Tracked deals
55
55 tracked deals across 2015-2026.
Financial Services Buyers & Acquisitions in Ohio
Buyer mix
Strategic-led
48 strategic · 10 pe
Top trend
Volume peaked in 2026
13 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Ohio-based and regional financial buyers appear repeatedly, including Farmers National Banc Corp., Park National Corporation, NexTier, and Cardinal Credit Union.
- Wealth management is a recurring focus, with advisory-team and practice acquisitions such as Clearstead Advisors taking on an advisory team and Stratos Wealth Holdings completing acquisitions of partner practices.
- Specialized financial services show up alongside broader asset/wealth moves, including employee benefits advisory (NFP (Aon company)) and professional liability insurance for attorneys (ALPS Insurance).
- Several transactions are structured as mergers, all-stock combinations, or staged closings, with outcomes dependent on regulatory and customary conditions.
| Deal type | What it adds | Examples from listed acquisitions |
|---|---|---|
| Bank/credit union consolidation | Loan portfolios, member bases, branch coverage | NexTier + Riverside Bank of Dublin; Cardinal Credit Union + NoteWorthy Federal Credit Union |
| Wealth/advisory practice expansion | Advisory talent and client assets | Stratos Wealth Holdings; Clearstead Advisors; Carlyle + MAI Capital Management |
| Specialty financial coverage | Product lines and niche expertise | ALPS Insurance + OBLIC; NFP (Aon company) + Total Benefits Advisors |
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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 |
|---|---|---|---|
| Farmers National Banc Corp. | 3 | Community banking franchise operator (The Farmers Nationa... | Strategic |
| MAI Capital Management, LLC | 3 | Registered investment adviser and wealth management firm ... | Strategic (PE-backed) |
| MAI Capital Management | 2 | Independent registered investment adviser and wealth mana... | Strategic (PE-backed) |
| Simplicity Group | 2 | Holistic financial planning and distribution platform tha... | Strategic |
| Wealth Enhancement | 2 | National independent wealth management firm offering fina... | Strategic (PE-backed) |
| ALPS Insurance | 1 | Nationwide provider of lawyers’ professional liability in... | Strategic |
| Affinity Advisory Holding Corp | 1 | Newly formed Nu Ride subsidiary created to hold the acqui... | Mixed |
| Ascensus | 1 | Provider of retirement, education and healthcare savings ... | Strategic |
| Bayview Asset Management | 1 | Credit-focused investment manager investing across reside... | Mixed |
| Bayview MSR Opportunity (US) Master Fund, L.P. | 1 | Bayview-managed fund vehicle expected to hold majority ow... | Mixed |
Acquisition Volume in Financial Services in Ohio by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Bayview Asset Management, Springmont Capital, Bayview MSR Opportunity (US) Master Fund, L.P.
- Target
- BWE
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Bayview Asset Management and Springmont Capital (the Morgan family office) have signed a definitive agreement to acquire a majority stake in commercial mortgage bank BWE. Bayview MSR Opportunity (US) Master Fund, L.P. will become BWE’s majority owner upon closing, while Springmont Capital will take a minority position; CEO DJ Effler will remain in his role and retain a significant minority stake. The transaction is expected to close in fall 2026, subject to regulatory approval and customary closing conditions.
-
July 17, 2026
- Buyer
- NFP
- Target
- Total Benefits Advisors
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
NFP, an Aon company, acquired Total Benefits Advisors, a Cleveland, Ohio-based employee benefits and retirement services advisory firm. The deal is intended to expand NFP’s presence in Northeast Ohio and strengthen its ability to provide integrated benefits and wealth management solutions to businesses and individuals.
-
- Buyer
- Clearstead Advisors, LLC
- Target
- myCIO Wealth Partners, LLC (advisory team)
- Seller
- myCIO Wealth Partners, LLC
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Clearstead Advisors, LLC acquired an experienced Philadelphia-based wealth management advisory team formerly part of myCIO Wealth Partners, LLC. The team advised about $2.6 billion of regulatory assets under management (AUM) and about $2.7 billion of additional assets under advisement, and the transaction closed on June 30, 2026.
