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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

Warner represented FormulaFolios in its combination with Brookstone Capital Management to create a $6.5 billion+ RIA. The FormulaFolios brand will continue to oversee the asset management division. Brookstone will maintain both companies’ headquarters in Chicago, Illinois and Grand Rapids, Michigan.

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Founded in 2006, Brookstone Capital Management is an SEC-Registered Investment Adviser (RIA) firm that provides fee-based asset management services through its niche network of more than 400 financial advisors and firms. Founded in 2011, FormulaFolios is a Registered Investment Adviser (RIA) that uses money management algorithms to eliminate emotion from the investment processes and empowers financial advisors to better serve their clients.   Warner Norcross + Judd LLP served as legal counsel to FormulaFolios. The Warner transaction team was led by <a href="http://wnj.com/people/gregory-e-schmidt" target="_blank" rel="noreferrer noopener">Gregory Schmidt</a> and included <a href="http://wnj.com/people/michael-j-jones" target="_blank" rel="noreferrer noopener">Michael Jones</a>, <a href="http://wnj.com/people/shane-b-hansen" target="_blank" rel="noreferrer noopener">Shane Hansen</a>, <a href="http://wnj.com/people/sarah-harper" target="_blank" rel="noreferrer noopener">Sarah Harper</a>, <a href="http://wnj.com/people/stephen-r-kretschman" target="_blank" rel="noreferrer noopener">Stephen Kretschman</a>, <a href="http://wnj.com/people/brian-j-masternak" target="_blank" rel="noreferrer noopener">Brian Masternak</a>, <a href="http://wnj.com/people/steven-a-palazzolo" target="_blank" rel="noreferrer noopener">Steve Palazzolo</a> and <a href="http://wnj.com/people/amber-m-underhill" target="_blank" rel="noreferrer noopener">Amber Underhill</a>.   Read the full press release <a href="https://www.prnewswire.com/news-releases/mega-merger-brookstone-capital-management-and-formulafolios-combine-to-create-6-5-billion-ria-301090225.html" target="_blank" rel="noreferrer noopener">here</a>.

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Warner’s Merger and Acquisitions (M&amp;A) Practice Group

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As part of one of the largest and most successful law firms in Michigan, Warner’s M&amp;A group draws upon more than 85 years of experience to successfully and efficiently handle a wide range of M&amp;A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.

Funds and Investments

Of Counsel

Shane B. Hansen

Partner

Michael J. “Mike” Jones

Stephen R. “Steve” Kretschman

Brian J. Masternak

Senior Counsel

Steve Palazzolo

Gregory E. “Greg” Schmidt

Amber M. Underhill

Corporate

Mergers and Acquisitions

Warner Represents FormulaFolios in its Strategic Transaction with Brookstone Capital Management

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Warner Represents FormulaFolios in its Strategic Transaction with Brookstone Capital Management

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