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Financial Services Investment Bankers
ABOUT
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 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
January 2020
Sell-Side
has merged with
$3.9 billion
November 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.
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.
Max Osnowitz, CFA
Associate
Max Osnowitz is an Associate of Republic Capital Group. Previous to joining Republic Capital Group, Mr. Osnowitz was an Equity Research Associate at Stifel Financial Corp.
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.
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.