SRZ Represents Tri-Artisan in Merger with Morgan Joseph

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. The SRZ team on this transaction included tax partner Kurt F. Rosell and investment management partner Phyllis A. Schwartz.