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Curi and RMB Capital complete merger, forming $11.3 billion advisory firm

Posted on January 3, 2024January 3, 2024

Curi, a national healthcare advisory firm, has finalized its acquisition of RMB Capital and the merger of its subsidiary Curi Capital with RMB, creating Curi RMB Capital, a registered investment advisory firm with more than $11.3 billion in assets under advisement. The terms of the deal were not disclosed.

The new firm will be led by CEO Dimitri Eliopoulos, formerly of Curi Capital, and Executive Chairman and co-CIO Dick Burridge, formerly of RMB. The leadership teams of both firms will remain in place.

Curi’s CEO Jason Sandner said the merger was a “transformational” move that will enhance the firm’s ability to serve its clients, especially physicians and the healthcare community. Eliopoulos and Burridge echoed the sentiment, saying they were excited to start working together as Curi RMB Capital and leverage their alignment and complementary strengths.

Curi RMB Capital is based in Chicago, with an important office in Raleigh, formerly Curi Capital’s headquarters. The firm has about 180 employees and plans to expand in 2024.

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