Mergers & Acquisitions

Curi Holdings, Inc.

11/23
Curi
RMB
On November 21, 2023, Curi, a national healthcare advisory firm comprised of three distinct businesses: Curi Advisory, Curi Capital and Curi Insurance, announced a definitive agreement to acquire a majority stake of RMB Capital (“RMB”), a registered investment advisory firm with more than $9.6 billion in assets under advisement. As part of the agreement, Curi Capital, a registered investment advisory firm with approximately $1.6 billion in assets under advisement, will merge with RMB. Piper Sandler served as buy-side advisor for Curi.

Press Release

Curi Capital
Curi Wealth Management, LLC, dba Curi Capital, is a registered investment advisor, headquartered in Raleigh, N.C., that provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions, and investment guidance to high-net-worth individuals, ultra-high-net worth families, and businesses. Experienced and accessible, Curi Capital’s advisors actively listen and proactively create tailored solutions that help clients build true wealth, however they define it.

RMB Capital
RMB is an independent advisory firm focused on helping clients achieve long-term goals. RMB brings in-house, institutional-quality investment expertise together with deep, holistic planning teams to deliver and implement customized strategies for each client. RMB manages $9.6 billion of assets under advisement for individuals, family offices, and institutions.

Sub-Type
Buy-Side
Sector
Financial Services
Sub-Sector
Asset & Wealth Management

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