M&A Deal Summary |
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---|---|
Date | 2024-09-03 |
Target | Benchmark |
Sector | Financial Services |
Buyer(s) | Mercer Advisors |
Deal Type | Add-on Acquisition |
Advisor(s) | DeVoe & Company (Financial) |
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Category | Company |
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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 | 65 of 66 |
Sector (Financial Services) | 43 of 43 |
Type (Add-on Acquisition) | 63 of 64 |
State (Connecticut) | 4 of 4 |
Country (United States) | 63 of 64 |
Year (2024) | 3 of 4 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-03-05 |
MDK
Seattle, Washington, United States MDK is a comprehensive wealth management firm that offers a full range of family office services including financial planning, investment management, trust and estate planning, private banking and lending, tax planning, private aviation and boat advisory, and executive planning. MDK was founded in 2020 and is located in Seattle, Washington. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-10-02 |
Kades & Cheifetz
Berwyn, Pennsylvania, United States Kades & Cheifetz is an independent Registered Investment Advisor (RIA) and financial services provider. Kades & Cheifetz was formed in 1991 and is headquartered in Berwyn, Pennsylvania. |
Buy | - |