A wealth management and retirement plan services firm has been acquired
MidCap Advisors’ client (k)RPG Acquired by OneDigital Investment Advisors
Maryland Wealth Management and Retirement Services firm to benefit from OneDigital’s Integrated Insurance, Financial and Human Resources platform
NEW YORK, February 2023 – MidCap Advisors recently served as exclusive financial advisor to (k)RPG (KRPG), a Maryland-based independent, privately-held wealth management and retirement plan services firm, in its acquisition by OneDigital Investment Advisors, an SEC-registered insurance adviser and wholly owned subsidiary of OneDigital, a leading insurance brokerage, financial services and human resources consulting firm.
Founded in 2004, KRPG provides comprehensive wealth management and financial advice to more than 450 households while offering retirement services to 60 employers. Walt Ziffer, President of KRPG, who will continue to lead the firm along with a five-member team, said, “Driven by our core values and an elevated standard of service, I searched for a partner that would enable our firm to provide even more robust offerings to our clients while enhancing the quality experience our clients have grown accustomed to. OneDigital has exceeded my expectations with a comprehensive breadth of services and resources and the investment acumen the company brings to both wealth management and retirement plan services.”
Tony Leonard, Vice President of MidCap Advisors, who led the transaction said, “Walt Ziffer and the KRPG team will be a complement to OneDigital’s Mid-Atlantic region. KRPG is well-known across the financial services industry and has earned a quality reputation for best-in-class knowledge and experience.”
Mr. Leonard was joined by MidCap Managing Director Ryan Sanford and Associate Chloe Noto in advising KRPG.
About MidCap Advisors, LLC
MidCap Advisors is a New York-based M&A advisory firm providing sophisticated financial advice and M&A transaction services to private companies. MidCap Advisors offers industry-leading analysis that integrates both quantitative and qualitative factors to accurately assess the total value of a transaction, ensuring it meets the client’s definition of success. Over the past 20 years, MidCap has become a recognized leader in insurance M&A and transactional support services. The firm also has extensive M&A expertise in other sectors such as healthcare, manufacturing, business and technology services. The MidCap team’s deep experience as investment bankers has enabled additional focus on due diligence, consulting, and direct investing.
To learn more about MidCap’s insurance M&A experience, visit Insurance M&A .