M&A Deal Summary

Plains State Bank Acquires Core+ Financial Strategies

On September 20, 2023, Plains State Bank acquired financial services company Core+ Financial Strategies

Acquisition Highlights
  • This is Plains State Bank’s 1st transaction in the Financial Services sector.
  • This is Plains State Bank’s 2nd transaction in the United States.
  • This is Plains State Bank’s 2nd transaction in Texas.

M&A Deal Summary
Date 2023-09-20
Target Core+ Financial Strategies
Sector Financial Services
Buyer(s) Plains State Bank
Deal Type Add-on Acquisition

Target

Core+ Financial Strategies

Houston, Texas, United States
Core+ Financial Strategies provides comprehensive unbiased financial advice and tax preparation services. Core+ Financial Strategies is based in Houston, Texas.

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Buyer(S) 1

Buyer

Plains State Bank

Plains, Texas, United States
Category Company
Founded 1957
Sector Financial Services
DESCRIPTION

Plains State Bank is a small business administration lender. Plains State Bank was founded in 195 and is based in Plains, Texas.

DEAL STATS #
Overall 2 of 2
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 2 of 2
State (Texas) 2 of 2
Country (United States) 2 of 2
Year (2023) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-09-20 Core+ Tax Strategies

Cypress, Texas, United States

Core+ Tax Strategies is specializes in tax accounting offer a broad range of services for business owners, executives, and independent professional. Core+ Tax Strategies is based in Cypress, Texas.

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