Guidant Law Firm Merges with Brown & Jensen

Mission Wealth Merges with Brown Wealth Management

April 1, 2025

Financial Services

Mission Wealth Management, LP has merged with Brown Wealth Management, a Minneapolis-area advisory firm that oversees more than $204 million in client assets. The deal expands Mission Wealth’s Midwest footprint and brings Brown Wealth founder Timothy Brown and his team into Mission Wealth as equity partners.

Brown & Brown Acquires Piper Jordan (Asset Acquisition)

May 17, 2021

Insurance

Brown & Brown, Inc. has acquired substantially all of the assets of Piper Jordan, an employee benefits advisory firm. Piper Jordan principals Robyn Piper and Jay Jordan will continue with the business (Robyn will lead the team from offices in Las Vegas and San Diego) as part of Brown & Brown's benefits advisory capabilities to expand its national account presence.

McDermott Will & Emery and Schulte Roth & Zabel Merge to Form McDermott Will & Schulte

August 1, 2025

Professional Services

Leading international law firms McDermott Will & Emery and Schulte Roth & Zabel completed a merger effective August 1, launching the combined firm McDermott Will & Schulte. The combination creates a global legal platform with roughly 1,750+ attorneys across 20+ offices and expanded capabilities across healthcare, private capital, tax, litigation and regulatory services, with reported annual revenue of roughly $3 billion.

Jensen Partners Acquires Baier Associates (UK)

October 30, 2025

Professional Services

Jensen Partners has acquired Baier Associates (UK), an award-winning executive search and consulting firm specializing in alternative investments. The deal brings Baier's team and founder Nishika Samaratunga into Jensen Partners to strengthen the firm's EMEA executive search and advisory capabilities.

Berger Financial Group Acquires Dane Holdings, Inc.

October 18, 2021

Wealth Management

Minneapolis-based Berger Financial Group acquired Dane Holdings, Inc., a Scottsdale and Sun City West, Arizona tax and financial consulting firm. The deal brings Dane's two Arizona offices and employees into Berger (which will rebrand the locations) and expands Berger's geographic footprint and in-house tax capabilities, raising Berger's total client assets to about $1.5 billion.

DecisionQuest Acquires Trial Partners, Inc.

July 5, 2023

Professional Services

DecisionQuest, a U.S. Legal Support Company based in Houston, announced the acquisition of Trial Partners, Inc., a Los Angeles–area trial and jury consulting firm led by Dr. J. Lee Meihls. The deal expands DecisionQuest's trial consulting capabilities and national reach by adding Trial Partners’ experienced consulting team and services (jury research, mock trials, witness preparation, trial graphics, and trial technology).