About

People Purpose Partnership

The most active M&A advisors in Wealth Management

Your firm is one of your largest assets and perhaps your life’s work. Do you put your trust in the bankers that do the most webinars, are from the largest bank or the bankers that are transaction leaders and deeply understand the industry? Republic Capital Group transacted more than approximately $150 billion of client assets in 2022 and 2023 alone, ranking our firm first among all independent investment banks. We are investment bankers who help wealth and asset management firms grow and maximize long-term value. Like other bankers, we help clients with liquidity options, succession plans, and capital raises. Unlike others, we focus on a close partnership with you, creativity and strategy to produce remarkable (optimal) outcomes. As such, we partner best with clients that value the agility, personalized service, and highly specialized expertise of a specialist bank, free of the conflicts and diluted attention inevitable at the large bureaucratic firms. We seek long-term relationships with our clients to provide a full suite of services, from enterprise advisory, to direct investing, and traditional investment banking.

People

People are the most important thing on earth. Helping people is our purpose.

Partnership

We are fiercely loyal to our clients and partner by creating alignment and using kind and candid communication to ensure we are in synch.

Strategic Process

A successful outcome is vastly superior to process so we strategically adapt our process to accomplish your goals.

Value Creation

We excel at making a idea reality. Navigating complexity is at the core of value creation, so we are energized by it.

Speed

It’s not the big that eat the small, it’s the fast that eat the slow. Time changes all deals and that kills some.

Positivity

We run on positive energy. Fear and anxiety can destroy value and relationships so we choose to operate differently.

Honor

Integrity and fair dealing are at the heart of our approach to clients and the deal process
Our strategic process: an agile approach with conflict-free attention

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.