Houlihan Lokey Advises GCG Advisory Partners

Houlihan Lokey is pleased to announce that GCG Advisory Partners (GCG) has completed a successful recapitalization and received a strategic investment from BharCap Partners (BharCap). The transaction closed on August 29, 2025.

GCG, a parent company of GCG Wealth Management, moves into the next chapter in its 31-year history through the successful completion of a recapitalization with BharCap, replacing LNC Partners and providing additional growth capital. All other GCG equity holders have rolled equity into the transaction. The GCG management team will continue to lead the firm.

With more than $3 billion in assets, Charlotte, North Carolina-based GCG offers a differentiated platform providing liquidity and succession planning for established advisors, as well as flexible, best-in-class technology and tools for entrepreneurial advisors seeking to accelerate the growth of their businesses. With 13 office locations in the Southeast and the Midwest, GCG advisors provide wealth management services to individual clients and small business owners throughout the country. BharCap’s investment will be used to accelerate GCG’s acquisition strategy and further enhance the firm’s Monetize & Scale platform.

Greenwich, Connecticut-based BharCap is a private investment firm focused on the financial services sector, including financial technology and tech-enabled services, insurance distribution and services, asset and wealth management, and tax and accounting services. BharCap manages approximately $2 billion of capital.

Houlihan Lokey served as the exclusive financial advisor to GCG for this transaction.

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