Omaha Merger Forms New $500 Million Asset Management Firm

Omaha, October 14, 2025

Prosperity Advisors and Capital Growth Partners have merged to create a $500 million asset management firm in Omaha. The merger enhances wealth management and retirement planning services, allowing for better client service and resource allocation. This strategic move is expected to generate 10 new jobs in Omaha by 2026. Local business leaders support the merger, viewing it as a step towards greater financial stability in Nebraska’s economy.

Omaha Merger Creates $500 Million Asset Management Firm

Omaha, Nebraska – Omaha-based financial services firm Prosperity Advisors has merged with Lincoln-based Capital Growth Partners, resulting in a new $500 million asset management entity. This consolidation enhances services in wealth management and retirement planning, aiming to strengthen regional financial offerings.

The merger brings together resources from both firms, allowing for expanded capabilities in serving clients. Local business leaders view this as a positive step toward greater regional financial stability in Nebraska. The combined entity is expected to create 10 new positions in Omaha offices by Q2 2026.

Details of the deal include improved access to advanced tools and expertise, which will benefit clients seeking personalized financial advice. The new firm focuses on integrating operations to deliver more comprehensive solutions, particularly in areas like investment strategies and long-term planning.

From a broader perspective, this move reflects ongoing trends in the financial sector, where companies consolidate to scale up and adapt to changing market demands. The merger positions the entity to address the evolving needs of Nebraska clients more effectively.

Supporting Details on the Merger

The combined firm now manages assets totaling $500 million, combining the strengths of Prosperity Advisors and Capital Growth Partners. This expansion is anticipated to enhance service delivery by merging complementary expertise in wealth and retirement sectors. For instance, the deal allows for better resource allocation, potentially leading to innovative product offerings.

In terms of job growth, the addition of 10 new positions in Omaha highlights the merger’s potential economic impact on the local community. These roles could include specialists in financial analysis, client relations, and planning, further bolstering the regional workforce.

Local business figures have expressed support for the consolidation, noting its role in promoting stability within Nebraska’s financial landscape. This development is seen as a strategic response to economic challenges, enabling the firm to compete more effectively in a competitive market.

Background Context

Prosperity Advisors, headquartered in Omaha, specializes in a range of financial services, while Capital Growth Partners in Lincoln focuses on growth-oriented strategies. The merger represents a natural alignment of their operations, fostering a unified approach to asset management.

This consolidation occurs amid a period of growth in Nebraska’s financial sector, where firms are increasingly partnering to meet client demands. By forming a $500 million entity, the companies aim to provide more robust support for wealth management and retirement planning needs. The initiative underscores a commitment to long-term stability and client satisfaction in the state.

Overall, the merger is a significant event for Nebraska’s business community, illustrating how strategic partnerships can drive innovation and employment opportunities. As the new entity takes shape, it is poised to play a key role in the region’s economic development.

To provide more depth, the merger’s impact on services includes streamlining processes for wealth management, which involves assessing client portfolios and retirement goals more efficiently. This could lead to tailored advice that helps individuals navigate market fluctuations. Retirement planning enhancements might involve updated tools for forecasting and risk assessment, ensuring clients are better prepared for future financial needs.

Economically, the creation of 10 new positions by Q2 2026 could stimulate local hiring in Omaha, contributing to the area’s job market. The praise from business leaders emphasizes how this step bolsters regional financial stability, potentially attracting more investment to Nebraska. Such consolidations are common in the industry, as they allow firms to pool resources and reduce costs, ultimately benefiting clients through improved services.

The new entity’s focus on Nebraska clients means that resources will be directed toward addressing state-specific financial challenges, such as agricultural investments or community development funds. This localized approach ensures that the firm remains relevant and responsive to the unique economic dynamics of the region.

In summary, this merger marks a pivotal moment for the financial services sector in Nebraska, combining expertise to deliver enhanced value and support sustained growth.

FAQ Section

• Q1: What is the main outcome of the merger between Prosperity Advisors and Capital Growth Partners?

A1: The merger forms a $500 million asset management entity.

• Q2: How does the merger enhance services?

A2: The deal enhances services in wealth management and retirement planning.

• Q3: What do local business leaders say about the consolidation?

A3: Local business leaders praise the consolidation as a step toward stronger regional financial stability.

• Q4: What statement was made by CEO Mark Hensen?

A4: This merger positions us to better serve Nebraska clients.

• Q5: What employment changes are expected from the merger?

A5: Expect 10 new positions in Omaha offices by Q2 2026.

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