Tracked deals
154
154 tracked deals across 2018-2026.
Financial Services Buyers & Acquisitions in Texas
Buyer mix
Strategic-led
142 strategic · 38 pe
Top trend
Volume peaked in 2025
32 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Wealth Enhancement appears multiple times, completing acquisitions of advisory and related tax capabilities, including Houston-area practices.
- Bank and deposit-market expansion shows up in agreements involving MidFirst Bank, Prosperity Bancshares, and Scotiabank’s U.S. strategy via MapleMark Bank.
- Private equity and investor-led structures are present, including an acquisition agreement for AEGIS Hedging Solutions and an investor group led by J.C. Flowers & Co. acquiring Republic Finance.
- Advisor succession and continuity are recurring deal motivations, such as transitions tied to founder retirement and partner-led merges.
- Insurance and risk management also feature, with Enterprise Risk Associates LLC acquiring Hamann Insurance Group in Katy, Texas.
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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 |
|---|---|---|---|
| Bluespring Wealth Partners | 4 | Acquirer and consolidator of independent RIAs and hybrid ... | Strategic (PE-backed) |
| Cetera Financial Group | 3 | Wealth management platform and advisor network serving in... | Strategic (PE-backed) |
| Prosperity Bancshares, Inc. | 3 | Regional financial holding company and parent of Prosperi... | Strategic |
| Wealth Enhancement | 3 | National independent wealth management firm providing fin... | Strategic |
| CI Financial Corp. | 2 | Canadian asset and wealth management company operating a ... | Strategic |
| Cetera Holdings | 2 | Holding company of Cetera Financial Group, a wealth manag... | Strategic |
| Huntington Bancshares Incorporated | 2 | Regional U.S. bank holding company providing consumer, sm... | Strategic |
| Inszone Insurance Services | 2 | Full-service insurance brokerage offering commercial, per... | Strategic |
| Mercer Global Advisors, Inc. (Mercer Advisors) | 2 | National registered investment adviser providing wealth m... | Strategic (PE-backed) |
| MidFirst Bank | 2 | Privately owned regional bank providing commercial lendin... | Strategic |
Acquisition Volume in Financial Services in Texas by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 17, 2026
- Buyer
- Gateway First Bank
- Target
- Colonial Savings, F.A.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Gateway First Bank (Gateway) announced it has entered into an agreement to acquire Colonial Savings, F.A. (Colonial). The deal is expected to close in the first quarter of 2027, subject to regulatory approvals and customary closing conditions.
-
August 19, 2026
- Buyer
- Ty J. Young Wealth Management
- Target
- Ray Cessna Advisory
- Seller
- Ray Cessna (founder)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Ty J. Young Wealth Management has announced the acquisition of Ray Cessna Advisory, a financial advisory practice based in Conroe, Texas. The deal is intended to help Ray Cessna transition into retirement while ensuring continuity of service for its clients and expanding Ty J. Young’s presence in Texas.
-
- Buyer
- Private Equity at Goldman Sachs Alternatives
- Target
- AEGIS Hedging Solutions
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
AEGIS Hedging Solutions entered into a definitive transaction agreement to be acquired by Private Equity at Goldman Sachs Alternatives. The investment will be made alongside AEGIS management, and AEGIS is expected to close the deal in the third quarter of 2026, subject to customary closing conditions.
-
July 17, 2026
- Buyer
- Wealth Enhancement
- Target
- Trippon Wealth Management Group, J.M. Trippon & Company PC CPAs
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired Trippon Wealth Management Group and its affiliated tax practice, J.M. Trippon & Company PC CPAs, both based in Houston, Texas. The acquisition closed on July 15, 2026 and adds a combined team managing more than $299 million in client assets.
-
- Buyer
- J.C. Flowers & Co., Nowlake Technology, LLC
- Target
- Republic Finance
- Seller
- CVC Capital Partners
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Republic Finance has entered into a definitive agreement to be acquired by an investor group led by J.C. Flowers & Co., together with Nowlake Technology, LLC. CVC Capital Partners—Republic’s majority owner—will exit its investment, while the Phillips family will retain an equity interest; Republic’s management team will continue to lead the company.
-
- Buyer
- Enterprise Risk Associates LLC
- Target
- Hamann Insurance Group, LLC
- Seller
- Dennis Hamann (founder)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Enterprise Risk Associates (ERA) acquired Hamann Insurance Group (HIG) of Katy, Texas on June 17, 2026. Financial terms were not disclosed, and founder Dennis Hamann will continue in his role with HIG post-closing.
