Tracked deals
18
18 tracked deals across 2017-2026.
Financial Services Buyers & Acquisitions in Louisiana
Buyer mix
Strategic-led
16 strategic · 2 family office
Top trend
Volume peaked in 2026
6 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Waverly Advisors acquired TruWealth Advisors, marking Waverly’s first presence in Louisiana while expanding its footprint across the South.
- Cetera Financial Group added the wealth management business of Darnall Sikes Wealth Partners, bringing approximately $1.9 billion in client assets into Cetera’s RIA channel.
- Banking and credit union deals include Catalyst Bancorp acquiring Lakeside Bancshares (all-cash, approximately $41.1 million) and Keesler Federal Credit Union merging with Jefferson Financial Federal Credit Union (effective July 1, 2025).
- Insurance distribution activity includes Hilb Group acquiring a Louisiana-based property and casualty insurance agency and Confie expanding its retail footprint via 12 Louisiana storefront locations.
- Deal terms vary: some transactions disclose valuation and per-share pricing, while others note that financial terms were not disclosed.
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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 |
|---|---|---|---|
| Merchants & Marine Bancorp, Inc. | 2 | Parent company of Merchants & Marine Bank, a Mississippi-... | Strategic |
| Astira Capital Partners | 1 | Boston-based private equity firm focused on scaling middl... | PE |
| BancPlus Corporation | 1 | Regional bank holding company and parent of BankPlus offe... | Strategic |
| Business First Bancshares, Inc. | 1 | Banking holding company and public parent of b1BANK provi... | Mixed |
| Carson Group | 1 | Provider of wealth management, advisory, coaching, and pl... | Strategic |
| Carson Wealth | 1 | Carson Group's wealth management division that operates a... | Strategic |
| Catalyst Bancorp, Inc. | 1 | Bank holding company for Catalyst Bank, providing commerc... | Strategic |
| Cetera Financial Group | 1 | Network and wealth-management platform supporting indepen... | Strategic (PE-backed) |
| Confie | 1 | Personal lines insurance distribution company operating r... | Strategic |
| DMMS Holdings LLC | 1 | Private holding entity that leads the DMMS investor group... | Family Office |
Acquisition Volume in Financial Services in Louisiana by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Hilb Group
- Target
- Louisiana-based property and casualty insurance agency (unnamed)
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Addon
Hilb Group acquired a Louisiana-based property and casualty insurance agency, with the acquisition taking effect on July 1, 2026. Financial terms were not disclosed. The deal is intended to expand Hilb Group’s market presence in the Central region and add to its growing national insurance brokerage platform.
-
April 30, 2026
- Buyer
- Confie
- Target
- The General Automobile Insurance Services of Louisiana, Inc., 12 retail storefront locations (Louisiana) of The General Automobile Insurance Services of Louisiana, Inc.
- Seller
- The General Automobile Insurance Services of Louisiana, Inc.
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Addon
Confie announced it acquired 12 retail storefront insurance locations in Louisiana from The General Automobile Insurance Services of Louisiana, Inc. The deal expands Confie’s existing Freeway Insurance footprint in the state and includes rebranding select locations under Confie’s Acceptance Insurance brand. Financial terms were not disclosed.
-
April 24, 2026
- Buyer
- Waverly Advisors, LLC
- Target
- TruWealth Advisors
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Waverly Advisors, a Birmingham, Alabama-based RIA, has acquired TruWealth Advisors, a $3.1 billion wealth management firm headquartered in the greater New Orleans area. The deal closed April 24, 2026 and establishes Waverly’s first presence in Louisiana while expanding its footprint across the South.
-
- Buyer
- Catalyst Bancorp, Inc.
- Target
- Lakeside Bancshares, Inc.
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Catalyst Bancorp, Inc. (Catalyst Bank) entered into a definitive agreement to acquire Lakeside Bancshares, Inc. (Lakeside Bank) in an all-cash transaction valued at approximately $41.1 million. Lakeside shareholders will receive $19.58 per share, and the companies will combine such that Catalyst survives after the merger.
-
January 22, 2026
- Buyer
- Cetera Financial Group
- Target
- Darnall Sikes Wealth Partners
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Cetera Financial Group has acquired the wealth management business of Darnall Sikes Wealth Partners, adding approximately $1.9 billion in client assets to its RIA model. The Darnall Sikes team — based in Louisiana with four locations and clients across more than 40 states — will join Avantax Planning Partners within Cetera's RIA channel, providing succession solutions for the firm's advisors and expanding Cetera's advisor network and AUM.
-
- Buyer
- Business First Bancshares, Inc., b1BANK
- Target
- Progressive Bancorp, Inc., Progressive Bank
- Seller
- Progressive Bancorp shareholders
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Business First Bancshares, Inc. (the holding company for b1BANK) completed its acquisition of Progressive Bancorp, Inc. and its wholly owned subsidiary Progressive Bank. The deal expands b1BANK's presence across North Louisiana, adding nine locations and increasing Business First's total assets to approximately $8.7 billion.
-
December 31, 2025
- Buyer
- Wealth Enhancement
- Target
- Dent Wealth Advisors
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, announced it will acquire Dent Wealth Advisors, an independent RIA based in Baton Rouge, Louisiana, managing more than $340 million in client assets. The deal is expected to close on December 31, 2025.
-
- Buyer
- DMMS Purchaser, Inc., DMMS Holdings LLC
- Target
- MC Bancshares, Inc., M C Bank & Trust Company
- Seller
- MC Bancshares, Inc. shareholders
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
DMMS Purchaser, Inc., an investor group led by former IberiaBank executives Daryl Byrd, Mark Tipton, Michael Brown, and Scott Price, completed its merger with MC Bancshares, Inc. (holding company for M C Bank & Trust Company) on May 1, 2026. The merger was finalized after regulatory approvals and a capital raise of more than $225 million from 550+ investors to support a Southeast regional growth plan.