-
- Buyer
- Cardinal Credit Union
- Target
- NoteWorthy Federal Credit Union
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Cardinal Credit Union announced it has completed its acquisition of NoteWorthy Federal Credit Union. The deal transfers NoteWorthy’s loan portfolio and member base to Cardinal, expanding branch coverage, ATM access, and digital banking tools while preserving NoteWorthy’s focus on musicians and arts organizations.
-
- Buyer
- Nu Ride Inc., Affinity Advisory Holding Corp
- Target
- Affinity Advisory Network, LLC, AAN Wealth Advisors, LLC
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Nu Ride Inc. has entered into a Membership Interest Purchase Agreement to acquire the outstanding membership interests of Affinity Advisory Network, LLC and AAN Wealth Advisors, LLC through a newly formed subsidiary, Affinity Advisory Holding Corp. The transaction is valued at approximately $9.6 million (including cash, Nu Ride Class A shares, and up to $1.312 million in earnout payments) and is expected to close in Q3 2026, subject to customary conditions.
-
- Buyer
- Stratos Wealth Holdings, SEI Investments Company
- Target
- Kowal Financial Services, Jamie Turk Holdings, Veritas Boston, True North Wealth Partners, Spain & Smith Wealth Advisors, Windsor Wealth Management, Pistone Wealth Advisors, Marquis Wealth Group, PTM Financial, Stratos Private Wealth Westchester, Stratos Private Wealth San Diego
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Stratos Wealth Holdings completed the acquisition of 11 partner advisory practices representing approximately $4.8 billion in total client assets (as of December 31, 2025). The acquisitions were underway prior to SEI’s strategic investment, and are part of Stratos’ strategy to partner with advisors to support growth, improve enterprise value, and create succession pathways while keeping advisors in leadership roles.
-
May 12, 2026
- Buyer
- NexTier, Inc., NexTier Bank, N.A.
- Target
- Riverside Bank of Dublin
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
NexTier, Inc. (holding company of NexTier Bank, N.A.) entered into a definitive agreement to acquire Riverside Bank of Dublin. The merger is expected to create a premier tri-state community bank with total assets exceeding $3.1 billion, pending regulatory approvals and other customary closing conditions.
-
- Buyer
- ALPS Insurance
- Target
- Ohio Bar Liability Insurance Company (OBLIC)
- Seller
- Ohio State Bar Association
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
ALPS Insurance (ALPS) entered into a definitive agreement to acquire the Ohio Bar Liability Insurance Company (OBLIC), a provider of professional liability insurance for attorneys in Ohio. The deal is subject to customary closing conditions, including regulatory approvals, and is expected to close after those approvals are received.
-
April 21, 2026
- Buyer
- Clairvest Group Inc., Clairvest Equity Partners VII, RRC Gaming Management LLC
- Target
- MGM Northfield Park, Northfield Park Associates, LLC
- Seller
- MGM Resorts International
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Clairvest Group Inc. (together with Clairvest Equity Partners VII and RRC Gaming Management LLC) completed the previously announced acquisition of MGM Northfield Park. Clairvest invested US$165 million for a majority ownership interest, including US$39 million from Clairvest Group Inc.
-
March 31, 2026
- Buyer
- Carlyle
- Target
- MAI Capital Management
- Seller
- Galway Holdings, Harvest Partners, Oak Hill Capital
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Carlyle has agreed to acquire a majority stake in Cleveland-based registered investment adviser MAI Capital Management, valuing the firm at more than $2.8 billion. The transaction deepens Carlyle’s involvement in MAI following its initial 2021 investment via Galway Holdings, with Galway Holdings, Harvest Partners, and Oak Hill Capital exiting. The deal closed effective June 4, 2026, with MAI employees retaining a large minority stake and MAI continuing to operate autonomously under its leadership team.
-
- Buyer
- Farmers National Banc Corp.
