Tracked deals
11
11 tracked deals across 2020-2026.
Financial Services Buyers & Acquisitions in Nebraska
Buyer mix
Strategic-led
8 strategic · 3 pe
Top trend
Volume peaked in 2026
5 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Wealth management roll-ups and capability expansion show up repeatedly, including Prairie Wealth Advisors / The McEwen Group and SilverLeaf Wealth Management’s expansion financing.
- Insurance agency and expertise add-ons are a recurring pattern, with Inszone Insurance Services acquiring Omaha-area and specialized commercial-focused businesses.
- Nebraska footprint growth in banking appears through completed mergers and branch additions, including Equity Bancshares adding Frontier Bank locations and Associated Banc-Corp completing its American National acquisition.
- Platform and infrastructure deals include core banking systems (Finovifi) and a technology-driven life and annuity platform (Antarctica Capital affiliate).
- Geographic activity is anchored in Nebraska (notably Omaha and Lincoln), with some transactions tied to national reach or out-of-state targets supporting Midwest/Nebraska operations.
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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 |
|---|---|---|---|
| Inszone Insurance Services | 2 | Full-service insurance brokerage providing property and c... | Strategic |
| Antarctica Capital | 1 | Alternative asset management firm focused on private mark... | PE |
| Associated Banc-Corp | 1 | Midwest bank holding company providing a full range of fi... | Strategic |
| Bain Capital | 1 | Global private investment firm active across private equi... | PE |
| Equity Bancshares, Inc. | 1 | Community bank holding company operating Equity Bank with... | Strategic |
| Finovifi | 1 | Provider of AI-powered fintech solutions for community ba... | Strategic |
| Prairie Wealth Advisors | 1 | Omaha- and Lincoln-based registered investment advisor pr... | Strategic |
| Stevens Capital Partners | 1 | RIA wealth management firm offering integrated investment... | Strategic |
| The Charles Schwab Corporation | 1 | Diversified financial services firm offering brokerage, w... | Strategic |
| Turning Rock Partners | 1 | Opportunistic alternative asset manager that structures b... | PE |
Acquisition Volume in Financial Services in Nebraska by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
August 21, 2026
- Buyer
- Stevens Capital Partners
- Target
- Dallas-based CPA tax practice
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
Stevens Capital Partners, an Omaha-based RIA, acquired a long-established Dallas CPA tax practice to expand its integrated wealth management capabilities. The deal adds more than 300 tax clients and supports tighter coordination of investment management, tax planning, estate planning, business exit planning, and philanthropic strategies.
-
- Buyer
- Inszone Insurance Services
- Target
- Sommelier Insurance Group, LLC
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Addon
Inszone Insurance Services announced its acquisition of Sommelier Insurance Group, LLC to strengthen its presence in Omaha, Nebraska and expand specialized commercial insurance expertise. Sommelier’s focus includes complex commercial lines such as trucking, home health care, and contractor insurance, which Inszone says complements its national strategy.
-
- Buyer
- Prairie Wealth Advisors
- Target
- The McEwen Group
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Growth capital
Prairie Wealth Advisors announced a strategic merger with The McEwen Group, forming a registered investment advisor managing more than $1 billion in client assets. The five-person McEwen advisory team—formerly affiliated with RBC Wealth Management—will continue operating under its existing name within Prairie Wealth as part of an expanded investment management and financial planning platform.
-
- Buyer
- Associated Banc-Corp
- Target
- American National Corporation, American National Bank
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
Associated Banc-Corp completed its previously announced merger with American National Corporation, including American National Bank, to expand its Midwest banking footprint. The combined organization expects to fully transition American National’s systems, branches, and customers to Associated in the third quarter of 2026, while customers continue to be served through existing branches until conversion.
-
- Buyer
- Inszone Insurance Services
- Target
- Jaffery Insurance & Financial Services
- Seller
- Cyrus Jaffery (Founder, Jaffery Insurance & Financial Services)
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
Inszone Insurance Services acquired Jaffery Insurance & Financial Services, an independent insurance agency based in Omaha, Nebraska, marking Inszone’s entry into the Nebraska market. Jaffery Insurance’s clients will continue working with the same agents while gaining access to Inszone’s broader carrier network, tools, and nationwide resources.
