Gibson Dunn advised Constellation Wealth Capital on strategic minority investment in Merit Financial Advisors
Gibson Dunn advised Constellation Wealth Capital, an alternative asset management platform focused on supporting the long-term growth of independent wealth management firms, on its strategic minority investment in Merit Financial Advisors.
The corporate team was led by Michael Piazza (Partner, Houston) and Daniela Stolman (Partner, Century City), with support from associates Andrew Abell (Denver), George Hang (San Francisco), Adri Langemeier (Houston), Luke Smith (Houston) and Hunter Michielson (Houston).
The Firm also advised on financing matters through Cromwell Montgomery (Partner, Los Angeles), Ryan Searfoorce (Of Counsel, Houston), and associates Nicole Kim (Los Angeles) and Sonari Chidi (Los Angeles). Daniel Zygielbaum (Partner, Washington, D.C.) and Kate Long (Of Counsel, New York) advised on tax, while Sean Feller (Partner, Century City) and Spencer Bankhead (Associate, Orange County) advised on benefits.
Additional advice was provided on investment funds by Eve Mrozek (Partner, New York) with associates Thomas Rossidis (New York) and Ryan Adlem (New York); on regulatory aspects by Kevin Bettsteller (Partner, Century City); on intellectual property by Daniel Angel (Partner, New York); on data privacy by Cassandra Gaedt-Sheckter (Partner, Palo Alto); and on real estate by Kimberly Schlanger (Partner, Houston).
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