Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | November 2, 2021 |
| Target | ACG Wealth |
| Sector | Financial Services |
| Buyer(s) | Mercer Advisors |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Cambridge International Partners (Financial) |
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| Category | Company |
|---|---|
| Founded | 1985 |
| Sector | Financial Services |
| Employees | 280 |
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 | 37 of 71 |
| Sector: Financial Services | 25 of 46 |
| Type: Add-on Acquisition | 36 of 68 |
| State: Georgia | 1 of 3 |
| Country: United States | 35 of 69 |
| Year: 2021 | 8 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-20 |
Lake Point Advisory Group
Rockwall, Texas, United States Lake Point Advisory Group is a respected wealth management firm that serves clients with assets under management/advisement (collectively "AUM") of approximately $700 million. Lake Point was founded in 2007 and is located in Rockwall, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-01 |
Precipio Wealth Management
McLean, Virginia, United States Precipio Wealth Management offers financial planning, professional asset management, and investment advisory services in Virginia. Precipio serves clients in 19 states with assets under management (AUM) of approximately $250 million. Precipio Wealth Management was founded in 2009 and is based in McLean, Virginia. |
Buy | - |