-
June 17, 2026
- Buyer
- MidFirst Bank
- Target
- Dallas Capital Bank
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
MidFirst Bank entered into a definitive agreement to acquire Dallas Capital Bank, a privately owned commercial bank with $1.2 billion in assets. The deal is intended to expand MidFirst’s Texas footprint and bring Dallas Capital Bank’s relationship-focused team and clients into MidFirst’s larger franchise, with closing expected in the second half of 2026 subject to regulatory approvals.
-
May 29, 2026
- Buyer
- Scotiabank (The Bank of Nova Scotia)
- Target
- Maple Financial Holdings Inc., MapleMark Bank
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Scotiabank has entered into a definitive agreement to acquire Maple Financial Holdings Inc., the parent of Dallas-based MapleMark Bank. The deal is intended to give Scotiabank FDIC-insured deposit coverage for clients, supporting its U.S. Mortgage Capital Markets and deposit growth strategy. The transaction is subject to customary closing conditions and regulatory approvals; financial terms were not disclosed.
-
- Buyer
- Ark Financial Holding, Inc.
- Target
- Cooper Lake Financial Corporation
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Ark Financial Holding, Inc. entered into a definitive agreement to acquire Cooper Lake Financial Corporation, the holding company of The First National Bank in Cooper. The deal is subject to customary closing conditions, including approval by Cooper Lake shareholders and regulatory approvals. After closing, Ark plans to inject additional capital into The First National Bank in Cooper to fund a multi-year technology modernization program, expand digital banking services, and add enhanced digital payments capabilities.
-
April 22, 2026
- Buyer
- Prosperity Bancshares, Inc.
- Target
- Stellar Bancorp, Inc., Stellar Bank
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Prosperity Bancshares, Inc. (parent of Prosperity Bank) received all regulatory approvals required to complete its previously announced acquisition of Stellar Bancorp, Inc. (parent of Stellar Bank). The merger was scheduled for a Stellar shareholder vote on May 27, 2026, with the transaction expected to close on or about July 1, 2026, subject to customary conditions.
-
April 15, 2026
- Buyer
- Wealth Enhancement
- Target
- FullCircle Wealth
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, acquired FullCircle Wealth, an independent registered investment advisor (RIA) based in Dallas, Texas, managing more than $268 million in client assets. The acquisition closed on April 15, 2026 and expands Wealth Enhancement’s footprint in key growth markets such as Dallas.
-
- Buyer
- Equitable Holdings, Inc., Corebridge Financial, Inc.
- Target
- Corebridge Financial, Inc., Equitable Holdings, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Equitable Holdings and Corebridge Financial entered into a definitive all-stock merger valued at approximately $22 billion, creating a scaled retirement, life, wealth and asset management company with more than 12 million customers. The combined company will operate under the Equitable name and is expected to close by year-end 2026 (subject to regulatory approvals and customary closing conditions).
-
March 11, 2026
- Buyer
- Security Financial Management (SFM), Bluespring Wealth Partners
- Target
- Pittman Financial Group
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Bluespring Wealth Partners announced that Pittman Financial Group and its team, led by founder Page Pittman, will merge into Security Financial Management (SFM), an existing Bluespring partner firm. The move expands SFM’s advisor base and grows total assets managed by SFM advisors to approximately $1.3B, while supporting advisor succession planning and continuity for Pittman’s clients.
-
March 9, 2026
- Buyer
- Journey Financial Group, Inc.
- Target
- Lone Star Bank
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Journey Financial Group, Inc. has signed a definitive agreement to acquire Lone Star Bank. The boards of both companies have approved the deal, which is expected to close in late Q2 or early Q3 2026, subject to customary conditions including Lone Star shareholder approval and regulatory approvals.
-
- Buyer
- Texans Credit Union
- Target
- Las Colinas Federal Credit Union
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Texans Credit Union announced a merger with Las Colinas Federal Credit Union to expand its North Texas presence. The combined organization will add three branches and more than 10,000 members, serving approximately 150,000 members across 14 locations under the Texans Credit Union brand.
