Tracked deals
22
22 tracked deals across 2020-2026.
Financial Services Buyers & Acquisitions in Kansas
Buyer mix
Strategic-led
22 strategic · 2 pe
Top trend
Volume peaked in 2026
8 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Insurance and risk brokerage is a recurring focus, with acquisitions involving commercial insurance, surety, managing general agency/wholesale brokerage, and property & casualty advisory capabilities.
- Wealth management and advisory roll-ups include onboarding Kansas City–area investment management talent under the buyer’s brand (as in the CAPTRUST + Meritage deal).
- Banking combinations in Kansas appear through stock purchase agreements and post-closing merger structures (e.g., UBT Bancshares + Bank of Commerce; Heritage Bancshares + Fidelity State Bank).
- Equity partnerships can also be a pathway to growth, as shown by Abry Partners’ equity interest in Prime Capital Investment Advisors and Carson Wealth’s partnership with Integrated Wealth.
| Deal theme | Example from Kansas | What’s added |
|---|---|---|
| Commercial & complex insurance | Creative Planning + Lovell Insurance Group | Commercial insurance, surety, risk management capabilities |
| Wholesale / MGA capabilities | Arthur J. Gallagher & Co. (via RPS) + Med James, Inc. | Managing general agency and wholesale brokerage access |
| Wealth & investment management | CAPTRUST Financial Advisors + Meritage Portfolio Management | Kansas City wealth team and investment management operations |
| Banking M&A | UBT Bancshares, Inc. + Bank of Commerce | Merger of the acquired bank into the surviving bank |
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Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Abry Partners | 1 | Sector-focused private equity firm that invests in busine... | PE |
| Arthur J. Gallagher & Co. | 1 | Global insurance brokerage, risk management, and consulti... | Strategic |
| CAPTRUST Financial Advisors | 1 | Independent retirement plan and investment advisory firm ... | Strategic (PE-backed) |
| Carlyle (Global Credit platform) | 1 | Carlyle Global Credit provides long-term capital solution... | PE |
| Carson Wealth | 1 | Wealth management firm offering holistic financial planni... | Strategic |
| Creative Planning | 1 | Independent wealth management firm offering financial pla... | Strategic |
| Creative Planning, Inc. | 1 | Independent wealth management firm and registered investm... | Strategic |
| Creative Planning, LLC | 1 | Independent wealth management firm and Registered Investm... | Strategic |
| Economic Group Pension Services (EGPS), Inc. | 1 | National retirement plan consulting and third‑party admin... | Strategic |
| Equity Bancshares, Inc. | 1 | Publicly traded bank holding company and operator of Equi... | Strategic |
Acquisition Volume in Financial Services in Kansas by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
Carlyle Global Credit Invests in Prime Capital Financial (Minority Stake) With Abry Partners ExitingAugust 7, 2026
- Buyer
- Carlyle (Global Credit platform)
- Target
- Prime Capital Financial
- Seller
- Abry Partners
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Recapitalization
Carlyle’s Global Credit platform agreed to provide approximately $600 million of hybrid capital to Prime Capital Financial, taking a minority ownership position valued at more than $1.8 billion enterprise value. Abry Partners, which invested in Prime Capital Financial in 2023, will exit as part of the transaction, while Prime’s advisor-led model and majority employee ownership structure are preserved.
-
July 17, 2026
- Buyer
- Creative Planning
- Target
- Lovell Insurance Group
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Addon
Creative Planning, an independent registered investment advisory firm, announced it will acquire Lovell Insurance Group, a commercial insurance brokerage specializing in complex commercial insurance, surety, and risk management. The deal also brings John Lovell, Mike Pernice, and Georgia Williams to Creative Planning to expand its commercial insurance capabilities and integrated business-owner solutions.
-
July 9, 2026
- Buyer
- Arthur J. Gallagher & Co., Risk Placement Services, Inc. (RPS)
- Target
- Med James, Inc.
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Arthur J. Gallagher & Co. announced that its U.S. wholesale brokerage and binding authority programs division, Risk Placement Services, Inc. (RPS), acquired Med James, Inc. Med James is a Kansas-based managing general agency (MGA) and wholesale insurance broker serving retail agents. Financial terms were not disclosed.
-
June 15, 2026
- Buyer
- UBT Bancshares, Inc.
- Target
- Bank of Commerce
- Seller
- Southeast Bancshares, Inc.
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
UBT Bancshares, Inc., the parent company of United Bank & Trust, has entered into a definitive agreement to acquire all outstanding capital stock of Bank of Commerce from Southeast Bancshares, Inc. Immediately after closing, Bank of Commerce will merge into United Bank & Trust, which will continue as the surviving bank.
