Jackson Walker Represents Fiduciary Financial Services of the Southwest in Acquisition by Wunderlich Investment Company

May 5, 2015 | Client Results



Fiduciary Financial will operate as a Registered Investment Adviser subsidiary of Wunderlich.

Dallas-based Fiduciary Financial is a privately-held independent investment advisory firm with over $400 million in assets under management. In 2014, the firm was recognized as one of the Top 100 Fee-Only Wealth Management Firms in CNBC’s inaugural list.

Wunderlich Investment Company is the parent company of Wunderlich Securities, Inc., a full-service broker/dealer headquartered in Memphis, Tennessee.

A team of Jackson Walker attorneys led by John Koepke and Mike Laussade, and including Jim Griffin, Nate Smithson, Dave Player, and Molly Slusher, represented Fiduciary Financial in the transaction. Attorneys in Jackson Walker’s Corporate & Securities practice group have extensive experience representing clients, including publicly and privately held companies, involved in merger and acquisition transactions, from large to small and from simple to extremely complex.