Merit Buys $715M Wisconsin Firm in Wake of Constellation Stake
Yahoo Finance·2025-11-04 15:48
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Merit Financial’s latest addition is a Wisconsin-based firm managing $715 million in assets. The deal to buy Mennenga Tax & Financial comes on the heels of Constellation Wealth Capital’s minority stake in the Georgia-based firm announced this summer. It is Merit’s 51st acquisition, with Merit Managing Principal Zach Mersberger saying the agreement reflects the firm’s “continued f ...