Troutman Pepper represented Gavin Financial Group, a registered investment adviser (RIA) based in Midland, Michigan that manages over $658 million in client assets, in its sale to Wealth Enhancement Group, a national independent wealth management firm. Read a company press release about the RIA sale online here.

Founded in 1996, Gavin Financial Group has served the Great Lakes Bay Region and beyond for over 27 years. The firm strives to provide financial freedom by assisting clients with comprehensive life planning and prudent investment management which allows them to pursue their dreams with confidence. The team of five works with pre-retirees, retirees, and high-net-worth families, and their goal is to assist multiple generations.

The Troutman Pepper team advising Gavin Financial Group in the acquisition was led by Partner Mark Wilhelm and included Reid Oetting, Danielle Clifford, and Stefanie Brennan. The law firm has become a go-to for sell-side transactions involving RIAs and wealth management firms, with extensive experience navigating the intricacies particular to asset management mergers and acquisitions.