Rappaport Reiches Capital Management manages over $1.2 billion of assets
NEW YORK and DALLAS and CHICAGO and WEST PALM BEACH, Fla., July 22, 2025 /PRNewswire/ — Republic Capital Group (“Republic”), a leading M&A advisory firm specializing in providing investment banking services to the RIA and financial services industry, congratulates its client Rappaport Reiches Capital Management (“RRCM”), on its sale and strategic partnership with EP Wealth Advisors (“EPW”). Republic served as Rappaport Reiches’ exclusive investment banking advisor, facilitating the process of identifying potential partners for RRCM that led to this transaction and partnership.
RRCM, based in Chicago’s Northshore, Illinois, manages over $1.2 billion in assets under management and has built a distinguished reputation serving affluent clients throughout the Midwest. The firm’s experienced team and established client relationships will significantly enhance EPWs’ presence in the Illinois market and strengthen its national platform.
“Republic’s deep understanding of the wealth management landscape and their strategic guidance were instrumental in helping us find a suitable partner for our firm and clients,” said Shari Reiches, Co-Founder of RRCM. “Their expertise ensured we identified the ideal partner in EPW.”:
David Rappaport, Co-Founder of RRCM said, “This partnership allows us to focus more time on what matters most – serving our clients. Our clients will benefit from expanded access to specialists in comprehensive planning covering tax preparation, estate planning, alternative investments, and business succession within a large-scale operation and strong technology platform, all while maintaining the personalized service and continuity they’ve come to expect.”
“Partnering with a firm like RRCM is about more than expanding our footprint—it’s about aligning with professionals who share our commitment to holistic, planning-first service,” said Ryan Parker, CEO of EP Wealth. “RRCM exemplifies the client-first values that define EP Wealth, and we’re proud to welcome their team into the EP family.”
Vic Esclamado, Partner and Managing Director of Republic, said, “Shari Reiches’ media personality and focus on women’s empowerment were a unique value, along with the strength of the team, strong organic growth, and attractive location. We are excited about RRCM and EPW’s future together.”
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 that are at the leading edge of M&A activity and are active participants in the transformation of the industry.
For more information, please visit republiccg.com and on follow on LinkedIn: Republic Capital Group
Media Contact: Carrie Massey [email protected]
Republic Capital Group – securities offered through Kingswood Capital Partners, LLC.
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SOURCE Republic Capital Group
