Tracked deals
18
18 tracked deals across 2019-2026.
Financial Services Buyers & Acquisitions in Kentucky
Buyer mix
Strategic-led
15 strategic · 3 pe
Top trend
Volume peaked in 2025
5 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Peoples Bancorp Inc. and other bank acquirers complete or announce Kentucky combinations to broaden branches and local customer access.
- Wealth management buyers such as EP Wealth Advisors, LLC, Mercer Global Advisors, Inc., and Bluespring Wealth Partners, LLC acquire RIAs to expand AUM and advisor teams.
- Platform-led rollups often emphasize integrating acquired teams into an existing advisor operating model (including office transitions into the buyer’s wealth office).
- Credit union consolidation appears through the planned and completed merger of UK Federal Credit Union with Cove Federal Credit Union.
- A technology-enabled commercial banking angle shows up in Computer Services, Inc. (CSI) acquiring Qolo to strengthen embedded finance and treasury/payments capabilities in Kentucky, United States.
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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 |
|---|---|---|---|
| Peoples Bancorp Inc. | 2 | Publicly traded diversified financial services holding co... | Strategic |
| Arthur J. Gallagher & Co. | 1 | Global insurance brokerage, risk management and consultin... | Strategic |
| Atlas Merchant Capital | 1 | Private investment firm focused on investments in the fin... | PE |
| Bluespring Wealth Partners | 1 | Platform acquirer of independent RIAs and hybrid wealth m... | Strategic |
| Bluespring Wealth Partners, LLC | 1 | Acquirer and partner of independent wealth management fir... | Strategic |
| Carson Group | 1 | Wealth advisory firm operating a network of partner offic... | Strategic |
| City Holding Company | 1 | Public financial holding company and parent of City Natio... | Strategic |
| Computer Services, Inc. (CSI) | 1 | Provider of end-to-end financial software and technology ... | Strategic |
| EP Wealth Advisors, LLC | 1 | Fee-only national registered investment adviser providing... | Strategic (PE-backed) |
| Eldridge | 1 | Private investment firm that grows diversified businesses... | PE |
Acquisition Volume in Financial Services in Kentucky by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Computer Services, Inc. (CSI)
- Target
- Qolo
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
CSI, a provider of end-to-end financial software and technology, has acquired Qolo, a fintech offering modern treasury solutions and payments infrastructure. The acquisition is expected to strengthen CSI’s commercial banking platform with real-time account visibility, multi-rail payment orchestration, and expanded commercial card programs, while extending CSI’s reach across fintech and B2B payments providers.
-
July 8, 2026
- Buyer
- Carson Group
- Target
- FFR Wealth Team
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Carson Group acquired FFR Wealth Team, a Covington, Kentucky-based wealth advisory team managing approximately $201 million in assets under management. FFR Wealth Team has transitioned into an integrated Carson Wealth office to gain Carson’s advisor-focused platform, resources, and succession path while maintaining its relationship-driven, high-touch approach.
-
- Buyer
- Peoples Bancorp Inc.
- Target
- Citizens National Corporation, Citizens Bank of Kentucky, Inc.
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Peoples Bancorp Inc. signed a definitive merger agreement to acquire Citizens National Corporation in a cash-and-stock transaction valued at approximately $76.6 million. Citizens will merge into Peoples, and Citizens Bank of Kentucky, Inc. will subsequently merge into Peoples’ wholly owned subsidiary, Peoples Bank, with the deal expected to close in the second half of 2026 subject to regulatory and shareholder approvals.
-
January 26, 2026
- Buyer
- Stock Yards Bancorp, Inc.
- Target
- Field & Main Bancorp, Inc., Field & Main Bank, Inc.
- Seller
- Field & Main shareholders (entitled to receive 0.6550 shares of Stock Yards common stock for each Field & Main share)
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Stock Yards Bancorp, Inc. completed its previously announced all-stock acquisition of Field & Main Bancorp, Inc. and its subsidiary bank, Field & Main Bank, Inc. The merger has Field & Main Bank merging into Stock Yards Bank & Trust Company.
