Financial Services Acquisitions in Texas
Texas Financial Services Deal Themes
Texas financial services acquisitions in this set center on growth and capability expansion—ranging from wealth management and specialty lending to larger bank footprint deals.
Across the listed transactions, recurring buyer types include regional and national financial institutions (such as Huntington Bancshares Incorporated, Fifth Third Bancorp, and Prosperity Bancshares, Inc.) and platform builders in private markets and financial technology (including P10, Inc. and The Vistria Group).
What Stands Out
- Wealth management platform roll-ups: Bluespring Wealth Partners announced plans to merge Pittman Financial Group into its partner Security Financial Management (SFM) to support advisor continuity.
- Traditional credit and deposit institutions continue to expand: Journey Financial Group, Inc. agreed to acquire Lone Star Bank, and Huntington Bancshares Incorporated acquired Cadence Bank in a 100% stock transaction.
- Multi-bank combinations in Texas create larger in-state platforms: Cornerstone Capital Bancorp, Inc. completed its acquisition of Peoples Bancorp, Inc. to form a Texas-focused growth platform.
- Credit union consolidation targets North Texas presence: Texans Credit Union announced a merger with Las Colinas Federal Credit Union adding branches and members.
- Specialty financial services and insurance-adjacent platforms broaden distribution: deals include Harvest Commercial Capital combining with Crossroads Impact Corp, and Novacore expanding into lender-placed insurance and compliance-oriented services via CP Insurance Associates.
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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.
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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.
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- 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.
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- 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.
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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.
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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.
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- 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, to establish Lumen as a new platform investment in Vistria’s Financial Services strategy. Lumen operates across 30+ states and uses its proprietary KURRENT digital underwriting and distribution platform to support program launches and underwriting performance.
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February 5, 2026
- Buyer
- P10, Inc.
- Target
- Stellus Capital Management, LLC
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
P10, Inc. (NYSE: PX), a private markets solutions provider, entered into a definitive agreement to acquire Stellus Capital Management, LLC for an initial purchase price of $250 million. Stellus will continue to be managed by its current partners, with the transaction expected to close in mid-2026 subject to BDC shareholder approvals and other customary conditions.
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February 5, 2026
- Buyer
- KKR
- Target
- Arctos Partners
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
KKR announced it entered into a definitive agreement to acquire Arctos Partners, an institutional investor focused on buying minority stakes in professional sports franchises and providing structured capital solutions to alternative asset managers. The deal is initially valued at $1.4 billion with additional contingent consideration, and KKR plans to expand into sports investing and build a larger multi-asset secondaries and solutions platform under a new business line, KKR Solutions.
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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.
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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.
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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.
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- 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.
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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.
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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.
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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.
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- 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.
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- 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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- 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.
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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.
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- 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.
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- 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.
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- 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.
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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.
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- 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.
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- 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.
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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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June 10, 2025
- Buyer
- Bluespring Wealth Partners
- Target
- SilverStar Wealth Management
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Bluespring Wealth Partners acquired Kestra-affiliated SilverStar Wealth Management and merged the firm into its existing Bluespring partner, LifeBridge Financial Group. The combined teams will oversee $1.4 billion in AUM and aim to strengthen their Texas presence and client service capabilities with support from Kestra Financial.
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- Buyer
- Federal Life Insurance Company, Bain Capital
- Target
- Texas Service Life Insurance Company
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Federal Life Insurance Company has acquired Texas Service Life Insurance Company, a Texas-based preneed insurance provider, as part of a push to expand preneed offerings nationally. Federal Life — rated A- by AM Best and backed by Bain Capital — named George Wise president of Texas Service Life and signaled plans for expanded product and distribution efforts serving families and funeral-home partners.
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May 13, 2025
- Buyer
- SavvyMoney
- Target
- CreditSnap
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
SavvyMoney has acquired CreditSnap, a fintech provider of deposit account opening and digital lending integrations, to embed CreditSnap's modular origination technology into SavvyMoney's financial wellness and demand-generation platform. The deal aims to strengthen integrations with loan origination and core banking systems, shorten application times, and deliver end-to-end lending and deposit experiences for banks and credit unions.
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- Buyer
- Arthur J. Gallagher & Co.
- Target
- Dean R. Casey & Associates
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Arthur J. Gallagher & Co. (Gallagher) has acquired Dallas-based employee benefits brokerage Dean R. Casey & Associates. Dean Casey and his team will join Gallagher’s Dallas office to bolster the firm’s small-group benefits brokerage capabilities in Texas; terms were not disclosed.
