Retirement Advisors of America
HBC led a $35mm recapitalization of Dallas-based Retirement Advisors of America. RAA is a Registered Investment Advisor that had over $1.9 billion in assets under management at the time of the recapitalization. RAA provides retirement planning, financial planning, and investment management services primarily to current and former airline industry personnel. In partnership with RAA's CEO, John Bentley, HBC's investment will support the firm's continued growth, both organically and through acquisition.
In July 2016, RAA merged with Atlanta-based Advisor Financial Services, a leader in pre-retirement investment planning for airline employees, resulting in more than $2.4 billion in assets under management for the combined company.