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Mercer Advisors Mergers & Acquisitions

Mercer Advisors M&A Summary

Mercer Advisors has acquired 71 companies of its own, including 44 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 Activity72
    • M&A Buy Activity71
    • 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 (72) Buy (71) Sell (1)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2025-12-10 Thompson Advisory Services · Financial Services
Portland, Oregon · www.thompson-advisory.com

Thompson Advisory Services is a financial planning and investment advisory firm that provides comprehensive financial guidance covering cash flow management, tax planning and preparation, investment advising, insurance, real estate considerations, estate planning, and retirement strategies tailored to individuals and professionals. Thompson Advisory Services was founded in 2009 and is headquartered in Portland, Oregon.

- Add-on Acquisition

Mercer Advisors

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