M&A Deal Summary

Mercer Advisors Acquires Arbor Asset Management

On February 19, 2019, Mercer Advisors acquired financial services company Arbor Asset Management

Acquisition Highlights
  • This is Mercer Advisors’ 12th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 16th transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in Michigan.

M&A Deal Summary
Date 2019-02-19
Target Arbor Asset Management
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Arbor Asset Management

Ann Arbor, Michigan, United States
Arbor Asset Management LLC is a large wealth management firm serving households throughout the mid-west with assets under management (AUM) of approximately $350 Million. Company focusing on delivering comprehensive and high-quality wealth management services to his clientele.

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Buyer(S) 1

Buyer

Mercer Advisors

Denver, Colorado, United States
Category Company
Founded 1985
Sector Financial Services
Employees280
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 STATS #
Overall 18 of 66
Sector (Financial Services) 12 of 43
Type (Add-on Acquisition) 17 of 64
State (Michigan) 2 of 5
Country (United States) 16 of 64
Year (2019) 2 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-01-03 Dragon Financial Group

San Mateo, California, United States

Dragon Financial Group is a provider of financial planning and investment management services to investors in the San Francisco Bay area. Dragon Financial Group was founded in 2003 and is based in San Mateo, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-03-07 Confluence Financial Advisors

Boulder, Colorado, United States

Confluence Financial Advisors LLC is a comprehensive wealth management firm serving households throughout the mid-west with assets under management (AUM) of approximately $240 million.

Buy -
Mergr

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