- Target
- Middlefield Banc Corp.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Farmers National Banc Corp. (NASDAQ: FMNB) signed a definitive agreement to acquire Middlefield Banc Corp. (NASDAQ: MBCN) in an all-stock merger. Middlefield will merge with and into Farmers, with each Middlefield share converted into the right to receive 2.6 shares of Farmers common stock, subject to shareholder and regulatory approvals.
-
February 10, 2026
- Buyer
- Simplicity Group
- Target
- Wholehan Marketing
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Simplicity Group has acquired Wholehan Marketing, a brokerage general agency with offices in Tampa, Florida and Toledo, Ohio, and welcomed Wholehan leaders Chris Wholehan and Jessica Hernandez as partners. The deal expands Simplicity's distribution and product capabilities by giving Wholehan's advisors access to Simplicity's platform, marketing engine, and broader suite of life, annuity, DI and LTC products.
-
February 1, 2026
- Buyer
- Park National Corporation
- Target
- First Citizens Bancshares, Inc., First Citizens National Bank
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Park National Corporation completed its previously announced all-stock merger with First Citizens Bancshares, combining Park National Bank and First Citizens National Bank. The transaction expands Park’s community banking presence into Tennessee and establishes a new Tennessee Region led by First Citizens CEO Jeff Agee.
-
December 11, 2025
- Buyer
- First Eagle Investments
- Target
- Diamond Hill Investment Group, Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
First Eagle Investments agreed to acquire Diamond Hill Investment Group in an all-cash deal for $175.00 per share, valuing Diamond Hill at approximately $473 million. The acquisition was completed on April 22, 2026, with Diamond Hill continuing to operate from its Columbus, Ohio headquarters under the same investment philosophy and team leadership.
-
December 9, 2025
- Buyer
- Earned
- Target
- OJM Group
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Earned, a PE-backed wealth management platform focused on healthcare professionals, has acquired OJM Group, a Cincinnati-based registered investment adviser serving physicians and high-net-worth clients. The deal adds nearly $1 billion in assets under management and brings OJM's ~12-person team onto Earned's platform, further expanding Earned's integrated services for medical professionals.
-
December 6, 2025
- Buyer
- Wealth Enhancement
- Target
- L.M. Kohn & Company
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, has acquired Cincinnati-based hybrid RIA L.M. Kohn & Company, which oversees more than $2.2 billion in client assets and employs 23 people. The deal closed on December 6, 2025 and increases Wealth Enhancement's total client assets to over $131 billion, while expanding its footprint across the Midwest and South.
-
November 6, 2025
- Buyer
- Civista Bancshares, Inc., Civista Bank
- Target
- The Farmers Savings Bank
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Civista Bancshares and The Farmers Savings Bank received all required regulatory approvals to complete the previously announced merger. The transaction closed on November 6, 2025, with system conversion expected in the first quarter of 2026.
-
November 5, 2025
- Buyer
- Lincoln International
- Target
- MarshBerry
- Seller
- Management, Atlas Merchant Capital
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Lincoln International has completed the acquisition of MarshBerry, a global investment banking and consulting firm serving insurance brokerages, wealth management and accounting practices. The deal strengthens Lincoln’s Financial Services platform and expands its advisory capabilities in the insurance distribution and wealth & retirement markets; sellers included MarshBerry management and Atlas Merchant Capital.
-
September 18, 2025
- Buyer
- Carson Group
- Target
- Wells Trecaso Financial Group
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Carson Group announced it has acquired Akron, Ohio-based Wells Trecaso Financial Group, which manages approximately $570 million in AUM. Wells Trecaso will become a wholly owned Carson Wealth office, with the team retaining leadership while gaining access to Carson's planning, tax and investment resources to support growth and succession planning.
-
September 12, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Brass Tax Wealth Management
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire platform, has acquired Brass Tax Wealth Management, a Blue Ash, Ohio wealth management firm. The deal adds approximately $465 million in AUM to Waverly and expands the firm's presence in Ohio; financial terms were not disclosed and the entire Brass Tax team joined Waverly.
