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Moore & Van Allen advises ButcherJoseph Financial Holdings in Laffer Investments acquisition

November 2019

Moore & Van Allen PLLC (MVA) is pleased to announce that it has advised Charlotte-based ButcherJoseph Financial Holdings, LLC, in its acquisition of Laffer Investments, Inc., an SEC Registered Investment Advisor based in Nashville, Tennessee. MVA Member Michael (Mike) E. Zeller and Associate Michael C. Tarwater, Jr. led the MVA team representing ButcherJoseph in the transaction. The acquisition was announced on November 1.

“Laffer Investments was a perfect fit to join the ButcherJoseph family of companies,” said ButcherJoseph Financial Holdings CEO Jon Curley.

The Laffer firm currently provides investment management advice to individuals and portfolio management services to institutions totaling almost $600 million. It will be renamed LAFFER | TENGLER INVESTMENTS once all necessary filings are complete. LAFFER | TENGLER INVESTMENTS will have six investment professionals with more than 200 combined years of investment industry experience among a total staff of 14. The firm will manage proprietary strategies covering a broad range of asset classes and styles from traditional U.S. equities and fixed income to convertible securities and exchange traded fund models. Offices of the firm will be in Charlotte, Nashville and Phoenix.

Curley will be CEO of the firm. Arthur B. Laffer, Jr. will remain with the firm as COO and portfolio manager. Nancy Tengler will take over as CIO and as portfolio manager. Dr. Arthur B. Laffer will be Chairman of the Advisory Board and a strategic advisor to the firm.

About Moore & Van Allen

Moore & Van Allen PLLC (www.mvalaw.com), founded in 1950, has more than 300 attorneys. Ranked in the prestigious “Am Law 200” list, Moore & Van Allen has offices in Charlotte, North Carolina, and Charleston, South Carolina. The attorneys at Moore & Van Allen provide sophisticated legal services within their nationally recognized Litigation, Corporate, Finance, Intellectual Property and Real Estate law practices for international banks and manufacturers, energy leaders, and growing healthcare and technology companies. U.S. News & World Report and Best Lawyers recognized Moore & Van Allen in their 2020 “Best Law Firms” rankings, both regionally and nationally.