The capital injection marks a transition for the second-generation firm, which was founded in 1980. Chief Executive Officer Katie Buck plans to use the new resources to scale a platform that currently spans wealth management, retirement planning, and tax services. Republic Capital Group acted as the financial advisor on the deal, identifying LNC Partners as a rare institutional backer willing to support the firm’s vision without requiring a surrender of ownership.
LNC Partners, which has managed over $1 billion since 2012, specializes in providing growth capital to founder-led businesses in the lower middle market. For E.A. Buck, the partnership represents the next logical phase in a five-year strategy to build a national presence. By bringing in external capital, the firm intends to attract top-tier advisory talent while preserving the entrepreneurial culture that defined its early growth in Hawaii.
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