-
August 21, 2025
- Buyer
- Simplicity Group Holdings
- Target
- Aptus Wealth
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Simplicity Group Holdings has acquired Aptus Wealth, a Registered Investment Advisor based in Lewis Center, Ohio. Josh Pick, founder of Aptus Wealth, will join Simplicity as a partner and Aptus Wealth will operate as Simplicity Wealth Advisors, integrating into Simplicity's wealth platform and proprietary materials.
-
August 14, 2025
- Buyer
- Steward Partners
- Target
- Longbridge Wealth Advisors
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Steward Partners, an employee-owned financial services firm, has acquired Longbridge Wealth Advisors, a ten-person wealth advisory team led by Jack Elgin and Neven Zelich, adding $481 million in client assets and establishing a presence in North Canton, Ohio. The addition expands Steward Partners' Legacy Division to provide succession and continuity solutions for established advisory teams while preserving Longbridge's brand and client relationships.
-
June 23, 2025
- Buyer
- First Financial Bancorp
- Target
- Westfield Bancorp
- Seller
- Ohio Farmers Insurance Company
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Divestiture
Ohio Farmers Insurance Company, Westfield’s parent, has entered into a definitive agreement to sell Westfield Bancorp to First Financial Bancorp in a cash-and-stock transaction valued at $325 million. The deal would transfer 100% of Westfield Bancorp’s stock and is expected to close in Q4 2025, subject to regulatory approvals and customary closing conditions.
-
April 23, 2025
- Buyer
- GTCR, Stone Point Capital LLC
- Target
- Ultimus Fund Solutions
- Seller
- GTCR Fund XII
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Recapitalization
GTCR and Stone Point Capital jointly acquired Ultimus Fund Solutions in a transaction that recapitalizes the company, with GTCR reinvesting and providing liquidity to GTCR Fund XII. Ultimus, a Cincinnati-based fund administrator serving over 450 clients and administering more than $600 billion in assets, will be jointly controlled by GTCR and Stone Point and led by existing management.
-
January 7, 2025
- Buyer
- Vistara Growth
- Target
- Matic Insurance Services Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Growth capital
Matic Insurance Services Inc. secured $30 million in growth capital from Vistara Growth to accelerate the expansion of its embedded insurtech platform. The financing will be used to broaden distribution partnerships, continue development of Matic's proprietary technology, and enhance customer experience across mortgage, banking and other financial partners.
-
December 31, 2024
- Buyer
- Wealth Enhancement
- Target
- Danison & Associates, Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Wealth Enhancement, a national independent wealth management firm, acquired Danison & Associates, an independent RIA based in Columbus, Ohio that oversees roughly $82 million in client assets. The deal closed on December 31, 2024 and marks Wealth Enhancement's first office in Greater Columbus as the two-advisor team joins Wealth Enhancement's platform and centralized planning and back-office services.
-
December 16, 2024
- Buyer
- Farmers National Banc Corp., National Associates, Inc.
- Target
- Crest Retirement Advisors LLC
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Farmers National Banc Corp., through its subsidiary National Associates, Inc., completed the acquisition of Crest Retirement Advisors LLC on December 16, 2024. Crest will continue to operate from its Dublin, Ohio location and will merge with National Associates as part of Farmers' strategy to expand its wealth management and retirement plan administration capabilities in Central Ohio.
-
December 11, 2024
- Buyer
- ZEDRA
- Target
- Gryphon
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
ZEDRA, a global provider of wealth, corporate and fund services backed by Corsair and BCI, has joined forces with Gryphon, an Ohio-headquartered fund administrator. The integration significantly expands ZEDRA's U.S. fund administration business (doubling its size) and grows combined assets under administration to roughly $30 billion.
