Megan E. Stamm

Stradley Ronon represented TradePMR, a custodial and portfolio management platform for Registered Investment Advisors (RIAs), in an approximately $300 million acquisition by Robinhood Markets, Inc., which closed on February 26, 2025. TradePMR has over 25 years in the industry, and the acquisition will accelerate Robinhood’s delivery of investment advisory capabilities to customers by bringing in a scaled RIA custodial platform with approximately 350 firms and more than $40B in assets under administration.

Read more about the acquisition.

Stradley Ronon represented XPYRIA Investment Advisors, a Pittsburgh-based independent investment adviser, in a merger with Cerity Partners, a financial and wealth advisory firm serving high-net-worth individuals and their families and nonprofit organizations and foundations throughout the United States. The transaction will allow the firms to better serve their Pittsburgh-based clients with a full spectrum of wealth management and financial planning services.

Stradley Ronon represented Denver-based Wealth Legacy Institute, a financial planning and investment management firm, in its merger with Cerity Partners, a financial and wealth advisory firm serving high-net-worth individuals and their families and nonprofit organizations and foundations throughout the United States.

Stradley Ronon advised Clincierge, a provider of concierge travel and logistics support for patients participating in clinical trials, in its acquisition by Greenphire, an innovator in software solutions for streamlining clinical trials backed by private equity firm Thoma Bravo, one of the largest software investors in the world. The combination will allow the firms to better support patient care by utilizing cutting-edge technologies.

Read more about the transaction.

A cross-practice team of Stradley Ronon lawyers represented Mini Melts USA, a producer and distributor of novelty ice cream products headquartered in the Philadelphia area, in the acquisition of a controlling interest by Altamont Capital Partners. Altamont Capital is a Palo Alto, California-based private investment firm with more than $4 billion in assets under management.

Altamont Capital partnered with Mini Melts to provide growth capital and support an expansion of its distribution footprint and manufacturing capabilities. Mini Melts’ CEO and founder will remain in his role and as a major investor alongside Altamont Capital and the company’s existing shareholders.

For more information on the deal, read this Wall Street Journal article. (Subscription required.)

Stradley Ronon represented Fountain Life, an advanced diagnostics and preventative health company, in its acquisition of health data technology company LifeOmic. As a result of the transaction, Fountain Life owns all of LifeOmic’s intellectual property, including the LifeOmic Platform and software, LifeOmic Patient Mobile App, consumer-focused mobile apps and science-backed educational content. The deal supports Fountain Life’s mission of transforming the healthcare system into one that is proactive and data-driven.

For more, read Fountain Life’s announcement.

Our firm represented Chatham Financial, a global leader in financial risk management advisory and technology, in its acquisition of EA Markets, an independent financial advisory firm focused on the capital markets. The acquisition will reinforce Chatham’s position as a leader in derivatives, further its position in capital markets advisory and expand its capabilities in raising capital for its corporate and financial sponsor clients.

Stradley Ronon represented Lumina Financial Consultants, a financial planning and wealth management services provider specifically focused on women and their families, in a merger with Cerity Partners. The firm will operate under the Cerity Partners name, and the partnership will allow the firm to expand its service offerings in the San Francisco Bay Area and develop a footprint in the Richmond, Virginia, metropolitan market.

Stradley Ronon represented Pacific Life Insurance Company with the sale of its third‐party credit asset management firm, Pacific Asset Management, LLC, which manages over $20 billion in assets, to Aristotle Capital Management, LLC. The transaction creates Aristotle Pacific Capital, LLC (Aristotle Pacific).

Stradley Ronon represented Gattuso Development Partners and its partners with a $290 million construction loan for an 11-story mixed-use development in University City. 45% of the development has been pre-leased to SmartLabs and Drexel University. Once completed, the project is expected to be Philadelphia’s largest life sciences project featuring 520,000 SF of lab and 12,000 SF of retail space.

Philadelphia Business Journal named this project the “2022 Deal of the Year.” Read the article here (with subscription) and learn about Stradley Ronon’s involvement with this marquee project.