-
October 24, 2025
- Buyer
- Merchants & Marine Bancorp, Inc.
- Target
- Farmers-Merchants Bank & Trust Company
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Merchants & Marine Bancorp, Inc. agreed to acquire Farmers-Merchants Bank & Trust Company in an all-cash merger in which FM Bank will merge into Merchants & Marine Bank. The transaction expanded Merchants & Marine’s community banking footprint into Louisiana’s Acadiana region under the continued “FM Bank, a Division of Merchants & Marine Bank” brand.
-
September 18, 2025
- Buyer
- Astira Capital Partners
- Target
- Altus Commercial Receivables
- Seller
- ARMStrong Receivable Management, BharCap Partners
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Astira Capital Partners, a Boston-based private equity firm, has acquired Altus Commercial Receivables (Altus), a provider of commercial receivables management solutions. Altus was divested by ARMStrong Receivable Management, a BharCap Partners portfolio company; Astira said it will accelerate Altus' technology roadmap and scale the business to deliver improved working capital outcomes for clients. Terms were not disclosed.
-
- Buyer
- Keesler Federal Credit Union
- Target
- Jefferson Financial Federal Credit Union
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Keesler Federal Credit Union will merge with Jefferson Financial Federal Credit Union, with Keesler as the surviving institution effective July 1, 2025. The deal adds more than $700 million in assets, 14 Greater New Orleans branches, roughly 45,000 members, and more than 145 Jefferson Financial employees to Keesler, expanding the combined credit union's Gulf South footprint and branch network.
-
December 2, 2024
- Buyer
- Fleur Capital Corporation
- Target
- Simmesport State Bank
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Fleur Capital Corporation and Simmesport State Bank have signed a definitive agreement under which Fleur will acquire Simmesport State Bank. The transaction is expected to close in the second quarter of 2025, subject to customary closing conditions including shareholder and regulatory approvals.
-
September 20, 2023
- Buyer
- Merchants & Marine Bancorp, Inc.
- Target
- Mississippi River Bank
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Merchants & Marine Bancorp, Inc. (MNMB) signed a definitive agreement to acquire Mississippi River Bank, a Belle Chasse, Louisiana-based community bank with approximately $127.7 million in assets. Mississippi River Bank will continue to operate under its existing brand as a division of Merchants & Marine Bank; the target's CEO Mike Bush and President/COO Lisa Works will remain in their roles. The acquisition is subject to shareholder and regulatory approvals and is expected to close in Q1 2024.
-
March 16, 2023
- Buyer
- Carson Group, Carson Wealth
- Target
- The Shobe Financial Group
- Seller
- Owners/partners of The Shobe Financial Group (Ed Shobe; Jason Windham)
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Carson Group (through its Carson Wealth business) announced the full acquisition of The Shobe Financial Group, a 16-person wealth management and financial planning firm in Baton Rouge, Louisiana that manages over $500 million in client assets. The deal provides a succession solution for the Shobe team while integrating the office as a wholly owned Carson Wealth location to access Carson's resources and support future growth.
-
- Buyer
- Wealthcare Capital Management LLC
- Target
- Eagle Financial Management Services
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Addon
Wealthcare Capital Management LLC, a NewSpring Holdings platform company, has acquired Eagle Financial Management Services, a Shreveport-based RIA that advises on more than $120 million in AUM. The deal expands Wealthcare’s direct-advisory channel, growing its advisor team to more than 150 advisors and increasing combined AUM to $4.75 billion; the Eagle Financial team will remain engaged and will use Wealthcare’s GDX360 goals-based planning platform.
-
- Buyer
- BancPlus Corporation
- Target
- First Trust Corporation (parent of First Bank and Trust)
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
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.
-
February 23, 2022
- Buyer
- TreviPay
- Target
- BATON Financial Services, Inc.
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
TreviPay, a global B2B payments fintech based in Overland Park, Kansas, has acquired BATON Financial Services, Inc., a New Orleans–based developer of a B2B invoice payments network. The acquisition expands TreviPay’s trade credit and accounts-receivable/payment capabilities to better serve small B2B businesses and integrates BATON’s technology and leadership into TreviPay’s offerings.
-
January 9, 2017
- Buyer
- Johnson, Morgan & White
- Target
- Altus GTS Inc.
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
Johnson, Morgan & White completed a strategic merger with Altus GTS Inc., North America’s largest commercial collection agency, to combine capabilities and broaden accounts receivable management services. The combined firm will leverage Altus’s corporate collections platform and JMW’s forensic collection capabilities to expand service offerings, regulatory compliance, and client coverage across the U.S. and Canada.
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Frequently Asked Questions
Which parts of financial services are covered in Louisiana acquisitions on this page?
The page covers acquisitions across wealth management/RIAs, banks, credit unions, and insurance brokerage and retail storefront insurance locations in Louisiana.
Are recent Louisiana deals mainly about expanding locations, assets, or client relationships?
They commonly address one or more of those goals. Examples include network expansion (banks/credit unions and retail insurance storefronts) and client-asset growth or advisory team integration (RIAs and wealth management business acquisitions).
Do these Louisiana acquisitions include both announced deals and completed transactions?
Yes. Some entries describe acquisitions with planned closing dates, while others state the acquisition was completed and indicate an effective date.
Are financial terms always disclosed for Louisiana transactions?
No. Several deals provide disclosed valuations or pricing (for example, the Catalyst Bancorp and Lakeside Bancshares all-cash transaction), while others explicitly state that financial terms were not disclosed.
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