Vic Esclamado

About Vic Esclamado

Investment Banking for RIA M&A & Capital Fund Raising Experienced working on engagements with all the Major Players in the RIA Industry √ Attractive partners could enable you to off-load 40-60% of your administrative & operational workload, help drive growth in AUM, expand your service offering to clients & provide you game-changing liquidity as an owner As strategic advisors & investment bankers we help financial advisors achieve critical goals for their clients, team & for themselves. We develop creative solutions for succession planning, M&A & capital acquisition. To help you decide on the best path forward, we will deliver 3-4 highly attractive, real offers in writing from prospective partners. You don\'t have to do a transaction unless you have a strong conviction that one of the partners we bring to you would be a great fit and would help achieve your goals. NEXT STEP If you’d like to chat, contact me at v••••••••@republiccg.com Visit Case Studies Include √ Restructured Client’s Financials. Benefits included materially higher profits & resulted in a very substantial increase in the firm\'s value. Then we brought in a capital partner to acquire a minority interest to validate the firm value.√ Found a Strategic Partner that was a great fit for an RIA client who focused on ultra-high-net-worth clients & obtained a purchase price for the firm that greatly exceeded our client\'s expectations. √ Facilitated the strategic merger of two very large RIAs while simultaneously selling a minority interest in the merged entity to a financial partner which is unique to do at the same time. What Makes Us Different As a highly creative firm, we find solutions to complex situations, and work quickly to identify and execute on solutions. We are both \"fast\" and \"good.\" Specialties Include Investment Banking for RIAs, M&A or Mergers & Acquisitions, Capital Raise or Capital Raising, Inorganic Growth, Wealth Management Investment Banking, RIA Transactions, Multiple of EBITDA

Experience

1. Partner, Managing Director

   Republic Capital Group

   Feb 2022 — Present

   Boutique investment banking firm focused on serving the RIA community with solutions for liquidity, succession, and capital raises. Deep and extensive firm experience with a wide-range of business models in financial services. Specialists in achieving transaction success by focusing on cultural fit and transaction structure while providing personalized service to clients.Vic credentials: MBA, CM & AA, FINRA Series 63, 79

Education

• Yale University

  Bachelor of Arts - BA

• Stanford University Graduate School of Business

  Master of Business Administration - MBA, Business Administration and Management, General

Skills

• Alternative Investments
• Private Equity
• Banking
• Mutual Funds
• Risk Management
• Wealth Management
• Executive Management
• Leadership
• Strategic Financial Planning
• Finance
• Financial Analysis
• Financial Services
• Product Development
• Mergers
• Start-Ups
• Strategy
• Product Management
• Management
• Team Building
• Asset Management
• Mergers & Acquisitions
• Entrepreneurship
• Business Process
• Due Diligence
• Financial Advisory
• Investment Advisory
• New Business Development
• Small Business
• Outsourcing
• Coaching