Tracked deals
23
23 tracked deals across 2012-2026.
Financial Services Buyers & Acquisitions in Missouri
Buyer mix
Strategic-led
24 strategic · 3 pe
Top trend
Volume peaked in 2026
7 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Banking and community footprint growth: deals including FNBO (First National Bank of Omaha) / Blue Ridge Bancshares and Southern Bancorp, Inc. / Ozarks Heritage Financial Group involve Missouri-headquartered targets and branch footprint expansion.
- Wealth management platform expansion: GCG Advisory Partners acquired Gateway Capital Advisors, and Equitable (affiliate of Equitable Holdings, Inc.) agreed to acquire Stifel Independent Advisors to bring independent advisors onto its platform.
- Advisory, advisory-regulated services, and middle-market support: Commerce Bank agreed to acquire Nolan & Associates and included acquisition of a FINRA-regulated entity, Middle-Market Transactions, Inc., for advisory services.
- Technology-enabled service delivery: Integrity, LLC welcomed JK Financial into its AI-first wealth management platform, combining technology with JK Financial’s client-first model.
- Real estate and capital markets adjacent solutions: BlackRock, Inc. completed the acquisition of ElmTree Funds, integrating it into BlackRock’s Private Financing Solutions (PFS) platform.
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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 |
|---|---|---|---|
| Commerce Bank | 2 | Regional bank providing institutional fixed-income produc... | Strategic |
| Abry Partners | 1 | Boston-based private equity firm investing in middle-mark... | PE |
| BlackRock, Inc. | 1 | Global asset manager providing investment products and fi... | Strategic |
| CapitalWorks, LLC | 1 | Midwestern, family-focused private equity firm that inves... | PE |
| Class Valuation | 1 | Technology-enabled appraisal management company providing... | Strategic (PE-backed) |
| Commerce Bancshares (parent company of Commerce Bank) | 1 | Public regional bank holding company owning Commerce Bank. | Mixed |
| Equitable | 1 | Financial services provider focused on advice, protection... | Strategic |
| Equitable Distribution Holding Corporation (affiliate of Equitable Holdings, Inc.) | 1 | Financial services organization building and expanding we... | Strategic |
| FNBO (First National Bank of Omaha) | 1 | Regional/community-focused banking organization providing... | Strategic |
| First Mid Bancshares, Inc. | 1 | Community-focused bank holding company providing banking,... | Strategic |
Acquisition Volume in Financial Services in Missouri by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 2, 2026
- Buyer
- Ty J. Young Wealth Management
- Target
- Senior Insurance Services
- Seller
- Eric Rudd
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Ty J. Young Wealth Management announced the acquisition of Senior Insurance Services, an insurance firm led by Eric Rudd in Washington, Missouri. The deal is aimed at providing continuity for Senior Insurance Services clients as Rudd transitions out of the insurance industry, while giving clients access to Ty J. Young’s broader retirement planning and wealth management capabilities.
-
- Buyer
- Osaic, Inc., Millenia Investments LLC
- Target
- O'Reilly LLC
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Addon
Osaic, through its Millenia Investments platform, announced that O'Reilly LLC has joined Millenia Investments and affiliated with Osaic. The Chesterfield, Missouri-based firm led by Patrick O'Reilly brings about $250 million in client assets and will gain access to Osaic technology and investment/planning resources.
-
June 30, 2026
- Buyer
- Commerce Bank, Commerce Bancshares (parent company of Commerce Bank)
- Target
- Nolan & Associates, Middle-Market Transactions, Inc.
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Commerce Bank announced it has reached an agreement to acquire Nolan & Associates, a St. Louis-based boutique investment banking firm serving middle-market clients. The deal is expected to expand Commerce’s ability to support business owners, private equity firms, and corporations across deal, ownership transition, and related wealth needs. Nolan & Associates will operate as a wholly owned subsidiary of Commerce Bank upon closing, and the transaction also includes the acquisition of Middle-Market Transactions, Inc., a FINRA-regulated entity used to deliver advisory services.
-
June 5, 2026
- Buyer
- FNBO (First National Bank of Omaha), First National of Nebraska
- Target
- Blue Ridge Bancshares, Inc., Blue Ridge Bank and Trust Co.
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
FNBO, the banking subsidiary of First National of Nebraska, announced it has entered into a definitive agreement to acquire Blue Ridge Bancshares, Inc. and its wholly owned subsidiary, Blue Ridge Bank and Trust Co., headquartered in Independence, Missouri. The transaction is subject to regulatory approval and is expected to close before the end of 2026.
-
April 23, 2026
- Buyer
- GCG Advisory Partners
- Target
- Gateway Capital Advisors
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
GCG Advisory Partners, the parent company of GCG Wealth Management, acquired Gateway Capital Advisors, a St. Louis, Missouri-based wealth management firm managing $400 million in assets. Gateway’s managing partners and team are joining GCG as Operating and Equity Partners, and Gateway will keep its brand and continue day-to-day operations. Financial terms were not disclosed.
