M&A Deal Summary

Mercer Advisors Acquires Mallard

On July 6, 2023, Mercer Advisors acquired business services company Mallard

Acquisition Highlights
  • This is Mercer Advisors’ 21st transaction in the Business Services sector.
  • This is Mercer Advisors’ 56th transaction in the United States.
  • This is Mercer Advisors’ 3rd transaction in Delaware.

M&A Deal Summary
Date 2023-07-06
Target Mallard
Sector Business Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Mallard

Newark, Delaware, United States
Mallard is a comprehensive wealth management firm that provides comprehensive financial planning advice and investment management to its clientele stating: "As financial advisors, Mallard Financial Partners puts your (clients') values and goals ahead of ours. Mallard was formed in 1996 and is based in Newark, Delaware.

Search 201,292 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

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 58 of 66
Sector (Business Services) 21 of 23
Type (Add-on Acquisition) 56 of 64
State (Delaware) 3 of 3
Country (United States) 56 of 64
Year (2023) 4 of 8
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-05 Day & Ennis

Macon, Georgia, United States

Day & Ennis provides comprehensive wealth management services to clients anchoring on financial planning. The company has helped individuals and business owners find the confidence that comes with carefully designed financial plans. Its job is to help clients in achieving investment goals, so they can be more secure in the future. Day & Ennis was formed in 1998 and is based in Macon, Georgia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-08-02 Steward Wealth Management

Colleyville, Texas, United States

Steward Wealth Management is a wealth management firm that provides guidance to help clients connect the dots of financial planning, investments, tax, and estate planning. Steward Wealth Management was founded in 2007 and is based in Colleyville, Texas

Buy -
Mergr

Product

Company

Legal