Banking & Financial Services


Creative Planning to Acquire SageView Advisory Group, Raising Assets to $640B

Posted October 13, 2025 Creative Planning announced it will acquire SageView Advisory Group, creating a combined firm that represents $640 billion in total client assets. Creative Planning entered into a definitive agreement to acquire Newport Beach, California-based SageView Advisory Group,… more

FNBO Closes Country Club Bank Acquisition, Joe Close Named Regional Leader

Posted October 2, 2025 Omaha-based FNBO announced today that it has closed its acquisition of Country Club Bank and has appointed its previous president, Joe Close, as regional leader. FNBO announced it would be acquiring Country Club Bank in May,… more

First Busey Appoints Christopher Chan as CFO

Posted September 29, 2025 First Busey Corporation announced it has appointed a new chief financial officer who will occupy their new role at the Leawood headquarters. The company announced that Christopher Chan will be its new CFO, effective September 30.… more

CommunityAmerica Wants to Merge With Dallas-based Credit Union

Posted September 24, 2025 CommunityAmerica Credit Union announced it plans to merge with a Dallas-based credit union that would create $8.9 billion in combined total assets. Lenexa-based CommunityAmerica Credit Union announced it has been planning a potential merger opportunity with… more

National Bank Holdings Enters $369M Merger, Bank Midwest to Operate Under New Brand

Posted September 18, 2025 National Bank Holdings Corporation has signed a merger agreement to acquire Dallas-based Vista Bancshares, Inc.. It plans to incorporate its brand name across its enterprise, including Kansas City-based Band Midwest. In a deal valued at $369.1… more

Hawthorn Bank Adds Industry Veteran Sandy Kessinger as SVP

Posted September 15, 2025 Hawthorn Bank has hired Sandy Kessinger as its new senior vice president and commercial banker. In her new role, Kessinger will work closely with business owners and financial decision-makers to deliver tailored commercial banking solutions that… more

OMB Bank Opens Second KC Metro Location in Prairie Village

Posted September 10, 2025 OMB Bank has opened a new full-service branch in Prairie Village, Kansas, marking the bank’s tenth branch location. The branch, located at 7500 State Line Rd., offers retail and commercial services to customers. The branch’s hours… more

Lead Bank Announces $1.47B Valuation Following Fundraising Round

Posted September 10, 2025 Kansas City-based Lead Bank has announced the closure of a $70 million Series B fundraising round. Lead announced its post-money valuation is now $1.47 billion, according to a release. The round included new investors, ICONIQ and… more

Equity Bank Enters Merger Deal with Omaha-based Frontier Bank

Posted September 3, 2025 Whichta-based Equity Bancshares, Inc. has entered into a definitive merger agreement with Frontier Holdings, LLC, and will be the bank’s first entry into the Nebraska market. Equity Bancshares, the holding company for Equity Bank, will acquire… more

UMB Purchases 8,000 Health Savings Accounts From Old National Bank

Posted September 2, 2025 UMB Financial Corporation announced it has acquired over 8,000 health savings accounts to its portfolio from Old National Bank, formerly Bremer Bank. As part of the deal, UMB also gained approximately $32.5 million in related deposits… more