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Miller Canfield Client Maridea Wealth Management Acquires Gagni Asset Management

September 28, 2023

Miller Canfield is pleased to announce that it represented Maridea Wealth Management in the acquisition of San Antonio-based Gagni Asset Management.

Maridea Wealth Management, a subsidiary of Maridea Global Capital Management, is an SEC-registered investment advisor (RIA) that provides comprehensive wealth management services, including investment management, financial planning, estate planning, outsourced family office services and access to alternative asset classes. The acquisition of Gagni Asset Management is part of Maridea’s growth strategy.

“We found a great partner in Miller Canfield. Its team was not only incredibly knowledgeable about the intricacies of the investment advisory industry and skilled at negotiating the terms of the acquisition, but they were also exceptionally collaborative and responsive throughout the entire process,” said Mier Wang, Founder and CEO of Maridea Wealth Management.  

Miller Canfield has extensive experience representing RIAs in all types of corporate and regulatory matters, including mergers and acquisitions, and advising them on the tax and labor ramifications of their activities.

The Miller Canfield team comprised members of the firm’s RIA practice and Corporate and Transactions Group in Michigan and Illinois, including Steven Rotunno, Rafael Ruiz-Ayala, Barry Kaltenbach and Vera Hansen.