Merit Financial Advisors Acquires Zimmermann Investment Management & Planning
December 20, 2024
Merit Financial Advisors has acquired Zimmermann Investment Management & Planning, adding approximately $739 million of assets and establishing Merit's fourth office in Pennsylvania. The deal, finalized on December 20, 2024, will see Curt H. Zimmermann join Merit as Partner and Wealth Manager and expands Merit's footprint as part of its ongoing roll-up strategy (Merit's 31st acquisition since taking a minority investment from Wealth Partners Capital Group and investors led by HGGC's Aspire platform).
- Buyers
- Merit Financial Advisors
- Targets
- Zimmermann Investment Management & Planning
- Platforms
- Merit Financial Advisors
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Transaction Type
- Addon
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