ameritrade Holding Corporation, creating a combined firm with approximately $6 trillion in client assets and 28 million brokerage accounts. The deal broadens Schwab’s scale and product offering (including thinkorswim and institutional custody solutions) and begins an 18–36 month integration to unify platforms and operations.

Atlantic Union Bankshares Acquires American National Bankshares

April 1, 2024

Financial Services

Atlantic Union Bankshares Corporation completed its merger with American National Bankshares Inc., effective April 1, 2024, in a stock-for-stock transaction valued at approximately $507 million. The deal expands Atlantic Union's footprint across Central, Western and Southern Virginia and provides entry into North Carolina's Piedmont Triad and Raleigh markets.

World Investment Advisors Acquires Boston Harbor Wealth Advisors

July 25, 2024

Financial Services

Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.