-
- Buyer
- Cornerstone Capital Bancorp, Inc., Cornerstone Capital Bank
- Target
- Peoples Bancorp, Inc., Peoples Bank
- Seller
- Larry Allen (former Chairman and CEO of Peoples Bank; joined boards after closing)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Cornerstone Capital Bancorp, Inc., the holding company for Cornerstone Capital Bank, signed and later completed the acquisition of Peoples Bancorp, Inc., the holding company for Peoples Bank of Lubbock, Texas. The merger creates a combined Texas-focused growth platform with more than $3.4 billion in assets, retaining all Peoples Bank branches and employees and integrating Peoples Bank as a division of Cornerstone.
-
February 26, 2026
- Buyer
- Harvest Commercial Capital, LLC
- Target
- Crossroads Impact Corp
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Harvest Commercial Capital (HCC) announced a merger with Crossroads Impact Corp (CRSS) to combine HCC’s owner-occupied small business commercial lending platform with Crossroads’ residential CDFI capabilities. The combined organization will continue operating under their respective brands and aims to expand access to capital in low- and moderate-income communities while enhancing CRA and SBA-focused lending solutions.
-
February 26, 2026
- Buyer
- Higginbotham
- Target
- Monarch Solutions Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Higginbotham has teamed up with Monarch Solutions Inc. to expand specialized high-net-worth client services focused on insurance-related strategies for tax savings and estate liquidity. Monarch founder Kevin Klaas will join Higginbotham as a Managing Director, while Monarch’s operations manager Ann Marie Coyle continues to lead the team from Monarch’s field office.
-
- Buyer
- The Vistria Group
- Target
- Lumen Holdings, LLC
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
The Vistria Group acquired Lumen Holdings, a technology-enabled managing general agent (MGA) headquartered in Dallas, Texas, establishing Lumen as a new platform investment within Vistria’s Financial Services strategy. Lumen operates across 30+ states and uses its proprietary KURRENT digital underwriting and distribution platform to support scalable specialty insurance underwriting and program launches.
-
- Buyer
- Ascentis Wealth Management, Ascentis Holdings, LLC
- Target
- Kevin Gray's advisory practice (launching as Ascentis Family Wealth / previously Veracity Capital)
- Seller
- Kevin Gray, Veracity Capital
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Ascentis Wealth Management, part of Ascentis Holdings, announced that Kevin Gray’s advisory practice is joining the Ascentis platform under the newly launched Ascentis Family Wealth. Once transferred, the practice is expected to oversee approximately $250 million in assets under management, with Advisory Services Network providing operations and compliance support.
-
February 5, 2026
- Buyer
- P10, Inc., Ridgepost Capital, Inc.
- Target
- Stellus Capital Management, LLC
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
P10, Inc. entered into a definitive agreement to acquire Stellus Capital Management, LLC, a U.S. direct lender specializing in senior secured loans for lower-middle market sponsor-backed companies. The deal has an initial purchase price of $250 million and is expected to close in mid-2026, subject to BDC shareholder approvals and customary conditions.
-
February 5, 2026
- Buyer
- KKR
- Target
- Arctos Partners
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
KKR completed its previously announced acquisition of Arctos Partners, an institutional investor focused on professional sports franchise stakes and structured capital solutions for alternative asset managers. Following closing, Arctos will be folded into a newly created investing division, KKR Solutions, which includes Arctos Sports and Arctos Keystone and is intended to support a scaled multi-asset class secondaries platform.
-
February 3, 2026
- Buyer
- Novacore
- Target
- CP Insurance Associates
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Novacore has agreed to acquire CP Insurance Associates to expand its specialty platform for financial institutions, adding lender-placed insurance, insurance tracking, investor property coverage, and compliance-oriented services. The deal is intended to strengthen Novacore’s reach across banks, mortgage servicers, credit unions, and other lending channels nationwide.
-
February 3, 2026
- Buyer
- Huntington Bancshares Incorporated
- Target
- Cadence Bank
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Huntington Bancshares announced that it entered into a definitive agreement to acquire Cadence Bank in a 100% stock transaction. The deal was later closed in early February 2026, combining two regional banking franchises to expand Huntington’s footprint across Texas and the broader South.
-
February 2, 2026
- Buyer
- Fifth Third Bancorp
- Target
- Comerica Incorporated
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Fifth Third Bancorp has completed its merger with Comerica, creating the ninth-largest U.S. bank with approximately $294 billion in assets. The combined institution is positioning the deal as a scale and footprint expansion, pairing Fifth Third’s retail banking and digital capabilities with Comerica’s middle-market banking franchise.
