Park Sutton Advisors Represents Hillview Capital Advisors on Merger with RegentAtlantic

June 27, 2019 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Hillview Capital Advisors (“Hillview”), a New York City-based wealth management firm with offices in Philadelphia, PA, on its announced merger with RegentAtlantic (“RAC”).  Founded in 1999, Hillview provides financial advisory services to wealth creators, their families, and foundations. The combined firm will manage nearly $5 billion in assets under management and operate under the RAC brand. Executives at Hillview will continue in senior leadership roles and as partners at the combined firm.

“Hillview is an outstanding wealth manager with a strong reputation for consistently delivering high-quality, holistic planning services to its clients,” said George Stapleton, CEO of RAC, who will lead the combined firm. Karl Heckenberg, President and CEO of Emigrant Partners, RAC’s financing partner, added that “RegentAtlantic is an outstanding RIA with a scalable business, and we’re happy to support its further expansion.”

“RegentAtlantic ranks among the best RIAs in the country, and we’re thrilled to be working with them,” said Hillview Capital CEO David Spungen. “As a result of our two firms coming together, clients will have greater access to an array of skills, capabilities and services.” Jonathan Hochberg, President of Hillview Capital, added, “Our philosophy and vision has always been to put clients first with no conflicts of interest—core values that are shared with the RegentAtlantic team and at the foundation of the newly combined firms. We are so pleased to bring Hillview together with RegentAtlantic and are extremely excited for the future.”

Steven Levitt, Founder and Managing Director of Park Sutton Advisors stated, “Having known the Hillview team for over 15 years, we were focused on finding a complementary wealth management firm affording our client a targeted strategic fit. We are pleased that both firms have enhanced their market position in the NYC-Philadelphia-Baltimore corridor, and wish them all the best.”

Annie Tronoski, Managing Director of Park Sutton Advisors noted, “The deal speaks to the importance of scale for long-term longevity in the wealth management business. Both owners and clients benefit from the additional services and back-office support that regional firms offer.”

Park Sutton Advisors | Investment Banking Boutique

Park Sutton Advisors is a leading investment banking boutique that specializes in the financial services industry. With over 70 years of aggregate experience, our senior team has worked in many facets of the financial services industry, including investment banking, asset management and mutual funds, consumer finance, insurance, equity research and funds evaluation.