Scottsdale, Ariz., Jan. 26, 2026 — With the addition of Maggi Tax & Wealth Advisors, Meraki Private Equity further expands its growing network of strategic partners. The partnership underscores Meraki’s dedication to backing ambitious, client-focused firms and aligns with its disciplined approach to investing in companies positioned for sustained growth. For over 30 years, Maggi Tax & Wealth Advisors expertise has guided individuals, families, and businesses in all aspects of their financial well-being, helping them surpass their targeted objectives.
“At Meraki, we seek to partner with firms that demonstrate both strong leadership and meaningful growth potential,” said Jack Leach, President of Meraki Private Equity. “With Maggi Tax & Wealth Advisors, we’re focused on enhancing operational depth and expanding capabilities to support long-term scalability.”
Maggi Tax & Wealth Advisors is an established financial services firm rooted in its community and has developed its practice by creating close personal relationships with its clients. Coming together with Merakiwill enhance back-office capabilities, broaden advisory expertise, and strengthen the client value proposition.
“Maggi Tax & Wealth Advisors was built on trust, personal relationships, and a deep commitment to our community,” said Bobby Maggi, President, and Chris Maggi, Owner, of Maggi Tax & Wealth Advisors. “With Meraki’s support, we’re able to continue that legacy while expanding our capabilities and delivering innovative strategies to help our clients surpass their financial goals.”
Meraki Private Equity is building its network of purpose-led, top-performing advisory firms, guided by a disciplined strategy centered on long-term value creation.
For more information about Meraki Private Equity and its portfolio, visit http://mprivateequity.com/.
Media Contact:
Tessa Trettel, Director of Partnerships, Meraki Private Equity
ttrettel@mprivateequity.com | 952.777.3690
