M&A Deal Summary |
|
|---|---|
| Date | 2022-08-02 |
| Target | Mallard Advisors |
| 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 | 49 of 70 |
| Sector: Financial Services M&A | 34 of 45 |
| Type: Add-on Acquisition M&A Deals | 48 of 67 |
| State: Delaware M&A | 2 of 3 |
| Country: United States M&A | 47 of 68 |
| Year: 2022 M&A | 10 of 15 |
| 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 | - |
| 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 | - |
