M&A Deal Summary |
|
|---|---|
| Date | 2019-02-19 |
| Target | Arbor Asset Management |
| Sector | Financial Services |
| Buyer(s) | Mercer Advisors |
| Deal Type | Add-on Acquisition |
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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 STATS | # |
|---|---|
| Overall | 18 of 70 |
| Sector: Financial Services M&A | 12 of 45 |
| Type: Add-on Acquisition M&A Deals | 17 of 67 |
| State: Michigan M&A | 2 of 5 |
| Country: United States M&A | 16 of 68 |
| Year: 2019 M&A | 2 of 11 |
| 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 | - |
| 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 | - |
