M&A Deal Summary

Mercer Advisors Acquires Mallard Advisors

On August 2, 2022, Mercer Advisors acquired financial services company Mallard Advisors

Acquisition Highlights
  • This is Mercer Advisors’ 34th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 47th transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in Delaware.

M&A Deal Summary
Date 2022-08-02
Target Mallard Advisors
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Mallard Advisors

Hockessin, Delaware, United States
Mallard Advisors is a wealth management firm located in Hockessin, Delaware.

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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 49 of 66
Sector (Financial Services) 34 of 43
Type (Add-on Acquisition) 48 of 64
State (Delaware) 2 of 3
Country (United States) 47 of 64
Year (2022) 10 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-07 HCO Private Wealth

Roanoke, Virginia, United States

HCO Private Wealth is a wealth management firm for high net worth and high-income families. HCO Private Wealth was founded in 2009 and is based in Roanoke, Virginia.

Buy -
FOLLOWING 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 -
Mergr

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