Mercer Advisors - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Mercer Advisors M&A Summary

Mercer Advisors has acquired 66 companies of its own, including 50 in the last 5 years. A total of 1 acquisition came from private equity firms. It has also divested 1 asset.

Mercer Advisors’ largest acquisition to date was in 2021, when it acquired Marrs Wealth Management for $215M. Mercer Advisors has acquired in 23 different US states, and 3 countries. The Company’s most targeted sectors include financial services (66%) and business services (35%).

Mercer Advisors Ownership

Who owns Mercer Advisors?

Mercer Advisors is owned by Genstar Capital and Oak Hill Capital. It was acquired on March 25, 2015.

Is Mercer Advisors PE-backed?

Yes. Mercer Advisors is owned by private equity investors Genstar Capital and Oak Hill Capital.

Was Mercer Advisors formerly PE-backed?

Yes. Mercer Advisors was formerly owned by 2 private investors.

Mercer Advisors Business Overview

Where is Mercer Advisors headquartered?

Mercer Advisors is headquartered in Denver, Colorado.

How many employees does Mercer Advisors have?

Mercer Advisors has 280 employees.

What sector is Mercer Advisors in?

Mercer Advisors is a financial services company.

When was Mercer Advisors founded?

Mercer Advisors was founded in 1985.

M&A Summary

  • M&A Total Activity67
    • M&A Buy Activity66
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Mercer Advisors

Mercer Advisors, Inc.

1200 17th Street Suite 500,
Denver, Colorado 80202
United States,
(888) 920-1320
www.merceradvisors.com

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (7.8/yr) # 27 2 10 15 8 4 66
vol $215M $215M
Sell (0.0/yr) # 1 - - - - - 1
  67

Most Recent M&A

Company Date Value Type
Kades & Cheifetz LLC 2024-10-02 - Add-on Acquisition
Berwyn, Pennsylvania · www.kadescheifetz.com
Benchmark Wealth Management LLC 2024-09-03 - Add-on Acquisition
Old Lyme, Connecticut · www.benchmarkwealthmgmt.com
MDK Private Wealth Management LLC 2024-03-05 - Add-on Acquisition
Seattle, Washington · www.mdkpwm.com
Veerkloh LLC 2024-01-09 - Add-on Acquisition
West Des Moines, Iowa · www.riverglenwealth.com
Middleton Financial Management LLC 2023-12-06 - Add-on Acquisition
Flemington, New Jersey · www.brightonfinancial.com
Paragon Wealth Strategies LLC 2023-12-05 - Add-on Acquisition
Jacksonville, Florida · www.wealthguards.com
Singh Advisory LLC 2023-11-01 - Add-on Acquisition
Denver, Colorado · www.singhadvisory.com
Steward Wealth Management LLC 2023-08-02 - Add-on Acquisition
Colleyville, Texas · www.stewardwealthmanagement.com
Mallard Financial Partners, Inc. 2023-07-06 - Add-on Acquisition
Newark, Delaware · www.mallardfinancial.com
Day & Ennis LLC 2023-07-05 - Add-on Acquisition
Macon, Georgia · www.dayandennis.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 43 (65%) 215M (100%) - -
Business Services 23 (35%) - - -
Technology Hardware - - 1 (100%) -
Total 66 $215M 1 -

By Geo

State/Country Buy Value Sell Value
United States 64 215M 1 -
  California 8 - - -
  Texas 7 - - -
  Michigan 5 - - -
  New York 4 - - -
  Connecticut 4 - - -
  Colorado 4 - - -
  Washington 3 - - -
  Virginia 3 - - -
  Georgia 3 - - -
  Florida 3 - - -
  Delaware 3 - - -
  Pennsylvania 2 - - -
  Oregon 2 - - -
  Ohio 2 - - -
  North Carolina 2 - - -
  Iowa 2 215M - -
  Arizona 1 - 1 -
  Wisconsin 1 - - -
  Oklahoma 1 - - -
  New Mexico 1 - - -
  New Jersey 1 - - -
  Missouri 1 - - -
  Minnesota 1 - - -
Australia 1 - - -
United Kingdom 1 - - -
Domestic 64 (97%) 215M (100%) 1 (100%) -
Cross-border 2 (3%) - - -
Total 66 $215M 1 -

Top M&A Advisors

Legal Deals
Willkie Farr & Gallagher
1

Deal Values

buy # Total
$100M to $1B 1 $215M
TOTAL $215M
Largest Marrs Wealth Management LLC
$215M (2021-01-25)

M&A Connections

Deals
Acquired from
Investor(s)
2%
1 (2%)
Divested to
Strategic(s)
100%
1 (100%)

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