M&A Deal Summary

Mercer Advisors Acquires Fure Financial

On June 7, 2022, Mercer Advisors acquired financial services company Fure Financial

Acquisition Highlights
  • This is Mercer Advisors’ 30th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 42nd transaction in the United States.
  • This is Mercer Advisors’ 1st transaction in Minnesota.

M&A Deal Summary
Date 2022-06-07
Target Fure Financial
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Fure Financial

Bloomington, Minnesota, United States
Fure Financial is a wealth management firm, serving approximately 300 clients. Fure Financial was founded in 1985 and is based in Bloomington, Minnesota.

Search 201,157 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

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 44 of 66
Sector (Financial Services) 30 of 43
Type (Add-on Acquisition) 43 of 64
State (Minnesota) 1 of 1
Country (United States) 42 of 64
Year (2022) 5 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-04 Sanford Advisory

Portage, Michigan, United States

Sanford Advisory is a wealth management firm, that approaches financial management by developing a personalized comprehensive financial plan for its clientele with an understanding that each client's financial situation is unique. Sanford Advisory is based in Portage, Michigan.

Buy -
FOLLOWING 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 -
Mergr

Product

Company

Legal