-
- Buyer
- Integrity, LLC
- Target
- JK Financial
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Addon
Integrity, LLC announced that JK Financial has joined Integrity, enabling the wealth management firm to deliver holistic life, health, and wealth planning using Integrity’s technology and partner resources. The partnership is positioned to expand JK Financial’s scale while maintaining its personalized, client-first service model.
-
January 5, 2026
- Buyer
- Southern Bancorp, Inc.
- Target
- Ozarks Heritage Financial Group, Inc., Legacy Bank & Trust
- Seller
- Ozarks Heritage Financial Group, Inc.
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Southern Bancorp, Inc. has closed its acquisition of Ozarks Heritage Financial Group, Inc. and its wholly owned subsidiary Legacy Bank & Trust, a $1.9 billion asset CDFI headquartered in Springfield, Missouri. The deal creates a nearly $5 billion asset community development financial institution and expands Southern Bancorp’s branch footprint across Arkansas, Missouri, Mississippi, Oklahoma, and Texas.
-
October 28, 2025
- Buyer
- Equitable Distribution Holding Corporation (affiliate of Equitable Holdings, Inc.), Equitable, Equitable Advisors
- Target
- Stifel Independent Advisors, LLC
- Seller
- Stifel Financial Corp.
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Equitable, via an affiliate (Equitable Distribution Holding Corporation), has entered into an agreement to acquire Stifel Independent Advisors, a subsidiary of Stifel Financial. The deal is expected to close in Q1 2026, subject to regulatory approvals and customary closing conditions, and will bring Stifel’s more than 110 independent advisors (about $9 billion in client assets) into Equitable Advisors’ platform.
-
September 2, 2025
- Buyer
- BlackRock, Inc.
- Target
- ElmTree Funds
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
BlackRock has completed its acquisition of ElmTree Funds, a commercial net-lease real estate investment firm headquartered in St. Louis. ElmTree will be integrated into BlackRock’s Private Financing Solutions (PFS) platform to help scale long-dated, contractual income investment solutions and expand PFS’s real estate owner-operator capabilities.
-
April 8, 2025
- Buyer
- Prospera Financial Services, Inc.
- Target
- Cutter & Company
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Dallas-based Prospera Financial Services has acquired St. Louis-based independent broker-dealer Cutter & Company, which manages approximately $2 billion in client assets with 40 advisors and 12 employees. The acquisition closed on March 31, 2025; Cutter's leadership and staff will remain in place while the firms integrate operations, compliance and technology to support advisor growth. Terms were not disclosed.
-
- Buyer
- Gantry, Inc.
- Target
- Q10 | Triad Capital Advisors, Inc.
- Seller
- Q10 Capital, LLC
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Gantry, a full-service commercial mortgage banking firm based in San Francisco, has acquired Q10 | Triad Capital Advisors, Inc., a Q10 Capital member with offices in St. Louis and Kansas City, Missouri. The deal expands Gantry's correspondent-driven production capabilities and increases its servicing portfolio by more than $1.5 billion, growing its servicing portfolio to $20 billion; Triad principals will retain an equity stake and employees will remain with the firm.
-
November 18, 2022
- Buyer
- Commerce Bank
- Target
- L.J. Hart & Company
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Commerce Bank entered into a definitive agreement to acquire L.J. Hart & Company, a municipal bond underwriter and advisor. The deal terms were not disclosed, and closing is dependent on regulatory approval. Commerce Bank will retain the L.J. Hart & Company brand, staff, and its office in Chesterfield, Missouri.
-
September 20, 2022
- Buyer
- Southern Missouri Bancorp Inc.
- Target
- Citizens Bancshares Co.
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Southern Missouri Bancorp Inc., the parent of Southern Bank, agreed to acquire Kansas City–based Citizens Bancshares Co. in a stock-and-cash transaction valued at approximately $140 million. The deal, unanimously approved by both boards, gives Citizens shareholders a choice of shares or $53.50 cash per share, will add 14 branches in Missouri and is expected to be accretive to Southern Missouri Bancorp's EPS over the following fiscal years, subject to customary approvals.
-
August 10, 2022
- Buyer
- Wafra Inc.
- Target
- Thompson Street Capital Partners
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Growth capital
Funds managed by Wafra Inc. acquired a strategic minority ownership interest in St. Louis-based private equity firm Thompson Street Capital Partners to support the scaling of the Thompson Street platform and execution of key strategic initiatives. Terms were not disclosed and Thompson Street’s management and day-to-day operations remain under existing control.
-
March 31, 2022
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Convergent Wealth Management, LLC
- Seller
- John P. Stobbs, Jeannie Seabaugh
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Convergent Wealth Management, LLC, a Chesterfield, Missouri-based wealth management firm with approximately $130 million in AUM. The deal brings Convergent's entire team into Mercer as part of Mercer’s strategy to expand its Central U.S. presence and provide succession options for Convergent's founders.
