, /PRNewswire/ -- Republic Capital Group（&#34;Republic&#34;）是一家领先的投资银行，专注于为财富和资产管理公司及其客户提供战略和财务顾问服务，今天宣布其作为资产管理规模为 413 亿美元的 Private Advisor Group 的投资银行顾问，LPL Financial Holdings Inc.（纳斯达克：LPLA）（连同其子公司，包括 LPL Financial LLC，&#34;LPL Financial&#34;或&#34;LPL&#34;）收购了少数股权，标志着他们近三十年关系的新篇章。这项投资加强了两家机构之间的战略联系，并支持 Private Advisor Group 推动顾问增长、创新、提升服务和运营卓越的长期战略。
<img src="https://imageproxy.pbkrs.com/https://mma.prnewswire.com/media/879860/Republic_Capital_Group_1_Logo.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://mma.prnewswire.com/media/879860/Republic_Capital_Group_1_Logo.jpg"/>
随着 LPL 作为少数股东加入 Merchant Investment Management（&#34;Merchant&#34;），并与六位传统股东并肩，Private Advisor Group 以一种增强稳定性的方式拓宽了其所有权结构，同时提升了公司满足顾问社区及其客户不断变化需求的能力。各公司之间的合作包括在实践管理、业务连续性和继任规划等领域扩展项目和资源的计划——这些都是帮助顾问建立持久企业的关键组成部分。
Private Advisor Group 的首席财务官 Adam Schorr 表示：&#34;Republic Capital Group 始终展现出强大的尽职调查和可靠的指导。他们的严谨方法与我们为顾问服务时做出明智、充分支持的决策的理念高度契合。&#34;
Republic 的创始人兼首席执行官 John Langston 表示：&#34;祝贺 Private Advisor Group 领导团队与 LPL 达成这一重要事件！这种对齐使两家公司在未来能够取得更多成就。&#34;
&#34;能够作为 Private Advisor Group 的顾问，帮助其与 LPL 达成这一成功结果，真是我的荣幸。这是行业中的一个里程碑事件，我们期待看到他们在这一合作中的持续成功。&#34;，Republic 的合伙人兼董事总经理 Blake Cargill 说道。
在过去的几年中，尤其是自 2021 年与 Merchant 合作以来，Private Advisor Group 增加了对技术、人才和运营基础设施的投资，体现了其以顾问为先的理念。这些努力包括创建一个更强大的平台，以支持寻求增长和长期可持续性的金融顾问的倡议。
Private Advisor Group 将继续以其既定品牌作为独立公司运营，同时利用 LPL 和 Merchant 的互补优势，解锁未来机会并扩大对其顾问社区的支持。
关于 Republic Capital Group： Republic Capital Group 由首席执行官兼创始人 John Langston 领导，专注于为 RIA、资产和财富管理社区及其客户提供投资银行服务。Republic 与处于并购活动前沿的公司合作，并积极参与行业转型。Republic 总部位于纽约，在达拉斯、芝加哥、圣安东尼奥、休斯顿、奥兰多和西棕榈滩设有办事处。
欲了解更多信息，请访问 republiccg.com 并关注 Republic Capital Group 的 LinkedIn。
媒体联系人： Carrie Massey
cmassey@republiccg.com
Private Advisor Group 的 413 亿美元资产管理规模截至 2025 年 6 月 30 日。
Republic Capital Group Holdings, LLC（&#34;RCG&#34;）是 FINRA/SIPC 的成员。
来源 Republic Capital Group

LPLA

Republic Capital Group 向 Private Advisor Group 提供了关于 LPL Financial 少数股权投资的建议。这项投资加强了他们的战略联系，并支持 Private Advisor Group 的长期战略。LPL 加入 Merchant Investment Management 成为少数股东，增强了稳定性并满足不断变化的需求。此次合作旨在扩展在实践管理、业务连续性和继任规划方面的项目。Private Advisor Group 将继续独立运营，同时利用 LPL 和 Merchant 的优势。Republic Capital Group 专注于财富和资产管理公司的投资银行业务

