Creative investment banking for wealth & asset management firms & their clients

 

 

$

300

B+

Total transaction value

~$

150

B

Client assets transacted since 2022

1

st

Among all independent Investment Banks

340

+

Cumulative deal experience

People, Purpose, Partnership

We are investment bankers who partner with wealth and asset management firms to maximize long-term value. We focus on producing meaningful outcomes by customizing our process and solutions to fit our clients needs.

More about us
Transactions
Select Transactions
has combined with
$35 billion
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Industries
Wealth Management
Services
M&A
has acquired
Largest-Ever CPA-to-Wealth Management Deal
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Industries
Accounting
Services
M&A
has acquired a majority stake in
$5.7 billion
more Info
Industries
Wealth Management
Services
M&A
has made a minority investment in
$3.9 billion
more Info
Industries
Wealth Management
Services
Capital Solutions
has been acquired by
$3.6 billion
more Info
Industries
Wealth Management
Services
M&A
has received a strategic, minority investment from
$2.5 billion
Additional Details
more Info
Industries
Wealth Management
Services
Capital Solutions

Paying it forward

Investing in education to enable the next generation of aspiring students

How We Pay it Forward
"Republic has a deep understanding of the current dynamics of the RIA industry. Not only did they help identify strong potential partners, but their guidance in negotiating and evaluating various offers was invaluable, ultimately helping us arrive at this partnership with Pathstone."
Crestone Capital
Matt Wiles, President
01/04
"The Republic team was a great partner for us. John Langston led a talented and deep team that helped us sort through a very competitive process. In a transactional business, we never felt like a transaction, rather, Republic listened and counseled us as a trusted advisor and helped us reach a great outcome."
TrustCore
Gary Dean, CEO
02/04
"I am astounded by what Republic Capital Group accomplished for us. Not only did John and his team find us economic terms for a strategic partnership that exceeded our expectations, but they also matched us with the perfect partner. The tremendous future that Parallel now holds with augmented client offerings and lucrative recruiting packages for advisor partners, we owe to Republic Capital Group."
Parallel Advisors
C.J Rendic, Founder and CEO
03/04
"Republic Capital Group proved to be the exemplary investment banking council AlphaCore was seeking. John Langston and his team not only have industry connections but were also able to unravel the complexities of the specific needs at AlphaCore. Their team was able to find us the perfect partner while acting as facilitators, phycologists, and motivational speakers, in addition to investment banking. I would highly recommend their team to any advisory team seeking a capital solution."
AlphaCore
Dick Pfister, CEO & Founder
04/04