Hunton Andrews Kurth LLP represented Mennenga Tax & Financial in its sale to Merit Financial Group, LLC. Mennega is a Wisconsin-based firm managing $715 million in assets which offers comprehensive wealth management services, as well as tax and estate planning solutions. Merit is a registered investment advisor owned by Constellation Wealth Capital, a private equity firm focusing on wealth managers.
The Hunton team advising on the transaction was led by M&A partner Kevin Georgerian and associate Michael Sanchez. Additional support was provided by real estate partner J.C. Chenault, tax partner Will Freeman and associate Caitlin Scipioni, private equity partner Mark Connolly, labor and employment partner Ryan Glasgow, and regulatory partner Matthew Bosher.
