M&A Deal Summary |
|
|---|---|
| Date | 2022-07-07 |
| Target | HCO Private Wealth |
| 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 | 48 of 66 |
| Sector (Financial Services) | 33 of 43 |
| Type (Add-on Acquisition) | 47 of 64 |
| State (Virginia) | 3 of 3 |
| Country (United States) | 46 of 64 |
| Year (2022) | 9 of 15 |
| 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 | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-08-02 |
Mallard Advisors
Hockessin, Delaware, United States Mallard Advisors is a wealth management firm located in Hockessin, Delaware. |
Buy | - |
