M&A Deal Summary |
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Date | 2024-03-05 |
Target | MDK |
Sector | Financial Services |
Buyer(s) | Mercer Advisors |
Deal Type | Add-on Acquisition |
Advisor(s) | Park Sutton Advisors LLC (Financial) Carney Badley Spellman P.S. (Legal) |
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Category | Company |
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Founded | 1985 |
Sector | Financial Services |
Employees | 280 |
Mercer Advisors is an independent RIA primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning. Mercer Advisors was founded in 1985 and is based in Denver, Colorado.
DEAL STATS | # |
---|---|
Overall | 64 of 64 |
Sector (Financial Services) | 42 of 42 |
Type (Add-on Acquisition) | 62 of 62 |
State (Washington) | 3 of 3 |
Country (United States) | 62 of 62 |
Year (2024) | 2 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-01-09 |
River Glen Wealth Counselors
West Des Moines, Iowa, United States River Glen Wealth Counselors is a comprehensive wealth management firm. River Glen was founded in 2008 and is based in West Des Moines, Iowa. |
Buy | - |