Merit Acquires $739 Million Firm In Pennsylvania
Thursday, March 5, 2026 · first reported by Wealth Solutions Report
Merit completed acquisition of Zimmermann Investment Management & Planning, a $739M wealth management firm, as part of its Pennsylvania-focused platform expansion. This consolidation represents Merit's fourth Pennsylvania office acquisition.
- Firm
- Merit
- Deal value
- $739M
- Asset class
- Private equity
The summary and fields above are extracted from the published reports and can contain errors. The linked articles are the source of record.
Coverage
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