M&A Deal Summary |
|
|---|---|
| Date | 2025-06-03 |
| Target | Full Sail Capital |
| Sector | Financial Services |
| Buyer(s) | Mercer Advisors |
| Deal Type | Add-on Acquisition |
SEARCH BY
| 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 | 68 of 70 |
| Sector: Financial Services M&A | 45 of 45 |
| Type: Add-on Acquisition M&A Deals | 66 of 67 |
| State: Oklahoma M&A | 2 of 2 |
| Country: United States M&A | 66 of 68 |
| Year: 2025 M&A | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-28 |
Tufton Capital Management
Hunt Valley, Maryland, United States Tufton Capital Management offers comprehensive investment management and financial planning services to high-net-worth individuals, families, and institutions. Tufton Capital Management was founded in 1995 and is based in Hunt Valley, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-11-12 |
BFLC
El Segundo, California, United States BFLC provides accounting, audit and business advisory services to private companies and high-net-worth individuals. BFLC offers services including accounting & assurance, tax planning, business advisory, estate planning and transactions. BFLC is based in El Segundo, California. |
Buy | - |