-
February 3, 2022
- Buyer
- Integrity Marketing Group
- Target
- Osborn Insurance Group
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Integrity Marketing Group has acquired Osborn Insurance Group, an independent marketing organization (IMO) based in Springfield, Missouri. The deal will integrate Osborn into Integrity's insurtech platform to provide the agency access to Integrity's quoting, enrollment, data/analytics and shared business services to accelerate agent support and growth.
-
November 9, 2021
- Buyer
- QCR Holdings, Inc.
- Target
- Guaranty Federal Bancshares, Inc. (Guaranty Bank)
- Seller
- Guaranty Federal Bancshares, Inc. stockholders
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
QCR Holdings, Inc. agreed to acquire Guaranty Federal Bancshares, Inc. and merge Guaranty Bank into QCR’s Springfield First Community Bank charter, with the combined franchise operating under the Guaranty Bank name in Springfield and southwest Missouri. Consideration options include cash, QCR stock or a mix, and the transaction was valued at about $152 million based on QCR's Nov. 5, 2021 share price; closing was expected in early-mid 2022 subject to regulatory and shareholder approvals.
-
November 3, 2021
- Buyer
- The Simplicity Group
- Target
- Sinclair Financial Solutions
- Seller
- Erin Sinclair, Donald Schneider
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Addon
The Simplicity Group has acquired St. Louis-based Sinclair Financial Solutions, adding the holistic financial planning firm to its roster of partner distribution businesses. Owners Erin Sinclair and Donald Schneider will become partners with Simplicity and continue to serve clients under the Simplicity brand.
-
September 8, 2021
- Buyer
- Class Valuation, Gridiron Capital
- Target
- Pendo Management, LLC
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Addon
Class Valuation, a Gridiron Capital portfolio company, has acquired Pendo Management, LLC, a Kansas City–based appraisal management company that serves more than 150 customers nationwide. The add-on strengthens Class Valuation's market density in the Midwest and rural markets and brings Pendo's tech-enabled appraisal workflows and client-success teams into Class's platform.
-
- Buyer
- First Mid Bancshares, Inc.
- Target
- Delta Bancshares Company (parent of Jefferson Bank and Trust), Loan and deposit portfolio and relationship team from a separate financial institution (St. Louis market)
- Seller
- Delta shareholders and option holders, a separate financial institution in the St. Louis market
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
First Mid Bancshares, Inc. (NASDAQ: FMBH) agreed to acquire Delta Bancshares Company, the parent of Jefferson Bank and Trust, in a transaction valued at approximately $106.3 million in aggregate consideration (cash and stock). In a separate agreement, First Mid also agreed to acquire approximately $225 million in loans and $280 million in deposits plus the relationship team from a separate St. Louis-area financial institution, expanding First Mid's presence in the St. Louis market.
-
May 22, 2019
- Buyer
- The Hilb Group, LLC, Abry Partners
- Target
- The Keane Insurance Group, Inc.
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Addon
The Hilb Group, a Richmond-based, Abry Partners-backed insurance brokerage, acquired The Keane Insurance Group of St. Louis effective May 1, 2019. The deal expands THG's national footprint into Missouri and adds The Keane Insurance Group's medical professional liability expertise; John Keane and KIG's associates will join THG and continue operating out of their St. Louis office.
-
April 2, 2015
- Buyer
- CapitalWorks, LLC
- Target
- Bancsource, Inc.
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Cleveland private equity firm CapitalWorks, LLC has acquired a majority ownership stake in Bancsource, Inc., a Republic, Missouri-based provider of ATM and cash-cycle equipment sales and maintenance services to banks and retailers. CapitalWorks said it plans to invest in and grow Bancsource while Bancsource's existing leadership will remain active in management.
-
February 21, 2012
- Buyer
- LenderLive Network Inc.
- Target
- MoKan Title Services
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
LenderLive Network Inc.'s Settlement Services division acquired MoKan Title Services to expand its title and settlement capabilities, particularly in the default servicing space. Terms were not disclosed; MoKan provides residential and commercial title insurance and settlement services for lenders in the Missouri/Kansas region.
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Frequently Asked Questions
Which types of financial services deals appear in Missouri?
The page highlights acquisitions across banking (including community and branch footprint expansion), wealth management and advisor platforms, investment advisory/wealth firms, and adjacent capital solutions such as net-lease real estate financing.
Are Missouri acquisitions mainly about adding branches or expanding advisor capabilities?
Both themes appear. Bank acquisitions (e.g., Southern Bancorp, Inc. and FNBO) focus on expanding footprint, while wealth and advisory deals (e.g., GCG Advisory Partners and Equitable) focus on onboarding advisors and scaling wealth management platforms.
Do any deals mention maintaining brands or day-to-day operations?
Yes. For example, GCG Advisory Partners said Gateway Capital Advisors will keep its brand and continue day-to-day operations, and Commerce Bank said L.J. Hart & Company would retain its brand and staff upon closing.
What regulatory or timing conditions are referenced?
Some transactions are subject to regulatory approvals and customary closing conditions, with certain deals expected to close in a specified quarter (e.g., Equitable expecting Q1 2026 subject to approvals).
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