-
October 1, 2024
- Buyer
- Credent Wealth Management (CX Institutional, LLC d/b/a Credent Wealth Management)
- Target
- Clarify Wealth Management
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
CX Institutional, LLC d/b/a Credent Wealth Management, an Indiana-headquartered fee-only RIA, has acquired Clarify Wealth Management, a Cincinnati-based fee-only RIA with approximately $450 million in AUM. The deal expands Credent's geographic footprint into Cincinnati, Columbus and Lafayette, Indiana, pushes Credent's AUM above $3 billion, and provides a succession plan for Clarify's founding partners.
-
September 27, 2024
- Buyer
- MAI Capital Management, LLC
- Target
- Bolan Capital Management
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
MAI Capital Management has acquired Bolan Capital Management, a boutique wealth management firm with $238 million in client assets under management. The terms were not disclosed; Bolan will adopt the MAI brand and founder Brian Bolan will become a Senior Wealth Advisor as the deal (effective September 27, 2024) expands MAI's footprint in the Cincinnati/Nashville region.
-
August 12, 2024
- Buyer
- Scotiabank
- Target
- KeyCorp
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Growth capital
Scotiabank entered into an agreement to acquire an approximate 14.9% pro-forma ownership stake in KeyCorp through the issuance of common shares. The investment will occur in two stages—an initial 4.9% stake expected to close in fiscal 2024 Q4, followed by an additional ~10% expected to close in fiscal 2025, subject to regulatory approvals.
-
- Buyer
- North Valley Bancshares, North Valley Bank
- Target
- Commodore Financial Network, Commodore Bank of Somerset
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
North Valley Bancshares, parent of North Valley Bank of Zanesville, signed an all-cash agreement to acquire Commodore Financial Network, parent of Commodore Bank of Somerset; financial terms were not disclosed. The deal — subject to shareholder and regulatory approvals — is expected to close in the second or third quarter of 2024 and will convert the Somerset, Millersport and Hebron Commodore Bank branches to North Valley Bank locations.
-
- Buyer
- MAI Capital Management
- Target
- R. Karras Asset Management & Planning
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
MAI Capital Management, a Cleveland-based registered investment adviser, has acquired R. Karras Asset Management & Planning, adding approximately $110 million of client assets under management. The deal will fold Karras into MAI's brand and infrastructure, expanding MAI's capabilities (tax and estate planning, alternative investing) and enabling founder Robert Karras to continue as Senior Wealth Advisor and Managing Director.
-
November 29, 2023
- Buyer
- LCNB Corp.
- Target
- Eagle Financial Bancorp, Inc. (EAGLE.bank)
- Seller
- Shareholders of Eagle Financial Bancorp, Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
LCNB Corp. (the holding company for LCNB National Bank) agreed to acquire Eagle Financial Bancorp, Inc. (the holding company for EAGLE.bank) in a stock-and-cash merger that will expand LCNB's presence in the Cincinnati market. EFBI operates three full-service banking offices and reported $175.8 million in assets and $135.0 million in deposits as of September 30, 2023; the deal is expected to close in Q2 2024 and to be accretive to earnings with a tangible book value earn-back of approximately 2.1 years.
-
- Buyer
- Sequoia Financial Group, LLC
- Target
- Cirrus Wealth Management
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Sequoia Financial Group, an Akron-based SEC-registered wealth manager with nearly $16 billion in AUM, has agreed to acquire Cleveland-based Cirrus Wealth Management. The transaction, intended to support Cirrus's succession plan and expand Sequoia's advisor platform and client services, is expected to close on July 31, 2023; financial terms were not disclosed.
-
December 13, 2022
- Buyer
- Mariner Wealth Advisors
- Target
- McGervey Wealth Management
- Seller
- E. Michael McGervey (founder / principal of McGervey Wealth Management)
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Mariner Wealth Advisors has agreed to acquire Canton, Ohio–based McGervey Wealth Management, adding approximately $105 million in assets under advisement and establishing Mariner’s fourth office in Ohio. The deal, announced December 13, 2022, will close on December 28, 2022; McGervey’s team (all five associates) will remain with the firm and the office will take the Mariner name.