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April 2, 2025
- Buyer
- BGC Group
- Target
- OTC Global Holdings
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
BGC Group has acquired OTC Global Holdings, the world’s largest independent commodities brokerage. Following the acquisition, OTCGH co-founder Javier Loya will step away from the firm to focus on scaling his technology-driven utility management company, GETCHOICE!.
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April 1, 2025
- Buyer
- A&D Mortgage, LLC
- Target
- Wholesale and non-delegated correspondent mortgage origination business (from Mr. Cooper Group Inc.)
- Seller
- Mr. Cooper Group Inc.
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Divestiture
A&D Mortgage has completed the acquisition of the wholesale and non-delegated correspondent mortgage origination business from Mr. Cooper Group. The deal expands A&D Mortgage's presence in Agency and Government lending, strengthens its Non-QM capabilities, and brings an expanded broker network and team of mortgage professionals into A&D.
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March 28, 2025
- Buyer
- Wealth Enhancement
- Target
- XO Wealth Management
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Wealth Enhancement has acquired XO Wealth Management, an independent RIA based in Dallas, Texas, whose team of three advisors and three support staff manages over $516 million in client assets. The deal expands Wealth Enhancement's footprint in Texas to 11 locations and increases the firm's total client assets to more than $107.5 billion.
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- Buyer
- University Credit Union
- Target
- Abilene Christian University Credit Union
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
University Credit Union (UCU) and Abilene Christian University Credit Union (ACU Credit Union) have merged, with the transaction approved December 18, 2024 and ratified February 1, 2025. Core banking system conversions were completed March 2, 2025, and the combination expands UCU’s presence in Texas while giving ACU members access to UCU’s digital banking, broader ATM/branch network, and enhanced financial products.
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- Buyer
- Union Home Mortgage Corp.
- Target
- Nations Reliable Lending (NRL Mortgage)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Union Home Mortgage (UHM) has acquired Nations Reliable Lending (NRL Mortgage), a Houston-based residential mortgage originator. The deal expands UHM’s footprint in Texas and Southwest Ohio and adds NRL’s $1.091 billion of 2024 lending volume to UHM’s platform.
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January 28, 2025
- Buyer
- Mission Wealth Management, LP
- Target
- Logic Capital Management
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Mission Wealth has merged with Houston-based Logic Capital Management, bringing Logic’s founder Toby Whitby and key advisors into Mission Wealth as equity partners. The deal expands Mission Wealth’s presence in Houston, adds roughly $400M of assets under management to the platform, and raises Mission Wealth’s total AUM to over $10.6 billion.
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January 15, 2025
- Buyer
- Gibraltar Capital Management
- Target
- Miller Equity Capital Advisors
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Gibraltar Capital Management, a Tulsa-based Registered Investment Advisor, has acquired Dallas-based Miller Equity Capital Advisors, founded by Mark Miller. The deal expands Gibraltar’s advisory network and capabilities—bringing the firm above $1 billion in assets under management and extending its reach across North Texas, Oklahoma, Arkansas and Colorado.
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January 10, 2025
- Buyer
- CAPTRUST Financial Advisors
- Target
- Wealth Covenant Group
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
CAPTRUST Financial Advisors announced that Wealth Covenant Group (WCG), a Houston-based wealth advisory firm, has joined CAPTRUST and will adopt the CAPTRUST brand. WCG brings three employees and approximately $300 million in client assets, expanding CAPTRUST's presence in the Houston/Texas market.
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- Buyer
- Balefire
- Target
- VisionPoint Advisory Group, Navitas Wealth Advisors
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
VisionPoint Advisory Group and Navitas Wealth Advisors have merged to form Balefire, an SEC-registered wealth management firm overseeing approximately $3.7 billion in combined AUM. The new Dallas-based entity unites over 60 professionals to offer integrated wealth management, strategic tax planning, and corporate solutions, positioning the platform for accelerated organic and M&A-driven growth.
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Frequently Asked Questions
What kinds of buyers show up most often in Texas financial services acquisitions here?
The page highlights both financial institutions (e.g., Huntington Bancshares Incorporated, Fifth Third Bancorp) and platform-focused acquirers such as P10, Inc. and The Vistria Group.
Are these deals mostly about expanding bank footprints or adding new capabilities?
Both themes appear. Several transactions focus on expanding footprint and scale, while others emphasize adding underwriting, lending, or insurance-related capabilities (for example, the Vistria Group acquisition of an MGA platform and Novacore’s specialty expansion).
Do the wealth management transactions emphasize advisor succession and client continuity?
Yes. The Bluespring Wealth Partners announcement around Pittman Financial Group specifically references advisor succession planning and continuity for clients.
Do any deals relate to credit unions in Texas?
Yes. Texans Credit Union announced a merger with Las Colinas Federal Credit Union to expand its North Texas presence, adding branches and members.