Republic Capital Group Advises Rappaport Reiches Capital Management on its Partnership with EP Wealth Advisors

Republic Capital Group (“Republic”), a leading M&A advisory firm specializing in providing investment banking services to the RIA and financial services industry, congratulates its client Rappaport Reiches Capital Management (“RRCM”), on its sale and strategic partnership with EP Wealth Advisors (“EPW”). Republic served as Rappaport Reiches’ exclusive investment banking advisor, facilitating the process of identifying potential partners for RRCM that led to this transaction and partnership.

RRCM, based in Chicago’s Northshore, Illinois, manages over $1.2 billion in assets under management and has built a distinguished reputation serving affluent clients throughout the Midwest. The firm’s experienced team and established client relationships will significantly enhance EPWs’ presence in the Illinois market and strengthen its national platform.

“Republic’s deep understanding of the wealth management landscape and their strategic guidance were instrumental in helping us find a suitable partner for our firm and clients,” said Shari Reiches, Co-Founder of RRCM. “Their expertise ensured we identified the ideal partner in EPW.”:

David Rappaport, Co-Founder of RRCM said, “This partnership allows us to focus more time on what matters most – serving our clients. Our clients will benefit from expanded access to specialists in comprehensive planning covering tax preparation, estate planning, alternative investments, and business succession within a large-scale operation and strong technology platform, all while maintaining the personalized service and continuity they’ve come to expect.”…..