-
- Buyer
- Specialty Program Group, LLC (SPG)
- Target
- Business Underwriters Associates, LLC (BUA)
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Specialty Program Group, LLC (SPG) has acquired the assets of Business Underwriters Associates, LLC (BUA), a Northeast Ohio-based brokerage general agent specializing in life, annuities, disability and health insurance. The deal is the second acquisition in SPG's strategy to build a BGA-driven life and annuity wholesale platform alongside its prior acquisition of Brokers' Service Marketing Group (BSMG).
-
- Buyer
- Republic Bancorp, Inc. (Republic Bank & Trust Company)
- Target
- CBank, Commercial Industrial Finance, Inc. (CIF)
- Seller
- CBank's existing shareholders
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Republic Bancorp, Inc. agreed to acquire Cincinnati-based CBank and its wholly owned leasing subsidiary, Commercial Industrial Finance, Inc. (CIF), in an all-cash merger valued at approximately $51 million. The deal expands Republic Bank's Cincinnati footprint and significantly broadens its equipment leasing capabilities and national leasing footprint; the transaction closed after customary approvals and integration planning.
-
October 19, 2022
- Buyer
- Valeas Capital Partners, Kudu Investment Management
- Target
- Sequoia Financial Group
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Growth capital
San Francisco-based Valeas Capital Partners has committed more than $200 million to acquire a minority stake in Akron, Ohio-based Sequoia Financial Group, joining existing minority investor Kudu Investment Management. Sequoia — which will remain majority employee-owned — will use the capital to accelerate organic and inorganic growth, invest in technology and expand client services.
-
October 5, 2022
- Buyer
- Mercer Global Advisors, Inc.
- Target
- The Asset Advisory Group, Inc.
- Seller
- Jeannette A. Jones, David E. Workman
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) has acquired The Asset Advisory Group, Inc. (TAAG), a Cincinnati-based wealth management firm managing about $370 million in AUM across roughly 160 clients. The deal expands Mercer’s presence in Ohio and provides TAAG’s founders a succession solution while adding TAAG’s advisory team and capabilities to Mercer’s national RIA platform.
-
September 29, 2022
- Buyer
- Wealth Enhancement Group
- Target
- Bohmer Kilcoyne Wealth Management
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Wealth Enhancement Group has acquired Bohmer Kilcoyne Wealth Management, a Cincinnati-based hybrid RIA that oversees approximately $677 million in client assets. The addition of the Bohmer Kilcoyne team (three advisors and five support staff) brings Wealth Enhancement Group's total client assets to more than $57.3 billion and expands the firm's presence in a key Midwest-to-East Coast market.
-
August 9, 2022
- Buyer
- MAI Capital Management, LLC, Galway Holdings, LP
- Target
- Pareto Wealth Management
- Seller
- McDonald Partners Wealth Advisory Group
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
MAI Capital Management, a Cleveland-area registered investment adviser, has acquired Pareto Wealth Management, a Cleveland-based wealth management team led by Sean Kriak and Joe Palko. The deal expands MAI's financial planning and wealth capabilities in Northeast Ohio; Pareto was previously a division of McDonald Partners Wealth Advisory Group.
-
- Buyer
- Farmers & Merchants Bancorp, Inc.
- Target
- Peoples-Sidney Financial Corporation, Peoples Federal Savings and Loan Association
- Seller
- Peoples-Sidney Financial Corporation shareholders
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Farmers & Merchants Bancorp, Inc. (Nasdaq: FMAO) has signed an agreement to acquire Peoples-Sidney Financial Corporation (Peoples) and its subsidiary Peoples Federal Savings and Loan Association in a stock-and-cash transaction valued at an implied aggregate of approximately $27.0 million. The deal expands F&M's community banking footprint into Sidney and Shelby County, Ohio; Peoples operates a main office in Sidney plus two branch offices and reported $132.7 million in total assets as of March 31, 2022.
