Republic Capital Group’s Langston On M&A Wealth Trends

John Langston, CMMA, CAIA, Founding Managing Partner at Republic Capital Group, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the wealth management industry M&A trends and opportunities.   

Republic Capital Group is a licensed boutique investment bank that specializes in serving RIAs and asset managers.  In 2022, Republic completed the most transactions of any investment bank in the wealth management space.  Republic has not yet noticed a slowdown in M&A activity, as there is a steady supply of both sellers and buyers of wealth management firms. 

Republic’s role is to help RIAs and their merger partners understand all of their options, including written bids up to a dozen buyers or sellers.  RIAs may choose to join a rollup firm or merge with a mid-size or smaller firm that is looking to grow with new RIAs that are a good cultural fit for their current operations.

RIAs are encouraged to meet with Republic years before a potential transaction, says Langston, as strategic decisions made today may be able to increase the value of the firm when the time comes for a transaction.   

To learn more, head here.