InCap Group served as exclusive financial advisor to McGervey Wealth Management.
BALTIMORE, Jan. 26, 2023 /PRNewswire-PRWeb/ -- InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented McGervey Wealth Management in its sale to Mariner Wealth Advisors.
Established in 2009, McGervey Wealth Management is an independent wealth management firm based in Canton, OH. McGervey Wealth provides comprehensive wealth and investment management services to individual and high net worth clients with a total of $110 million in assets under management.
The firm's founder, Mike McGervey leads the firm and shares client management responsibilities with his sons, Michael and Matthew McGervey.
When asked about their new partnership with Mariner Wealth, Mike notes: "After meeting with a number of interested parties, it quickly became apparent that Mariner represented the ideal partner for us. They share a similar culture and client first approach, and helped us add internal resources in tax planning, trust, estate, and investment management. We are a growth-oriented team, and the business development resources that Mariner provides its offices are extraordinary. We are very excited about the prospects for our future."
Mike continues, "We decided early on that the sales process was too important for us to do alone. We interviewed several M&A advisors and investment bankers and decided to partner with the team at InCap Group. Jim Tennies is one of the most seasoned investment bankers in our industry. He and his team ran a fantastic process for us, and we couldn't be happier with the result."
With the completion of this deal, InCap is pleased to have closed another record year for the firm.
About InCap Group, Inc.
Founded in 2006, InCap Group, Inc. is a leading boutique investment bank focused on M&A in the financial services industry. We have strong expertise in the asset management, wealth management, securities brokerage and related industries. From our offices in New York, Philadelphia and Baltimore, we provide top-notch strategic advice to clients at the different inflection points of their life cycle, including M&A advice, divestitures, spinoffs, capital raises, succession plans, recapitalizations, valuations, and other strategic consulting services.
Our team is comprised of investment banking professionals with decades of experience in the industry, and who have successfully completed transactions ranging in size from a few million to several hundred million dollars. We pride ourselves in offering a consultative approach that fosters long-term relationships rather than short-term results. We are single-minded in placing our clients' best interest first while providing exceptional, unconflicted advice and creating successful, long-lasting relationships.
For additional information, please visit http://www.incapgroup.com.
Media Contact
Brian R. Lauzon, CFA
Managing Director
InCap Group, Inc.
610.875.6766 (direct)
617.817.4988 (mobile)
[email protected]
Media Contact
Brian Lauzon, CFA, InCap Group, 610.875.6766, [email protected]
SOURCE InCap Group
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