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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Lion Street announced today that it has completed a recapitalization of the company. This transaction returned equity to firms and producers, as well as to the private equity firm. This process validates the core belief that the company’s advisors should be first in line for the value created.
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Csenge Advisory Group (CAG), a wealth management firm, has joined Lion Street and its broker dealer, Lion Street Financial. For the past 20 years, CAG had affiliated with FSC Securities Corporation. CAG founder and Managing Partner John Csenge served on the advisory board for FSC, and CAG was their top producer in 2017.Read More