Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | June 9, 2022 |
| Target | Bivin |
| Sector | Business 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 Context for Buyer | # |
|---|---|
| Overall | 46 of 71 |
| Sector: Business Services | 15 of 25 |
| Type: Add-on Acquisition | 45 of 68 |
| State: Oklahoma | 1 of 2 |
| Country: United States | 44 of 69 |
| Year: 2022 | 7 of 15 |
| 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 | - |
| 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 | - |
