CAPTRUST Names Wunderli as New Head of M&A

Company - People | Jun 04, 2025 | EIN

CAPTRUST Financial Advisors has announced the appointment of Mike Wunderli as the new head of mergers and acquisitions. Wunderli will drive CAPTRUST's inorganic growth strategies from this position. Bringing extensive experience from his time at Echelon Partners and with a history at Lehman Brothers and UBS, he is poised to leverage his broad industry network and insights for CAPTRUST. Wunderli is expected to utilize CAPTRUST's offerings to further align with firms sharing similar visions. His predecessor, Rush Benton, departed over a year ago after a series of successful transactions. According to CEO Fielding Miller, the industry is at a critical juncture, and Wunderli's fresh energy is needed to challenge the sector's dynamics.

Sectors

Financial Advisory
Mergers and Acquisitions

Geography

United States – CAPTRUST, based in the US, is focusing on expanding its M&A activities, primarily impacting the US market.

Industry

Financial Advisory – CAPTRUST operates within the financial advisory sector, providing wealth management services.
Mergers and Acquisitions – The appointment of a new head of M&A underscores a strategic focus on mergers and acquisitions to drive growth.

Financials

Participants

Name	Role	Type	Description
CAPTRUST Financial Advisors	Company that appointed the new head of M&A	Company	A leading US-based financial advisory firm focusing on wealth management and M&A.
Mike Wunderli	New Head of M&A	Person	An experienced professional with a background in investment banking and M&A activities.
Echelon Partners	Former Employer of Mike Wunderli	Company	A boutique investment bank where Wunderli previously managed M&A activities.
Rush Benton	Former Head of M&A at CAPTRUST	Person	Previously led the M&A initiatives at CAPTRUST before founding his business.
Fielding Miller	CEO of CAPTRUST	Person	CEO of CAPTRUST who oversees the firm’s strategic directions.