Announced

Completed

Constellation Wealth Capital-backed Merit Financial Advisors completed the acquisition of Mennenga Tax & Financial.

Synopsis

Constellation Wealth Capital-backed Merit Financial Advisors, a national wealth management firm, completed the acquisition of Mennenga Tax & Financial, a Madison, Wisconsin-based wealth management and tax advisory firm. Financial terms were not disclosed. "The addition of Mennenga reflects Merit's continued focus on providing holistic financial planning which, in turn, will deliver more value to our clients. Marshall and his team's tax planning experience strengthens our approach and allows us to serve clients in a more comprehensive way," Zach Mersberger, Merit Financial Advisors Managing Principal and Partner.

Show Details & Financials

Did you work on this deal?

Claim Deal

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Claim Deal

All rights reserved. Copyright © 2025 Datasite

MergerLinks - Constellation Wealth Capital-backed Merit Financial Advisors completed the acquisition of Mennenga Tax & Financial.