Acquiring Company
Tim Brennan's Advisory Team
Acquired Company
Mennenga Tax & Financial
United StatesMadisonFinancial ServicesFinanceLendingFinancial ServicesFinanceLendingConsultingAccountingDescription
Merit Financial Advisors has acquired Mennenga Tax & Financial, adding $715 million in assets to enhance its client services. The merger will integrate Mennenga's tax planning expertise into Merit's offerings. Founder Marshall Mennenga and his team will join Merit, supporting its commitment to holistic financial guidance.
Quick answer
Tim Brennan's Advisory Team is acquiring Mennenga Tax & Financial, announced November 7, 2025. Tim Brennan's Advisory Team is based in United States.
- How much did Tim Brennan's Advisory Team pay for Mennenga Tax & Financial?
- The deal value was not disclosed.
- What does Tim Brennan's Advisory Team do?
- Tim Brennan's Advisory Team is a group led by veteran financial advisor Tim Brennan, who has over 37 years in the financial services industry.
- Where are Tim Brennan's Advisory Team and Mennenga Tax & Financial based?
- Tim Brennan's Advisory Team is based in United States. Mennenga Tax & Financial is based in Madison, Wisconsin, United States.
- Who are the decision-makers at Tim Brennan's Advisory Team?
- Fundz holds 1 contact at Tim Brennan's Advisory Team. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired Mennenga Tax & Financial?
Mennenga Tax & Financial was acquired by Tim Brennan's Advisory Team, based in United States. The deal was reported on November 7, 2025. Tim Brennan's Advisory Team is a group led by veteran financial advisor Tim Brennan, who has over 37 years in the financial services industry. The team specializes in serving high-net-worth families and business owners. Tim Brennan's Advisory Team is privately held and operates in Financial Services.
When did Tim Brennan's Advisory Team acquire Mennenga Tax & Financial?
Tim Brennan's Advisory Team's acquisition of Mennenga Tax & Financial was reported on November 7, 2025. Merit Financial Advisors has acquired Mennenga Tax & Financial, adding $715 million in assets to enhance its client services. The merger will integrate Mennenga's tax planning expertise into Merit's offerings. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Mennenga Tax & Financial do?
Mennenga Tax & Financial offers wealth management services, estate planning, and tax planning. It is privately held, operating in Financial Services, and is based in Madison.
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