InCap Group

Insights on Investment Industry M&A
  • Brian Lauzon

Run your RIA Like it’s For Sale
150 150 Brian Lauzon

All of the factors that potential acquirers expect or value are the same as those that will benefit your firm’s owners and employees today.

read more
  • Brian Lauzon

Webinar: RIA Seller Motivations
150 150 Brian Lauzon

What are some of the key drivers behind the unprecedented wave of RIA owners interested in merging with another firm? In this webinar, our founder Jim Tennies takes on the…

read more
  • Brian Lauzon

Webinar: RIA Valuation
150 150 Brian Lauzon

Even for those not in the midst of an M&A transaction, there are many benefits to a professional valuation of your advisory firm. In this webinar, hear InCap founder Jim…

read more
  • Brian Lauzon

InCap Represents Argosy Wealth in Their Acquisition by Mercer
150 150 Brian Lauzon

This transaction represents InCap’s third deal of 2020.

read more
  • Admin

Brian Lauzon, CFA Joins InCap As Managing Director
150 150 Admin

The industry vet will lead InCap Group’s business development initiatives and serve as a member of the firm’s deal team

read more
  • 1
  • 2

Start Typing