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New York | Houston | Dallas

Financial Services Investment Bankers

The Leaders in Wealth Management
M&A

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Republic Capital transacted more than $150 billion of client assets in 2022 and 2023 combined, ranking our firm first among all independent investment banks.

In addition to our productivity, we were also recently awarded "Investment Banking Boutique of the Year" across all investment banking verticals by The M&A Advisor, the preeminent organization recognizing excellence among the world's leading dealmaking professionals.

About

ABOUT US

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We are investment bankers who help asset and wealth management firms maximize long-term value. 

Like other bankers, we help clients with liquidity options, succession plans, and capital raises. Unlike others, we focus on cultural fit and transaction structure as critical elements of successful transactions. As such, we partner best with clients that value the agility, personalized service, and highly specialized expertise of a boutique, free of the conflicts and diluted attention inevitable at large firms.

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EXPERTISE

The financial services industry is vast and complex. Choose specialists who understand your business.

While Wall Street has recently discovered "the space" — particularly wealth management — few have any real experience in the market and therefore offer little strategic value-add. Against this backdrop, our transaction experience reflects the wide range of businesses and models in a broad scope of financial services sub-markets. Our expertise includes institutional asset management, investment consulting, wealth management, insurance companies, depository institutions, financial technology platforms, mutual funds, securities firms, and broker-dealers.

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Expertise

Selected Transactions

Sell-Side

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has been acquired by

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<$1 billion

August 2023

Sell-Side

has received a strategic, minority investment from

$1.4 billion

June 2023

Buy-Side

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has acquired

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Largest-Ever CPA-to-Wealth Management Deal

June 2023

Sell-Side

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has combined with

$2 billion

May 2023

Fairness Opinion

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has invested in

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a portfolio company of

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$80 billion

March 2023

Sell-Side

has sold to

$2.3 billion

December 2022

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Sell-Side

has acquired a majority stake in

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$5.7 billion

December 2022

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Sell-Side

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has sold to

$1 billion

December 2022

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Sell-Side

has sold to

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<$1 billion

December 2022

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Buy-Side

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has combined with

$35 billion

December 2022

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Sell-Side

has sold to

<$1 billion

August 2022

Sell-Side

has sold to

<$1 billion

June 2022

Sell-Side

has merged with

<$1 billion

June 2022

Sell-Side

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has made a minority

investment in

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<$1 billion

February 2022

Sell-Side

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has sold to

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$2.7 billion

January 2022

Sell-Side

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has sold to

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$2.6 billion

October 2021

Sell-Side

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has acquired

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<$1 billion

August 2021

Sell-Side

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has acquired

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$2.5 billion

January 2021

Sell-Side

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has made a minority investment in

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$1.7 billion

January 2021

Buy-Side

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has acquired

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$1.5 billion

December 2020

Sell-Side

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has made a minority investment in

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$3 billion

May 2020

Buy-Side

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has acquired

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<$1 billion

April 2020

Sell-Side

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has acquired

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<$1 billion

January 2020

Buy-Side

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has acquired

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$1.5 billion

November 2019

Sell-Side

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has acquired

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$2.6 billion

October 2019

Sell-Side

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has made a minority investment in

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<$1 billion

June 2019

Sell-Side

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has made a minority investment in

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$3.9 billion

April 2019

Buy-Side

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has merged with

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$3.9 billion

April 2019

Leadership

LEADERSHIP

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John Langston

Managing Partner

John is a Certified Mergers and Acquisitions Analyst and a Chartered Alternative Investments Analyst. He has over 15 years' experience in M&A and the investment management industry and has held leadership roles in multiple wealth and asset management firms.

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Vic Esclamado

Partner

Vic has over 30 years of experience in financial services strategy, with a decade of experience delivering M&A, succession planning, consulting and operational solutions for RIAs and wealth and asset management firms.

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Blake Cargill

Partner and Director

Prior to joining RCG, Blake was an investment banking analyst with Canaccord Genuity, and served as a Credit Analyst in the Officer Development Program of Amegy Bank.

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Candace Langston

VP of Communications

Candace is responsible for the firm’s interaction with media, including requests for quotes and appearances. She also manages digital channels and the firm’s involvement in industry events. 

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Max Osnowitz, CFA

Associate

Max is an Associate of RCG. Previous to joining Republic Capital Group, Mr. Osnowitz was an Equity Research Associate at Stifel Financial Corp.

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Peter Nesvold

Partner

A lawyer, CFA, and CPA by background, Peter has approximately 25 years' experience in M&A and the investment management industry. He has co-authored four books on M&A with McGraw-Hill and previously was a key principal of Silver Lane Advisors.

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Jim Collins

Partner and General Counsel

Jim has over 15 years of legal, investment banking and consulting experience primarily in the financial services industry.  He was an M&A partner at a large international law firm, with a focus on M&A in asset/wealth management.

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Robert Greene

Director

Rob brings over 15 years of experience across financial services sectors covering wealth and asset management, insurance, depositories, etc. He previously worked at Evercore and Berkshire Global.

 

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Jacob Sadeh

Associate

Jacob is an Associate of RCG. Prior to joining Republic, he was an Investment Banking Analyst at Raymond James and a Turnaround & Restructuring Associate at Ankura.

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Carrie Massey

Executive Assistant

Carrie Massey is an Executive Assistant at RCG, where she supports communication, administrative functions, and operations. 

MORE THAN MONEY

Pay it forward.

Education is the great equalizer. Everyone at Republic Capital came from modest means and all benefited from a strong educational grounding. We are thrilled to pay it forward by enabling the next generation of aspiring students.

Among other initiatives, our leadership has invested in the Wealth Management Center at the Texas McCombs School of Business at UT Austin; the Innovation Lab at Binghamton University; and The John and Candace Langston Fellowship for Wealth Management with The McCombs School of Business to support students pursuing wealth management.

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More than Money
Insights

INSIGHTS

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Webinar Alert!

Join Republic Capital's Peter Nesvold as he speaks about trends in wealth management M&A with Bob Oros of Hightower, Raj Bhattacharyya of Robertson Stephens, and Rajat Saxena of IBM Consulting. 

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