-
- Buyer
- Inszone Insurance Services
- Target
- Insurance Resources Group, Inc.
- Seller
- Lora Ewbank
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Inszone Insurance Services has acquired Insurance Resources Group, Inc., an independent general insurance agency based in Olathe, Kansas. The deal expands Inszone’s presence in Kansas and brings Insurance Resources Group’s team and client base into the Inszone organization.
-
March 4, 2026
- Buyer
- Mariner
- Target
- Cowell Insurance Services (CIS)
- Seller
- Lance Cowell (Cowell Insurance Services)
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Addon
Mariner, a national financial services firm, acquired Cowell Insurance Services (CIS), a property and casualty insurance provider based in Overland Park, Kansas. The deal adds business and individual P&C risk advisory capabilities to Mariner’s “One Mariner” ecosystem and expands integrated insurance and financial planning for clients.
-
February 5, 2026
- Buyer
- CAPTRUST Financial Advisors
- Target
- Meritage Portfolio Management
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
CAPTRUST Financial Advisors has onboarded Meritage Portfolio Management, a Kansas City–based wealth and investment management firm with $2.4 billion in client assets. The Meritage team of 17 colleagues (including nine advisors) joined CAPTRUST in a deal that closed in December 2025 and will operate under the CAPTRUST brand; Houlihan Lokey served as Meritage's financial advisor.
-
February 1, 2026
- Buyer
- World Insurance Associates LLC
- Target
- Agency West Insurance
- Seller
- Agency West Insurance (founder/president R. David Ward)
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Addon
World Insurance Associates LLC acquired the business of Agency West Insurance of Olathe, Kansas on February 1, 2026. Terms of the transaction were not disclosed.
-
March 26, 2025
- Buyer
- Simplicity Group Holdings, Inc.
- Target
- Brokers Edge
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Simplicity Group Holdings, Inc. has acquired Brokers Edge, a Lenexa, Kansas-based wholesaler specializing in traditional fixed annuities, fixed indexed annuities, and life insurance products. The deal brings Brokers Edge founder Rich Hellerich into the Simplicity partnership and expands Simplicity’s life and annuity distribution capabilities for advisors and their clients.
-
December 13, 2024
- Buyer
- Heritage Bancshares, Inc.
- Target
- Fidelity State Bank and Trust Company, Fidelity Kansas Bankshares, Inc.
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Heritage Bancshares, Inc. (Heritage Bank) and Fidelity Kansas Bankshares, Inc. jointly announced the signing of a stock purchase agreement under which Heritage Bancshares will acquire Fidelity State Bank and Trust Company. Following closing, Fidelity will be merged into Heritage Bank as the surviving entity, which is expected in Q2 2025 subject to customary approvals.
-
July 2, 2024
- Buyer
- Equity Bancshares, Inc.
- Target
- KansasLand Bancshares, Inc.
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Equity Bancshares, Inc. (Equity Bank) completed the acquisition of KansasLand Bancshares, Inc., the parent of KansasLand Bank, expanding Equity's Kansas footprint and adding locations in Quinter and Americus, Kansas. The acquired KansasLand branches will convert to Equity Bank and Equity expects to consolidate core and digital systems later in the third quarter.
-
- Buyer
- Abry Partners
- Target
- Prime Capital Investment Advisors
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Growth capital
Abry Partners has agreed to acquire an equity interest in Prime Capital Investment Advisors (PCIA), providing growth capital and joining PCIA’s board to support expansion. The partnership will supply additional investment capital while preserving PCIA’s client-focused service model and leadership team.
-
- Buyer
- Carson Wealth
- Target
- Integrated Wealth
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Growth capital
Carson Wealth announced an equity partnership with Overland Park-based Integrated Wealth, bringing the six-person advisory team into Carson’s network and rebranding the firm as Carson Wealth. The deal gives Integrated Wealth access to Carson’s technology, investment offerings and operating resources to support growth of its $400 million AUM practice and expand Carson’s footprint into Kansas.
-
March 30, 2023
- Buyer
- T. Rowe Price
- Target
- Retiree, Inc.
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
T. Rowe Price has entered a definitive agreement to acquire Retiree, Inc., a fintech firm that provides retirement income planning software. The terms were not disclosed and the deal is expected to close in Q2 2023; T. Rowe Price said the acquisition will expand its retirement income capabilities and integrate Retiree's tax-aware income planning technology into its retirement solutions.
-
December 2, 2021
- Buyer
- Prime Capital Investment Advisors
- Target
- 20/20 Financial Advisers, Financial Network Limited
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Addon
Prime Capital Investment Advisors (PCIA) announced the acquisitions of 20/20 Financial Advisers and Financial Network Limited to expand its nationwide footprint and strengthen capabilities in wealth management and corporate retirement plan advisory. PCIA said the deals would add over 1,500 clients and more than 30 professionals, with the Financial Network Limited acquisition set to be completed on December 31, 2021 (terms not disclosed).
