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Monday, Mar 30, 2026
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Opus Bank Buys IRA Services Firm

Irvine-based Opus Bank acquired San Francisco-based PENSCO Trust Company, an alternative-asset investment advisor for IRAs, in a cash and stock deal worth about $104 million.

Opus will pay about $46 million in cash and about 1.7 million equity shares for the investment adviser, which manages about $10 billion in assets for 45,000 clients.

The bank said the deal will add about $1.1 billion to its deposits and increase its noninterest income, which was about $25 million last year, by about 80%.

The Business Journal ranked Opus Bank the second largest OC-based bank last year. It has $6.2 billion in assets and reported net income of about $60 million for the year ended Dec. 31, up about 37% year-over-year.

—Michael de los Reyes

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