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Republic Capital Group

Investment Bank

New York, New York HQ

Member since
2017
Deals they've closed
28
About
•Founded in 2015, Republic Capital Group (“Republic”) is an independent investment bank that provides advisory services to the financial services industry, including wealth & asset management and accounting firms•Republic has emerged as one of the most prolific investment banks in the industry (…
Team (8)
Recent Transactions (28)
Republic Capital Group
Insurance Agencies and Brokerages
Advised

Affinia Financial Group

in their acquisition by

Sequoia Financial Group

August 2023

Republic Capital Group
Finance and Insurance
Advised

BerganKDV

in their acquisition by

Creative Planning

June 2023

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Moneco Advisors

in securing investment from

Emigrant Partners

June 2023

Republic Capital Group
Finance and Insurance
Advised

Brainard Capital

in their acquisition by

Pathstone

May 2023

Republic Capital Group
Finance and Insurance
Advised

Pathstone

in securing investment from

Kelso Private Equity

March 2023

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Parallel advisor

in their acquisition by

Golden gate capital

January 2023

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Autus asset management

in securing investment from

Parallel advisor

January 2023

Republic Capital Group
Finance and Insurance
Advised

Empyrion

in their acquisition by

Mercer Advisors

January 2023

Republic Capital Group
Finance and Insurance
Advised

Pathstone

in their acquisition by

Willow Street

December 2022

Republic Capital Group
Finance and Insurance
Advised

Trustcore

in their acquisition by

CAPTRUST

December 2022

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Smart Investor

in their acquisition by

Edelman Financial Engines

August 2022

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Adams Chetwood

in their acquisition by

Allworth Financial

June 2022

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

FJY Financial

in their acquisition by

Cerity Partners

June 2022

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Mountain Capital Investment Advisors

in their acquisition by

Merchant

February 2022

Republic Capital Group
Finance and Insurance, Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Reily Financial Advisor

in their acquisition by

Creative planning

January 2022

Republic Capital Group
Finance and Insurance, Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Covenant

in their acquisition by

Captrust

October 2021

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Pearl Impact Capital

in their acquisition by

Calamos Investment

August 2021

Republic Capital Group
Finance and Insurance, Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Cornerstone Capital Group

in their acquisition by

Pathstone

March 2021

Republic Capital Group
Finance and Insurance, Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Ulrich Investment Consultant

in securing investment from

Emigrant Partners

January 2021

Republic Capital Group
Finance and Insurance
Advised

Intrua Financial

in their acquisition by

Larson Financial Group

December 2020

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Parallel advisor

in their acquisition by

Emigrant Partners

May 2020

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Stratford Consulting

in their acquisition by

Creative planning

January 2020

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Optifour

in their acquisition by

Creative planning

November 2019

Republic Capital Group
Finance and Insurance, Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

RAA

in their acquisition by

Allworth Financial

October 2019

Republic Capital Group
Finance and Insurance
Advised

Anonymous

in securing debt financing from

Anonymous

September 2019

Republic Capital Group
Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Autus asset management

in securing investment from

Emigrant Partners

June 2019

Republic Capital Group
Finance and Insurance, Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

Lourd Murray

in securing investment from

Hightower

April 2019

Republic Capital Group
Finance and Insurance, Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities
Advised

delphi

in securing investment from

Lourd Murray

April 2019

Sectors Republic Capital Group serves:
Financial Services
Technology
Business Services

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Member since
2017
Deals they've closed
28
Team (8)
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