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M&A Deal Summary

Simmons Bank Acquires Ozark Trust and Investment

On October 30, 2015, Simmons Bank acquired financial services company Ozark Trust and Investment

Acquisition Highlights
  • This is Simmons Bank’s 9th transaction in the Financial Services sector.
  • This is Simmons Bank’s 9th transaction in the United States.
  • This is Simmons Bank’s 1st transaction in Missouri.

M&A Deal Summary
Date 2015-10-30
Target Ozark Trust and Investment
Sector Financial Services
Buyer(s) Simmons Bank
Deal Type Add-on Acquisition

Target

Ozark Trust and Investment

Springfield, Missouri, United States
Ozark Trust and Investment Corp. is a provider of financial services for its clients, including investment management, trust services, IRA rollovers and transfers, successor trustee services and custodial services.

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Buyer(S) 1

Buyer

Simmons Bank

Pine Bluff, Arkansas, United States
Category Company
Founded 1903
Sector Financial Services
Employees2,989
Revenue 782M USD (2023)
DESCRIPTION
Simmons Bank office building in downtown Little Rock, Arkansas.
Simmons Bank office building in downtown Little Rock, Arkansas.

Simmons Bank is a regional provider of financial services. Simmons Bank was founded in 1903 and is based in Pine Bluff, Arkansas.

DEAL STATS #
Overall 9 of 16
Sector (Financial Services) 9 of 16
Type (Add-on Acquisition) 8 of 15
State (Missouri) 1 of 1
Country (United States) 9 of 16
Year (2015) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-09-02 Delta Trust & Banking

Little Rock, Arizona, United States

Delta Trust & Banking Corp. financial services in US.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-05-18 The Citizens National Bank of Athens

Athens, Tennessee, United States

Citizens National Bank is a national bank headquartered in Athens, Tenn., serving East Tennessee with nine locations in eight communities and offers a full range of banking and lending services. As of June 30, 2016, Citizens had assets of $556 million.

Buy $77M
Mergr

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