On September 3, 2024, Mesirow Wealth Management announced that it acquired Price Wealth Management.
Mesirow Wealth Management (“Mesirow”) announced, on September 3, 2024, that it acquired Price Wealth Management (“Price”). Craig Price, Price CEO and Founder, and Nancy Zehr, Senior Client Relationship Specialist, will join the Mesirow team. Further terms of the transaction were not disclosed.
Mesirow, based in Chicago, is an independent, employee-owned financial services firm specializing in capital markets, investment banking, and advisory services. As of June 2024, Mesirow had over $11.4 billion in assets under management.
Price, based in Stuart, Florida, is an advisory firm that provides clients with financial planning, retirement, trust and estates, and insurance services. As of September 2024, Price had $235 million in assets under management. DeVoe & Company represented Price in the transaction.
To read the article: please click here.