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Herbert Smith Freehills Kramer advises Bluespring Wealth in the acquisition of Whitaker-Myers Wealth Managers

On November 3, 2026, HSF Kramer client, Bluespring Wealth, a leading acquirer of independent wealth management firms, announced its acquisition of the wealth management business of Whitaker-Myers Wealth Managers, a Wooster, Ohio-based firm overseeing approximately $920 million in client assets.

The HSF Kramer team that advised Bluespring Wealth was led by Corporate partners Adi Herman and Howard T. Spilko, and associates Yasmeen Al-Bader and Joseph D’Arco; Corporate Partner Yasho Lahiri and Senior Associate Ilya Kontorovich; Tax partner Barry Herzog and associate Daniel Weiss; Employment partner Robert N. Holtzman and associate Kelly Schreiber; Executive Compensation and Employee Benefits partner Marissa J. Holob and senior attorney Allison Klausner; Technology and IP Transactions partner Burr Eckstut and visiting foreign law clerk Josh Kain; and Data Privacy special counsel Austin Manes.

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Cynthia Lydia Marbaniang
Associate & Staff Writer