M&A Deal Summary

Mercer Advisors Acquires Kades & Cheifetz

On October 2, 2024, Mercer Advisors acquired business services company Kades & Cheifetz

Acquisition Highlights
  • This is Mercer Advisors’ 23rd transaction in the Business Services sector.
  • This is Mercer Advisors’ 64th transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in Pennsylvania.

M&A Deal Summary
Date 2024-10-02
Target Kades & Cheifetz
Sector Business Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition
Advisor(s) Colchester Partners (Financial)

Target

Kades & Cheifetz

Berwyn, Pennsylvania, United States
Kades & Cheifetz is an independent Registered Investment Advisor (RIA) and financial services provider. Kades & Cheifetz was formed in 1991 and is headquartered in Berwyn, Pennsylvania.

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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 66 of 66
Sector (Business Services) 23 of 23
Type (Add-on Acquisition) 64 of 64
State (Pennsylvania) 2 of 2
Country (United States) 64 of 64
Year (2024) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-03 Benchmark

Old Lyme, Connecticut, United States

Benchmark provides holistic financial planning and wealth management for high-net-worth professionals and retirees. Benchmark is based in Old Lyme, Connecticut.

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