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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 received a strategic, minority investment from

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$2.5 billion

December 2023

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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

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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

John L. Langston

John L. Langston

Founder & CEO

Mr. Langston founded Republic Capital Group in 2015 and John and his incredible team have built the firm into an industry leading wealth and asset management investment banking firm. In 2023, the firm was awarded “Boutique Investment Banking Firm of the Year” by The M&A Advisor, the preeminent organization recognizing excellence among the world’s leading dealmaking professionals. Republic also won “M&A Deal of the Year” for a historic and complex wealth management transaction.

Marc S. Irizarry

Marc S. Irizarry

Partner & Managing Director

Mr. Irizarry has over 25 years of experience in financial services. Prior to joining Republic Mr. Irizarry was the Founder of MSI, a strategic consulting and advisory practice serving Traditional and Alternative Asset, and Wealth Management firms. Before founding MSI, Marc joined fellow Goldman Sachs alumni in the successful launch and growth of Chiron Investment Management in 2015. Chiron specialized in global asset allocation and quantamental investing, raising over $3 billion dollars in AUM before a sale to a strategic buyer.

Jim Collins

Jim Collins

Chief Operating Officer & General Counsel

Mr. Collins spent the first 11 years of his career as a lawyer in private practice and was a mergers & acquisitions Partner in the New York office of Morgan, Lewis & Bockius LLP, focusing on M&A within financial services. Jim’s legal experience also included representing public and private entities, including private equity sponsors, in mergers and acquisitions and private and public equity and debt financings.

Michael Reed

Michael Reed

Partner & Managing Director

Prior to joining Republic, Mr. Reed planned, launched, and managed one of the fastest growing wealth management firms in the country, Dakota Wealth Management. He directed all aspects of the business, including operational leadership, financial obligations, cross-functional coordination, and C-Level decision making.

Candace Langston

Candace Langston

Vice President of Marketing & Communications

Mrs. Langston is responsible for the firm’s interaction with the media and requests for the firm’s participation in articles and appearances. Candace also manages digital channels and the firm’s involvement in industry events. She is the Co-Founder of the John and Candace Langston Fellowship at the University of Texas Wealth Management Center.

Max Osnowitz

Max Osnowitz

Associate

Prior to joining Republic, Mr. Osnowitz was an Equity Research Associate II at Stifel Financial Corp., a premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services through more than 390 locations across the country. Max led research, due diligence, financial analysis, and report creation on companies.

Carrie Massey

Carrie Massey

Executive Assistant

Mrs. Massey serves as a support with communication, administrative functions, operations, and assisting senior executives. She is experienced in office administration, accounting, HR, and event planning.

Peter Nesvold

Peter Nesvold

Partner & Managing Director

Mr. Nesvold, a lawyer, CFA, and CPA by background, is a multi-disciplinary investment professional who cut his teeth as a sell-side equity research analyst, rising to Senior Managing Director at Bear Stearns in less than six years. Over the course of his sell-side career, Peter published research on more than 50 companies and ranked in StarMine’s “Best Analysts” poll across three industries.This versatility carried over to Peter’s role as a SMID-cap portfolio manager/analyst at Lazard Asset Management.

Vic Esclamado

Vic Esclamado

Partner & Managing Director

Mr. Esclamado has over 30 years of experience in financial services. Prior to joining Republic, Vic most recently served as Managing Director at DeVoe & Company, a firm delivering M&A, strategy consulting, and valuation services for RIAs and wealth and asset management firms. Vic has extensive experience in leading investment banking M&A engagements for RIA clients and has conducted successful engagements with over 100 firms ranging from $100 million to over $5 billion in AUM with a diverse set of business models.

Blake Cargill

Blake Cargill

Partner & Managing Director

Mr. Cargill has 10 years of financial services experience and brings both investment banking and commercial banking experience to Republic. Having joined Republic in 2017, Blake helps lead the execution of M&A engagements while working closely with clients to achieve their goals.

John Timoni

John Timoni

Vice President

Prior to joining Republic, Mr. Timoni was an Investment Banking Associate at Raymond James in the Asset and Wealth Management group. John played a critical role as the project manager on deal teams with responsibilities including financial modeling, valuation analysis, and performing business due diligence.

Jacob Sadeh

Jacob Sadeh

Associate

Prior to joining Republic, Mr. Sadeh was an Investment Banking Analyst at Raymond James, a premier multinational independent investment bank, under the Asset & Wealth Management group, offering advisory work to companies in the RIA, wealth and asset management communities.

John David Langston

John David Langston

Analyst

Mr. Langston assists the firm in research, CRM management and supporting transactions. In addition to ongoing academic studies, John David has received a certificate in Mergers & Acquistions from Columbia University and is an Eagle Scout.

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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