Announcements

SRZ Represents Tri-Artisan in Merger with Morgan Joseph

January 4, 2011

SRZ represented merchant bank and advisory firm Tri-Artisan Partners in its merger with Morgan Joseph, a full service mid-market investment banking firm. The two broker-dealer firms will operate as subsidiaries of a newly formed holding company Morgan Joseph TriArtisan Group Inc., wholly-owned by stakeholders of both companies. The stock-for-stock deal is intended to complement each bank’s business, expanding Morgan Joseph’s private equity business and large transaction size range while providing Tri-Artisan’s clients with expanded investment banking services, including debt and equity raising. Business transactions partner Michael R. Littenberg led the deal. Litigation partner Ida Wurczinger Draim, tax partner Kurt F. Rosell and investment management partner Phyllis A. Schwartz also provided advice.