Republic Capital Group Advises Moneco Advisors on Strategic Minority Investment from Emigrant Partners

MONECO Advisors is a Fairfield, Connecticut-based wealth management and financial planning firm founded in 1980, serving more than 2,300 clients through offices across Connecticut, New Jersey and Rhode Island. The firm manages approximately $1.5 billion in client assets.

Emigrant Partners is a specialist capital and advice partner making minority, non-voting investments in wealth and alternative asset management firms. Its portfolio includes 21 partner firms overseeing more than $90 billion in combined assets under management and advisement.

Republic Capital Group served as the exclusive financial advisor to MONECO Advisors on the transaction, structuring a shared equity program that converts the firm’s compensation model to support long-term succession planning and growth.

MONECO Advisors

 

has received a strategic, minority investment from

 

Emigrant Partners

“We look forward to our shared future.”
Charlie Rocco — Managing Partner, MONECO Advisors

Read the Full Announcement

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

PRESS RELEASE