Mergers & Acquisitions

Republic advises clients on maximizing long-term value through M&A engagements

Republic is one of the most prolific investment banks in the asset and wealth management industry

Republic provides M&A advisory services to both sellside and buyside clients within the financial services industry, focusing on asset and wealth management firms. Republic has advised on approximately $150 billion of client assets transacted since 2022. Republic was awarded “Boutique Investment Banking Firm of the Year” by The M&A Advisor in 2023. Our clients and counterparties range from multi-billion dollar wealth management firms to global asset management platforms. We strive for innate partnership values that prove people are more important than any monetary or transactional situation, and we use our independence and private ownership to pursue that ideology. Republic partners best with clients that value the agility, personalized services, and highly specialized expertise of a boutique, free of the conflicts and diluted attention inevitable at large firms.

Related 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
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Industries
Wealth Management
Services
M&A
has merged with
$3.9 billion
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Industries
Wealth Management
Services
M&A
has been acquired by
$3.6 billion
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Industries
Wealth Management
Services
M&A
has acquired
$2.6 billion
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Industries
Wealth Management
Services
M&A