InCap Group

Insights on Investment Industry M&A

Equity Recapitalization: A Vital Strategy for Asset Managers

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Equity recapitalization is something owners of wealth management, RIAs, and asset management companies should think about if they want to boost expansion, create liquidity, or forward-looking planning. Under this aggressive…

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

150 150 Brian Lauzon

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

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

150 150 Brian Lauzon

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

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

150 150 Brian Lauzon

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

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Closing a Deal Before Capital Gains Rates Increase

150 150 Brian Lauzon

It’s the after-tax proceeds that count.

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Five Reasons an Investment Banker Pays for Itself

150 150 Brian Lauzon

Investment bankers and financial planners add value in similar ways

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Buy, Sell or Hold: Three RIA Growth Strategies

150 150 Brian Lauzon

There is a growing chorus contemplating the perennial strategic question: “Is what got me here going to be what can get me there?”

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