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New Deal


Announced

Completed

Curi Capital completed the merger with RMB Capital.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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wealth management

Single Bidder

Friendly

registered investment advisor

Asset Managers and Custodians

Acquisition

Domestic

Majority

Merger

Private

United States

Completed

Private Equity

Synopsis

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Curi Capital, an investment advisor arm of Curi company, completed the merger with RMB Capital, an independent, employee-owned firm that offers advisory services and investment solutions. Financial terms were not disclosed. “The completion of the Curi Capital and RMB Capital merger is an energizing way to kick off 2024. The past 12 months have been truly transformational for our company, marked by strategic decisions and investments that have strengthened our ability to serve our clients, particularly our physician base and the broader healthcare community, in more ways and in more geographies than ever before,” Jason Sandner, Curi CEO.

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