-
December 12, 2025
- Buyer
- MCF Advisors LLC
- Target
- Accredited Wealth Management LLC
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Addon
Lexington-based MCF Advisors LLC has acquired Louisville fee-only Registered Investment Adviser Accredited Wealth Management LLC, adding $178 million of AUM and expanding MCF's presence in the Louisville market. The founders of AWM, Steve Giacobbe and Shawn Clark, joined MCF as Senior Financial Advisors and Partners; the deal is MCF's first transaction since taking an equity investment from Wealth Partners Capital Group and the Aspire Holdings platform of HGGC, and increases MCF's AUM to about $3.9 billion.
-
- Buyer
- UK Federal Credit Union
- Target
- Cove Federal Credit Union
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
UK Federal Credit Union and Cove Federal Credit Union signed an agreement to merge, pending regulatory approval and a Cove FCU membership vote. The planned merger was completed effective April 1, 2026, with UK Federal Credit Union leading the combined organization and migrating Cove members to UKFCU platforms over the following ~60 days.
-
April 19, 2025
- Buyer
- EP Wealth Advisors, LLC
- Target
- AlphaMark Advisors, LLC
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Addon
EP Wealth Advisors has acquired AlphaMark Advisors, a Fort Wright, Kentucky-based registered investment adviser, in a transaction that closed April 11, 2025. The deal adds roughly $385 million in AUM (reported by multiple sources) and expands EP Wealth’s Midwest footprint into northern Kentucky and the Greater Cincinnati area; Houlihan Lokey acted as exclusive financial advisor to AlphaMark.
-
April 1, 2025
- Buyer
- Mercer Global Advisors, Inc.
- Target
- D. Scott Neal, Inc.
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Mercer Global Advisors, a Denver-based national RIA, has acquired D. Scott Neal, Inc., a Kentucky-based financial planning and investment management firm bringing over $300 million in AUM. The 10-person firm’s offices in the Lexington and Louisville areas become Mercer’s first partner presence in Kentucky; Houlihan Lokey advised D. Scott Neal on the transaction.
-
February 19, 2025
- Buyer
- Bluespring Wealth Partners
- Target
- Reliant Wealth Planning
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Addon
Bluespring Wealth Partners, a Kestra-owned acquirer of independent RIAs, has acquired Reliant Wealth Planning, a Louisville-based wealth management firm overseeing approximately $560 million in assets. The deal brings Reliant’s 13-person team into Bluespring’s platform to expand client services and capability while preserving Reliant’s advisory DNA.
-
September 12, 2023
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Morgan, Trevathan & Gunn, Inc.
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Arthur J. Gallagher & Co. (Gallagher) has acquired Benton, Kentucky-based retail insurance broker Morgan, Trevathan & Gunn, Inc. The boutique brokerage, which specializes in trucking industry insurance for clients in Kentucky and nearby states, will continue to operate from its current location with its existing leadership team remaining in place under Gallagher's Mid-South retail P/C brokerage operations.
-
April 30, 2023
- Buyer
- Peoples Bancorp Inc.
- Target
- Limestone Bancorp, Inc., Limestone Bank, Inc.
- Seller
- Shareholders of Limestone Bancorp, Inc.
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Peoples Bancorp Inc. (Nasdaq: PEBO), parent company of Peoples Bank, completed its acquisition of Limestone Bancorp, Inc. (NASDAQ: LMST) and Limestone Bank, Inc., effective April 30, 2023. The transaction adds Limestone's ~20 branches across Kentucky (about $1.5 billion in assets) to Peoples' footprint, expanding Peoples' Kentucky franchise and customer base.
-
March 10, 2023
- Buyer
- City Holding Company
- Target
- Citizens Commerce Bancshares, Inc.
