Lion Street, Inc. has acquired Mercury Financial Group, an advanced planning and insurance advisory company headquartered in Dallas, Texas. The purchase will help Lion Street continue to realize its vision to be the top distributor of Life Insurance to high-net-worth and business clients.
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Lion Street is pleased to announce two of its Top 10 Firms, Passerelle Partners and Midnight Financial Group, are joining forces. Led by Fernando Pou and Christopher Daniels, the merger unifies the team under the Passerelle Partners brand.
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Lion Street continues to be a leader in offering market insights for their Firms and other advisors who provide planning advice to high-net-worth and business clients. This was showcased by a large turnout for their virtual roundtable on June 2 — hundreds of advisors across the country attended from leading financial, accounting and legal firms representing these clients.
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