Mercer Advisors Mergers and Acquisitions Summary

Financial ServicesCompany

Mercer Advisors has acquired 39 companies of its own, including 38 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 17 different US states, and 3 countries. The Company’s most targeted sectors include financial services (67%) and business services (34%).

Join Mergr and gain access to Mercer Advisors’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

  • M&A Total Activity40
    • M&A Buy Activity39
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Mercer Advisors, Inc.

1801 EastCabrillo Boulevard,
Santa Barbara, California 93108
United States,
(800) 258-1559
www.merceradvisors.com

Mercer Advisors, Inc. is an independent RIA with over 30 years of wealth management experience. The Company 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.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (7.2/yr) # 3 5 8 11 2 10 39
vol $215M $215M
Sell (0.0/yr) # 1 - - - - - 1
  40

Most Recent M&A

Company Date Value Type
Mirsky Financial Management Corp. 2021-12-02 - Add-on Acquisition
Rochester, New York · www.mirskyfinancial.com
Precipio Wealth Management LLC 2021-12-01 - Add-on Acquisition
McLean, Virginia · www.precipiowealth.com
ACG Wealth, Inc. 2021-11-02 - Add-on Acquisition
Atlanta, Georgia · www.acgwealth.com
Lake Point Wealth Management LLC 2021-10-20 - Add-on Acquisition
Rockwall, Texas · www.lakepointadvisorygroup.com
A. Farah Investments, LLC 2021-06-23 - Add-on Acquisition
Green Bay, Wisconsin · www.afiwealthstrategies.com
Marrs Wealth Management LLC 2021-01-25 215M USD Add-on Acquisition
Ames, Iowa · www.marrswealthmanagement.com
Hart Capital Management, Inc. 2021-01-21 - Add-on Acquisition
Spokane, Washington · www.hartcap.com
Pinnacle Wealth Solutions, Inc. 2021-01-19 - Add-on Acquisition
Midlothian, Virginia · www.pinnaclewealthsolutions.com
Rowland Carmichael Advisors, Inc. 2021-01-13 - Add-on Acquisition
Scottsdale, Arizona · www.rowlandcarmichael.com
McGee Wealth Management, Inc. 2021-01-11 - Add-on Acquisition
Portland, Oregon · www.mcgeewm.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 26 (67%) 215M (100%) - -
Business Services 13 (33%) - - -
Technology Hardware - - 1 (100%) -
Total 39 $215M 1 -

By Geo

State/Country Buy Value Sell Value
United States 37 215M 1 -
  Texas 6 - - -
  California 5 - - -
  New York 4 - - -
  Michigan 3 - - -
  Washington 2 - - -
  Virginia 2 - - -
  Oregon 2 - - -
  Florida 2 - - -
  Connecticut 2 - - -
  Colorado 2 - - -
  Arizona 1 - 1 -
  Wisconsin 1 - - -
  Ohio 1 - - -
  New Mexico 1 - - -
  Iowa 1 215M - -
  Georgia 1 - - -
  Delaware 1 - - -
Australia 1 - - -
United Kingdom 1 - - -
Domestic 37 (95%) 215M (100%) 1 (100%) -
Cross-border 2 (5%) - - -
Total 39 $215M 1 -

Top M&A Advisors

Legal Deals
Willkie Farr & Gallagher LLP
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)
3%
1 (3%)
Divested to
Strategic(s)
100%
1 (100%)

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