InCap Group, Inc. is an investment banking firm focused on the investment management and securities brokerage industries.


Our clients are institutional asset management firms, mutual fund companies, wealth managers, financial planning firms and securities brokerage firms.


The services we provide to our clients include M&A services, capital raising services, valuations and strategic advice. The value of our services is derived from the market experience of our professionals. The professionals at InCap were deeply involved in many of Legg Mason, Inc.'s investment management acquisitions which resulted in the firm being transformed from a modest regional securities brokerage firm to one of the 10 largest asset management firms in the world. Our professionals have worked at other leading industry firms including Fidelity Investments, SEI Investments, PaineWebber, and Oppenheimer & Co.


To maintain operational involvement in the industry, we also provide fund administration services to a small group of mutual funds and hedge funds. We provide the administration work directly and outsource the daily accounting and transfer agency work to one of several partner firms.


Through our familiarity with private equity firms and venture capital firms, we also execute capital raising transactions for technology companies, some of which have ties to the investment management business and some of which are unrelated.


We are employee-owned and have offices in Baltimore, Maryland and Philadelphia, Pennsylvania. Our client base is national. We work with firms that have between a few hundred million and ten billion in assets under management. For complex purchase or sale transactions involving larger managers, we partner with an internationally-recognized investment banking firm that specializes in the asset management industry. We also work on discrete projects for two of the largest, best-known investment management firms in the United States. We also work closely with private equity firms that target investments in the investment management business. Through our alumni network, we maintain contacts at leading investment banks.


We appreciate your interest in our firm. One of our professionals would be happy to speak with you or receive an e-mail inquiry. We generally respond to inquiries within 24 hours.


Until our website is fully completed, you can reach us for more information by email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it