#USA #New York #Republic Capital #Cerity Partners #Graypoint

A Major Merger in Wealth Management

On September 5, 2025, Republic Capital Group announced that it served as the exclusive investment banking advisor for Graypoint in its merger with Cerity Partners. Graypoint, an esteemed firm headquartered in Albany, New York, boasts assets under management (AUM) of $4.5 billion, marking a substantial foothold in the wealth management sector. Meanwhile, Cerity Partners stands as one of the nation's premier independent wealth management firms, controlling over $130 billion in AUM.

The merger is expected to significantly enhance Cerity Partners' presence in the Capital Region, ultimately leading to a stronger service platform for its clients. Following completion of the merger, Graypoint will operate under the Cerity Partners brand, indicating a strategic alignment aimed at leveraging both firms’ combined strength in delivering personalized investment solutions and financial advice to high-net-worth individuals and institutions.

Insights from Company Leaders

Daniel Nolan, the President and CEO of Graypoint, will transition to the role of Partner and Vice Chairman at Cerity Partners. In a statement, Nolan expressed his appreciation for Republic Capital Group, noting their expertise in managing complex financial transactions, which was essential in navigating the merger process. “Republic Capital Group acted as our financial advisor and banker. Their deep experience in similar transactions was reflected in their professionalism, creativity, and responsiveness,” Nolan stated.

John Langston, Founder and CEO of Republic Capital, commended the Graypoint team for their exceptional dedication and professionalism, describing them as a “class act” within the industry. He acknowledged how the merger will add immense value to Cerity Partners, thanks to Graypoint's commitment to client success and excellence.

Blake Cargill, Partner and Managing Director at Republic, reinforced these sentiments, stating it was a privilege to support Graypoint as they embarked on this new chapter with Cerity. He emphasized that the alignment of client-focused cultures from both institutions created a solid foundation for successful collaboration.

Client-Centric Focus

The merger is not only a significant corporate development but also reflects a broader trend in the wealth management industry where firms strive to combine resources and expertise for improved client service. As both companies share a client-centric focus, combining their strengths is positioned to provide enhanced financial solutions to a wider clientele.

This strategic move also signals a growing trend in the financial sector where mergers and acquisitions are becoming common as firms aim to expand their geographical reach and service capabilities. Collaborative partnerships like this are often seen as essential to remain competitive in a dynamically evolving marketplace, particularly in the realm of wealth and asset management.

About Republic Capital Group

Republic Capital Group has solidified its position as a leading investment bank, focusing on providing strategic and financial advisory services tailored for wealth and asset management firms. The firm prides itself on being at the forefront of M&A activity, facilitating transformative partnerships and expansions for its clients. With seasoned professionals dedicated to delivering innovative solutions, Republic Capital Group continues to play a pivotal role in shaping the future of the wealth management landscape.

As Graypoint and Cerity Partners join forces, industry observers will be keenly watching how this merger will reshape wealth management services in the region and beyond. For consumers, this could translate into enhanced financial advisory and investment options, rooted in deeper expertise and a commitment to client success.

For additional information on Republic Capital Group and its services, visit their official website and follow their updates on LinkedIn.