-
March 31, 2022
- Buyer
- Integrity Marketing Group, LLC
- Target
- The Valdez Group
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Integrity Marketing Group has entered into an agreement to acquire The Valdez Group, an independent marketing organization (IMO) headquartered in Ontario, Ohio. Founders Eric Valdez and Kimberly Harper-Valdez will become Managing Partners at Integrity as the IMO gains access to Integrity's technology, back-office services and distribution platform; financial terms were not disclosed.
-
December 18, 2021
- Buyer
- Eustis Mortgage Corporation
- Target
- Signature Mortgage Corporation
- Seller
- Bob Catlin
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
New Orleans-based Eustis Mortgage Corporation has acquired Canton, Ohio-based Signature Mortgage Corporation, bringing Signature's 30+ member Canton team into the Eustis family. The deal folds Signature's operations and brand into Eustis' platform, with Signature founder Bob Catlin remaining as Senior Vice President to support integration and operational continuity.
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October 8, 2021
- Buyer
- Flexpoint Ford
- Target
- Clearstead Advisors
- Seller
- Rosemont Investment Partners
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Flexpoint Ford has agreed to acquire a majority stake in Clearstead Advisors, a Cleveland-based registered investment advisor with approximately $29 billion in assets under management and advisement. The investment, which will see current investor Rosemont Investment Partners exit its minority stake, is intended to accelerate Clearstead's organic growth and strategic acquisitions and is expected to close by year-end subject to regulatory approval.
-
October 6, 2021
- Buyer
- Simplicity Group
- Target
- Oxbow Marketing Company
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Simplicity Group, a Summit, New Jersey-based financial product distribution platform, has acquired Ohio-based Oxbow Marketing Company and welcomed Oxbow President Robb Daugherty as a partner. Oxbow, an exclusive wholesale distributor of life and annuity products with over 35 years in business, will rebrand to Simplicity and leverage Simplicity's resources to support its agent partners in the annuity, life and wealth-management markets.
-
October 4, 2021
- Buyer
- MAI Capital Management, LLC
- Target
- Storey & Associates
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
MAI Capital Management, a Cleveland-based registered investment adviser, has acquired Storey & Associates, a North Canton, Ohio financial planning and asset management firm. The deal, which closed Sept. 30, 2021, adds approximately $230 million in assets under management and brings founders Harlan Storey and Kevin Krakora and all Storey employees into MAI; financial terms were not disclosed.
-
June 23, 2021
- Buyer
- Farmers National Banc Corp.
- Target
- Cortland Bancorp Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Farmers National Banc Corp. and Cortland Bancorp have entered into an agreement and plan of merger under which Farmers will acquire Cortland. Cortland shareholders can elect to receive $28.00 per share in cash or 1.75 shares of Farmers common stock (subject to proration and limitations), with the transaction expected to close in the fourth quarter of 2021.
-
June 22, 2021
- Buyer
- Fifth Third Bancorp
- Target
- Provide
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Fifth Third Bancorp announced a definitive agreement to acquire Provide, a digital fintech platform that serves healthcare practices nationwide. Provide will maintain its brand identity and operate as an independent business line as it scales lending and banking solutions for healthcare providers.
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Frequently Asked Questions
What kinds of financial services deals are showing up in Ohio?
Recent listed acquisitions include community bank and credit union mergers, wealth management advisory-team/practice acquisitions, employee benefits advisory expansion, and specialty insurance (professional liability for attorneys).
Which types of buyers appear most often on these Ohio transactions?
Common buyer categories include financial institutions (banks/credit unions), wealth and investment/advisory firms, and insurance or benefits service providers, such as NexTier, Cardinal Credit Union, Stratos Wealth Holdings, Carlyle, ALPS Insurance, and NFP (Aon company).
Are these Ohio deals mostly acquisitions or mergers?
Both appear. Some transactions are completed acquisitions or majority-stake purchases, while others are structured as mergers (including all-stock mergers) and may be subject to regulatory approvals.
Do the transactions typically expand into Ohio specifically?
Yes. The listed deals are located in Ohio, United States and commonly emphasize expanding presence in Ohio—whether through combining banking footprints, integrating advisory teams, or extending distribution and service capabilities.
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