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
City Holding Company (Nasdaq: CHCO) completed its acquisition of Citizens Commerce Bancshares, Inc., the parent of Citizens Commerce Bank of Versailles, Kentucky, effective March 10, 2023. The all-stock transaction was valued at approximately $62.1 million (exchange ratio: 0.1666 shares of City per share of Citizens) and merges Citizens Commerce Bank into City National Bank of West Virginia to strengthen City's presence in the Lexington, Kentucky MSA.
-
- Buyer
- The Mather Group, LLC
- Target
- Multi-Fund Management Ltd.
- Seller
- David Handmaker
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
The Mather Group, a Chicago-based wealth management firm with roughly $8.3 billion in AUM, has acquired Multi-Fund Management Ltd., a Louisville- headquartered registered investment adviser led by David Handmaker. Handmaker joined TMG as part of the transaction; the deal expands TMG’s geographic footprint and capabilities in wealth management and client services.
-
April 26, 2022
- Buyer
- Bluespring Wealth Partners, LLC
- Target
- Joule Financial
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Bluespring Wealth Partners, a Kestra Holdings subsidiary, has acquired Joule Financial, an independent registered investment adviser based in Lexington, Kentucky. The deal brings Joule's $280 million in AUM and its team into Bluespring's platform to scale operations, enhance client service, and accelerate growth.
-
March 3, 2022
- Buyer
- Hub International Limited
- Target
- Taylor Advisors, Inc.
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Hub International Limited has acquired Taylor Advisors, Inc., a Louisville, Kentucky-based financial consulting and investment advisory firm. The acquisition strengthens Hub's Financial Institutions Specialty and expands its retirement advisory capabilities; terms were not disclosed and the Taylor Advisors team will join Hub Financial Services.
-
April 27, 2021
- Buyer
- Integrity Marketing Group
- Target
- Plan Advisors
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Integrity Marketing Group has acquired Plan Advisors, an independent marketing organization (IMO) with offices in Louisville, Kentucky and Miami, Florida. The acquisition gives Plan Advisors access to Integrity’s proprietary MedicareCENTER platform, CRM, quoting and enrollment technology and centralized back-office resources to scale its Medicare distribution and accelerate growth; financial terms were not disclosed.
-
- Buyer
- Eldridge, Atlas Merchant Capital
- Target
- DPL Financial Partners
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Growth capital
DPL Financial Partners received a $26 million combined equity investment from existing investor Eldridge and new backer Atlas Merchant Capital. The growth capital will be used to develop technology and infrastructure to support DPL's network of more than 10,000 advisors; representatives from both investors will join a newly formed board.
-
- Buyer
- Further Global Capital Management
- Target
- Payment Alliance International
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
Further Global Capital Management, an employee-owned private equity firm focused on financial services, completed the acquisition of Payment Alliance International (PAI), the largest privately-held ATM provider in the U.S. PAI, headquartered in Louisville, Kentucky, operates over 75,000 ATMs and provides turnkey placements, managed services, processing and support services.
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Frequently Asked Questions
Which types of financial services deals show up in Kentucky recently?
The listed transactions cover community bank mergers, credit union consolidations, registered investment adviser (RIA) acquisitions, and at least one fintech/embedded-finance capability expansion.
Are Kentucky wealth management acquisitions focused more on AUM or advisor teams?
Both are reflected in the deal summaries. Acquisitions describe added assets under management (AUM) and integration of advisory teams into the buyer’s platform or wealth office model.
Do the banking deals shown emphasize footprint expansion in Kentucky?
Yes. For example, bank merger summaries describe adding branches and strengthening presence in Kentucky markets and MSAs.
Does the page include fintech or technology-enabled finance acquisitions?
Yes. Computer Services, Inc. (CSI)’s acquisition of Qolo is framed as strengthening commercial banking and embedded finance via treasury solutions and payments infrastructure.
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