, /PRNewswire/ -- Republic Capital Group (&#34;Republic&#34;), a leading investment bank specializing in strategic and financial advisory services for wealth and asset management firms and their clients, today announced that it served as the investment banking advisor to Private Advisor Group, with $41.3 billion in AUM, as LPL Financial Holdings Inc. (Nasdaq: LPLA) (together with its subsidiaries, including LPL Financial LLC, &#34;LPL Financial&#34; or &#34;LPL&#34;) acquires a minority ownership stake, marking a new chapter in their nearly three-decade relationship. The investment strengthens the strategic ties between the organizations and supports Private Advisor Group's long-term strategy of driving advisor growth, innovation, enhanced service, and operational excellence.
<div class="lb-trans">, /PRNewswire/ -- Republic Capital Group（&#34;Republic&#34;）是一家领先的投资银行，专注于为财富和资产管理公司及其客户提供战略和财务顾问服务，今天宣布其作为资产管理规模为 413 亿美元的 Private Advisor Group 的投资银行顾问，LPL Financial Holdings Inc.（纳斯达克：LPLA）（连同其子公司，包括 LPL Financial LLC，&#34;LPL Financial&#34;或&#34;LPL&#34;）收购了少数股权，标志着他们近三十年关系的新篇章。这项投资加强了两家机构之间的战略联系，并支持 Private Advisor Group 推动顾问增长、创新、提升服务和运营卓越的长期战略。
</div><img src="https://imageproxy.pbkrs.com/https://mma.prnewswire.com/media/879860/Republic_Capital_Group_1_Logo.jpg" alt="" original-src="https://mma.prnewswire.com/media/879860/Republic_Capital_Group_1_Logo.jpg"/>
With LPL joining Merchant Investment Management (&#34;Merchant&#34;) as a minority owner, alongside six legacy shareholders, Private Advisor Group broadens its ownership structure in a way that reinforces stability while enhancing the firm's ability to meet the evolving needs of its advisor community and their clients. The collaboration among the firms includes plans to expand programs and resources across areas such as practice management, business continuity, and succession planning—critical components in helping advisors build enduring enterprises.
<div class="lb-trans">随着 LPL 作为少数股东加入 Merchant Investment Management（&#34;Merchant&#34;），并与六位传统股东并肩，Private Advisor Group 以一种增强稳定性的方式拓宽了其所有权结构，同时提升了公司满足顾问社区及其客户不断变化需求的能力。各公司之间的合作包括在实践管理、业务连续性和继任规划等领域扩展项目和资源的计划——这些都是帮助顾问建立持久企业的关键组成部分。
</div>Adam Schorr, Chief Financial Officer at Private Advisor Group shared, &#34;Republic Capital Group has continually demonstrated strong due diligence and sound guidance. Their disciplined approach aligns well with our philosophy of making informed, well-supported decisions on behalf of the advisors we serve.&#34;
<div class="lb-trans">Private Advisor Group 的首席财务官 Adam Schorr 表示：&#34;Republic Capital Group 始终展现出强大的尽职调查和可靠的指导。他们的严谨方法与我们为顾问服务时做出明智、充分支持的决策的理念高度契合。&#34;
</div>John Langston, Founder and CEO at Republic said, &#34;Congratulations to the Private Advisor Group leadership team on achieving this significant event with LPL! This alignment positions both firms to achieve much more in the days ahead.&#34;
<div class="lb-trans">Republic 的创始人兼首席执行官 John Langston 表示：&#34;祝贺 Private Advisor Group 领导团队与 LPL 达成这一重要事件！这种对齐使两家公司在未来能够取得更多成就。&#34;
</div>&#34;It has been an honor to have served as advisors to Private Advisor Group to achieve this successful outcome with LPL. This is a milestone event in the industry, and we look forward to seeing their continued success with this partnership.&#34;, said Blake Cargill, Partner and Managing Director at Republic.
<div class="lb-trans">&#34;能够作为 Private Advisor Group 的顾问，帮助其与 LPL 达成这一成功结果，真是我的荣幸。这是行业中的一个里程碑事件，我们期待看到他们在这一合作中的持续成功。&#34;，Republic 的合伙人兼董事总经理 Blake Cargill 说道。
</div>Over the past several years—and particularly since partnering with Merchant in 2021— Private Advisor Group has increased its investment in technology, talent, and operational infrastructure, reflecting its advisor-first philosophy. These efforts include initiatives that create a more robust platform for financial advisors seeking both growth and long-term sustainability.
<div class="lb-trans">在过去的几年中，尤其是自 2021 年与 Merchant 合作以来，Private Advisor Group 增加了对技术、人才和运营基础设施的投资，体现了其以顾问为先的理念。这些努力包括创建一个更强大的平台，以支持寻求增长和长期可持续性的金融顾问的倡议。
</div>Private Advisor Group will continue to operate as an independent firm under its established brand, while drawing on the complementary strengths of LPL and Merchant to unlock future opportunities and expand support for its advisor community.
<div class="lb-trans">Private Advisor Group 将继续以其既定品牌作为独立公司运营，同时利用 LPL 和 Merchant 的互补优势，解锁未来机会并扩大对其顾问社区的支持。
</div>About Republic Capital Group: Republic Capital Group, led by CEO and Founder John Langston, specializes in providing investment banking services to the RIA, asset, and wealth management communities and their clients. Republic partners with firms at the forefront of M&amp;A activity and active participants in the transformation of the industry. Republic is headquartered in New York, with locations in Dallas, Chicago, San Antonio, Houston, Orlando, and West Palm Beach.
<div class="lb-trans">关于 Republic Capital Group： Republic Capital Group 由首席执行官兼创始人 John Langston 领导，专注于为 RIA、资产和财富管理社区及其客户提供投资银行服务。Republic 与处于并购活动前沿的公司合作，并积极参与行业转型。Republic 总部位于纽约，在达拉斯、芝加哥、圣安东尼奥、休斯顿、奥兰多和西棕榈滩设有办事处。
</div>For more information, please visit republiccg.com and follow Republic Capital Group on LinkedIn.
<div class="lb-trans">欲了解更多信息，请访问 republiccg.com 并关注 Republic Capital Group 的 LinkedIn。
</div>Media Contact: Carrie Massey
<div class="lb-trans">媒体联系人： Carrie Massey
</div>cmassey@republiccg.com
<div class="lb-trans">cmassey@republiccg.com
</div>Private Advisor Group's $ 41.3 Billion in AUM refers to assets under management as of June 30, 2025.
<div class="lb-trans">Private Advisor Group 的 413 亿美元资产管理规模截至 2025 年 6 月 30 日。
</div>Republic Capital Group Holdings, LLC (&#34;RCG&#34;) member of FINRA/SIPC.
<div class="lb-trans">Republic Capital Group Holdings, LLC（&#34;RCG&#34;）是 FINRA/SIPC 的成员。
</div>SOURCE Republic Capital Group
<div class="lb-trans">来源 Republic Capital Group
</div>

Republic Capital Group 为 Private Advisor Group 提供咨询，关于 LPL Financial 的少数股权投资 | LPLA 股票新闻