Add-on Acquisition • Financial Services

Mercer Advisors Acquires Wrenn Financial

On January 13, 2022, Mercer Advisors acquired financial services company Wrenn Financial

Acquisition Context

This is Mercer Advisors’ 27th transaction in the Financial Services sector.
This is Mercer Advisors’ 38th transaction in the United States.
This is Mercer Advisors’ 1st transaction in North Carolina.

Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free

M&A Deal Summary
Date	January 13, 2022
Target	Wrenn Financial
Sector	Financial Services
Buyer(s)	Mercer Advisors
Deal Type	Add-on Acquisition

Target Company

Wrenn Financial

Raleigh, North Carolina, United States

Wrenn Financial is a wealth management firm providing financial planning and investment management services to its clients using an ensemble team approach among Wrenn's three CERTIFIED FINANCIAL PLANNER™ professionals and other team members. Wrenn Financial was founded in 1988 and is based in Raleigh, North Carolina.

Explore More Deals

Browse All 215,158 Deals

FILTER BY

Buyer Type (PE or Strategic)
Deal Size ($10M to $10B+)
Sector (60 Sectors)
Deal Type
Geography
& More

Search Free

Buyer Overview 1

Buyer

Mercer Advisors

Denver, Colorado, United States

Category	Company
Founded	1985
Sector	Financial Services
Employees	280

DESCRIPTION

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 Context for Buyer	#
Overall	40 of 71
Sector: Financial Services	27 of 46
Type: Add-on Acquisition	39 of 68
State: North Carolina	1 of 2
Country: United States	38 of 69
Year: 2022	1 of 15

PREVIOUS DEAL

DATE	TARGET	DEAL TYPE	VALUE
2021-12-02	Mirsky Financial Rochester, New York, United States Mirsky Financial is a wealth management firm. MFMC provides excellence in the delivery of financial services to individuals, families and corporations. The Company offers Financial Planning, Wealth Management, Retirement Planning, Estate Planning, and Tax Services. Mirsky Financial was founded in 1999 and is based in Rochester, New York.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2021-12-02

Mirsky Financial

Rochester, New York, United States

Mirsky Financial is a wealth management firm. MFMC provides excellence in the delivery of financial services to individuals, families and corporations. The Company offers Financial Planning, Wealth Management, Retirement Planning, Estate Planning, and Tax Services. Mirsky Financial was founded in 1999 and is based in Rochester, New York.

Buy

FOLLOWING DEAL

DATE	TARGET	DEAL TYPE	VALUE
2022-03-01	Benemark Westport, Connecticut, United States Benemark provides comprehensive financial planning and portfolio management to high-net-worth individuals, families, and corporate clientele. Benemark's clients seek a trusted and knowledgeable confidant capable of delivering financial advice relevant to each person's unique circumstances allowing them the freedom to pursue what is important to them. Benemark was founded in 1995 and is based in Westport, Connecticut.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2022-03-01

Benemark

Westport, Connecticut, United States

Benemark provides comprehensive financial planning and portfolio management to high-net-worth individuals, families, and corporate clientele. Benemark's clients seek a trusted and knowledgeable confidant capable of delivering financial advice relevant to each person's unique circumstances allowing them the freedom to pursue what is important to them. Benemark was founded in 1995 and is based in Westport, Connecticut.

Buy

Explore Related M&A Activity

Financial Services M&A - Add-on Acquisition M&A Deals - North Carolina M&A - United States M&A - 2022 M&A