Focused on the crossroads of insurance,
healthcare services, investment services,
and the technologies that serve those sectors.
was acquired by
Financial Advisor to Monroe Vos Consulting, Inc. January 2023
Monroe Vos was acquired by CAPTRUST
Industry: Investment Services
Type: Sell-Side M&A

Park Sutton Advisors, a Waller Helms Company (“Park Sutton Advisors”) is pleased to have represented Monroe Vos Consulting (“Monroe Vos”) on its acquisition by CAPTRUST, a leading registered investment adviser (“RIA”) headquartered in Raleigh, NC, with over $125 billion in assets under management (“AUM”) with an additional $775B under advisement (“AUA”). Headquartered in Houston, TX, Monroe Vos provides advisory and wealth management services to high-net-worth individuals, family offices, retirement plans, endowments, and foundations. Monroe Vos currently manages over $5.8 billion of AUA.

Timothy Vos, Co-Founder of Monroe Vos, said, “The genesis of Monroe Vos was to avoid conflicts of interest and to put clients first—and the alignment of these values led us to choose CAPTRUST. CAPTRUST’s culture and philosophy have a lot of similarities to ours at Monroe Vos. We had commonality when it comes to the care of the client.”

“Monroe Vos has been a leader in our industry for decades, and we are thrilled to welcome them to CAPTRUST,” said Rick Shoff, Managing Director of CAPTRUST’s Advisor Group. “Tim and the entire firm bring an experienced perspective across all three of our business lines. We look forward to joining forces in Texas—especially as we continue to expand in this market.”

Park Sutton Advisors Managing Director, Steven Levitt, who led the transaction, said, “Extremely pleased to have helped the Monroe Vos team find the perfect partner in CAPTRUST. Since the beginning of the process, it was clear these two firms had similar values and culture. This represents our 4th institutional consulting transaction and 7th deal in Texas over the last 3 years.” Matt Kempler, Director at Park Sutton Advisors, added, “The Monroe Vos team was great to work with. The combination of these two firms will help CAPTRUST continue to expand their Texas and Alabama footprint.”