-
January 1, 2026
- Buyer
- Equity Bancshares, Inc.
- Target
- Frontier Holdings, LLC, Frontier Bank
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
Equity Bancshares, Inc. completed its merger with Frontier Holdings, LLC, the parent company of Frontier Bank, effective January 1, 2026. The deal expands Equity’s footprint into Nebraska by adding seven Frontier Bank locations, with systems consolidation expected in February 2026.
-
March 19, 2025
- Buyer
- Turning Rock Partners
- Target
- SilverLeaf Wealth Management
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Growth capital
Turning Rock Partners, a New York-based private investment firm, has provided $30 million in secured expansion financing to SilverLeaf Wealth Management, an independent wealth advisory firm headquartered in Omaha, Nebraska. The capital will support SilverLeaf's growth plan — including its acquisition strategy — and help the firm expand services to a broader client base.
-
- Buyer
- Finovifi
- Target
- Modern Banking Systems, Modern Banking Systems of Alabama
- Seller
- Modern Banking Systems (Mike Cronin, CEO), Modern Banking Systems of Alabama (Russ Smith, owner)
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
Finovifi has acquired Modern Banking Systems (MBS), a 50+-year core banking software provider headquartered in the Omaha, Nebraska area, and MBS’s longtime Southeastern distributor Modern Banking Systems of Alabama (MBSAL). The deal will integrate MBS’s core processing capabilities and MBSAL’s regional relationships with Finovifi’s AI-driven fintech tools and cloud-native offerings to expand product capabilities and market reach among community banks.
-
December 21, 2023
- Buyer
- Antarctica Capital
- Target
- Midwest Holding Inc.
- Seller
- Midwest Holding Inc. shareholders
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
An affiliate of Antarctica Capital has completed the acquisition of Midwest Holding Inc. (NASDAQ: MDWT), a technology-driven life and annuity platform headquartered in Lincoln, Nebraska. Midwest shareholders received $27.00 per share in cash, Midwest was delisted from Nasdaq, and Antarctica says Midwest will become a key component of its retirement services business while retaining current leadership and operations.
-
- Buyer
- Bain Capital
- Target
- Carson Group
- Seller
- Long Ridge Equity Partners
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Growth capital
Bain Capital made a strategic growth investment in Carson Group on July 14, 2021, valuing the Omaha-based wealth management technology and services firm at over $1 billion. The transaction included the purchase of equity interests from Long Ridge Equity Partners and provides Carson Group with additional growth capital to support M&A, technology development, and client experience enhancements while founder Ron Carson remains majority owner.
-
- Buyer
- The Charles Schwab Corporation
- Target
- TD Ameritrade Holding Corporation
- Seller
- TD Ameritrade stockholders, The Toronto-Dominion Bank (TD Bank)
- Industry
- Financial Services
- Location
- Nebraska, United States
- Type
- Buyout
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.
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Frequently Asked Questions
What kinds of financial services are being acquired in Nebraska?
Recent deals cover wealth management, banking, insurance, and financial technology/platform acquisitions, including core banking software and retirement services businesses.
Which firms appear as recurring buyers on this Nebraska page?
Examples of recurring buyers listed include Inszone Insurance Services, Prairie Wealth Advisors, Turning Rock Partners, Equity Bancshares, Inc., Associated Banc-Corp, Stevens Capital Partners, Bain Capital, and The Charles Schwab Corporation.
Are there deals focused on Omaha and other Nebraska cities?
Yes. Several transactions specifically reference Nebraska locations such as Omaha and Lincoln, including insurance agency activity and wealth management expansions and mergers.
Do these acquisitions focus on growth through new customers or new capabilities?
Both appear. Some deals emphasize expanded client offerings and integrated planning capabilities (e.g., wealth/tax coordination), while others emphasize scale, distribution, or infrastructure (e.g., banking footprint growth and core processing software).
Related Acquisition Pages
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Private Equity-Backed Financial Services Buyers
Financial Services Acquisitions in 2026
Financial Services Acquisitions in 2025
Financial Services Acquisitions in 2023
Financial Services Acquisitions in 2021
Financial Services Acquisitions in 2020
Acquisitions in Nebraska
Private Equity-Backed Acquisitions in Nebraska
Acquisitions in Nebraska in 2026
Acquisitions in Nebraska in 2025