Overland Park

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

SelectQuote Announces $350 Million Strategic Investment

Posted February 12, 2025 Overland Park-based SelectQuote announced it had signed a $350 million investment that will allow the firm to recapitalize its balance sheet and lower its annual cash debt. Bain Capital, Morgan Stanley Private Credit and Newlight Partners… more

Compass Minerals Finds Next COO, CFO

Posted January 30, 2025 Overland Park-based Compass Minerals announced Patrick Merrin and Peter Fjellman will be appointed to the roles of chief operations officer and chief financial officer respectively. Merrin’s appointment is effective March 3 and fills the COO while… more

Mariner Wealth Advisors Completes Triple Acquisition, Adds $1B in Assets

Posted January 16, 2025 Overland Park-based Mariner Wealth Advisors has completed a triple acquisition which will add a combined $1.087 billion in assets under advisement for the firm. Mariner announced the acquisitions of Cincinnati, Ohio-based Cassady Schiller Wealth; Englewood, Colo.-based… more

Dr. Vince Clinical Research Announces Expansion of Overland Park Campus

Posted January 14, 2025 Dr. Vince Clinical Research announced it will expand its Overland Park research campus with the addition of a new administration building. The new 5,000-square-foot administration building will support finance, human resources and volunteer recruitment departments, according to… more

Mariner Wealth Advisors’ First 2025 Acquisition Brings AUM to $550B

Posted January 10, 2025 Overland Park-based wealth management firm Mariner Wealth Advisors announced the acquisition of Cardinal Investment Advisors, increasing Mariner’s total assets to nearly $550 billion. Headquartered in Chicago, Cardinal adds $292 billion in assets under advisement and about… more

Prime Capital Financial Adds Partner to San Antonio Branch

Posted January 9, 2025 Overland Park-based Prime Capital Financial has added John Cervantes as a new partner to its San Antonio, Texas-based arm Crossvault Capital Management. Cervantes joins Prime Capital Financial with nearly 20 years of experience in financial planning… more

Creative Planning Acquires $1.3B Wisconsin RIA

Posted January 8, 2025 Overland Park-based Creative Planning announced the acquisition of Brookfield, Wisconsin-based Kowal Investment Group. Kowal is a registered investment advisor and has been active for over 37 years with over $1.3 billion in assets under management as… more

Acendas Travel Announces New President, Brent Blake to Retire

Posted January 7, 2025 Overland Park-based Acendas Travel has announced that long-time travel industry executive Richard Aquino will succeed president Brent Blake, who is retiring. Aquino will begin his position on January 27 while Blake will remain through the first… more

Corporate Housing of Kansas City Acquires S. Burd Corporate Housing

Posted December 31, 2024 Overland Park-based Corporate Housing of Kansas City Inc. has acquired S. Burd Corporate Housing to enhance its portfolio of short-term stay services. The acquisition combines S. Burd’s reputation for quality accommodations with CHKC’s commitment to exceptional… more