Republic Capital Group ("Republic"), a leading investment bank specializing in providing strategic and financial advisory solutions to wealth management firms and their clients, announced that it served as the exclusive investment banking advisor to Global Wealth Advisors ("GWA") in its recently completed strategic partnership with Merit Financial Advisors ("Merit").

Headquartered in Lewisville, Texas, Global Wealth Advisors is a wealth management firm, formerly affiliated with Commonwealth Financial Network, that provides comprehensive financial planning and investment management services to clients with approximately $860 million in assets under management (AUM) across Texas and the United States. This partnership with Merit — an active, serial acquirer of RIAs with offices nationwide — represents a significant milestone in GWA's mission to expand capabilities, enhance client service offerings, and ensure long-term growth.

Republic Capital Group advised Global Wealth Advisors throughout the transaction, providing strategic guidance and structuring expertise that enabled GWA to align with Merit's long-term vision while preserving its client-focused culture.

"We are excited about our new partnership with Merit and the opportunities it creates for our clients and team," said Kris Maksimovich, CEO of Global Wealth Advisors. "With Merit's expanded resources and capabilities, we will continue delivering the high level of personalized service our clients expect while enhancing the depth and breadth of solutions available to them."

Vic Esclamado, Managing Partner of Republic Capital Group, added: "It has been a privilege to support Kris Maksimovich, Chris Powers, and the Global Wealth Advisors team in this transaction. Providing industry perspective, advice, and market metrics as they worked through deal discussions was our primary value-add. We are glad to see this partnership come together."