M&A Deal Summary

Mercer Advisors Acquires Goldstein Munger

On October 4, 2022, Mercer Advisors acquired business services company Goldstein Munger

Acquisition Highlights
  • This is Mercer Advisors’ 16th transaction in the Business Services sector.
  • This is Mercer Advisors’ 49th transaction in the United States.
  • This is Mercer Advisors’ 7th transaction in California.

M&A Deal Summary
Date 2022-10-04
Target Goldstein Munger
Sector Business Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition
Advisor(s) DeVoe & Company (Financial)

Target

Goldstein Munger

San Ramon, California, United States
Goldstein Munger is a wealth management firm focused on serving ultra-high net worth ("UHNW") clients. The firm's services include intergenerational wealth planning, employee stock, and stock options, cash flow planning, income tax planning, estate, and trust planning, retirement planning, insurance, and education planning, and philanthropic planning. Goldstein Munger is based in San Ramon, California.

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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 51 of 66
Sector (Business Services) 16 of 23
Type (Add-on Acquisition) 50 of 64
State (California) 7 of 8
Country (United States) 49 of 64
Year (2022) 12 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-07 Jordan Financial Strategies

Denver, Colorado, United States

Jordan Financial Strategies is a provider of comprehensive wealth management and financial planning services. Jordan Financial Strategies was founded in 1998 and is based in Denver, Colorado.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-05 TAAG

Cincinnati, Ohio, United States

TAAG is a respected wealth management firm that enhances the well-being of those it serves through fee-only, consultative financial planning and investment management. The company does this using a collaborative process that helps successful individuals and families make the best possible decisions about their money. TAAG was formed in 1988 and is based in Cincinnati, Ohio.

Buy -
Mergr

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