US Capital Global Acquires TC Capital Advisors

United Capital Financial Advisors Acquires The Paul Group

August 22, 2025

Wealth Management

United Capital Financial Advisors has acquired The Paul Group, a boutique ultra-high-net-worth advisory firm managing $1.1 billion in client assets; the transaction closed on August 22, 2025. The four-person team will join United Capital to strengthen its presence in Los Angeles and New York and expand its suite of wealth management, estate planning, tax and business advisory services for sophisticated family clients. ECHELON Partners served as exclusive advisor to The Paul Group.

Janney Montgomery Scott Acquires TM Capital

November 8, 2023

Financial Services

Janney Montgomery Scott LLC has agreed to acquire TM Capital, a middle-market investment bank with offices in Atlanta, Boston, and New York City. The deal expands Janney's Capital Markets Group by adding M&A advisory expertise across business services, industrials, healthcare, and consumer sectors; the acquisition is expected to close by year-end subject to regulatory approval.

LTC Global Acquires Capitas Financial Midwest

November 18, 2024

Insurance

LTC Global, Inc. has acquired Capitas Financial Midwest (Capitas Financial of Illinois, LLC and Capitas Midwest, LLC), a member agency with offices in Lisle, Illinois and Milwaukee, Wisconsin. The Capitas Financial Midwest business will continue to be managed by founding member George R. Gore, Jr., and will join LTC Global's group of agency subsidiaries to expand its distribution footprint across the Northern Midwest and Mountain regions.

BRP Group Acquires The Capital Group

August 2, 2021

Financial Services

BRP Group, Inc. (NASDAQ: BRP) has acquired substantially all assets of TCG Financial Holding Company, LLC, which operates as The Capital Group, a Bethesda-based provider of employee benefits consulting, retirement plan consulting, wealth advisory and commercial insurance brokerage services. The transaction adds over 50 colleagues and deepens BRP Group's capabilities in employee benefits, wealth advisory and retirement consulting while increasing scale in the D.C. Metro region and key end markets such as government contracting, technology and non-profits.

Lincoln International Acquires TCG Corporate Finance

November 4, 2024

Professional Services

Lincoln International acquired TCG Corporate Finance, a pan‑European boutique technology and digital-economy M&A advisory firm with offices in Munich, Berlin, Stockholm and London. The deal expands Lincoln's Global Technology Group (doubling its Europe technology advisory team to more than 60), and names Scott Twibell and Harald Mährle as Co‑Heads of Lincoln's Global Technology Group.

Gibraltar Capital Management Acquires Miller Equity Capital Advisors

January 15, 2025

Financial Services

Gibraltar Capital Management, a Tulsa-based Registered Investment Advisor, has acquired Dallas-based Miller Equity Capital Advisors, founded by Mark Miller. The deal expands Gibraltar’s advisory network and capabilities—bringing the firm above $1 billion in assets under management and extending its reach across North Texas, Oklahoma, Arkansas and Colorado.