-
- Buyer
- Prosperity Bancshares, Inc.
- Target
- Southwest Bancshares, Inc., Texas Partners Bank
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Prosperity Bancshares, Inc., the parent company of Prosperity Bank, signed a definitive agreement to acquire Southwest Bancshares, Inc., the parent holding company of Texas Partners Bank. The merger was completed on February 1, 2026, with Texas Partners Bank also merging into Prosperity Bank and continuing under the Texas Partners Bank name until operational integration in November 2026.
-
January 29, 2026
- Buyer
- Cetera Financial Group, The Retirement Planning Group (TRPG)
- Target
- Plains Wealth Management
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Cetera Financial Group has completed the acquisition of Plains Wealth Management, a Houston-based independent wealth management practice that oversees approximately $400 million in client assets. The Plains team will join The Retirement Planning Group (TRPG), Cetera's employee-based RIA, expanding TRPG's footprint into the Houston market and providing the Plains team with growth and succession options.
-
January 22, 2026
- Buyer
- Peachtree Group
- Target
- First Western SBLC, LLC (formerly known as First Western SBLC, Inc.), PMC Commercial Trust (PMC)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Peachtree Group completed its acquisition of First Western SBLC, LLC, which operates as PMC Commercial Trust (PMC), a Dallas-based nationwide direct lender focused on U.S. SBA 7(a) loans. The deal received approval from the U.S. Small Business Administration and closed effective today, with PMC continuing to operate under its existing name.
-
January 19, 2026
- Buyer
- UST
- Target
- Tailwind Business Ventures
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
UST has acquired Tailwind Business Ventures, a Texas-based fintech firm with operations in Brazil and other delivery centers, to strengthen UST's digital banking solutions and core banking implementation capabilities. The deal expands UST's presence in South America and enhances its ability to serve mid-market and regional banks with AI-driven modernization and implementation services.
-
- Buyer
- National Bank Holdings Corporation (NBHC)
- Target
- Vista Bancshares, Inc., Vista Bank
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
National Bank Holdings Corporation (NBHC) has completed its acquisition of Vista Bancshares, Inc. and its banking subsidiary Vista Bank, expanding NBHC's footprint into key growth markets including Dallas–Fort Worth, Austin, Lubbock and Palm Beach. The combined organization is positioned with approximately $12.6 billion in pro forma assets following the transaction.
-
- Buyer
- Prosperity Bancshares, Inc.
- Target
- American Bank Holding Corporation, American Bank, N.A.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Prosperity Bancshares, Inc. agreed to acquire American Bank Holding Corporation and American Bank, N.A. in an all-stock transaction valued at approximately $321.5 million. The merger was initially expected to close in late 2025 or early 2026, and it was ultimately completed effective January 1, 2026.
-
December 30, 2025
- Buyer
- Inszone Insurance Services
- Target
- Meyer & Rees, Inc. (DBA Bierschwale-Rees Insurance)
- Seller
- Todd Willingham (President and Owner), Meyer & Rees, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Inszone Insurance Services has acquired Meyer & Rees, Inc., DBA Bierschwale-Rees Insurance, a long-established independent insurance agency based in Fredericksburg, Texas. The acquisition expands Inszone's Texas presence and brings the local agency access to Inszone's technology, broader markets, and operational resources while the Bierschwale-Rees team continues to operate from its Fredericksburg office.
-
December 8, 2025
- Buyer
- Milliman, Inc.
- Target
- MorVest Capital
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Milliman, a global actuarial and consulting firm, has acquired MorVest Capital, a Dallas-based provider of mortgage servicing rights (MSR) analytics, valuation, and advisory services. The deal expands Milliman’s mortgage analytics, MSR valuation, financing and hedging capabilities to better serve lenders, servicers and capital providers.
-
December 7, 2025
- Buyer
- Rithm Capital Corp.
- Target
- Crestline Management, L.P., Crestline Investors, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Rithm Capital completed its acquisition of Crestline Management, an alternative investment manager with approximately $17 billion in assets under management. The deal strengthens Rithm’s global alternative asset management platform by adding direct lending, fund liquidity solutions, and insurance and reinsurance capabilities, and by expanding the combined suite of credit, real estate, and structured finance strategies.
