M&A Deal Summary

Mercer Advisors Acquires Bivin

On June 9, 2022, Mercer Advisors acquired business services company Bivin

Acquisition Highlights
  • This is Mercer Advisors’ 15th transaction in the Business Services sector.
  • This is Mercer Advisors’ 44th transaction in the United States.
  • This is Mercer Advisors’ 1st transaction in Oklahoma.

M&A Deal Summary
Date 2022-06-09
Target Bivin
Sector Business Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Bivin

Ponca City, Oklahoma, United States
Bivin is an investment advisor and financial planning firm. Bivin was founded in 1994 and is based in Ponca City, Oklahoma.

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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 46 of 66
Sector (Business Services) 15 of 23
Type (Add-on Acquisition) 45 of 64
State (Oklahoma) 1 of 1
Country (United States) 44 of 64
Year (2022) 7 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-08 Berkson

Woodland Hills, California, United States

Berkson is an independent financial services firm trusted by colleagues and clients for our integrity, innovation, and consistently superior service. Berkson is based in Woodland Hills, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-06 Starks Financial Group

Asheville, North Carolina, United States

Starks Financial Group is a financial planning and wealth management firm that helps numerous clients understand and manage their money. Starks Financial Group's team of financial planners believes in the empowerment that accompanies financial literacy – understanding how resources can work hard to help reach financial goals. Starks Financial Group was founded in 1999 and is based in Asheville, North Carolina.

Buy -
Mergr

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