-->

Professional Services

Ferrellgas Partners CFO, Treasurer Announces Retirement

Posted March 24, 2025 Liberty-based Ferrellgas Partners announced its current chief financial officer and treasurer, Michael Cole, will retire from the company effective May 2. Ferrellgas said it has retained Moelis & Company LLC to advise on various financial strategies… more

OMB Bank Adds VP, Director For its Banking-as-a-Service Department

Posted March 13, 2025 OMB Bank announced Weston Kendall will join as the vice president and director of its banking-as-a-service compliance. With more than a decade of financial fraud prevention experience, Kendall began his career in 2013 as a senior… more

Mariner Wealth Advisors Acquires California Firm, Adds $730M in Assets

Posted March 13, 2025 Mariner Wealth Advisors will acquire Newport Beach, Calif.-based Ocean Heights Advisors, a wealth management firm with $730 million in assets. Ocean Heights Advisors will transition from the Mariner Independent platform fully to Mariner. Mariner Independent offers… more

First Busey Corp. Completes CrossFirst Bankshares Inc. Acquisition

Posted March 3, 2025 First Busey Corporation has officially closed its acquisition of Leawood-based CrossFirst Bankshares Inc., worth nearly $917 million. The transaction officially closed on March 1. Busey will operate CrossFirst Bank as a separate banking subsidiary of Busey… more

Prime Capital Financial Launches New Family Office Division

Posted March 3, 2025 The latest acquisition from Overland Park-based Prime Capital Financial will launch a new division focusing on the needs of ultra-high-net-worth families. Prime Capital Financial announced its new Prime Capital Family Office following its acquisition of SineCera… more

Creative Planning Acquires California-based Maxwell Wealth Strategies

Posted February 20, 2025 Creative Planning has recently acquired Pleasanton, California-based Maxwell Wealth Strategies. The deal adds more than $290 million in assets to Creative Planning’s portfolio. Maxwell Wealth Strategies provides financial advisory services and comprehensive wealth management to clients.… more

Lockton Announces New Digital Office, Led By Claude Yoder

Posted February 17, 2025 Lockton announced it has established a new Digital Office to drive innovation in data, analytics, and technology strategies across the company in addition to naming the office's new leader. The Digital Office initiative aims to elevate… more

Populous Promotes Company Veteran Bruce Miller to CEO

Posted February 14, 2025 Kansas City-based Populous has named Populous the firm’s next chief executive officer and global chair. With more than 35 years of experience working at Populous, Miller will transition from his current role as managing director of… more

Lockton Names Paul Rodriguez National Surety Practice Leader

Posted February 12, 2025 Kansas City-based Lockton has added Paul Rodriguez as the leader of its National Surety Practice. Rodriguez succeeds Patrick Pribyl who took the role in 2020. Pribyl will transition to the role of Chairman of the National… more

Prime Capital Financial Announces Expansion In Southeast Region, Adds $1B In Assets

Posted February 12, 2025 Overland Park-based Prime Capital Financial has entered into a partnership with the Duluth, Georgia-based Sugarloaf Wealth Management marking the firm’s first expansion into the Atlanta metro area. Headquartered in Duluth, Sugarloaf also operates another office in… more