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Mercer Advisors Mergers & Acquisitions

Mercer Advisors M&A Summary

Mercer Advisors has acquired 70 companies of its own, including 43 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 24 different US states, and 3 countries. The Company’s most targeted sectors include financial services (65%) and business services (36%).

M&A Summary

  • M&A Total Activity71
    • M&A Buy Activity70
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 3

Mercer Advisors

Mercer Global Advisors, Inc.

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

All (71) Buy (70) Sell (1)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2025-12-03 Glass Jacobson · Business Services
Owings Mills, Maryland · www.glassjacobson.com

Glass Jacobson offers a proactive, integrated approach to financial services. Glass Jacobson's integrated services include tax preparation & planning, accounting & audit, strategic business consulting, divorce & litigation support, financial advisor services, financial planning, and 401 (k) services. Bringing these services together under one roof allows advisors to see the big picture and make decisions for business and life. Glass Jacobson was founded in 2001 and is based in Owings Mills, Maryland.

- Divestiture

Mercer Advisors

Yount, Hyde and Barbour


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