Tannon Krumpelman examines why many RIAs struggle with talent, rooted in business models not designed for multigenerational growth
Experience
Tannon Krumpelman is a Partner in Financial Institutions. He joined the firm in 2025.
Tannon has been a trusted partner to clients in the financial services industry for over 25 years, having advised on a variety of noteworthy transactions representing over $250 billion in combined deal value. Tannon works with clients across multiple sub-sectors of financial services, including financial technology, banking, specialty finance, asset management and capital markets companies as well as private equity and other alternative investment firms on their most important strategic and corporate finance matters including mergers and acquisitions, strategic investments, financing transactions and restructurings.
Prior to joining Solomon Partners, Tannon was a Senior Managing Director at Evercore, where he helped lead the firm’s financial services advisory practice. Before Evercore, Tannon served as a Managing Director and Head of Banks for the Americas at UBS. Tannon previously was a Managing Director at Goldman Sachs, where he spent over a decade after starting his investment banking career at J.P. Morgan.
Selected recent transaction experience includes representing:
- Global Payments on its acquisitions of EVO Payments, Zego and MineralTree, and its divestitures of Netspend and gaming solutions business (now Pavillion Payments)
- Evertec on its acquisition of Sinqia and asset swap with Popular
- Cinven & Drake Software on the acquisition of TaxAct from Blucora
- PNC on the sale of its BlackRock stake and its acquisition of BBVA USA
- Iberiabank on its merger-of-equals with First Horizon
- CIT on its acquisition of Mutual of Omaha Bank
- Brand on its sale to Renasant
- FCB Financial on its IPO and sale to Synovus
- Fiat Chrysler on its North American auto finance strategy
- OnDeck on its sale to Enova
- BlueTarp on its sale to CapitalOne
- Oportun on its corporate financing from Castlelake and Neuberger Berman
- Western Alliance on its acquisition of AmeriHome from Athene
- TIAA on the sale of its residential mortgage business to PNC and PennFed
- Annaly on the internalization of its manager and sale of its CRE business to Slate
- Granite Point on its strategic financing from PIMCO
- Gordon Brothers on its strategic investment and financing from CPPIB
- Newport Group on its sale to Ascensus
- Resolute Investment Managers on its restructuring and debt for equity swap
- Fiduciary Network on its sale to Emigrant
- Headlands Tech on the sale of its Global Markets business to Toronto Dominion
Not for Profit Affiliations
Tannon is involved with the First Tee of Metropolitan New York and Future 5, organizations that empower and motivate youth through programming, resources and mentorship.
Education
Tannon holds an ScB from Brown University.
