Republic Capital Group Advises Autus Asset Management on Sale to Parallel Advisors

AUTUS Asset Management is a boutique asset management firm based in Scottsdale, Arizona, providing personalized wealth management and portfolio management solutions to high-net-worth individuals, families, and endowments. The firm manages approximately $900 million in client assets.

Parallel Advisors is a San Francisco-based registered wealth management firm serving high-net-worth individuals, families, and trusts through offices in Dayton, Dallas, Honolulu, and Oklahoma City. Following its acquisition of AUTUS and a strategic investment from Golden Gate Capital, Parallel manages approximately $5.7 billion in combined client assets.

Republic Capital Group served as AUTUS Asset Management’s exclusive advisor in its transaction with Parallel Advisors, and subsequently represented the combined firm in sourcing and securing its new capital partner, Golden Gate Capital.

AUTUS Asset Management

has sold to

Parallel Advisors

“Working with the Republic Capital Team was nothing short of remarkable. There are very few investment banking firms that could pull off such a complex transaction in this dynamic environment. We are honored to be clients and look forward to completing additional M&A deals with John and his team in the future.”
C.J. Rendic — CEO, Parallel Advisors

Read the Full Announcement

Official press release on Republic Capital Group's advisory role in this transaction.

PRESS RELEASE