Tracked deals
4
4 tracked deals across 2025-2026.
Operating Company
Financial Services
Prime Capital Financial
Overland Park, Kansas, United States
Full-service wealth management and financial planning firm offering fee-based asset management, qualified retirement plan design/implementation, and related wealth/retirement services through Prime Capital Investment Advisors, LLC (PCIA).
- Focus Areas
- Wealth Management, Financial Planning, Retirement Plan Advisory
- Website
- pciawealth.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Buyout
4 buyout
Prime Capital Financial Acquisition Volume by Year
Last 2 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Prime Capital Financial
- Target
- Access Capital
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
Prime Capital Financial acquired Access Capital, strengthening its presence in Wichita, Kansas. The firm also added financial advisor Sean Spencer as part of the transaction to expand wealth management and financial planning services for business owners, families, and individuals.
-
January 23, 2026
- Buyer
- Prime Capital Financial
- Target
- Bradshaw Rogers Financial Partners
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Buyout
Prime Capital Financial has acquired Bradshaw Rogers Financial Partners, a Salisbury, North Carolina-based wealth management firm with roughly $600 million in assets under management. The seven-person Bradshaw Rogers team — including founders Trent Bradshaw and Brandon Rogers — will join Prime Capital as partners, strengthening Prime Capital's planning-first and tax-integrated offering and expanding its footprint in the Carolinas.
-
November 7, 2025
- Buyer
- Prime Capital Financial
- Target
- Harman Wanzor McNamara LLP (HWM)
- Industry
- Accounting & Tax
- Location
- Texas, United States
- Type
- Buyout
Overland Park-based Prime Capital Financial acquired Fort Worth accounting firm Harman Wanzor McNamara LLP (HWM) to launch a new tax advisory subsidiary. The 2014-founded HWM (about 40 employees) brings tax planning, compliance, accounting and business advisory capabilities to expand Prime Capital's wealth and retirement advisory services.
-
March 3, 2025
- Buyer
- Prime Capital Financial
- Target
- SineCera Capital
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Buyout
Prime Capital Financial has acquired boutique wealth manager SineCera Capital and launched Prime Capital Family Office, integrating SineCera’s UHNW-focused capabilities. SineCera, headquartered in Austin, Texas and advising roughly $1.55 billion in client assets, will be led by founder Kevin A. Kaylakie as president of the new family office division.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
2 tracked deals by Prime Capital Financial.
Accounting & Tax Buyers & Acquisitions
1 tracked deal by Prime Capital Financial.
Financial Services Buyers & Acquisitions
1 tracked deal by Prime Capital Financial.
Acquisitions in Texas
2 tracked deals by Prime Capital Financial.
Acquisitions in Kansas
1 tracked deal by Prime Capital Financial.
Acquisitions in North Carolina
1 tracked deal by Prime Capital Financial.
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