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Date Target Transaction Type
Value: $mlns
Acquirer Seller
2025-06-03 Full Sail Capital
Financial Services
Oklahoma, Oklahoma
www.fullsailcapital.com

Full Sail Capital provides wealth management and investment advisory services. Full Sail Capital offers financial planning, wealth and asset integration, investment management, estate plan consulting, and family office services. Full Sail Capital was founded in 2018 and is based in Oklahoma, Oklahoma.

Add-on Acquisition

Mercer Advisors
Company
Financial Services
Denver, Colorado
www.merceradvisors.com

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Deal Article Deal Link  
2025-06-02 American Elevator
Business Services
Oklahoma City, Oklahoma
www.myelevatorcompany.com

American Elevator provides maintenance, repair, and modernization services to a wide range of clients. American Elevator was founded in 1975 and is based in Oklahoma City, Oklahoma.

Add-on Acquisition

Elevator Service
Company
Business Services
Grand Rapids, Michigan
www.esigr.com

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Deal Article Deal Link  
2025-05-21 American Bank of Oklahoma
Financial Services
Collinsville, Oklahoma
www.americanbankok.com

American Bank of Oklahoma is a privately held community bank that offers personal banking, savings accounts, business banking, loans and lending, home loans, online and mobile banking, American Discovery, and AmeriBank Group Benefits. American Bank of Oklahoma is based in Collinsville, Oklahoma.

Add-on Acquisition

BancFirst
Company
Financial Services
Oklahoma City, Oklahoma
www.bancfirst.bank

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Deal Article Deal Link  
2025-05-16 Fifth Avenue
Insurance
Tulsa, Oklahoma
www.fifthavenueagency.com

Fifth Avenue is an independent, specialized medical malpractice insurance agency. Fifth Avenue was founded in 1993 and is based in Tulsa, Oklahoma.

Add-on Acquisition

HUB International
Company
Insurance
Chicago, Illinois
www.hubinternational.com

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Deal Article Deal Link  
2025-05-01 DRPA
Business Services
Oklahoma City, Oklahoma
www.drpayne.com

DRPA focuses on restructuring and fiduciary advisory, forensic accounting, economic damages, valuation analyses, and transactional, operational, and tax consulting. DRPA is based in Oklahoma City, Oklahoma.

Add-on Acquisition

Marshall & Stevens
Company
Business Services
Los Angeles, California
www.marshall-stevens.com

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Deal Article Deal Link  
2025-05-01 Calmi
Internet Software and Services
Calmi, Oklahoma

Calmi is an advanced AI-powered health and wellness platform engineered to mitigate stress, optimize sleep quality, and enhance cardiovascular health.

Add-on Acquisition

App Swarm
Company
Digital Media
Tulsa, Oklahoma
www.app-swarm.com

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Deal Article Deal Link  
2025-04-16 Pure Distribution Group
Edmond, Oklahoma
www.puredistributiongroup.com

Add-on Acquisition

Electronic Merchant Systems
Company
Information Technology
Cleveland, Ohio
www.emscorporate.com

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Deal Article Deal Link  
2025-04-09 Viking
Packaging
Tulsa, Oklahoma
www.vikingpacking.com

Viking is a manufacturer and distributor of custom wood crates, cases, metal containers, and corrugated and dangerous goods packaging. Viking was founded in 1979 and is based in Tulsa, Oklahoma.

Add-on Acquisition

FCA Packaging
Company
Packaging
Moline, Illinois
www.fcapackaging.com

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Deal Article Deal Link  
2025-04-03 Employee Benefits Advantage
Insurance
Broken Arrow, Oklahoma
www.ebadvantage.com

Employee Benefits Advantage is an employee benefits agency that offers HR benefit specialist, financial analysis, service, sales, and management. The company works with clients including Blue Cross Blue Shield of Oklahoma, Community Care, United Healthcare, Sun Life, Delta Dental, Guardian, The Hartford, Standard, Unum, Principal, MetLife, and Vision Service Plan (VSP). Employee Benefits was formed in 2005 and is based in Broken Arrow, Oklahoma.

Add-on Acquisition

Inszone Insurance Services
Company
Insurance
Rancho Cordova, California
www.inszoneinsurance.com

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Deal Article Deal Link  
2025-03-12 J&R Equipment
Distribution
Oklahoma, Oklahoma
www.jandrequipment.com

J&R Equipment is a distributor of environmental and refuse equipment serving the Oklahoma and Arkansas markets. J&R Equipment is based in Oklahoma, Oklahoma.

Add-on Acquisition

Owen Equipment
Company
Machinery
Portland, Oregon
www.owenequipment.com

Advisor: Foley & Lardner

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Deal Article Deal Link  
2025-03-05 Tulsa RV & Marine
Automotive
Catoosa, Oklahoma
www.tulsarv.net

Tulsa RV & Marine is a family-owned and operated RV dealership in Oklahoma. Tulsa RV & Marine is based in Catoosa, Oklahoma.

Add-on Acquisition

Bell Camper Sales
Company
Automotive
Bartlesville, Oklahoma
www.bellcampersales.com

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Deal Article Deal Link  
2025-02-27 All Counseling
Internet Software and Services
Edmond, Oklahoma
www.allcounseling.com

All Counseling is a directory of licensed therapists, which makes it easy for someone seeking help to connect to the right therapist. All Counseling is based in Edmond, Oklahoma.

Add-on Acquisition

TPN.health
Company
Internet Software and Services
New Orleans, Louisiana
www.tpn.health

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Deal Article Deal Link  
2025-01-31 MyGov
Software
Norman, Oklahoma
www.mygov.us

MyGov is a cloud-based software with an integrated platform for managing and streamlining permitting, inspections, planning, and zoning. MyGov was formed in 2002 and is headquartered in Norman, Oklahoma.

Add-on Acquisition

Tyler Technologies
Company
Information Technology
Plano, Texas
www.tylertech.com

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Deal Article Deal Link  
2025-01-22 BHA Technologies
Information Technology
Washington, Oklahoma
www.bhatech.com

BHA Technologies offers comprehensive services, including system implementations, migrations, managed services, and cybersecurity services, helping institutions streamline processes, enhance student experiences, and achieve strategic goals. BHA Technologies was founded in 2013 and is based in Washington, Oklahoma.

Add-on Acquisition

Strata Information Group
Company
Information Technology
San Diego, California
www.sigcorp.com

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Deal Article Deal Link  
2025-01-07 Automated Energy
Information Technology
Oklahoma City, Oklahoma
www.automatedenergy.com

Automated Energy utilizes data from municipal utilities, commercial property managers and industrial businesses to empower those customers to make informed decisions regarding their energy usage. Automated Energy is based in Oklahoma City, Oklahoma.

Add-on Acquisition

Brillion
Company
Software
Tucker, Georgia
www.brillion.ai

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Deal Article Deal Link  
2025-01-03 Overland
Construction
Ardmore, Oklahoma
www.overlandcorporation.com

Overland is an asphalt manufacturing and paving company that provides paving services throughout southern and western Oklahoma and northern Texas on a variety of public, commercial, and residential projects. Overland is based in Ardmore, Oklahoma.

Add-on Acquisition

CPI
Company
Construction
Dothan, Alabama
www.constructionpartners.net

-
Deal Article Deal Link  
Avg $576
9.0x EBITDA
2.8x REVENUE

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