Tracked deals
15
15 tracked deals across 2022-2026.
Financial Services Buyers & Acquisitions in Oklahoma
Buyer mix
Strategic-led
14 strategic · 2 investor
Top trend
Volume peaked in 2025
5 tracked deals announced in 2025.
Primary Insight
What Stands Out
- BancFirst Corporation and One America Bancorp Inc. both focus on building or enlarging a community banking presence in Oklahoma.
- Wealth management buyers repeatedly expand capacity by bringing on local RIA teams and platforms (e.g., Corient, Mercer Global Advisors, Inc., Edelman Financial Engines, HUB International Limited).
- Insurance acquisitions can include brand continuity alongside growth investment, as shown by Truss Peak Holdings LLC (via TPH Insurance Hold Co LP) and Leaders Life Insurance Company.
- Several deals describe integration plans that preserve existing operations temporarily (e.g., continued brand use, with systems consolidation later).
| Deal type | Examples from Oklahoma deals |
|---|---|
| Community banking | BancFirst Corporation; One America Bancorp Inc. |
| Wealth management / RIA | Corient; Mercer Global Advisors, Inc.; Edelman Financial Engines |
| Insurance | Truss Peak Holdings LLC (via TPH Insurance Hold Co LP) |
| Mortgage / lending | Bank7; First American Mortgage, Inc. |
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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 |
|---|---|---|---|
| BancFirst Corporation | 1 | Oklahoma-based financial services holding company operati... | Strategic |
| Bank7 | 1 | Community bank operating branch network across Oklahoma, ... | Strategic |
| Bruce Ware (lead investor / Executive Chairman & CEO) | 1 | Dallas businessman and largest investor in One America Ba... | Investor |
| Chime | 1 | Financial technology company offering member-based digita... | Strategic |
| Corient | 1 | Integrated, fiduciary, fee-only wealth management firm op... | Strategic |
| Edelman Financial Engines | 1 | Independent wealth planning and workplace investment advi... | Strategic (PE-backed) |
| Equity Bancshares, Inc. | 1 | Community banking holding company (Equity Bank) offering ... | Strategic |
| Financial Services Holdings, LLC | 1 | Parent company of broker-dealer Thurston Springer Financi... | Strategic |
| HUB International Limited | 1 | Global insurance brokerage and financial services firm of... | Strategic |
| Integrity, LLC | 1 | Distributor of life and health insurance and provider of ... | Strategic |
Acquisition Volume in Financial Services in Oklahoma by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 10, 2026
- Buyer
- Chime
- Target
- Stride Bank for
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Chime has entered into a definitive agreement to acquire Stride Bank for $590 million in cash. The deal would bring Stride into Chime’s platform as a wholly owned subsidiary (expected to become Chime Bank, N.A.) and is expected to close in the first half of 2027, subject to regulatory approvals.
-
June 24, 2026
- Buyer
- Integrity, LLC
- Target
- ABC Medicare
- Seller
- Sherry Kremeier, Eddie Kremeier
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Integrity, LLC acquired ABC Medicare, an independent marketing organization based in Oklahoma City, Oklahoma. The acquisition is intended to help ABC Medicare and its agents scale growth and streamline the agent experience using Integrity’s AI-driven technology and shared services.
-
- Buyer
- BancFirst Corporation
- Target
- Spirit BankCorp, Inc., SpiritBank
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
BancFirst Corporation entered into an agreement to acquire Spirit BankCorp, Inc. and its subsidiary SpiritBank, a privately held community bank headquartered in Tulsa, Oklahoma. The transaction is expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary closing conditions. SpiritBank will continue operating under its current name until it is merged into BancFirst, with customers receiving further transition information.
-
- Buyer
- Corient
- Target
- Capital Advisors, Inc.
- Seller
- Keith Goddard, Andy Brown
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Corient, an integrated U.S. wealth management firm, announced an agreement to acquire Capital Advisors, Inc., a registered investment advisor based in Tulsa, Oklahoma, with $7.8 billion in assets under management. The deal adds Corient’s first Oklahoma office and is expected to close later this quarter, subject to regulatory approval.
-
- Buyer
- Equity Bancshares, Inc.
- Target
- NBC Corp. of Oklahoma, NBC Oklahoma
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Equity Bancshares, Inc. completed its merger/acquisition of NBC Corp. of Oklahoma, the parent company of NBC Oklahoma. The deal expands Equity Bank’s Oklahoma footprint by adding seven locations and rebranding NBC locations as Equity Bank, with core and digital system consolidation expected in late August 2025.
-
June 23, 2025
- Buyer
- One America Bancorp Inc., Bruce Ware (lead investor / Executive Chairman & CEO)
- Target
- Hopeton State Bank
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
One America Bancorp Inc., a newly formed bank holding company led by Dallas investor Bruce Ware, has acquired Hopeton State Bank, a $26 million institution headquartered in Hopeton, Oklahoma. The deal is the first step in One America's plan to build a community banking platform focused on rural Oklahoma while establishing a commercial banking presence in the Dallas–Fort Worth market; Hopeton State Bank's president, Trent Goss, will remain in his role.
-
June 5, 2025
- Buyer
- Mercer Global Advisors, Inc.
- Target
- Full Sail Capital
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Addon
Mercer Global Advisors, a national Registered Investment Adviser, has acquired Full Sail Capital, an Oklahoma City-based wealth management firm managing $2 billion in client assets. The deal expands Mercer’s presence in Oklahoma and Texas, adds Full Sail’s 14-person team and 600+ client families to Mercer’s platform, and provides Full Sail access to Mercer’s enterprise infrastructure and institutional resources.
