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acquisitionAnnounced · Feb 4, 2026wealth managementSource · CredibleArticle · Factual
CAPTRUST acquires Meritage Portfolio Management
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$2.4B
Target
Meritage Portfolio Management
Overland Park, Kansas
Acquirer
CAPTRUST
Full Acquisition
Status
Completed
CAPTRUST agreed to acquire Meritage Portfolio Management. Reported deal value: $2.4B. Status: Completed. Sector: wealth management. Target headquarters context: Overland Park, Kansas, United States.
This page summarizes publicly available information about the transaction as of 2026-02-04. Figures and status may change as filings and press coverage update.
Meritage Portfolio Management expands Captrust presence in the key growth market” of Kansas City with the addition of nine advisors
Deal timeline
Announced
Feb 4, 2026 · finance.yahoo.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in wealth management with a reported deal value of $2.4B. Figures and status may change as sources update.
Sources: finance.yahoo.com · Primary article · FireStrike proprietary index