-
November 11, 2025
- Buyer
- D2 Asset Management, LP
- Target
- Residential Capital Partners
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
D2 Asset Management has integrated the Residential Capital Partners team into its residential credit platform. The Dallas-based private lender's origination and servicing capabilities will combine with D2's institutional capital and capital markets infrastructure to expand direct lending products for single-family real estate investors, including transition, construction, and long-term rental loans.
-
November 11, 2025
- Buyer
- United Capital Financial Advisors, LLC
- Target
- Apexium Financial LP
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
United Capital Financial Advisors has acquired Apexium Financial LP, adding more than $4 billion in assets under management and expanding United Capital's national presence. The deal strengthens United Capital's advisor base and expands its financial planning-led service model, with legal counsel to Apexium provided by Sidley Austin and Decerno Advisors acting as M&A advisor.
-
November 3, 2025
- Buyer
- Great American Holdings, LLC (GA Group)
- Target
- CBC Group, LLC
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Great American Holdings, LLC (GA Group), a PE-backed provider of valuation and field exam services, has acquired CBC Group LLC, a specialist in asset-based lending field examinations. The deal folds CBC's team into GA Group's field exam group to expand capabilities and North American coverage, bringing the combined field exam headcount to nearly 40 examiners.
-
October 20, 2025
- Buyer
- Huntington Bancshares Incorporated, Huntington Bank (The Huntington National Bank)
- Target
- Veritex Holdings, Inc., Veritex Community Bank
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Huntington Bancshares announced the completion of its merger with Veritex Holdings, expanding Huntington’s presence in Texas—particularly Dallas-Fort Worth and Houston. Veritex’s 31 Texas branches are expected to be retained and integrated into Huntington’s network, with Veritex customer accounts transitioning to Huntington’s systems in the first quarter of 2026.
-
September 12, 2025
- Buyer
- Strive Asset Management and Asset Entities (combined company), Strive Asset Management (a subsidiary of Strive Enterprises, Inc.), Asset Entities Inc. (reverse merger issuer / surviving public company)
- Target
- Asset Entities Inc., Strive Enterprises, Inc. (Strive Asset Management subsidiary involved in the merger)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Strive Asset Management (a subsidiary of Strive Enterprises) and Asset Entities (Nasdaq: ASST) entered into a definitive merger agreement to combine and form a publicly traded Bitcoin treasury company under the Strive brand. The transaction is paired with a $750 million PIPE with potential additional $750 million from warrant exercises (total potential proceeds up to about $1.5 billion) to fund the initial wave of Bitcoin acquisitions and accumulation strategies.
-
September 9, 2025
- Buyer
- Glacier Bancorp, Inc., Glacier Bank
- Target
- Guaranty Bancshares, Inc., Guaranty Bank & Trust, N.A.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Guaranty Bancshares, Inc. (parent of Guaranty Bank & Trust) and Glacier Bancorp, Inc. (parent of Glacier Bank) entered into a Plan and Agreement of Merger on June 24, 2025, under which Guaranty will merge into Glacier with Glacier surviving. Guaranty declared a special cash dividend related to the merger and the parties expect closing on October 1, 2025, subject to customary closing conditions.
-
August 30, 2025
- Buyer
- Bow River Capital
- Target
- Park Cities Asset Management (asset-based financing business)
- Seller
- Park Cities Asset Management
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Divestiture
Bow River Capital, a Denver-based alternative asset manager, has acquired the asset-based financing business of Dallas-based Park Cities Asset Management. The transaction adds a 12-person team and asset-based private credit strategy to Bow River's platform, expanding its lower-middle-market private credit capabilities.
-
- Buyer
- Corient
- Target
- Messick Peacock & Associates
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Corient has added the Dallas-based advisory team Messick Peacock & Associates, which manages $1.54 billion in assets. The deal expands Corient’s presence in the Southwest (Dallas–Fort Worth) and enhances its ability to serve business owners, entrepreneurs and high-net-worth clients; Raymond James served as financial advisor to Messick Peacock.
-
July 22, 2025
- Buyer
- Bluespring Wealth Partners, LifeBridge Financial Group
- Target
- Halcyon Wealth Advisors
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Bluespring Wealth Partners has acquired Halcyon Wealth Advisors, a Kestra-affiliated RIA overseeing $364 million in AUM, and merged the firm into existing Bluespring portfolio company LifeBridge Financial Group. The deal expands LifeBridge's footprint into the Dallas–Fort Worth market (Halcyon is based in Irving, Texas) and broadens the combined firm's network of advisors across Texas.
