Partnering With You
Investment Banking Services for the RIA, Wealth and Asset Management
Communities
OUR FIRM
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Our niche is serving the RIA, Wealth and Asset Management communities with investment banking services in the form of mergers and acquisitions, capital solutions and strategic alliances. We focus on serving middle market firms, are independently owned and do not have business lines that compete with our clients.
OUR APPROACH
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You and your goals are our focus. We design our process around partnering with you and your team to maximize the leverage we can employ to achieve your mission. We embrace transparency and accountability to foster a relationship of trust that facilitates actions that lead to value creation.
RECENT
ACHIEVEMENTS
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Republic Capital Group is advisor to 2 of the top 10 largest RIA transactions in 2019 (Wealthmanagement com)
Recipient of the Financials Deal of the Year Award at the 18th annual M&A Advisors Awards for LourdMurray’s merger with Delphi and minority investment from HighTower
STRATEGIC CAPITAL ADVISORY
Exclusive advisor to Ulrich Investment Consultants
$1.7bn
On its minority
investment from
$66bn
January 2021
BUY SIDE ADVISORY
Exclusive advisor to Larson Financial
$1.5bn
On its
acquisition of
$1.5bn
December 2020
STRATEGIC CAPITAL ADVISORY
Exclusive advisor to Parallel Advisors
$3bn
On its minority
investment from
$53bn
May 2020
BUY SIDE ADVISORY
Exclusive advisor to Exencial Wealth Advisors
$2.4bn
On its
acquisition of
$800mm
April 2020
SELL SIDE ADVISORY
Exclusive advisor to Stratford Consulting
$618mm
On its sale
to
$45bn
January 2020
BUY SIDE ADVISORY
Exclusive advisor to Creative Planning
$45bn
On its
acquisition of
$400mm
November 2019
SELL SIDE ADVISORY
Exclusive advisor to
RAA
$2.6bn
On its sale
to
$4.2bn
October 2019
STRATEGIC CAPITAL ADVISORY
Exclusive advisor to AUTUS
$900mm
On its minority investment from
$40bn
June 2019
STRATEGIC CAPITAL ADVISORY
Exclusive advisor to LourdMurray
$3.9bn
On its minority investment from
$70bn
April 2019
MERGER ADVISORY
Exclusive advisor to LourdMurray
$3.9bn
On its merger
with
$900mm
April 2019
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