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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 ...