ABOUT US

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 Baltimore, Philadelphia and New York, 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 several 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.