NEW YORK and DALLAS and WEST PALM BEACH, Fla., Sept. 5, 2025 /PRNewswire/ — Republic Capital Group (“Republic”), a leading investment bank specializing in strategic and financial advisory services for wealth and asset management firms and their clients, today announced that it served as the exclusive investment banking advisor to Graypoint in its merger with Cerity Partners.
Graypoint, headquartered in Albany, NY, with $4.5 billion in assets under management as of March 2025, has built a strong reputation for providing tailored financial advisory and investment services to high-net-worth and ultra-high-net-worth individuals and institutions.
Cerity Partners, a leading independent wealth management firm in the U.S., stated that the merger will meaningfully enhance its presence in the Capital Region. Following the closing, Graypoint will operate under the Cerity Partners brand. Daniel Nolan, President & CEO of Graypoint, will assume the role of Partner and Vice Chairman of Cerity Partners.
John Langston, Founder and CEO of Republic, said, “Daniel Nolan and the entire Graypoint team are a class act and a credit to our industry. Their skills and commitment to excellence are a significant and impactful addition to Cerity.”
Daniel Nolan shared, “Republic Capital Group acted as our financial advisor and banker. Their deep experience in similar transactions was reflected in their professionalism, creativity, and responsiveness.”
Blake Cargill, Partner and Managing Director at Republic, said, “It has been an honor and privilege to support the Graypoint team through this next chapter with Cerity. Both firms’ commitment to clients and culture laid a strong foundation for a successful partnership.”
About Republic Capital Group:
Republic Capital Group, led by CEO and Founder John Langston, specializes in providing investment banking services to the RIA, asset, and wealth management communities and their clients. Republic partners with firms at the forefront of M&A activity and active participants in the transformation of the industry.
For more information, please visit republiccg.com and follow Republic Capital Group on LinkedIn.
Media Contact:
Carrie Massey [email protected]
Republic Capital Group Holdings, LLC (“RCG”) member of FINRA/SIPC.
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SOURCE Republic Capital Group