-
- Buyer
- Cantor Equity Partners, Inc., Twenty One Capital, Inc.
- Target
- Twenty One Capital, Inc., Twenty One Assets, LLC
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Cantor Equity Partners, Inc. (“CEP”), a special-purpose acquisition company, and Twenty One Capital, Inc. (“Twenty One”) announced the confidential filing of a draft registration statement on Form S-4 with the SEC for their proposed business combination. The transaction remains subject to customary closing conditions, including approval of CEP’s shareholders, after which Twenty One plans to operate as a Bitcoin-focused public company.
-
- Buyer
- Community National Bank & Trust of Texas, Community Bank Holdings of Texas, Inc.
- Target
- CapTex Bank, CapTex Bancshares, Inc.
- Seller
- CapTex Bancshares, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Community National Bank & Trust of Texas (CNB&T) completed the acquisition of CapTex Bank, adding five branches in Fort Worth, Bonham, Leonard, Melissa and Trenton and expanding CNB&T's Texas footprint to 18 branches. The deal increases CNB&T's assets to approximately $1.7 billion, broadens its retail and commercial banking capabilities (including wealth management and mortgage origination), and was supported by SRM Corp as strategic advisor.
-
- Buyer
- Franklin BSP Realty Trust, Inc. (FBRT)
- Target
- NewPoint Holdings JV L.L.C. (NewPoint Real Estate Capital L.L.C.)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Franklin BSP Realty Trust, Inc. (FBRT) has closed its acquisition of NewPoint Holdings JV L.L.C. (NewPoint) for $425 million. The deal expands FBRT's multifamily and agency lending capabilities, adding NewPoint's commercial real estate lending platform to FBRT's debt origination and servicing business.
-
July 1, 2025
- Buyer
- Cadence Bank
- Target
- Industry Bancshares, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Cadence Bank signed a definitive merger agreement to acquire Industry Bancshares, the bank holding company for multiple Texas community banks. The deal expands Cadence’s Texas presence and provides a combined platform serving customers across Central and Southeast Texas.
-
- Buyer
- Maverick Bancshares, Inc.
- Target
- Sandhills Bancshares, Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Maverick Bancshares, Inc., parent company of Maverick Bank, entered into a definitive merger agreement to acquire Sandhills Bancshares, Inc., parent company of Tejas Bank. Upon closing, Tejas Bank will merge into Maverick Bank, creating a West Texas community bank with over $650 million in pro forma assets and an expanded footprint across the region.
-
- Buyer
- Inszone Insurance Services
- Target
- Osterts and Associates, LLC
- Seller
- Jerry Ostert, Kim Ostert
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Inszone Insurance Services, a Sacramento-based national insurance brokerage, has acquired Osterts and Associates, an independent insurance agency based in Plano, Texas. The deal expands Inszone's presence in Texas and ensures continuity for Osterts' clients as owners Jerry and Kim Ostert transition toward retirement.
-
June 17, 2025
- Buyer
- July Business Services (JULY), Expand Financial (EXPAND)
- Target
- Employee Incentive Plans (EIP), AtlasMark Financial (retirement plan advisory practice)
- Seller
- Employee Incentive Plans, AtlasMark Financial (advisory practice)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
July Business Services (JULY) has acquired Employee Incentive Plans (EIP), effective May 30, 2025, and concurrently merged AtlasMark Financial’s retirement plan advisory practice into EXPAND, a wholly owned subsidiary of JULY. The deal expands JULY’s retirement-plan capabilities and scale — bringing additional advisory talent and strengthening its fiduciary-driven investment management offering as it grows its platform of retirement-plan services.
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What types of financial services deals are most common in Texas here?
The page shows acquisitions and mergers across wealth management (independent RIAs), banking (commercial banks and deposit strategy), and insurance/risk management, alongside private equity–backed platform builds.
Which buyers show up more than once?
Wealth Enhancement is listed in multiple Texas transactions, including acquisitions of advisory businesses and an affiliated tax practice.
Are these deals focused on client continuity and succession planning?
Yes. Several transactions explicitly reference continuity of service and/or succession planning for clients and founders, including retirement-related transitions and advisor team integrations.
Do any deals involve technology modernization or digital banking?
Yes. Ark Financial Holding, Inc. plans a multi-year technology modernization program after acquiring Cooper Lake Financial Corporation, including expanded digital banking and digital payments capabilities.
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