-
- Buyer
- Truss Peak Holdings LLC (via TPH Insurance Hold Co LP)
- Target
- Leaders Life Insurance Company
- Seller
- Michigan Farm Bureau Financial Corporation
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Truss Peak Holdings LLC, through its subsidiary TPH Insurance Hold Co LP, has closed its acquisition of Leaders Life Insurance Company from Michigan Farm Bureau Financial Corporation. Leaders, a Tulsa-based provider of life, short-term disability and accident workplace insurance licensed in 15 states with about 20 employees, will continue operating under its existing brand while Truss Peak invests in growth, licensure expansion and technology.
-
February 28, 2025
- Buyer
- Bank7
- Target
- First American Mortgage, Inc.
- Seller
- Dale Bogle (President and Owner)
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Bank7, a community bank headquartered in Oklahoma City, has acquired First American Mortgage, Inc., a locally owned residential mortgage lender founded in 1993. The acquisition expands Bank7's mortgage division and deepens its residential lending capabilities to better serve customers across its Oklahoma, Texas (Dallas/Fort Worth) and Kansas markets.
-
October 3, 2023
- Buyer
- Edelman Financial Engines
- Target
- Align Wealth Management
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Edelman Financial Engines has acquired Align Wealth Management, a Registered Investment Advisor headquartered in Oklahoma City that manages approximately $425 million for nearly 360 clients. The deal expands Edelman Financial Engines' advisor network and planner capacity in the Oklahoma and Florida markets while giving Align's team access to broader back-office support and national capabilities.
-
- Buyer
- Financial Services Holdings, LLC, Thurston Springer (Thurston Springer Financial / Thurston Springer Advisors)
- Target
- T.S. Phillips Investments, Phillips Capital Advisors
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Financial Services Holdings, LLC (parent of Thurston Springer) acquired independent broker-dealer T.S. Phillips Investments and RIA Phillips Capital Advisors, effective April 1, 2023. The deal brings over twenty financial advisors across six branch locations in Oklahoma and New Mexico and roughly $1 billion in client assets to Thurston Springer's national wealth-management platform as it expands into the U.S. Southwest.
-
November 10, 2022
- Buyer
- HUB International Limited
- Target
- Bridgecreek Investment Management, LLC
- Seller
- Bridgecreek Investment Management, LLC
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
HUB International Limited has acquired the assets of Bridgecreek Investment Management, LLC, a Tulsa-based boutique portfolio management firm that oversees more than $1 billion in assets. The Bridgecreek team, including co-founders Chuck Fuller and Brian Carney, will join Hub Mid-America as HUB expands its wealth advisory capabilities for high-net-worth clients across the region.
-
- Buyer
- Merit Financial Advisors
- Target
- Union Financial Advisors, LLC
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Merit Financial Advisors acquired Union Financial Advisors, LLC, adding three Oklahoma offices (Tulsa, Norman and Perry) and approximately $370 million in assets under management. The deal establishes Merit's presence in Oklahoma and expands its national footprint and AUM base.
-
- Buyer
- Old Glory Holding Company
- Target
- First State Bank of Elmore City
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Old Glory Holding Company has agreed to acquire First State Bank of Elmore City, Oklahoma, a transaction entered March 12, 2022 and expected to close November 30, 2022. The bank will be rebranded as Old Glory Bank and used as the chartered, FDIC‑insured platform for a digital‑first, nationwide retail bank focused on serving lower‑ and middle‑income Americans and patriotic constituencies.
-
March 9, 2022
- Buyer
- Mortgage Connect LP
- Target
- ADFITECH, Inc.
- Seller
- ADFITECH stockholders
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Mortgage Connect LP has acquired ADFITECH, Inc. for approximately $29 million in cash, with ADFITECH to become a subsidiary and cease trading on the OTC market. The acquisition expands Mortgage Connect’s life-of-loan and capital markets capabilities by adding ADFITECH’s mortgage quality control, due diligence, fulfillment, and document management services while retaining ADFITECH leadership and staff.
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Frequently Asked Questions
What kinds of financial services acquisitions are represented in Oklahoma?
The page highlights acquisitions across community banking, wealth management / registered investment advisers, insurance, and residential mortgage lending—such as bank, RIA, and insurance platform deals based in Oklahoma.
Which recurring acquirers show up in Oklahoma deals?
Recurring buyer names include Corient, HUB International Limited, Mercer Global Advisors, Inc., Truss Peak Holdings LLC (via TPH Insurance Hold Co LP), Bank7, Integrity, LLC, BancFirst Corporation, and One America Bancorp Inc.
Do these deals usually keep the target’s brand or operations?
Several transactions describe continuity during transition. For example, SpiritBank is expected to operate under its current name until merged into BancFirst Corporation, and Leaders Life Insurance Company is expected to continue under its existing brand while growth investments are made.
What geography do these Oklahoma financial services acquisitions cover?
Most deals are Oklahoma-based (“Oklahoma, United States”), and some also reference expansion beyond Oklahoma—such as activities involving Texas markets (Dallas/Fort Worth) alongside Oklahoma.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
Financial Services Buyers & Acquisitions in Canada
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 2022
Acquisitions in Oklahoma
Private Equity-Backed Acquisitions in Oklahoma
Acquisitions in Oklahoma in 2026
Acquisitions in Oklahoma in 2025
Acquisitions in Oklahoma in 2023