Larson Financial’s Intrua Financial partners with Ta-Check Financial and Ta-Check Tax Service; Republic Capital Group acts as Exclusive Investment Banking Advisor
Republic Capital Group (“Republic”), an investment bank specializing in strategic and financial advisory services for wealth and asset management firms, and privately held middle market companies, today announced that it served as the exclusive investment banking advisor to Ta-Check Financial and Ta-Check Tax Service (“Ta-Check”) in its strategic partnership with Intrua Financial (“Intrua”), part of the Larson Financial family of companies.
Intrua Financial, a growing platform focused on delivering integrated financial solutions, has partnered with Ta-Check, an Ohio-based firm recognized for its specialized expertise and client-focused approach, with approximately $576 Million in assets under management. The partnership enhances Intrua’s ability to deliver comprehensive, client-centered services while expanding Ta-Check’s access to resources and infrastructure within the broader Larson Financial ecosystem, which has $8 billion in assets under advisement.
As part of the transaction, Ta-Check will operate within the Intrua Financial platform, maintaining continuity for its clients while benefiting from expanded capabilities, technology, and strategic support…..