Warner Norcross + Judd LLP represented Emerson Wealth LLC (“Emerson Wealth”), a registered investment adviser (RIA) headquartered in Bloomfield Hills, Michigan, in its transaction with Mariner Wealth Advisors (“Mariner”) which was completed on May 31, 2022. Following the closing of this transaction, the entire existing team at Emerson Wealth joined Mariner and will continue to provide a superior client experience with enhanced service offerings.
Emerson Wealth was founded over 30 years ago by Michael Emerson and currently has approximately $612 million in assets under management. The firm specializes in life-focused services, from career transitions and retirement readiness to multigenerational wealth strategies and business services such as planning, development, succession and sale and exit consultation. Joining Mariner will offer Emerson Wealth access to additional growth channels and allow them to invest in advisor talent in an attractive market.
Michael Emerson shared: “As we continue to enhance our growth strategies, joining one of the nation’s top wealth advisory firms will allow us to better serve our clients for years to come. Like us, Mariner is focused on providing a superior client experience, and we’re completely aligned with their guiding principles of client first, associate second, shareholder last.”
Warner served as legal counsel to Emerson Wealth, representing the firm in the negotiation and documentation of the transaction. The Warner transaction team was led by Linda Paullin-Hebden and included John Muhs and Celia Kaechele.
Advisor Growth Strategies, a Phoenix-based management consulting and M&A advisor, provided transaction advisory services to Emerson Wealth.
Read the full press release here.
Warner’s Mergers and Acquisitions (M&A) Practice Group
As part of one of the largest and most successful law firms in Michigan, Warner’s M&A Practice Group draws upon more than 90 years of experience to successfully and efficiently handle a wide range of M&A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.
Warner’s Funds and Investment Services Group
As the only firm in the state of Michigan focused on the unique legal and compliance needs of investment advisers and broker-dealers, Warner regularly represents investment advisers in all of their legal needs from guiding clients through the regulatory process to supporting our clients in acquisition or divestiture. Warner’s unique knowledge of the investment adviser industry ensures that Warner attorneys will safely steer you through every aspect of the investment adviser regulatory or transactional landscape.
