M&A Deal Summary

Mercer Advisors Acquires Jordan Financial Strategies

On September 7, 2022, Mercer Advisors acquired financial services company Jordan Financial Strategies

Acquisition Highlights
  • This is Mercer Advisors’ 35th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 48th transaction in the United States.
  • This is Mercer Advisors’ 3rd transaction in Colorado.

M&A Deal Summary
Date 2022-09-07
Target Jordan Financial Strategies
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

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.

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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 50 of 66
Sector (Financial Services) 35 of 43
Type (Add-on Acquisition) 49 of 64
State (Colorado) 3 of 4
Country (United States) 48 of 64
Year (2022) 11 of 15
PREVIOUS DEAL
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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-04 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.

Buy -
Mergr

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