New York | Houston

Financial Services Investment Bankers

 

ABOUT

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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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Selected Transactions

COMING SOON

WATCH THIS SPACE

COMING SOON

WATCH THIS SPACE

COMING SOON

WATCH THIS SPACE

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

January 2020

Sell-Side

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has merged with

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$3.9 billion

November 2019

 

LEADERSHIP

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John Langston

Managing Partner

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

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Robert Greene

Director

Mr. Greene brings with him over 15 years of experience across financial services sectors covering wealth and investment management, insurance, depositories, specialty finance, and FinTech.

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Ryan Spaulding

Associate

Mr. Spaulding has been with the firm since 2019. Prior to Republic Capital, he was a Business Valuation Financial Analyst for LCS Forensic Accounting & Advisory, where he appraised closely-held businesses, assisted with buy-sell agreements, and provided quality of earnings assessments for companies undergoing M&A transactions.

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Peter Nesvold

Partner

A lawyer, CFA, and CPA by background, Mr. Nesvold 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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Blake Cargill

Vice President

Previous to joining RCG, Mr. Cargill was an investment banking analyst with Canaccord Genuity. Mr. Cargill also served as a Credit Analyst in the Officer Development Program of Amegy Bank of Texas

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Candace Langston

VP, Communications

Mrs. Langston 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. 

 

INSIGHTS