Gibson Dunn Represented Constellation Wealth Capital in Minority Investment in Merit Financial Advisors

Firm News  |  July 8, 2025

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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.

Led by partners Michael Piazza and Daniela Stolman, our corporate team included associates Andrew Abell, George Hang, Adri Langemeier, Luke Smith, and Hunter Michielson. Partner Cromwell Montgomery, of counsel Ryan Searfoorce, and associates Nicole Kim and Sonari Chidi advised on financing; partner Daniel Zygielbaum and of counsel Kate Long advised on tax; partner Sean Feller and associate Spencer Bankhead advised on benefits; partner Eve Mrozek and associates Tom Rossidis and Ryan Adlem advised on investment funds; partner Kevin Bettsteller advised on regulatory aspects; partner Daniel Angel advised on IP; partner Cassandra Gaedt-Sheckter advised on data privacy; and partner Kimberly Schlanger advised on real estate.