Announcements – InCap Group

Theron Schilling
September 7, 2026

InCap Group Congratulates Mutual Group on its Strategic Investment from Emigrant Partners

https://incapgroup.com/wp-content/themes/fildisi/images/empty/thumbnail.jpg 150 150 Theron Schilling Theron Schilling https://secure.gravatar.com/avatar/b6319c993e091c210eb09fefa71bf9d00da8dcd63c5931fbb4165bc56af4b7d5?s=96&d=mm&r=g September 7, 2026 September 9, 2026

InCap Group served as the exclusive financial advisor to Mutual Group, Inc BALTIMORE — (PRWEB) April 21, 2026 — InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented Mutual Group, Inc in its strategic investment from Emigrant Partners. Established in…

Theron Schilling
December 1, 2023

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

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://incapgroup.com/wp-content/themes/fildisi/images/empty/thumbnail.jpg 150 150 Brian Lauzon Brian Lauzon https://secure.gravatar.com/avatar/0da38d115406d1ba9fea5df340d2e6a93e3931443a1e634c0fedf50b2313b22a?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.

Brian Lauzon
December 29, 2022

InCap Represents RiverStone Wealth Management in its Sale to Carnegie Investment Counsel

This deal represents InCap Group’s fifth transaction closed in 2022.

Admin
June 10, 2022

InCap Represents Rosen Capital Management in Their Sale to Creative Planning

https://incapgroup.com/wp-content/themes/fildisi/images/empty/thumbnail.jpg 150 150 Admin Admin https://secure.gravatar.com/avatar/c3262635d629e6b30aaad3ce49b8efcc65681c6c49321bb4e4e1fe2658ca317e?s=96&d=mm&r=g June 10, 2022 January 24, 2023

This transaction represents InCap’s third deal of 2022.

Brian Lauzon
July 15, 2020

InCap Represents Argosy Wealth in Their Acquisition by Mercer

This transaction represents InCap’s third deal of 2020.

Admin
June 20, 2020

Brian Lauzon, CFA Joins InCap As Managing Director

The industry vet will lead InCap Group’s business development initiatives and serve as a member of the firm’s deal team