New York | Houston | Dallas
Financial Services Investment Bankers
The Leaders in Wealth Management
M&A
Republic Capital transacted more than $150 billion of client assets in 2022 and 2023 combined, ranking our firm first among all independent investment banks.
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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 US
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.
Selected Transactions
Sell-Side
has been acquired by
<$1 billion
​
August 2023
Sell-Side
has received a strategic, minority investment from
$1.4 billion
​
June 2023
Buy-Side
has acquired
Largest-Ever CPA-to-Wealth Management Deal
​
June 2023
Sell-Side
has combined with
$2 billion
​
May 2023
Fairness Opinion
has invested in
a portfolio company of
$80 billion
​
March 2023
Sell-Side
has sold to
$2.3 billion
​
December 2022
Sell-Side
has acquired a majority stake in
$5.7 billion
​
December 2022
Sell-Side
has sold to
$1 billion
​
December 2022
Sell-Side
has sold to
<$1 billion
​
December 2022
Buy-Side
has combined with
$35 billion
​
December 2022
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
has made a minority
investment in
<$1 billion
​
February 2022
Sell-Side
has sold to
$2.7 billion
​
January 2022
Sell-Side
has sold to
$2.6 billion
​
October 2021
Sell-Side
has acquired
<$1 billion
​
August 2021
Sell-Side
has acquired
$2.5 billion
​
January 2021
Sell-Side
has made a minority investment in
$1.7 billion
​
January 2021
Buy-Side
has acquired
$1.5 billion
​
December 2020
Sell-Side
has made a minority investment in
$3 billion
​
May 2020
Buy-Side
has acquired
<$1 billion
​
April 2020
Sell-Side
has acquired
<$1 billion
​
January 2020
Buy-Side
has acquired
$1.5 billion
​
November 2019
Sell-Side
has acquired
$2.6 billion
​
October 2019
Sell-Side
has made a minority investment in
<$1 billion
​
June 2019
Sell-Side
has made a minority investment in
$3.9 billion
​
April 2019
Buy-Side
has merged with
$3.9 billion
​
April 2019
LEADERSHIP
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 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 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.
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.
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.
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.
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.
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.
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.
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.
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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.
INSIGHTS
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.