The Daily Buyout
$1.4B in assetsMergerFinancial Services

Cerity Partners to Merge With Two Shufro Rose Wealth Groups

Cerity Partners announced plans to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., New York wealth advisory practices managing roughly $1.4 billion in assets.

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More Financial Services deals

$240MStrategic acquisitionFinancial ServicesOct 8, 2026

Third Coast to buy Oklahoma's Great Plains for $240M

Houston-based Third Coast Bancshares agreed to acquire Great Plains National Bank's parent in a $240 million all-stock deal. Great Plains has $1.9 billion in assets, $1.7 billion in deposits and 23 branches across Oklahoma and Texas, and will operate as a division of Third Coast Bank.