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News | May 6, 2024
1 minute read

Warner Represented Lumin Financial in its Sale to Perigon Wealth Management

Lumin Financial, LLC (“Lumin Financial”) merged its business into Perigon Wealth Management, LLC (“Perigon”). The acquisition was announced in early March. At the time of the transaction, Lumin had approximately $178 million in assets under management.

Founded in 2000 in Michigan, Lumin Financial provided investment advisory services to employer-sponsored ERISA retirement plans and 401(k) plan participants. It offered investment advisory services to high-net-worth investors and will continue to do so under Perigon Wealth Management.

Warner served as legal counsel to Lumin Financial, representing the company in the negotiation and documentation of the transaction. The Warner transaction team was led by Linda Paullin-Hebden and included Sean Cook, Steve Palazzolo, Andrew Reside and Alan Jurcak.

Warner’s Mergers and Acquisitions (M&A) Practice Group
As part of one of the largest and most successful law firms in Michigan, Warner’s M&A Practice Group draws upon more than 90 years of experience to successfully and efficiently handle a wide range of M&A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.

Warner’s Funds and Investments Industry Group
As the only firm in the state of Michigan focused on the unique legal and compliance needs of investment advisers and broker-dealers, Warner regularly represents investment advisers in all their legal needs from guiding clients through the regulatory process to supporting our clients in acquisition or divestiture. Warner’s unique knowledge of the investment adviser industry ensures that Warner attorneys will safely steer you through every aspect of the investment adviser regulatory or transactional landscape.