Republic Capital Group Serves as Exclusive Investment Banking Advisor to Global Wealth Advisors in Partnership with Merit Financial Advisors

NEW YORK and DALLAS and CHICAGO and WEST PALM BEACH, Fla., Aug. 26, 2025 /PRNewswire/ -- Republic Capital Group ("Republic"), a leading investment bank specializing in providing strategic and financial advisory solutions to wealth management firms and their clients, today announced that it served as the exclusive investment banking advisor to Global Wealth Advisors ("GWA") in its recently completed strategic partnership with Merit Financial Advisors ("Merit").

Headquartered in Lewisville, Texas, Global Wealth Advisors is a wealth management firm, formerly affiliated with Commonwealth Financial Network, that provides comprehensive financial planning and investment management services to clients with approximately $860 million in assets under management (AUM) across Texas and the United States. This partnership with Merit — an active, serial acquirer of RIAs with offices nationwide — represents a significant milestone in GWA's mission to expand capabilities, enhance client service offerings, and ensure long-term growth.

Republic Capital Group advised Global Wealth Advisors throughout the transaction, providing strategic guidance and structuring expertise that enabled GWA to align with Merit's long-term vision while preserving its client-focused culture.

"We are excited about our new partnership with Merit and the opportunities it creates for our clients and team," said Kris Maksimovich, CEO of Global Wealth Advisors. "With Merit's expanded resources and capabilities, we will continue delivering the high level of personalized service our clients expect while enhancing the depth and breadth of solutions available to them."

Vic Esclamado, Managing Partner of Republic Capital Group, added: "It has been a privilege to support Kris Maksimovich, Chris Powers, and the Global Wealth Advisors team in this transaction. Providing industry perspective, advice, and market metrics as they worked through deal discussions was our primary value-add. We are glad to see this partnership come together."

With this transaction, Global Wealth Advisors joins Merit's growing platform, further enhancing the combined firm's ability to deliver dynamic financial planning and wealth management solutions. The partnership underscores the increasing momentum of M&A activity within the wealth management industry, where scale, resources, and specialized expertise are critical to long-term success.

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.

SOURCE Republic Capital Group