Financials Deals

May 15th - May 29th FIG M&A Activity

Despite the current unsettling economic climate, M&A in the wealth management and RIA industry has continued to show its strength. Not only do larger RIA’s and aggregators see opportunity, but capital partners are continuing to flourish in terms of deal flow. Emigrant Partners has just made its third RIA investment in the last two months with its strategic investment in Pure Financial Advisors, furthering its stronghold as a strategic investor in the space. Read more about the investment here.



As employment conditions worsen in the U.S, more businesses are taking advantage of government assistance programs to protect their workforce. RIAs and wealth managers are no different as many are seeing the positives in seeking Payback Protection Program (PPP) Loans to assist the working capital of their business. Read more here.

 Source: Mergermarket 

About Republic Capital Group

Republic Capital Group specializes in providing investment banking services to the RIA, Asset and Wealth Management communities.  The firm serves clients throughout the country and clients include a number of industry leaders.


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