Yearly Archives :

2023

Theron Schilling
December 1, 2023

InCap Group Congratulates Kingfisher Capital on its Acquisition by Mercer Global Advisors

https://www.incapgroup.com/wp-content/themes/fildisi/images/empty/thumbnail.jpg 150 150 Theron Schilling Theron Schilling https://secure.gravatar.com/avatar/576bef9321f9e9f15464981148491e59?s=96&d=mm&r=g December 1, 2023 December 1, 2023

This deal represents InCap Group’s sixth transaction closed in 2023.

Brian Lauzon
August 14, 2023

InCap’s Jim Tennies Debunks Five Myths of Wealth Management M&A

https://www.incapgroup.com/wp-content/themes/fildisi/images/empty/thumbnail.jpg 150 150 Brian Lauzon Brian Lauzon https://secure.gravatar.com/avatar/d60251a2687f4995104725e15b72f7f4?s=96&d=mm&r=g August 14, 2023 August 14, 2023

Recently InCap Group’s president, Jim Tennies sat down with Advisorpedia to discuss “Five Myths of Wealth Management M&A.”

Brian Lauzon
July 14, 2023

InCap Represents Women-focused, Lumina Financial, in its Sale to Cerity Partners

An exciting partnership founded on a mutual commitment to supporting women in transition.

Brian Lauzon
February 2, 2023

InCap Represents McGervey Wealth Management in its sale to Mariner Wealth Advisors

With the completion of this deal, InCap is pleased to have closed another record year for the firm.

2023

InCap Group Congratulates Kingfisher Capital on its Acquisition by Mercer Global Advisors

InCap’s Jim Tennies Debunks Five Myths of Wealth Management M&A

InCap Represents Women-focused, Lumina Financial, in its Sale to Cerity Partners

InCap Represents McGervey Wealth Management in its sale to Mariner Wealth Advisors

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