Announced
Completed
Financials
Tags
wealth management
Single Bidder
Friendly
registered investment advisor
Asset Managers and Custodians
Acquisition
Domestic
Majority
Merger
Private
United States
Completed
Private Equity
Synopsis
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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