Wunderli Steers CAPTRUST M&A Growth Strategy
Company - People | Jun 04, 2025 | EIN
CAPTRUST Financial Advisors has announced the appointment of Mike Wunderli as the head of its mergers and acquisitions (M&A) division. Wunderli will spearhead CAPTRUST’s inorganic growth initiatives, targeting firms that align with CAPTRUST’s client-focused and growth-driven vision. Wunderli brings significant experience from his previous role as a managing director at ECHELON Partners, focusing on wealth and asset management M&A activities. CAPTRUST CEO Fielding Miller emphasized Wunderli’s fit with the company’s strategic goals and his readiness to confront industry challenges. Wunderli, who has extensive experience with private wealth management and capital markets, aims to elevate CAPTRUST to a leadership position in the independent financial advisory sector.
Sectors
- Financial Services
- Mergers and Acquisitions
Geography
- United States – CAPTRUST and Mike Wunderli are based in the U.S., which is relevant as the company seeks growth through M&A in the country's financial advisory sector.
- North Carolina – The headquarters of CAPTRUST is in Raleigh, North Carolina, indicating the firm's strategic location within the U.S. financial sector.
Industry
- Financial Services – This sector includes firms that provide advisory, wealth management, and investment services. CAPTRUST operates within this industry, offering financial advice and investment management.
- Mergers and Acquisitions – This sector focuses on the strategy, structuring, and execution of business mergers and acquisitions. Mike Wunderli's appointment as head of M&A highlights CAPTRUST's focus on strategic inorganic growth.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| CAPTRUST Financial Advisors | Employer | Company | A financial advisory firm providing independent, client-first financial advice and investment management services. |
| Mike Wunderli | Head of M&A | Person | Recently appointed as head of mergers and acquisitions at CAPTRUST, tasked with leading the firm's strategic inorganic growth. |
| Fielding Miller | CEO of CAPTRUST | Person | Chief Executive Officer of CAPTRUST, focused on company growth and strategic initiatives. |
| ECHELON Partners | Former Employer | Company | A boutique investment bank where Mike Wunderli was managing director, overseeing M&A activities. |