M&A Deal Summary |
|
|---|---|
| Date | 2017-08-16 |
| Target | Blue Moon Wealth Advisory |
| 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 | 7 of 70 |
| Sector: Financial Services M&A | 4 of 45 |
| Type: Add-on Acquisition M&A Deals | 6 of 67 |
| State: Washington M&A | 1 of 3 |
| Country: United States M&A | 7 of 68 |
| Year: 2017 M&A | 4 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-07-12 |
Wealth Design Services
Rochester, New York, United States Wealth Design Services, Inc. is a provider of financial planning to families and people with complex situations or are nearing retirement. We use a collaborative hands on process that combines investment management, financial planning, and tax planning. Wealth Design Services, Inc. is a Rochester, NY-based RIA with approximately $160 million of assets under management and also includes a robust tax practice. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-09-08 |
Ray Mignone & Associates
Little Neck, New York, United States Ray Mignone & Associates, Inc. is a provider of financial planning and investment management services with $290 million of assets under management. Ray Mignone & Associates was founded in 1989 and is based in Little Neck, New York. |
Buy | - |
