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


bookmark_border STRATEGIC CAPITAL ADVISORY

Exclusive advisor to Parallel Advisors

$3bn

On its minority
investment from

$53bn

May 2020

bookmark_border BUY SIDE ADVISORY

Exclusive advisor to Exencial Wealth Advisors

$2.4bn

On its
acquisition of

$800mm

April 2020

bookmark_border SELL SIDE ADVISORY

Exclusive advisor to Stratford Consulting

$618mm

On its sale
to

$45bn

January 2020

bookmark_border BUY SIDE ADVISORY

Exclusive advisor to Creative Planning

$45bn

On its
acquisition of

$400mm

November 2019


bookmark_border SELL SIDE ADVISORY

Exclusive advisor to
RAA

$2.6bn

On its sale
to

$4.2bn

October 2019

bookmark_border STRATEGIC CAPITAL ADVISORY

Exclusive advisor to AUTUS 

$900mm

On its minority investment from

$40bn

June 2019

bookmark_border STRATEGIC CAPITAL ADVISORY

Exclusive advisor to LourdMurray

$3.9bn

On its minority investment from

$70bn

April 2019

bookmark_border MERGER ADVISORY

Exclusive advisor to LourdMurray

$3.9bn

On its merger
with

$900mm

April 2019


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Connect with us

Contact us by emailing: admin@republiccapgroup.com