Gibson Dunn Advised Sammons Financial Group on Definitive Agreement to Acquire Wealthcare

Firm News  |  June 5, 2025

Gibson Dunn advised Sammons Financial Group on its entry into a definitive agreement to acquire Wealthcare, a Registered Investment Advisor firm and platform services provider.

Our team was led by partners Michael Piazza and Carlos Soto and included and associates George Hang, Steve Wright, Mariana Lozano, and Yaz Kaveh.

Partner Matt Donnelly advised on tax; partner Matthew Schwartz advised on corporate; partner Sean Feller and associate Kayoko Fong advised on employee benefits and executive compensation; partner Cassandra Gaedt-Sheckter and associates Courtney Wang and Mitchell Zia advised on data privacy and security.