-
- Buyer
- Creative Planning, LLC
- Target
- Sullivan, Bruyette, Speros & Blayney, LLC (SBSB)
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Creative Planning, an independent wealth management firm based in McLean, Virginia, acquired Sullivan, Bruyette, Speros & Blayney (SBSB), a Overland Park-based advisory firm with over $5 billion in assets under management. The deal brings more than 60 SBSB team members to Creative Planning and expands its capabilities and presence in the Washington, D.C. metropolitan area.
-
- Buyer
- Macquarie Asset Management (Macquarie Group), LPL Financial Holdings Inc.
- Target
- Waddell & Reed Financial, Inc., Waddell & Reed wealth management platform (business unit)
- Seller
- Waddell & Reed Financial, Inc. shareholders, Macquarie Asset Management (seller of the wealth management platform to LPL)
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Macquarie Asset Management completed its acquisition of Waddell & Reed Financial, Inc., retaining the asset management business and adding approximately $76 billion in AUM. Concurrently, Macquarie sold Waddell & Reed's wealth management platform to LPL Financial, and the firms entered a long-term strategic partnership.
-
- Buyer
- OneDigital Investment Advisors (OneDigital)
- Target
- Vertical Financial Group
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
OneDigital Investment Advisors, a wholly-owned subsidiary of OneDigital, has acquired three offices of Vertical Financial Group in St. Louis, Overland Park and Chicago, expanding OneDigital's retirement and wealth capabilities. The move adds over 80 retirement plans (~$1B in plan assets) and wealth management for 400+ households to OneDigital's Retirement & Wealth vertical.
-
- Buyer
- Stewart Information Services Corporation
- Target
- United States Appraisals
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Stewart Information Services Corporation acquired United States Appraisals to strengthen its digital mortgage fulfillment and valuation management capabilities, adding national appraisal expertise and the Valuguard mobile inspection technology. The deal (with Berkery Noyes as exclusive financial advisor to United States Appraisals) expands Stewart's appraisal and valuation offerings for lenders, banks, investors and mortgage industry partners.
-
April 9, 2020
- Buyer
- Creative Planning, Inc.
- Target
- Coe Financial Services
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Creative Planning, Inc., a large independent Registered Investment Adviser, has acquired Coe Financial Services, an RIA based in Wichita, Kansas, bringing roughly $126 million of client assets into Creative Planning and establishing a Wichita office. The acquisition adds Richard Coe and his team to Creative Planning and expands the firm's geographic footprint and advisory capabilities in the region.
-
February 4, 2020
- Buyer
- OneDigital
- Target
- Resources Investment Advisors, LLC
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
OneDigital has acquired Resources Investment Advisors, LLC, an Overland Park, Kansas-based SEC-registered retirement plan and investment advisory firm founded in 1987. The deal expands OneDigital's capabilities by integrating retirement plan consulting and wealth management with its healthcare benefits offering to deliver a holistic employee wellbeing solution.
-
- Buyer
- Economic Group Pension Services (EGPS), Inc.
- Target
- Qualified Plan Solutions LC
- Seller
- Scott Slagle (former owner)
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
Economic Group Pension Services (EGPS), a national retirement plan consulting and administration firm, acquired Qualified Plan Solutions LC of Wichita, Kansas effective January 1, 2020. The transaction expands EGPS’s Midwest presence; former owner Scott Slagle joins EGPS as Regional Vice President for the Wichita office.
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Frequently Asked Questions
What types of financial services acquisitions are represented for Kansas?
The page focuses on acquisitions across banking, insurance brokerage (including commercial insurance and wholesale brokerage/MGA-related businesses), and wealth/investment advisory firms in Kansas, United States.
Which recurring buyer groups show up in these Kansas deals?
Recurring buyer names include UBT Bancshares, Inc., Mariner, Arthur J. Gallagher & Co., Risk Placement Services, Inc. (RPS), Simplicity Group Holdings, Inc., Creative Planning, Inszone Insurance Services, and World Insurance Associates LLC.
Do Kansas deals include both full acquisitions and equity partnerships?
Yes. The page includes full acquisitions (including stock purchase agreements and onboarding deals) and also equity partnership structures, such as Abry Partners and Carson Wealth.
Are deal terms always disclosed in Kansas financial services acquisitions?
Not always. Several transactions list that financial terms were not disclosed, while others describe the post-closing structure (such as merging the target into the acquirer or operating under the acquirer’s brand).
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