New York | Houston | Dallas

Financial Services Investment Bankers

 

ABOUT

210904_Peter_Nesvold_405.jpg

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.

Heading 6

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.

GettyImages-621706966_medium.jpg
 

Selected Transactions

COMING SOON

WATCH THIS SPACE

COMING SOON

WATCH THIS SPACE

Sell-Side

has sold to

<$1 billion

August 2022

has sold to

<$1 billion

June 2022

has merged with

<$1 billion

June 2022

Sell-Side

Merchant.png

has made a minority

investment in

Mountain Capital.jpeg

<$1 billion

February 2022

Sell-Side

RFA.jpeg

has sold to

Creative_Planning_Logo.jpeg

$2.7 billion

January 2022

Sell-Side

Sell-Side

Covenant.tif

has sold to

Captrust.jpg

$2.6 billion

October 2021

Sell-Side

Sell-Side

Calamos.png

has acquired

Pearl Impact.png

<$1 billion

August 2021

Sell-Side

Pathstone.jpg

has acquired

Cornerstone.jpg

$2.5 billion

January 2021

Sell-Side

Emigrant.jpg

has made a minority investment in

Ulrich.png

$1.7 billion

January 2021

Buy-Side

Larson.png

has acquired

Intrua.png

$1.5 billion

December 2020

Sell-Side

Emigrant.jpg

has made a minority investment in

Parallel.jpg

$3 billion

May 2020

Buy-Side

Exencial.jpg

has acquired

Willingdon.png

<$1 billion

April 2020

Sell-Side

Creative_Planning_Logo.jpg

has acquired

Stratford.png

<$1 billion

January 2020

Buy-Side

Creative_Planning_Logo.jpg

has acquired

Optifour.png

$1.5 billion

November 2019

Sell-Side

allworth.png

has acquired

RAA.png

$2.6 billion

October 2019

Sell-Side

Emigrant.jpg

has made a minority investment in

Autus.png

<$1 billion

June 2019

Sell-Side

Hightower.png

has made a minority investment in

lourdmurray.png

$3.9 billion

January 2020

Sell-Side

lourdmurray.png

has merged with

delphi.jpg

$3.9 billion

November 2019

 

LEADERSHIP

John.jpg

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.

Vic.jpg

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.

Blake.jpg

Blake Cargill

Vice President

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.

Candance2.jpg

Candace Langston

VP, Communications

Candace is responsible for the firm’s interaction with media and requests for the firm’s participation in articles and appearances. She also manages digital channels and the firm’s involvement in industry events.  Prior to RCG, Mrs. Langston worked with Apple Inc. where she participated in product launches. 

Peter.jpg

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.

Rob2.jpg

Robert Greene

Director

Rob brings over 15 years of experience across financial services sectors covering wealth and investment management, insurance, depositories, specialty finance, and FinTech. He previously worked at Evercore and Berkshire Global Advisors.

Ryan.jpg

Ryan Spaulding

Associate

Ryan previously was a Business Valuation Financial Analyst for LCS Forensic Accounting, where he appraised closely-held businesses, assisted with buy-sell agreements, and provided M&A quality of earnings assessments.

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.

McCombs1.jpg
 
 

INSIGHTS

Video-Cover.jpeg

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.